Brian Johnson

Jason Blake is the principal advisor at Blake Wealth Strategies in Grand Forks, ND, holding a Series 65 credential with nine years of industry experience. He previously worked at Gradient Advisors, LLC, and has operated his own financial services business since 2016. In addition to advisory services, he is involved in life insurance and annuities through Blake Financial Strategies. Blake Wealth Strategies provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management using third-party platforms, standalone financial planning, and retirement plan services, emphasizing fundamental analysis and longer-term purchase strategies tailored to client objectives.

Charlie Andrys is the sole advisor at 21st Financial and holds a Series 65 designation. He has been with 21st Financial since 2025 and previously worked in mining and lawn care industries. 21st Financial provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, and closely held businesses. The firm uses fundamental and technical analysis to build diversified, long-term portfolios and incorporates cryptocurrency allocations, including Bitcoin and related instruments, for suitable clients.

Derrick Johnson is a CFP® with 24 years of experience, currently serving at Johnson Wealth Management, LLC in Grand Forks, ND. He has been with the firm since its founding in 2002. Outside of advisory work, he is involved in real estate development through two companies. Johnson Wealth Management provides fee-only financial planning and discretionary investment management to a range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes a low-cost, passive investment approach grounded in Modern Portfolio Theory and manages assets through a small-team model supported by institutional subadvisors.

James Mortenson is a financial advisor at Johnson Wealth Management, LLC in Grand Forks, ND, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Cwm, LLC, Creighton University, Dakota Business Lending, and Minnesota State University of Moorhead. Johnson Wealth Management provides fee-only financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes low-cost, passive index and ETF strategies with global diversification, managing approximately $256.8 million for a concentrated client base through a small advisory team supported by institutional subadvisor relationships.

Jonathan Beehler is a financial advisor with Brady Martz Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at Avantax Investment Services, ProEquities, and Northwestern Mutual. He is also a treasurer and part owner of Tendies and Dreams I, LLC, an entity that holds private placement investments. Brady Martz Wealth Solutions offers discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment approach, utilizing model portfolios and sub-advisory support, and operates as a wholly owned subsidiary of an accounting firm to provide coordinated services alongside affiliated tax and insurance entities.

Jason Ernst is a financial advisor at Brady Martz Wealth Solutions, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services, Inc., ProEquities, Inc., Honkamp Krueger Financial Services Inc., and U.S. Bancorp Investments. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment philosophy, supported by model and sub-advisory portfolios, and integrates financial planning tools such as Monte Carlo simulation.