Carri Berger

Mark Diehl is the principal advisor at True North Wealth Management LLC and holds a Series 65 designation. He has been in the financial advisory industry since 2025 and previously operated Diehl CPA LLC, an accounting practice, since 2019. His background also includes work with the Minnesota Department of Revenue. True North Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing long-term investment strategies guided by fundamental, quantitative, technical, and modern portfolio theory. The firm integrates financial planning and tax preparation through its affiliated accounting practice and utilizes model portfolios and tax-management tools via the Altruist platform.

Justin Obrien is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2016, and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers comprehensive, goal-based financial planning covering a wide range of topics, delivered through a network of advisors and combined with managed-account options under a consolidated billing arrangement called WealthPlan.

Drewcilla Holifield is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 license and has previously worked with the Turning Leaf Literacy Center and the Matanuska-Susitna Borough School District. Holifield serves as president of the Mat-Su Concert Band, where she attends board meetings, manages event advertising, engages in public speaking, and acts as a public liaison; she is also a semi-professional musician affiliated with Valley Performing Arts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Tammy Bruce is a Series 66 licensed financial advisor with Edward Jones, based in Palmer, Alaska. She has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of about 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Benjamin Stephens is a CFP® and ChFC® professional with 10 years of experience, currently serving at Edward Jones since 2015. He holds a Series 66 license and is based in Palmer, Alaska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of advisors and branch offices.

Susan Ellis is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. She previously worked at Signator Investors, Inc. and TransAmerica Financial Advisors, Inc., and has been the owner and president of The Ellis Group, Inc., a securities and fixed insurance sales firm, since 1996. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio optimization tools and offers a range of investment programs and platforms, supporting thousands of advisors and managing approximately $200 billion in assets.