Douglas James Rolfson

Shilo Chavez is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Thrivent Financial and Michael A Lucy American Family Insurance. Chavez serves as a City Council member for the City of Watford City. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers various financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Erin George is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked with firms including LPL Financial LLC and First International Bank & Trust. Erin also works as a bookkeeper for East Rock Accounting and Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Matthew Schultz is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to his current role, Schultz worked at LPL Financial and Investment Centers of America, Inc. He owns Schultz Advisors Group LLC, the legal entity for his book of business, which he co-brands under the name Midwest Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad network of advisors and affiliated firms.

Cole Mc Gorman is the sole advisor at McGorman Wealth Management in Watford City, ND. He holds a Series 65 designation and has professional experience as an IT supervisor at a regional electric cooperative, as well as eight years with McKenzie Electric. He also serves concurrently in his role involving information technology and cybersecurity. McGorman Wealth Management provides financial planning and portfolio management services to individual and institutional clients, along with educational seminars and workshops. The firm employs a fee structure that includes both fixed and hourly arrangements and emphasizes data protection and technology risk management in its advisory practice.