Greg B Everson

Brent Lee is a financial advisor at Concorde Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Concorde since 2016. Lee is also co-owner of Truwealth Financial and owns a Christmas tree farm development in Williston, ND. Concorde Asset Management serves individual, corporate, and retirement-plan clients, providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms.

Jennifer Donais is a CFP® professional with 15 years of industry experience, currently serving as an investment advisor representative at Concorde Asset Management, LLC since 2016. She holds Series 63 and Series 65 licenses and has additional business interests including serving as president of a consulting firm focused on engineering and construction management. Donais is also involved in strategic development for small businesses through an investment-related LLC based in Arizona. Concorde Asset Management serves individual clients, including high-net-worth households, as well as corporate and retirement-plan clients, offering portfolio management, financial planning, and access to third-party asset managers. The firm employs model-based and asset-allocation strategies using proprietary and third-party platforms, providing discretionary and non-discretionary advisory services.

Matthew Kohler is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 license and nine years of industry experience. His prior roles include positions at DFPG Investments, Concorde Asset Management, Concorde Investment Services, Minot State University, and Ameriprise Financial Services. He serves on the board of Zoe Life Outreach, a nonprofit focused on providing support for victims of sex trafficking and human trafficking. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services, employing a tactical diversification investment approach tailored to client goals and risk tolerance.

Gary Ryberg is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Kestra Advisory Services LLC and Kestra Investment Services, LLC, having previously worked at Personal Wealth Partners LLC and LPL Financial, LLC. He also serves as president of Elkhorn Financial Inc., where he offers long-term care, life insurance, and fixed annuities to clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients including sovereign wealth funds.

Rachel Linn is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management Inc. from 2020 to 2025 and was involved with The Travel Linn Company LLC between 2017 and 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

James Laqua is a Series 66-credentialed financial advisor with 12 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has worked concurrently at American State Bank & Trust Co. and the Williston Rural Fire Protection District. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client decision-making, with specialized services in municipal and public finance and innovative retirement plan advisory programs.