Jay Charles Matthews

Jason Blake is the sole advisor at Blake Wealth Strategies in Grand Forks, ND, holding a Series 65 designation with 10 years of industry experience. He previously worked at Gradient Advisors, LLC for four years and has operated his own financial firm, Blake Financial Strategies, since 2016, which includes offering life insurance and annuity products. Blake Wealth Strategies serves individual investors, trusts, estates, business entities, and qualified retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm combines advisory services with an affiliated insurance practice and employs fundamental analysis and longer-term investment approaches for its clients.

Charlie Andrys is a Series 65-licensed financial advisor with one year of industry experience, currently operating 21st Financial LLC in Grand Forks, ND. Prior to founding 21st Financial, he worked at SunDog Mining and operated Cutting Edge Lawncare for seven years. 21st Financial is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, and closely held businesses. The firm uses a combination of fundamental and technical analysis with a long-term, buy-and-hold strategy, and may include allocations to Bitcoin and Bitcoin-backed credit instruments for suitable clients, supported by referral arrangements with specialized Bitcoin service providers.

Cole Wigestrand is a financial advisor at Johnson Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial LLC and Cetera Investment Advisors LLC. Johnson Wealth Management is a fee-only financial planning and investment management firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm follows a disciplined investment approach based on Modern Portfolio Theory, emphasizing low-cost, passively managed index funds and ETFs with global diversification and periodic rebalancing.

Derrick Johnson is a CFP® with 25 years of experience and has been with Johnson Wealth Management, LLC since 2002. Based in Grand Forks, ND, he holds Series 63 and Series 65 licenses. Outside of financial advising, he is involved in real estate development through two local companies. Johnson Wealth Management is a fee-only firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm employs a Modern Portfolio Theory-based investment approach using low-cost, passively managed index funds and ETFs, with discretionary management and oversight of named subadvisors.

James Mortenson is a CFP® and ChFC® professional with six years of industry experience. He currently works at Johnson Wealth Management, LLC and previously held roles at CWM, LLC and in academia at Creighton University and Minnesota State University of Moorhead. Johnson Wealth Management is a fee-only firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing low-cost, passively managed index funds and ETFs with global diversification and periodic rebalancing.

Jonathan Beehler is a financial advisor with Brady Martz Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Avantax Investment Services, Inc., Proequities, Inc., and Avantax Planning Partners, Inc. He is a part owner and treasurer of Tendies and Dreams I, LLC, an entity created to evaluate private placement investments. Brady Martz Wealth Solutions provides 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 philosophy while offering coordinated services through its affiliation with an accounting firm and utilizing model and sub-advisory portfolios.