Jeffrey David Baumgartner

Trevor Leidy is a financial advisor at Dakota Wealth Advisors LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gradient Advisors LLC and Investment Centers of America. Dakota Wealth Advisors LLC provides personalized financial planning and discretionary portfolio management to individual and high-net-worth clients, employing a research-driven approach that combines fundamental and technical analysis with active trading and derivative strategies. The firm offers a broad range of investment instruments and uses Interactive Brokers for custody and trading.

Erik Johnson is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Fleischer & Johnson Wealth Management, Inc. His prior roles include positions at VPWM Advisors LLC, Nrp Advisors, and LPL Financial LLC. Fleischer & Johnson Wealth Management, Inc. provides portfolio management and advisory services to individual and high-net-worth clients, utilizing a long-term investment approach based on modern portfolio theory. The firm operates a sponsored wrap fee program and manages both wrap and non-wrap accounts under the same investment process.

John Power is the principal of Power Wealth Management, LLC in Bismarck, ND, with 16 years of experience as an investment advisor. He holds Series 63 and Series 65 licenses and also operates Power Financial, LLC, a CPA firm providing tax and accounting services. Additionally, he serves as the local chapter president of NAIFA. Power Wealth Management primarily advises pension and profit-sharing plans and other institutional or pooled vehicles by soliciting third-party money managers and providing financial planning and consulting to plan sponsors. The firm does not directly manage assets but offers written evaluations and facilitates client relationships with outside managers, operating on an hourly planning fee basis rather than charging based on assets under management.

Benjamin Brandt is a CFP® with 18 years of industry experience, currently serving at Capital City Wealth Management, Inc. in Bismarck, ND. He has hosted the Retirement Starts Today Radio podcast since 2015 and is the sole member and content creator for Retire Ready Resources LLC, where he produces books, podcasts, YouTube channels, and online courses related to retirement. Capital City Wealth Management, Inc. serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning through a wrap fee program. The firm uses diversified, risk-based portfolios tailored by investment policy statements and risk-tolerance questionnaires, employing strategic, tactical, and dynamic allocation approaches with ongoing reviews.

Benjamin Martinek is a CFP® and Series 66-registered advisor with 11 years of experience. He is a co-founder of Magni Publicani LLP, doing business as Magni Tax Experts, where he dedicates about 25% of his time. Martinek has worked at Bona Fide Finance, LLC since 2015 and has prior experience with Magnum LTL. Bona Fide Finance provides financial planning and advisory services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plan consulting for employer plan sponsors. The firm emphasizes fixed-fee and ongoing comprehensive planning, utilizing passive investment strategies and third-party managers.

Travis Vatnsdal is a financial advisor at Triton Investments, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Northwestern Mutual in various capacities from 2018 to 2026. Triton Investments, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporations and business entities. The firm’s investment approach emphasizes modern portfolio theory, long-term trading, and passively managed index ETFs with active rebalancing tailored to client needs.