John Richard Carlson

Meggan Urban is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her work history includes roles at Freedom Financial Group and BFC Planning, Inc. In addition to her advisory duties, she is a commissioned Notary Public in Minot, North Dakota. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $906 million in client assets and offers a range of investment platforms and tailored strategies.

Brandyn Hendrickson is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at American Independent Securities Group since 2019 and previously at Capital Financial Services, Inc. and Curb 2 Curb. Hendrickson serves as President of the Minot Optimist Club and is a board member of the Minot Housing Authority. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through both discretionary and non-discretionary arrangements and incorporates third-party managers and estate-planning services.

Bart Bohrer is a financial advisor at Calton & Associates, Inc. in Minot, ND, holding Series 63 and Series 65 credentials with 22 years of industry experience. He previously worked at Capital Financial Services, Inc. for 16 years before joining Calton & Associates in 2019. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures and analytic approaches, combining both commissionable brokerage and insurance products alongside asset management services.

Nicholas Mock is a financial advisor with BFC Planning, Inc. in Minot, ND, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Berthel Fisher & Company Financial Services, Inc. since 2015 and previously with Sutterfield Financial Group, Inc. from 2012 to 2015. Outside of his advisory role, he is an investor and business consultant in a transportation company and serves as COO of multiple financial services LLCs. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 185 advisors and approximately $3.8 billion in client assets, offering flexible fee arrangements and multiple program structures tailored to client needs.

Troy Mantz is a financial advisor with BFC Planning, Inc. in Minot, ND, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Berthel Fisher & Company Financial Services, Inc. since 2016 and has been with BFC Planning since 2015. Outside of his advisory role, he is involved in insurance sales, specifically life and long-term care insurance through Hallett Financial Group. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management services with a range of platform options and investment strategies.

Jesse Goertzen is a financial advisor with First Command Advisory Services in Minot, ND, holding a Series 66 designation and three years of industry experience. Before joining First Command, he worked at Peoples State Bank of Velva and has served as the Head Volleyball Coach for Minot High School. First Command Advisory Services is an SEC-registered firm that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team.