Tom Glandt is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at GWM Advisors, LLC, LPL Financial, and Investment Centers Of America, Inc. Outside of his advisory work, he serves as a junior high girls basketball coach and is the owner of a promotional business, GO PROMO LLC. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a combination of asset allocation and analytic approaches with regular portfolio reviews.

Charlotte Ingstad is a financial advisor at NewEdge Advisors with four years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Valley Wealth Advisors, as well as held positions at Valley City State University and Valley City Jr. Sr. High School. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Nicole Larson is a financial advisor with Edward Jones in Valley City, ND, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Edward Jones in 2024, she worked at Thrivent Financial and Thrivent Investment Management Inc from 2022 to 2024. Outside of financial services, she has experience in education, having worked at several schools from 2015 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kevin Eggermont is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Klein is a financial advisor at Edward Jones in Valley City, ND, holding the CFP® designation and Series 66 license, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Sierra-Cedar, Inc. for ten years. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large nationwide network of financial advisors and branch offices.

Scott Wilmes is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Wilmes serves as a board member of the Valley City High School Booster Club, which supports local high school athletics through fundraising and donation decisions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without portfolio management or discretionary trading authority. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.