Katie Renae Grager

David Falk is a financial advisor at BFC Planning, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BFC Planning and Berthel Fisher & Company Financial Services since 2019, following four years at Securities America Advisors. Outside of his advisory role, he is a general member of local organizations including the Knights of Columbus, Elks Lodge, and Jamestown Dollars for Scholars. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm offers comprehensive financial planning and portfolio management services, utilizing various platforms and investment strategies tailored to client needs.

Paul Witthauer is a financial advisor with G. A. Repple & Company, holding the ChFC® designation and multiple securities licenses. He has 39 years of industry experience, including prior roles at Oneamerica Securities and a long-standing affiliation with The Principal Mutual Life Insurance Co. He also serves as president of Witthauer Inc., a fixed insurance sales business. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate clients. The firm employs a variety of analytical approaches to develop customized portfolios and offers a range of programs including ETF-focused and Biblically-Responsible Investing models.

Erin Lamp is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. She has 14 years of industry experience, including prior roles at LPL Financial and State Farm Investment Management Corp. Outside of her advisory work, she is a fitness instructor at Two Rivers Activity Center. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party strategies.

Clemans Hager III is a Series 66-credentialed financial advisor with 13 years of industry experience, currently with Ameriprise. He has been with Ameriprise and its predecessor entities since 2012. Outside of advising, he holds passive ownership in a local brewery and serves on multiple nonprofit boards, including as treasurer for Jamestown Junior Olympic Volleyball and as a board member for the North Dakota Community Foundation and Jamestown Regional Medical Center. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Quincy Backen is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Edward Jones since 2017 and previously worked at American Family Insurance from 2005 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the country.

Steven Sedler is a financial advisor with Stifel in Jamestown, ND, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent five years with Wells Fargo Clearing. Sedler serves as an Executive Board Member of the Jamestown Basketball Booster, supporting youth basketball in his community. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and asset management.