Mark Jason Kohlman

John Carlson is a financial advisor at Hendrickson Financial Services, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Wealth Plus of the Dakotas, Inc., Capital Financial Holdings, Inc., Voyager Capital Management, LLC, and Capital Financial Services, Inc. Outside of advisory work, he is also involved in fixed insurance sales. Hendrickson Financial Services provides discretionary asset management and financial planning primarily to individual clients, utilizing individualized investment policy statements and risk-tolerance assessments combined with fundamental and technical analysis to manage portfolios.

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 at American Independent Securities Group, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2019. Prior to that, he was involved with Curb 2 Curb and Capital Financial Services, Inc. Hendrickson serves as the 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 individual investors, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on both discretionary and non-discretionary bases.

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 65 and Series 63 licenses and having 14 years of industry experience. He has been with Berthel Fisher & Company Financial Services, Inc. since 2015 and Berthel Fisher & Company, Planning Inc. since 2013. Outside of his advisory work, he is involved as COO and manager in various businesses, including financial services firms and an investor and consultant role in a transportation company. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a wide range of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets, offering flexible fee structures and multiple investment program options through a network of independent advisers.

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.