Matthew Yale

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.

Marissa Nehlsen is a financial advisor with BFC Planning, Inc. in Minot, ND, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. She has worked with Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. since 2013. Outside of her advisory role, Nehlsen is involved in multiple business activities including leadership coaching, training and speaking, public relations for a nonprofit, and managing financial services companies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to various investment platforms and sub-advisory programs.

Meggan Urban is a financial advisor at BFC Planning, Inc. in Minot, ND, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BFC Planning since 2018, previously working at Berthel Fisher & Company Financial Services and Freedom Financial Group. Outside of her advisory role, she is a commissioned Notary Public in Minot. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and third-party manager programs, with portfolios typically composed of stocks, bonds, mutual funds, and ETFs.

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 63 and Series 65 licenses and 14 years of industry experience. He has been associated with Berthel Fisher & Company Financial Services, Inc. since 2015 and Berthel Fisher & Company, Planning Inc. since 2013. Outside of his advisory role, he is an investor and business consultant in Ethica Solutions LLC, a transportation company. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, with a range of strategies tailored to client needs.