Michael Clare Parke

James Schwartz is the sole advisor at Schwartz Investment Management Co. in Dickinson, ND, holding Series 63 and Series 65 licenses with 34 years of industry experience. The firm provides discretionary, fee-only investment management and financial planning services primarily to individual investors and trusts. Schwartz Investment Management Co. integrates investment management with a long-standing CPA tax practice, offering clients combined tax and investment perspectives. The firm emphasizes broad diversification, utilizes model portfolios and market research, and delivers regular written reviews and quarterly reporting.

Paul Dickey is the sole advisor at INS Capital Management, LLC, an independent firm based in Dickinson, ND. He holds Series 63, 65, and 66 designations and has 25 years of industry experience, including more than two decades at Investor's New Standard. INS Capital Management is a fee-only investment adviser managing approximately $11.6 million for a limited number of individual and household clients. The firm focuses on ETF-centric portfolio management with both passive and active strategies, employing technical, quantitative, and qualitative analysis to guide discretionary investment decisions.

Jon Hendrickson is a financial advisor with Hendrickson Financial Services, LLC in Dickinson, ND, holding a Series 66 designation and 26 years of industry experience. He has been the owner of Hendrickson Financial Services since 2016 and has operated as a sole proprietor since 2004. Outside of advising, he serves as a voluntary board member of the Community Action Partnership in Western North Dakota and manages beverage inventory for the Theodore Roosevelt Medora Foundation. Hendrickson Financial Services provides discretionary asset management and financial planning primarily to individual clients. The firm employs individualized investment policy statements and risk-tolerance assessments, using both fundamental and technical analysis to construct and monitor portfolios.

Renae Polensky is a financial advisor at BFC PLANNING, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Berthel, Fisher & Company Financial Services, Inc. Polensky is also the owner and CEO of Angel Advocates, LLC, where she assists clients with Social Security benefits and health and life insurance applications. BFC Planning, Inc. offers 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 approximately $3.8 billion in client assets through a network of independent adviser representatives who customize portfolios using various investment vehicles and fee arrangements.

Tanner Steffan is a financial advisor with Principal Financial Services in Dickinson, ND, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked with Dakota Community Investments, Principal Life Securities, and Securities America Advisors, among others. Outside of his advisory role, he serves as Vice President of the St John Endowment Fund, a local organization that directs charitable distributions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Brian Fisher is a PFS™ credentialed financial advisor with seven years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Avantax Planning Partners, Cetera Investment Advisers, and Brady Martz Wealth Solutions. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, incorporating diversified allocations of mutual funds and ETFs matched to client objectives and risk tolerance.