Scott David Wilmes

Joshua Kasowski is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 66 designations. He has five years of industry experience and has worked at Invest Forward and Commonwealth Financial Network since 2024, alongside a long tenure at Bank Forward beginning in 2009. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform supporting advisors with operations, trading, technology, investment management, compliance, and practice management.

Tom Glandt is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked with Investment Centers Of America, Inc., LPL Financial, and GWM Advisors, LLC. Outside of his advisory role, he serves as a junior high girls basketball coach and is the owner of a small promotional business, GO PROMO LLC. NewEdge Advisors is a large registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services, including portfolio management, financial planning, and access to third-party managers, utilizing technology and centralized due diligence to support both advisors and clients.

Charlotte Ingstad is a financial advisor with NewEdge Advisors, holding a Series 66 designation and four years of industry experience. She has worked with LPL Financial LLC and Valley Wealth Advisors, and has held teaching positions at Valley City State University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services such as portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Nicole Larson is a financial advisor with Edward Jones in Valley City, ND, holding Series 63 and Series 65 licenses and four 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. Larson also has experience as an educator in Valley City High School and West Fargo Public Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

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.