William Raymond Sherwin

Nathan Huntington is affiliated with Strategic Applications and Solutions, LLC and holds a Series 65 credential. He has experience working at Peraton and the Theodore Roosevelt Medora Foundation. Outside of his advisory work, he is involved with Hesperus Luxury Travel, LLC and previously served in the U.S. Marine Corps. Strategic Applications and Solutions provides financial planning and consulting services to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers client-tailored financial plans and serves as a co-advisor alongside an unaffiliated asset manager, focusing on a Modern Portfolio/Efficient Market investment approach.

Trevor Leidy is a financial advisor at Dakota Wealth Advisors LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gradient Advisors LLC and Investment Centers of America. Dakota Wealth Advisors LLC provides personalized financial planning and discretionary portfolio management to individual and high-net-worth clients, employing a research-driven approach that combines fundamental and technical analysis with active trading and derivative strategies. The firm offers a broad range of investment instruments and uses Interactive Brokers for custody and trading.

Erik Johnson is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Fleischer & Johnson Wealth Management, Inc. He previously worked at VPWM Advisors LLC, Nrp Advisors, and LPL Financial. Fleischer & Johnson Wealth Management, Inc. provides discretionary portfolio management to individuals and high-net-worth clients and serves as both sponsor and portfolio manager of a wrap fee program. The firm employs a long-term, modern portfolio theory approach, operates primarily under discretionary authority, and manages approximately $102 million across about 232 client accounts.

John Power is the sole advisor at Power Wealth Management, LLC in Bismarck, ND, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has operated Power Wealth Management since 2013 and also owns Power Financial, a CPA firm providing tax and accounting services, where he has been involved since 1991. Power serves as the chapter president of his local NAIFA chapter. Power Wealth Management primarily advises pension and profit-sharing plans and other institutional clients by soliciting third-party money managers and providing financial planning and consulting to plan sponsors. The firm delivers written evaluations and tailored plans, referring clients to external managers rather than directly managing assets or exercising discretionary authority.

Benjamin Brandt is a CFP® with 18 years of industry experience, currently serving at Capital City Wealth Management, Inc. in Bismarck, ND. He has hosted the Retirement Starts Today Radio podcast since 2015 and is the sole member and content creator for Retire Ready Resources LLC, where he produces books, podcasts, YouTube channels, and online courses related to retirement. Capital City Wealth Management, Inc. serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning through a wrap fee program. The firm uses diversified, risk-based portfolios tailored by investment policy statements and risk-tolerance questionnaires, employing strategic, tactical, and dynamic allocation approaches with ongoing reviews.

Benjamin Martinek is a CFP® and Series 66-registered advisor with 11 years of experience. He is a co-founder of Magni Publicani LLP, doing business as Magni Tax Experts, where he dedicates about 25% of his time. Martinek has worked at Bona Fide Finance, LLC since 2015 and has prior experience with Magnum LTL. Bona Fide Finance provides financial planning and advisory services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plan consulting for employer plan sponsors. The firm emphasizes fixed-fee and ongoing comprehensive planning, utilizing passive investment strategies and third-party managers.