Wyatt James Nelson

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.

Michael Parke is a CFP® and Series 65 licensed advisor with 35 years of experience in the financial services industry. He is the principal of Mike Parke Investment Management, LLC, based in Dickinson, ND. In addition to his advisory work, he is president and sole owner of a tax preparation business, Michael C. Parke Management Services, Inc. Mike Parke Investment Management, LLC provides investment supervisory services, financial planning, and advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on active management of individual stocks and bonds, utilizing a combination of fundamental, technical, and cyclical analysis supported by third-party research, and offers both discretionary portfolio management and flexible billing arrangements.

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 at the firm and one year of industry experience. She holds the Series 65 and Series 63 licenses. Polensky is also the owner and CEO of Angel Advocates, LLC, a business that assists clients in applying for Social Security benefits as well as health and life insurance. BFC Planning, Inc. provides 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 over 11,000 client relationships and approximately $3.8 billion in client assets through a network of independent advisors offering a range of investment strategies and fee structures.

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.