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Jonathan B

Series 63, Series 65

Grand Forks, ND

Brady Martz Wealth Solutions, LLC

Jonathan Beehler is a financial advisor with Brady Martz Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Avantax Investment Services, Inc., Proequities, Inc., and Avantax Planning Partners, Inc. He is a part owner and treasurer of Tendies and Dreams I, LLC, an entity created to evaluate private placement investments. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment philosophy while offering coordinated services through its affiliation with an accounting firm and utilizing model and sub-advisory portfolios.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Wealth management
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Jason E

Series 66

Grand Forks, ND

Brady Martz Wealth Solutions, LLC

Jason Ernst is a financial advisor at Brady Martz Wealth Solutions, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services, Inc., ProEquities, Inc., Honkamp Krueger Financial Services Inc., and U.S. Bancorp Investments. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment philosophy, supported by model and sub-advisory portfolios, and integrates financial planning tools such as Monte Carlo simulation.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Wealth management
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Monica M

Series 66

Grand Forks, ND

Brady Martz Wealth Solutions, LLC

Monica Murphy is a financial advisor with Brady Martz Wealth Solutions, LLC and holds a Series 66 designation. She has 16 years of industry experience, including roles at Avantax Investment Services, Inc., Avantax Planning Partners Inc., and ProEquities. Outside of her advisory work, she coaches and officiates in a recreational adult volleyball league through Bismarck Parks and Recreation. Brady Martz Wealth Solutions provides discretionary investment management and comprehensive financial planning to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold approach, utilizing model and sub-advisory portfolios along with integrated financial planning tools.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Wealth management
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Logan Z

CFP®, Series 65

Grand Forks, ND

Brady Martz Wealth Solutions, LLC

Logan Zeisler is a CFP® with two years of industry experience and is currently associated with Brady Martz Wealth Solutions, LLC. His prior experience includes roles at Mariner Wealth Advisors, Farm Credit Services of America, and a term in the South Dakota State Legislature. Brady Martz Wealth Solutions offers discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment approach, operating across 12 offices and affiliated with an accounting firm to provide coordinated tax and insurance services.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Wealth management
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Ted F

CFA®, Series 66

Orange, CT

Brady Martz Wealth Solutions, LLC

Ted Ferik is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Brady Martz Wealth Solutions, LLC, where he has worked since 2025. His prior experience includes roles at Cetera firms and Avantax Advisory Services. Outside of his advisory work, Ferik is involved in media production as an executive producer for a video production studio and manages operations for a real estate-focused business. Brady Martz Wealth Solutions provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm uses a passive, asset-class diversification approach with a buy-and-hold philosophy, supported by model portfolios and research from Focus Partners Advisor Solutions and Dimensional Fund Advisors.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Wealth management
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Zachary M

CFP®, ChFC®, Series 63

Sioux Falls, SD

Brady Martz Wealth Solutions, LLC

Zachary Motl is a CFP® and ChFC® with five years of industry experience. He is currently with Brady Martz Wealth Solutions, LLC and has prior experience at Northwestern Mutual in various roles from 2020 to 2025. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment approach, utilizing model portfolios and research support from Focus Partners Advisor Solutions and Dimensional Fund Advisors.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Wealth management
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Stephanie B

CFP®, Series 65

Dubuque, IA

Brady Martz Wealth Solutions, LLC

Stephanie Bussan is a CFP® with nine years of industry experience. She is currently with Brady Martz Wealth Solutions, LLC and has previously worked at Creative Planning, LLC, Avantax Advisory Services, and HK Financial Services, Inc. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold philosophy, using model portfolios and research support from partners such as Dimensional Fund Advisors.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Wealth management
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Cole O

Series 65

Grand Forks, ND

Brady Martz Wealth Solutions, LLC

Cole O'Connell is a financial advisor at Brady Martz Wealth Solutions, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Brady Martz & Associates and Epic Companies. Brady Martz Wealth Solutions provides discretionary investment management, financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, diversified investment strategies and operates as a wholly owned subsidiary of an accounting firm, allowing integrated service offerings across tax and insurance.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Wealth management
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