Jason Blake is the principal advisor at Blake Wealth Strategies in Grand Forks, ND, holding a Series 65 credential with nine years of industry experience. He previously worked at Gradient Advisors, LLC, and has operated his own financial services business since 2016. In addition to advisory services, he is involved in life insurance and annuities through Blake Financial Strategies. Blake Wealth Strategies provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management using third-party platforms, standalone financial planning, and retirement plan services, emphasizing fundamental analysis and longer-term purchase strategies tailored to client objectives.

Charlie Andrys is the sole advisor at 21st Financial and holds a Series 65 designation. He has been with 21st Financial since 2025 and previously worked in mining and lawn care industries. 21st Financial provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, and closely held businesses. The firm uses fundamental and technical analysis to build diversified, long-term portfolios and incorporates cryptocurrency allocations, including Bitcoin and related instruments, for suitable clients.

Derrick Johnson is a CFP® with 24 years of experience, currently serving at Johnson Wealth Management, LLC in Grand Forks, ND. He has been with the firm since its founding in 2002. Outside of advisory work, he is involved in real estate development through two companies. Johnson Wealth Management provides fee-only financial planning and discretionary investment management to a range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes a low-cost, passive investment approach grounded in Modern Portfolio Theory and manages assets through a small-team model supported by institutional subadvisors.

James Mortenson is a financial advisor at Johnson Wealth Management, LLC in Grand Forks, ND, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Cwm, LLC, Creighton University, Dakota Business Lending, and Minnesota State University of Moorhead. Johnson Wealth Management provides fee-only financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes low-cost, passive index and ETF strategies with global diversification, managing approximately $256.8 million for a concentrated client base through a small advisory team supported by institutional subadvisor relationships.

Jonathan Beehler is a financial advisor with Brady Martz Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at Avantax Investment Services, ProEquities, and Northwestern Mutual. He is also a treasurer and part owner of Tendies and Dreams I, LLC, an entity that holds private placement investments. Brady Martz Wealth Solutions offers 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 approach, utilizing model portfolios and sub-advisory support, and operates as a wholly owned subsidiary of an accounting firm to provide coordinated services alongside affiliated tax and insurance entities.

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.

Raymond German is a financial advisor with Tencap Wealth Coaching and holds a Series 65 credential. He has 10 years of industry experience and is also the president of German Law Group, a law firm specializing in estate planning, trust administration, and probate. He has worked at Tencap Wealth Coaching since 2024 and has been involved with INVEST WISE, LLC dba German Wealth since 2014. Tencap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm delivers investment advice primarily through tailored discretionary asset management and also offers co-advisory services with third-party managers.

Monica Murphy is a Series 66 credentialed financial advisor with 15 years of industry experience. She is currently with Brady Martz Wealth Solutions, LLC and has previously worked at Avantax Investment Services, Avantax Planning Partners, Proequities, and Starion Financial. Outside of her advisory role, she coaches and officiates 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 strategy, supported by model portfolios and research partnerships, and operates as a subsidiary of an accounting firm to offer coordinated services across tax, insurance, and investment disciplines.

Ted Ferik is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Brady Martz Wealth Solutions, LLC. His prior roles include positions at several Cetera-affiliated firms and Avantax Advisory Services. Outside of financial advising, he is involved in media production as an executive producer for Think Out Loud, Inc. and manages a precious metals wholesale business. 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 with a buy-and-hold approach, utilizing model and sub-advisory portfolios supported by research from Dimensional Fund Advisors.

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.

Cole O'Connell is a financial advisor at Brady Martz Wealth Solutions, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Brady Martz & Associates and Epic Companies, as well as a four-year period at Concordia College. 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, supported by model portfolios and research partnerships.

Austin Hoover is a financial advisor with Valic Financial Advisors in Grand Forks, ND, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at Agia, Exp Reality The Van Assche Group, and American Insurance Center. Outside of financial advising, he leases mineral rights to an oil company and receives royalties. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Kari Vien is a financial advisor with OSAIC Institutions, INC. and holds the ChFC® designation and Series 66 license. She has four years of industry experience and has been with Alerus Financial, NA since 2009. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a broad range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its extensive network of investment adviser representatives and a predominantly non-discretionary asset base.

Holland Slick is a financial advisor with OSAIC Institutions, INC. based in Grand Forks, ND. He holds the Series 66 designation and has seven years of industry experience. His prior experience includes roles at Infinex Investments, Inc. and Alerus Securities Corporation. He is also a Wealth Management Associate at Alerus, working with client investment accounts managed under trust powers. OSAIC Institutions serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers a range of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated broker-dealer/adviser capabilities.

Dexter Albrecht is a financial advisor with OSAIC Institutions, INC. based in Grand Forks, ND, holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes roles at Alerus, Infinex Investments, and Thrivent Financial. Outside of his advisory work, he serves on the finance board of Calvary Lutheran Church and the University of North Dakota Booster Board. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s investment approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated lending and cash-management solutions.

Anna Larson is a Series 66 licensed financial advisor at OSAIC Institutions, INC. with seven years of industry experience. She has worked at Infinex Investments, Alerus, and Thrivent Financial in various roles since 2015. Outside of her advisory work, she performs as a vocalist in a cover band. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, access to alternative investments through the CAIS platform, and lending and cash-management options, primarily delivering advice through a network of investment adviser representatives.

Anthony Meyer is a financial advisor with OSAIC Institutions, INC. based in Grand Forks, ND. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior firms include Northwestern Mutual and Alerus, where he currently serves as a salaried financial advisor with incentive compensation from trust-related activities. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments, and lending options, with a notable emphasis on non-discretionary asset management.

Erik Fabian is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has four years of industry experience. Erik has worked at Infinex Investments, Inc. since 2021 and Alerus Financial since 2017. Outside of finance, he serves as a sports analyst for Midcontinent Communications and coaches youth hockey with the North Dakota Amateur Hockey Association. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm employs a combination of fundamental and technical analysis and provides access to alternative investments and lending options, with a notable emphasis on non-discretionary assets.

Christopher Moen is a financial advisor at OSAIC Institutions, INC. with four years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. since 2021 and Alerus Financial since 2015, where he serves as the Northern Valley Lead Financial Guide. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments and lending options. The firm provides advice primarily through a network of investment adviser representatives who employ various analytical methods and utilize third-party due diligence.

Brian Johnson is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Bremer Investments. Outside of advising, he owns BMMA Capital LLC, an investment-related company. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis.