John Carlson is a financial advisor at Hendrickson Financial Services, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Wealth Plus of the Dakotas, Inc., Capital Financial Holdings, Inc., Voyager Capital Management, LLC, and Capital Financial Services, Inc. Outside of advisory work, he is also involved in fixed insurance sales. Hendrickson Financial Services provides discretionary asset management and financial planning primarily to individual clients, utilizing individualized investment policy statements and risk-tolerance assessments combined with fundamental and technical analysis to manage portfolios.

Marissa Nehlsen is a financial advisor with BFC Planning, Inc. in Minot, ND, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. She has worked with Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. since 2013. Outside of her advisory role, Nehlsen is involved in multiple business activities including leadership coaching, training and speaking, public relations for a nonprofit, and managing financial services companies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to various investment platforms and sub-advisory programs.

Meggan Urban is a financial advisor at BFC Planning, Inc. in Minot, ND, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BFC Planning since 2018, previously working at Berthel Fisher & Company Financial Services and Freedom Financial Group. Outside of her advisory role, she is a commissioned Notary Public in Minot. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and third-party manager programs, with portfolios typically composed of stocks, bonds, mutual funds, and ETFs.

Brandyn Hendrickson is a financial advisor at American Independent Securities Group, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2019. Prior to that, he was involved with Curb 2 Curb and Capital Financial Services, Inc. Hendrickson serves as the president of the Minot Optimist Club and is a board member of the Minot Housing Authority. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on both discretionary and non-discretionary bases.

Bart Bohrer is a financial advisor at Calton & Associates, Inc. in Minot, ND, holding Series 63 and Series 65 credentials with 22 years of industry experience. He previously worked at Capital Financial Services, Inc. for 16 years before joining Calton & Associates in 2019. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures and analytic approaches, combining both commissionable brokerage and insurance products alongside asset management services.

Nicholas Mock is a financial advisor with BFC Planning, Inc. in Minot, ND, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been associated with Berthel Fisher & Company Financial Services, Inc. since 2015 and Berthel Fisher & Company, Planning Inc. since 2013. Outside of his advisory role, he is an investor and business consultant in Ethica Solutions LLC, a transportation company. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, with a range of strategies tailored to client needs.

Troy Mantz is a financial advisor with BFC Planning, Inc. in Minot, ND, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Berthel Fisher & Company Financial Services, Inc. since 2016 and has been with BFC Planning since 2015. Outside of his advisory role, he is involved in insurance sales, specifically life and long-term care insurance through Hallett Financial Group. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management services with a range of platform options and investment strategies.

Jesse Goertzen is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at various First Command entities since 2024. Outside of his advisory role, he serves as the Head Volleyball Coach for Minot High School. First Command serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm emphasizes advisor-led planning relationships and offers structured engagement programs supported by an in-house investment management team.

Gregory Barnhart is a financial advisor with First Command Advisory Services in Minot, ND, holding a Series 66 designation and six years of industry experience. He has worked with various First Command entities since 2019 and has a background that includes service in the Ohio National Guard. Outside of his advisory role, Barnhart coaches at Ramstad Middle School. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform featuring financial planning, discretionary asset management, and brokerage and insurance products. The firm focuses on advisor-led planning relationships and offers structured 12-month engagements with written plans and periodic reviews.

Carrie Driver is a financial advisor with First Command Advisory Services in Minot, ND. She holds Series 63 and Series 65 licenses and has experience working with Scentsy since 2018, alongside roles at Northern Sentry Newspaper and First Command Brokerage Services. Carrie’s background includes positions outside financial advising, including work with Scentsy and Acosta. First Command Advisory Services is a national SEC-registered investment adviser managing approximately $24.3 billion in discretionary assets. The firm offers financial planning and portfolio management to individual and corporate clients, emphasizing a disciplined, long-term approach supported by an in-house Investment Management Team and integration with affiliated financial firms.

Lyle Kraft is a financial advisor with Principal Financial Services in Minot, ND, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Principal Life Insurance and Princor Financial Services since 2005. Outside of his advisory work, Kraft has been involved in community activities including serving as President of the Glenburn Booster Club and participating on the National NAIFA Chapter Quality Committee Board. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Brett Nesdahl is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. His prior roles include positions at LPL Financial and Capital Financial Services, Inc. He is also involved in writing outside life, disability, long-term care, annuities, and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, typically implementing investment strategies on a discretionary basis.

Chad Thuner is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Calton & Associates, Inc. and Capital Financial Services, Inc. Outside of advisory work, he is president of Huber Sprinkler Service, a company specializing in underground irrigation. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning and investment management services that combine advisor-managed and programmatic approaches.

Brenda Cook is a financial advisor with Edward Jones in Minot, ND, holding the Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she is involved as a general partner in a family farm partnership in Ruso, ND. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Brian Eichhorn is a financial advisor with Thrivent Investment Management in Minot, ND, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Eichhorn serves as a Trust Committee Member for Zion Lutheran Church in Minot, where he helps direct the church’s trust funds. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across multiple areas without including implementation of the recommendations.

Matthew Yale is a financial advisor with LPL Financial in Williston, ND, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Gate City Bank and LPL Financial since 2023 and has been involved with Corridor Investors, LLC since 2015. Outside of finance, he has a longstanding role with Vardon Golf Club and serves as a coach and referee. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Keaton Zaback is a financial advisor with Raymond James Financial in Minot, ND, holding a Series 66 credential and seven years of industry experience. He has been with Raymond James since 2017 and also has three years of experience at DeMakis Law, PLLC. Zaback is associated with Zaback Wealth Management as an advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client interviews, with a significant portion of assets managed on a non-discretionary basis.

Alexis Sortland is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, Alexis worked at State Farm and has experience as a self-employed professional. Outside of financial advising, Alexis serves on the Board of Directors for the Minot Area Council of the Arts and owns a musical entertainment business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Chris Wright is a financial advisor with Edward Jones in Minot, ND, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with Hess Bakken Investments II LLC, which holds mineral rights royalties in Houston, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Eldon Erickson is a financial advisor with Raymond James Financial in Minot, ND, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Raymond James Financial since 2009 and also owns and operates two support companies, Camco, Inc. and Erickson Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations across brokerage and advisory platforms.