Austin Avery is a financial advisor with Financial Strategies Group in Fargo, ND, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms including Purshe Kaplan Sterling Investments, Aurora Securities, and Secure Asset Management LLC. Avery is also involved in several business ventures, including ownership roles at Classic Asset Management LLC and Avery Wealth Management. Financial Strategies Group advises individuals, high-net-worth clients, and retirement plans, offering discretionary and non-discretionary portfolio management along with modular financial planning. The firm employs firm-developed model portfolios based on Modern Portfolio Theory and primarily invests in mutual funds and ETFs.

Douglas Schmitz is a financial advisor at Financial Strategies Group in Fargo, ND, with 38 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Classic Asset Management, PKS Investments, and Schmitz Financial Services. Outside of his advisory work, he is involved in managing residential real estate properties. Financial Strategies Group provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses firm-developed model portfolios based on Modern Portfolio Theory and employs various analytical approaches, focusing primarily on mutual funds and ETFs with ongoing discretionary management.

Michael Young is a CFP® with 26 years of industry experience, currently serving at Financial Strategies Group. He has worked at Classic, LLC for 11 years and holds leadership roles including Chief Compliance Officer and Chief Operating Officer at Classic Asset Management LLC. Young is also involved in non-investment activities as a board member of Calvary Church. Financial Strategies Group advises individuals, high-net-worth clients, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $170 million for about 659 clients, using model portfolios based on Modern Portfolio Theory and focusing on mutual funds and ETFs.