Jason Blake is the sole advisor at Blake Wealth Strategies in Grand Forks, ND, holding a Series 65 designation with 10 years of industry experience. He previously worked at Gradient Advisors, LLC for four years and has operated his own financial firm, Blake Financial Strategies, since 2016, which includes offering life insurance and annuity products. Blake Wealth Strategies serves individual investors, trusts, estates, business entities, and qualified retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm combines advisory services with an affiliated insurance practice and employs fundamental analysis and longer-term investment approaches for its clients.

Charlie Andrys is a Series 65-licensed financial advisor with one year of industry experience, currently operating 21st Financial LLC in Grand Forks, ND. Prior to founding 21st Financial, he worked at SunDog Mining and operated Cutting Edge Lawncare for seven years. 21st Financial is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, and closely held businesses. The firm uses a combination of fundamental and technical analysis with a long-term, buy-and-hold strategy, and may include allocations to Bitcoin and Bitcoin-backed credit instruments for suitable clients, supported by referral arrangements with specialized Bitcoin service providers.

Cole Wigestrand is a financial advisor at Johnson Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial LLC and Cetera Investment Advisors LLC. Johnson Wealth Management is a fee-only financial planning and investment management firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm follows a disciplined investment approach based on Modern Portfolio Theory, emphasizing low-cost, passively managed index funds and ETFs with global diversification and periodic rebalancing.

Derrick Johnson is a CFP® with 25 years of experience and has been with Johnson Wealth Management, LLC since 2002. Based in Grand Forks, ND, he holds Series 63 and Series 65 licenses. Outside of financial advising, he is involved in real estate development through two local companies. Johnson Wealth Management is a fee-only firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm employs a Modern Portfolio Theory-based investment approach using low-cost, passively managed index funds and ETFs, with discretionary management and oversight of named subadvisors.

James Mortenson is a CFP® and ChFC® professional with six years of industry experience. He currently works at Johnson Wealth Management, LLC and previously held roles at CWM, LLC and in academia at Creighton University and Minnesota State University of Moorhead. Johnson Wealth Management is a fee-only firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing low-cost, passively managed index funds and ETFs with global diversification and periodic rebalancing.

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.

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 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.

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.

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.

Austin Hoover is a financial advisor with Valic Financial Advisors in Grand Forks, ND, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at several firms, including AGIA and Exp Reality The Van Assche Group. Outside of advising, he leases minerals to an oil company, receiving royalty payments. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and employs a technology-driven, model-based investment approach.

Anthony Weisser is a PFS™ credentialed advisor with one year of industry experience. He is currently with Cetera Planning Partners and has prior experience at Avantax Planning Partners, Inc. and Brady, Martz & Associates, P.C., where he has been since 2007. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm provides ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers, and utilizes a diversified investment approach based on client objectives and risk tolerance.

Kari Vien is a financial advisor with OSAIC Institutions, Inc., holding the ChFC® designation and Series 66 license, with four years of industry experience. She has worked at Alerus Financial, NA since 2009, focusing on client bank deposits, consumer loans, and mutual fund investment accounts managed under Alerus trust powers. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a diverse range of service and distribution models.

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 roles include positions at Infinex Investments, Inc. and Alerus Securities Corporation, alongside ongoing work with Alerus Financial. He is also involved in wealth management activities at Alerus, working with client investment accounts managed under trust powers. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a significant non-discretionary asset base and various third-party manager arrangements.

Dexter Albrecht is a financial advisor with OSAIC Institutions, INC. based in Grand Forks, ND, holding a Series 66 designation and 11 years of industry experience. He has worked at Alerus and Infinex Investments since 2019, with prior experience at Thrivent Financial and Thrivent Investment Management Inc. from 2015 to 2019. Albrecht serves on the finance board of Calvary Lutheran Church and is a board member of the University of North Dakota Booster Board. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.

Anna Larson is a financial advisor with OSAIC Institutions, Inc. based in Grand Forks, ND, holding a Series 66 designation and eight years of industry experience. She has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, Larson is a vocalist in a paid cover band. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, alternative investments, and lending solutions through a hybrid adviser/broker-dealer structure.

Lance Rambousek is a financial advisor at Cetera Planning Partners with one year of industry experience. He holds the PFS™ designation and has worked previously at Avantax Planning Partners and Brady, Martz & Associates, P.C. for 16 years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers comprehensive financial planning, investment management, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate-planning services with a diversified investment approach tailored to clients’ objectives and risk tolerance.

Anthony Meyer is a financial advisor with OSAIC Institutions, Inc. based in Grand Forks, ND, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked with Northwestern Mutual and Aflac. Meyer also serves as a financial advisor at Alerus, where he is a salaried employee with incentive compensation related to trust activities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer model and extensive third-party relationships.

Erik Fabian is a financial advisor with OSAIC Institutions, INC. holding a Series 66 designation and five years of industry experience. He has worked at Infinex Investments, Inc. since 2021 and has been with Alerus Financial since 2017. Outside of his advisory role, Fabian contributes as a sports analyst for Midcontinent Communications and coaches youth hockey with the North Dakota Amateur Hockey Association. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.