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.

Meggan Urban is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her work history includes roles at Freedom Financial Group and BFC Planning, Inc. In addition to her advisory duties, she is a commissioned Notary Public in Minot, North Dakota. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $906 million in client assets and offers a range of investment platforms and tailored strategies.

Brandyn Hendrickson is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at American Independent Securities Group since 2019 and previously at Capital Financial Services, Inc. and Curb 2 Curb. Hendrickson serves as 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 individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through both discretionary and non-discretionary arrangements and incorporates third-party managers and estate-planning services.

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 65 and Series 63 licenses and having 14 years of industry experience. He has been with Berthel Fisher & Company Financial Services, Inc. since 2015 and Berthel Fisher & Company, Planning Inc. since 2013. Outside of his advisory work, he is involved as COO and manager in various businesses, including financial services firms and an investor and consultant role in a transportation company. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a wide range of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets, offering flexible fee structures and multiple investment program options through a network of independent advisers.

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 with First Command Advisory Services in Minot, ND, holding a Series 66 designation and three years of industry experience. Before joining First Command, he worked at Peoples State Bank of Velva and has served as the Head Volleyball Coach for Minot High School. First Command Advisory Services is an SEC-registered firm that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team.

Rachel Crane is a financial advisor with First Command Advisory Services. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command Brokerage Services, she held various roles including positions in healthcare and preventive medicine. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize centrally managed model portfolios and approved third-party managers.

Gregory Barnhart is a financial advisor with First Command Advisory Services in Minot, ND. He holds a Series 66 designation and has seven years of industry experience. His work history includes roles at First Command entities and as a coach for Minot Public Schools. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that use model portfolios managed by a centralized Investment Management Team.

Carrie Driver is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at First Command Brokerage Services, Inc. and Northern Sentry Newspaper. Outside of advisory work, she has been involved with Scentsy since 2018. First Command Advisory Services, Inc. is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

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 with Lincoln Investment, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Lincoln Investment since 2022 and previously held roles at Calton & Associates, Blue Key Capital, and Capital Financial Services. Outside of advising, Thuner is president of Huber Sprinkler Service, a company specializing in underground irrigation. Lincoln Investment is a large enterprise firm serving a broad client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, with investment strategies supported by an in-house Research team and third-party managers.

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, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at LPL Financial and Gate City Bank since 2023 and has been involved with Corridor Investors, LLC and Integrity Funds Distributor, LLC since 2015. Outside of finance, he is associated with Vardon Golf Club and has a role as a coach and referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad platform of financial services.

Keaton Zaback is a financial advisor with Raymond James Financial in Minot, ND, holding a Series 66 designation and eight years of industry experience. He has worked at Raymond James since 2017 and is currently associated with DeMakis Law, PLLC. Zaback is also involved with Zaback Wealth Management in a non-investment advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to support client goals while offering specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

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 at Edward Jones in Minot, ND, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones. He is also involved with Hess Bakken Investments II LLC, which manages mineral rights royalties in Houston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains an extensive national network of financial advisors and branch offices.

Mason Hedberg is a financial advisor with OSAIC, holding a Series 66 designation and bringing several years of experience including roles at Bravera Wealth and teaching at Minot State University. He has also been involved with SOS Image, Athletic Empire, and Bishop Ryan Catholic School. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes a variety of asset-allocation tools and third-party solutions to manage diverse portfolios across different client types.