Trevor Leidy is a financial advisor at Dakota Wealth Advisors LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gradient Advisors LLC and Investment Centers of America. Dakota Wealth Advisors LLC provides personalized financial planning and discretionary portfolio management to individual and high-net-worth clients, employing a research-driven approach that combines fundamental and technical analysis with active trading and derivative strategies. The firm offers a broad range of investment instruments and uses Interactive Brokers for custody and trading.

Erik Johnson is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Fleischer & Johnson Wealth Management, Inc. His prior roles include positions at VPWM Advisors LLC, Nrp Advisors, and LPL Financial LLC. Fleischer & Johnson Wealth Management, Inc. provides portfolio management and advisory services to individual and high-net-worth clients, utilizing a long-term investment approach based on modern portfolio theory. The firm operates a sponsored wrap fee program and manages both wrap and non-wrap accounts under the same investment process.

John Power is the principal of Power Wealth Management, LLC in Bismarck, ND, with 16 years of experience as an investment advisor. He holds Series 63 and Series 65 licenses and also operates Power Financial, LLC, a CPA firm providing tax and accounting services. Additionally, he serves as the local chapter president of NAIFA. Power Wealth Management primarily advises pension and profit-sharing plans and other institutional or pooled vehicles by soliciting third-party money managers and providing financial planning and consulting to plan sponsors. The firm does not directly manage assets but offers written evaluations and facilitates client relationships with outside managers, operating on an hourly planning fee basis rather than charging based on assets under management.

Benjamin Brandt is a CFP® with 18 years of industry experience, currently serving at Capital City Wealth Management, Inc. in Bismarck, ND. He has hosted the Retirement Starts Today Radio podcast since 2015 and is the sole member and content creator for Retire Ready Resources LLC, where he produces books, podcasts, YouTube channels, and online courses related to retirement. Capital City Wealth Management, Inc. serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning through a wrap fee program. The firm uses diversified, risk-based portfolios tailored by investment policy statements and risk-tolerance questionnaires, employing strategic, tactical, and dynamic allocation approaches with ongoing reviews.

Benjamin Martinek is a CFP® and Series 66-registered advisor with 11 years of experience. He is a co-founder of Magni Publicani LLP, doing business as Magni Tax Experts, where he dedicates about 25% of his time. Martinek has worked at Bona Fide Finance, LLC since 2015 and has prior experience with Magnum LTL. Bona Fide Finance provides financial planning and advisory services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plan consulting for employer plan sponsors. The firm emphasizes fixed-fee and ongoing comprehensive planning, utilizing passive investment strategies and third-party managers.

Travis Vatnsdal is a financial advisor at Triton Investments, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Northwestern Mutual in various capacities from 2018 to 2026. Triton Investments, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporations and business entities. The firm’s investment approach emphasizes modern portfolio theory, long-term trading, and passively managed index ETFs with active rebalancing tailored to client needs.

Dorian Antesic is a financial advisor at Bona Fide Finance with a Series 65 designation and three years of industry experience. He is the founder of Antesic Family Wealth, where he works as a finance analyst. Prior to his advisory role, he held positions at Magni Tax Experts and Sovereign Man. Bona Fide Finance provides financial planning and advisory services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, and offers retirement plan consulting for employer plan sponsors. The firm emphasizes integrated planning and investment advisory services using passive strategies and third-party managers.

Charles Coleman is a financial advisor at Triton Investments, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Regal Investment Advisors and Sanford Health in prior roles. Triton Investments, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, also serving corporations and business entities. The firm emphasizes modern portfolio theory, long-term trading, and uses passively managed index ETFs with active rebalancing tailored to client needs.

Kimberly Beckman is a financial advisor with Colliers Securities LLC in Bismarck, ND, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Colliers Securities since 2004. Outside of her advisory role, she has a passive interest in a vitamins and supplements company. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.

John Dwyer is a financial advisor at Winnacle Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Regulus Advisors, LLC and G.A. Repple & Company. Outside of his advisory role, he serves as a board member for the LESPA Lavi Charitable Ministry. Winnacle Wealth provides discretionary investment management and financial planning to individual and high-net-worth clients, using mutual funds, ETFs, individual securities, and options. The firm employs a long-term, fundamental and cyclical analysis-driven investment approach and integrates model portfolios and third-party tools for portfolio construction and client reporting.

Michelle Holmes is a CFP® and CFA® with three years of industry experience. She has worked at Briaud Financial Advisors since 2022 and previously spent 24 years at Security National Bank. Briaud Financial Advisors is a five-advisor team managing approximately $775 million for around 276 clients. The firm offers fee-only investment advisory and financial planning services to individuals, trusts, and pooled investment vehicles, using a macro-economic framework combined with technical analysis and option strategies.

William Davis is a financial advisor with Vantage Point Wealth Management, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and experience as a sole proprietor. Outside of financial advising, he has operated Walleye On A Stick LLC, a food concessions business, since 1991. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing multiple LPL Financial-sponsored programs and overseeing approximately $277 million in assets under management.

Andrew Geiger is a financial advisor at BFC Planning, Inc. in Bismarck, ND, with one year of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is involved with Bistro 1100, indicating engagement in a business activity beyond finance. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets through a network of independent adviser representatives utilizing multiple program structures and investment strategies.

Scott Brannan is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at BFC Planning since 2018 and with Berthel Fisher since 2009. Outside of his advisory roles, he assists with health product presentations at Renew Health Coaching. 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 offers financial planning and portfolio management services utilizing a range of platforms and strategies, with a distinctive approach that includes formal reviews of 12b-1 fees and support for held-away discretionary management.

Spencer Mills is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds a Series 66 designation and has 18 years of industry experience. Mills has been with Berthel Fisher since 2009 and also works with BFC Planning, Inc. Outside of his advisory role, he is involved in insurance sales and operates a cold storage business. 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 variety of investment platforms and management strategies tailored to client needs.

Adam Melom is a financial advisor with BFC Planning, Inc. in Bismarck, ND, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Berthel, Fisher & Company Financial Services, Inc. since 2023 and was previously with Freedom Financial Group, LLC from 2016 to 2020. Outside of his advisory work, he has been involved in financial planning and insurance sales through Freedom Financial Group in Minot, ND. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent advisor representatives who deliver tailored investment strategies across multiple program structures.

Mark Bakkum is a financial advisor with BFC Planning, Inc. in Bismarck, ND, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior experience includes roles at Securian Financial Advisors of ND, Securian Financial Services, Inc., and Minnesota Life Insurance Company. He also operates BAK Wealth Management, offering financial planning and life insurance advisory services. 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 programs with a range of investment strategies and platforms.

Ryan Benning is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Berthel Fisher & Company Financial Services, Inc. since 2000 and has been with BFC Planning since 2015. 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 provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, offering both wrap and non-wrap programs.

Thomas Falk is a financial advisor at BFC Planning, Inc. with a Series 66 designation and one year of industry experience. His prior roles include positions at Freedom Financial Group, Berthel, Fisher & Company Financial Services, Inc., Nordic Group, Northwestern Mutual, and Bayer. He also has experience with MSUM College and held a role at Total Clean Inc. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who tailor investment programs to client needs.

James Caldwell Jr. is a financial advisor at BFC Planning, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Securities America Inc. In addition to his advisory role, he is a licensed notary public and provides insurance consulting services, including life, disability, and long-term care insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and investment strategies tailored to client needs.