Bruce Klootwyk is a financial advisor with Raymond James Financial in Bismarck, ND, holding a Series 63 designation and 44 years of industry experience. He has been associated with Raymond James Financial and its related entities since 2009. Outside of his advisory role, he is the owner of Markay Inc, a support company utilized in his business activities. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client decision-making, with specialized services in municipal finance and retirement plan consulting.

Collin Engelhardt is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at the University of Mary and Eide Bailly. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is noted for its extensive retail advisor network and affiliated financial services.

Tynan Nelson is a Series 66-licensed financial advisor at OSAIC with two years of industry experience. Prior to joining OSAIC, he worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, Nelson provides transportation and delivery services as an independent contractor for Uber Technologies Inc. and serves as a retirement plan administrator at Bravera Wealth. OSAIC serves a broad range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios that may include various asset types and investment strategies.

Jason Brostrom is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. Based in Bismarck, ND, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a deacon at Evangel Assembly of God in Bismarck, where he contributes to the church's governance in areas including risk and compliance. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Judy Barbot is a financial advisor at Stifel with 46 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2006. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning models developed by its Investment Strategy Group, with clients maintaining discretion over implementation.

Travis Thielges is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Bismarck, ND. He has two years of industry experience, including prior roles at Thrivent Financial and The Prudential Insurance Company of America. Outside the financial industry, he owns and operates Thielges Trucking LLC, a semi-delivery business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm’s planning services can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Jody Olney is a financial advisor with Ameriprise in Bismarck, ND, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of advising, she serves on the Board of Directors for the Bismarck-Mandan Convention & Visitors Bureau and is involved in several local business ventures, including hospitality and sports enterprises. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Connor Puetz is a financial advisor at Osaic Wealth Inc. in Bismarck, ND, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Spaces, Inc., Vector Marketing, North Dakota State University, and Light of Christ Catholic Schools. Osaic Wealth Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisers and multiple advisory platforms. The firm employs a variety of asset-allocation tools and third-party services to construct portfolios tailored to client risk tolerance and investment restrictions.

Bruce Ostrum is a financial advisor with Stifel in Bismarck, ND, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Eugene Pinks III is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2016. The firm serves more than four million individual and institutional clients, offering a wide range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its large advisor and branch network, affiliated capabilities beyond advisory services, and a fiduciary standard for its advisory offerings.

Anthony Zimmerman is a financial advisor at Edward Jones in Mandan, ND, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked 15 years at Verizon Wireless. Outside of his advisory work, he assists occasionally with maintenance tasks at a pediatric therapy business owned by his wife and her partner. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,700 financial advisors.

Angela Schwartz is a financial advisor at Ameriprise with nine years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of her advisory role, she is involved with LFP Consulting, an entity related to payroll and benefits. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Logan Verner is a financial advisor at Edward Jones with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Bravera Bank, Thrivent Financial, Frontier Asset Management, and Security State Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Russell Mc Dowall is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers for nearly three decades. Outside of advising, he owns and operates Russell McDowall Cattle, a home-based cattle business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Ray Meyer is a financial advisor with OSAIC, holding a Series 66 designation and seven years of industry experience. He has worked at OSAIC since 2023 and concurrently with SagePoint Financial, Inc. and Walz Financial Services since 2019. Outside of advising, he operates a life insurance and fixed annuity business and serves as a notary. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, using firm-designed tools and third-party platforms to construct diversified portfolios tailored to client risk tolerances and investment restrictions.

Jeffrey Baumgartner is a CFP® professional with one year of industry experience. He currently serves at XYPN Sapphire and J.B. Wealth Strategies, LLC. Prior to his advisory roles, he worked at First International Bank & Trust, Accredited Investors Wealth Management, and PricewaterhouseCoopers. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm follows a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and supports nearly 50 affiliated advisors through a centralized corporate RIA model.