Paul Aslakson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Fargo, ND. He has 21 years of industry experience, including 14 years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, income tax, estate, and special needs planning, while keeping planning services separate from managed accounts.

Brandon Askew is a financial advisor with LPL Financial based in Fargo, ND, holding a Series 66 designation and seven years of industry experience. He currently works with ICA Group Wealth Management, LLC, an independent registered investment advisor, and has experience with Choice Financial and self-employment prior to his current roles. Outside of his advisory duties, he is involved in managing several business entities including Halstenson & Askew Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Ryan Crane is a Series 66-licensed financial advisor with LPL Financial, based in Fargo, ND. He has four years of industry experience, including prior roles at Gate City Bank and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lacey Romie is a Series 66-licensed financial advisor with Edward Jones, based in Moorhead, MN, and has 11 years of industry experience. She has been with Edward Jones since 2014 and also serves in the Minnesota Army National Guard. In addition to her financial advisory role, she has worked at Best Buy since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Peter Hovey is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 license and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as CitiGroup Global Markets Inc since 2008. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm employs a structured planning process and utilizes established investment modeling tools to support client outcomes.

Corey Schille is a financial advisor with Thrivent Investment Management in Fargo, ND, holding Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Friendship Inc from 2016 to 2022 before joining Thrivent Financial and Thrivent Investment Management in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping these services separate.

James Anderson is a financial advisor at OSAIC with over 31 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Century Financial Advisors, Inc. and FSC Securities Corporation. In addition to his advisory role, he is an independent agent selling health and life insurance products and holds the Certified Plan Fiduciary Advisor designation. OSAIC Wealth, Inc. serves a diverse range of clients including retail, high-net-worth investors, pension plans, and corporations through a broad network of advisors and multiple advisory platforms. The firm integrates brokerage and advisory services with various investment tools and third-party manager access to construct portfolios tailored to clients’ risk tolerance and investment restrictions.

Jeremy Holm is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. His prior roles include positions at Bank of the West, BancWest Investment Services, and Wells Fargo. Holm is based in Fargo, ND. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Charles Sobocinski is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Valic Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Sarah Nikle is a CFP® and holds a Series 66 license, with 15 years of industry experience. She has been with Edward Jones in West Fargo, ND, since 2010. Outside of her advisory work, she volunteers as a Wish Grantor for the Make A Wish Foundation, coordinating activities for children with serious illnesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Sommer Lockhart is a financial advisor at Thrivent Investment Management in Fargo, ND, with four years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2021. Outside of her advisory role, she supports agricultural and local business activities through involvement with Lockhart Farms and Big Axx LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. The firm offers a planning approach that can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Ryan Johnson is a Series 66-licensed financial advisor with LPL Financial, based in Fargo, ND, and has 10 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Cetera and Bell State Bank & Trust, where he currently serves as Vice President and Wealth Advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Susan Benedict is a financial advisor at OSAIC with 12 years of industry experience. She previously worked at Woodbury Financial Services Inc and Colliers Securities LLC among other firms. Benedict also operates a sole proprietorship, Hart Financial Group, through which she provides financial and insurance services to clients. OSAIC serves a diverse client base that includes individuals, institutions, and charitable organizations, offering integrated brokerage, advisory, and financial planning services. The firm utilizes a variety of portfolio construction tools and third-party platforms to deliver tailored investment solutions.

Christopher Poer is a Series 66-registered financial advisor with Thrivent Investment Management in Fargo, ND, with six years of industry experience. Prior to his current role, he worked in the hospitality sector at Porter Creek Hardwood Grill and Doolittles Woodfire Grill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses across a range of financial planning topics. The firm offers planning as a standalone service or paired with managed accounts through its WealthPlan option, without discretionary trading authority for the planning service.

William Janson is a financial advisor with Ameriprise in Fargo, ND, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has interests in commercial real estate ownership. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Devin Behl is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Financial, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as Wrigley Mechanical Inc. and Derrick Dinger. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on diverse strategies supported by operational and research tools.

Christopher Meier is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a volunteer board member for Fargo Post 2 Baseball, a local Legion Baseball organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, utilizing a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Randy Edwards is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers for W & R Insurance Agencies, and ownership of Ultimate Storage. Outside of advising, he is involved with Ultimate Storage, a garage and storage cabinet business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Odin Helgerson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 35 years of industry experience. He previously worked for Crown Capital Securities, LP for 21 years before joining LPL Financial in 2024. Outside of his advisory work, Helgerson is involved in a family real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research tools and a broad range of financial products.

Jeffrey Risbrudt is a financial advisor with Ameriprise in Moorhead, MN, holding a Series 66 designation and bringing eight years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of his advisory role, he serves on the Board of Directors for Triumph Elder Board and coaches football at Park Christian School. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to develop tailored income plans. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.