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.”

Stacey Ackerman is a financial advisor with Wells Fargo Clearing in Fargo, ND, holding a CFP® designation along with Series 63, 65, and 66 licenses. She has 14 years of industry experience, having worked with Wells Fargo Bank and Wells Fargo Clearing Services since 2005. Ackerman serves on the investment committee for the NDSU Foundation, overseeing the endowment's management and adherence to the investment policy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of advisory services and retirement plan consulting, using research and analytics to evaluate investment options primarily within custodian platforms.

Ryan Johnson is a Series 66-licensed financial advisor with LPL Financial, based in Fargo, ND. He has 11 years of industry experience, including roles at LPL Financial since 2017, Cetera from 2015 to 2017, and Bell State Bank & Trust since 2012. He also serves as a Vice President and Wealth Advisor at Bell State Bank. 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 a range of financial planning and investment management solutions, supported by technology and a large network of advisors.

Susan Benedict is a financial advisor at Osaic with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has held positions at Woodbury Financial Services Inc, Colliers Securities LLC, and Legacy Wealth Management. Benedict also operates a sole proprietorship, Hart Financial Group, through which she provides financial advising and insurance product services to clients. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with a broad range of brokerage and advisory services, supported by a complex network of affiliates and proprietary platforms.

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 with RBC Capital Markets in Fargo, ND, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Investments, Invest Financial Corporation, and Cetera Wealth Services. 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 individual and institutional clients with tailored investment strategies, offering advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party managers and provides a range of solutions including tax management and responsible investing.

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.

William Loberg is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and has 23 years of industry experience. He has been with Cetera and affiliated entities since 2013. Outside of his advisory role, he serves as a board member on the finance committee at St. John’s Church, where he oversees the parish investment accounts. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 advisors. The firm serves individual, corporate, charitable, and institutional clients using a multi-manager platform that offers a range of discretionary and non-discretionary investment strategies.

April Leitch is a financial advisor with Edward Jones in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She spent 20 years at Bank of America (Merrill Lynch) before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Matthew Engen is a Senior Resident Director and Wealth Management Advisor at Merrill in Fargo. With Merrill since 1999, he specializes in a comprehensive approach to wealth management that begins with understanding his clients' goals. Matt develops customized financial strategies for individuals and their families, incorporating wealth transfer solutions, estate planning services, and philanthropic options through Merrill and Bank of America. He emphasizes close collaboration with clients to establish and pursue their financial objectives. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Certified Exit Planning Advisor (CEPA) certification. He graduated from Concordia College with a Bachelor of Arts in Accounting. Recognized multiple times for his professional achievements, Matt was named to Barron's "Top 1,200 Financial Advisors" list in 2021, 2022, and 2023, and to Forbes' "Best-in-State Wealth Advisors" list in 2021 through 2024. In addition to his role at Merrill, Matt serves as Senior Resident Director of the Merrill office in Fargo. He is involved in the community through organizations such as FM Area Trailbuilders, Great Plains Food Bank, and the Concordia College Mentor Program. Matt lives in Fargo with his wife and two sons, and he enjoys cycling, skiing, and outdoor adventure in his spare time.

Brock Tallakson is a financial advisor with Mass Mutual Investors Services, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he works as an Uber driver. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using detailed client data and proprietary software to support goal analysis and written recommendations, offering a range of asset management and educational services.

Todd Olson is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2015. He also holds roles at Gate City Bank, where he has worked since 2012, including serving as president of Gate City Insurance Agency and participating on the bank’s investment and risk management committees. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by research and technology, with a platform that includes both discretionary and non-discretionary strategies.

Parker Vander Wal is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and 23 years of industry experience. His background includes roles at GoalQuest Ventures, LLC, Waddell & Reed, Inc., and various insurance agencies. Vander Wal serves as a city council member for Argusville, ND. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Hunter Jarolimek is a financial advisor at Edward Jones with five years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, he spent two years employed at Wildflower Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and maintaining a large national network of advisors and branch offices.

Michael Bindas is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at ICA Group Wealth Management, Investment Centers of America, Securities America Advisors, and Howard Weil Incorporated. Bindas serves as a council member for the City of Oxbow, a nonprofit board role unrelated to investment activities. 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 a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Toby Kommer is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 designations and eight years of industry experience. He serves as CEO and owner of Haga Kommer, Ltd, a full-service CPA firm, and is chairman of the board of Aspire Bank, a bank holding company. He also provides strategic capital investment and management consulting to companies through Kommer Companies LLC. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a multi-manager platform featuring both affiliated and third-party investment solutions.