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 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, including a position at Morgan Stanley Private Bank, National Association beginning in 2015. Prior to that, he spent one year at Citigroup Global Markets Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on financial and estate planning, managing approximately $2.74 trillion in client assets.

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.

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.

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 the Senior Resident Director and Wealth Management Advisor at Merrill in Fargo. He holds the CERTIFIED FINANCIAL PLANNERCFP certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Exit Planning Advisor (CEPA) designation and Personal Investment Advisor (PIA) credential. Matthew has been recognized by Barron's as one of the Top 1,200 Financial Advisors in 2021, 2022, and 2023, and has been included on Forbes' Best-in-State Wealth Advisors list for 2021 through 2024. Matthew has been with Merrill since 1999 and provides a comprehensive approach to wealth management that starts with listening to clients' needs and developing customized financial strategies focused on their goals. His expertise includes wealth transfer solutions, estate planning, philanthropic solutions, and a variety of client focus areas such as college education planning, family wealth management, legacy planning, retirement income, and socially responsible and values-based investing. In addition to his advisory role, Matthew serves as the Senior Resident Director for the Merrill office in Fargo. He earned a Bachelor of Arts degree in Accounting from Concordia College in Moorhead. Matthew is involved in professional and community organizations including the FM Area Trailbuilders, Great Plains Food Bank, and Concordia College Mentor Program. He enjoys cycling, skiing, and outdoor adventure activities in his spare time, and resides in Fargo with his wife and two sons.

Brock Tallakson is a financial advisor with Mass Mutual Investors Services in West Fargo, ND, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Co since 2016. Outside his advisory role, he has worked as an Uber driver. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes annual, collaborative financial planning engagements that use firm-approved tools and simulations to analyze client goals.