Parker Vander Wal is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining LPL Financial in 2021, he was involved with GoalQuest Ventures, LLC and held roles in various organizations including NAIFA-Fargo-Moorhead and Waddell & Reed, Inc. He serves as a city council member for Argusville, ND. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, alongside non-advisory product activities such as insurance and lending programs.

Hunter Jarolimek is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Michael Bindas is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017, following previous roles at ICA Group Wealth Management and Investment Centers of America. He serves as a council member for the City of Oxbow, a nonprofit board position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Toby Kommer is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and eight years of industry experience. He is also CEO and owner of Haga Kommer Certified Public Accountants and Boss Advisors LLC, HK Law, where he manages day-to-day operations. Kommer serves as chairman of the board for Aspire Bank and has ownership interests in various companies, including insurance and consulting ventures. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors.

Jennifer Oakland is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. She has been with Raymond James Financial Services Advisors INC. since 2015. Outside of her advisory role, she is also an associate at Collins and Krank, a support company providing services to financial advisors. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm provides tailored, typically non-discretionary advisory services and has notable capabilities in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Reis Irsfeld is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Unity Bank and State Farm and has a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets, supported by a nationwide network of over 23,000 advisors.

Mathew Rustad is a financial advisor with UBS Financial Services in Fargo, ND, holding a Series 66 designation and 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in family estate-related partnerships formed for real estate holding and management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored plans based on proprietary research and model-based asset allocations.

Paul Nelson is a financial advisor with UBS Financial Services in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Kirk Ottenbacher is a financial advisor with Wells Fargo Clearing in Fargo, ND, holding Series 63 and Series 65 designations and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, NA since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Carlson is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera Advisors LLC and First Allied Securities, INC, and spent over a decade at CoBank ACB. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and technology.

Gerald Chapweske is a financial advisor with LPL Financial based in Fargo, ND. He holds Series 63 and Series 66 credentials and has 33 years of industry experience, including a long tenure at Edward D. Jones & CO., L.P. prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

Jane Omdahl is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. She has worked at Thrivent Financial and its affiliated entities since 2019 and previously worked in the medical spa industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without managing assets directly for institutional clients.

James Dunkel is a CFP® with 27 years of industry experience, currently affiliated with Raymond James Financial. His prior roles include positions at LPL Financial, Investment Centers of America, and First International Investments. He is also associated with Midwest Wealth, a support company related to his Raymond James office. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

Troy Hefta is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at LPL Financial since 2019 and was previously with Securities America Advisors, Inc. and Securities America, Inc. from 2013 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs and services supported by research and model portfolios from LPL Research and third-party subadvisors.

Mark Johnson is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1985, also spending 15 years at Bank of America, N.A. Outside of his advisory role, he manages agricultural land rental operations and serves as a Power of Attorney for a family member. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Theodore Swiontek is a financial advisor with Thrivent Investment Management in Fargo, ND, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Thrivent and its affiliates since 2018 and previously worked at Food Services of America. Outside of his financial advisory role, he serves as chairperson of Clay County Pheasants Forever, focusing on habitat preservation and youth involvement in hunting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive, goal-based planning across various financial topics, allowing clients to integrate planning with managed-account services while maintaining separation between the two.

Paula Swanson is a financial advisor with LPL Financial in West Fargo, ND, holding a Series 66 designation and 23 years of industry experience. She has worked with LPL Financial since 2017 and previously held roles at Cetera and Bell Bank, where she also serves as Vice President and Wealth Advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios.

Susan Tallakson is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, The Mortgage Company, and Discovery Benefits. Outside of her advisory role, she is involved in real estate as an independent contractor, referring property buying and selling leads. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes annual, collaborative planning engagements using firm-approved software to analyze client goals and deliver written recommendations.

Mark Cullen is a financial advisor at UBS Financial Services in Fargo, ND, holding a Series 66 designation with nine years of industry experience. He has been with UBS since 2017. Cullen is a 25% non-active owner of an apparel company founded by his wife but does not participate in its operations. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services.

Bradley Loween is a financial advisor at Edward Jones with five years of industry experience. He previously worked at Wells Fargo Bank, Alerus Financial, and LPL Financial LLC/American Federal Bank. Bradley holds a Series 66 designation. 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 options supported by a nationwide network of financial advisors and branch offices.