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, holding a Series 66 designation and 23 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles with Cetera and Bell Bank, where she also serves as a 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

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.

Andrew Fischer is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he was associated with Gate City Bank starting in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Hannah Sorensen is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2020. Her prior experience includes roles at Gate City Bank, Alerus, and Thrivent Financial for Lutherans. She serves on the investment committee at Gate City Bank, overseeing product companies for retail non-deposit investment products. LPL Financial is a national broker-dealer and registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning, portfolio management, and institutional solutions, supported by advanced operational and research tools.

Jena Kvislen is a financial advisor with LPL Financial based in Fargo, ND. She holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she was involved with GoalQuest Ventures, LLC for five years. Kvislen is also a commissioned notary in the state of North Dakota. 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.

Tyler Honrud is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial and Bell Bank. Outside of his advisory role, Honrud is the owner of Honrud Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports advisory programs with a focus on technology and risk management.

Grant Geffre is a financial advisor at Edward Jones in Fargo, ND, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, his work background includes positions in various service and retail roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets and supported by a large nationwide network of financial advisors and branch offices.

Mathew Hermanson is a financial advisor at Cetera with three years of industry experience and holds a Series 66 designation. He has worked at Avantax Advisory Services and Avantax Investment Services Inc. prior to joining Cetera. In addition to his advisory role, Hermanson is a CPA and senior accountant at Haga Kommer Certified Public Accountants, where he manages tax clients and provides accounting and consulting services. Cetera Investment Advisers LLC is an SEC-registered adviser offering a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing diverse investment strategies and programs supported by over 10,000 advisors nationwide.

Scott Bauer is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Bauer Investment Services LLC and Blackridge Wealth Advisors. Outside of advisory services, he serves as a city council representative for Ward 1 in Barnesville, MN, and is a board member of a nonprofit healthcare organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Shawn Dye is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Bancwest Investment Services, and First International Bank & Trust. He also serves as a Trust Officer at First Western Bank & Trust, performing annual plan reviews for businesses without involvement in investment decisions or transaction execution. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to independent advisors nationwide, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through various portfolio management and consulting services.

Jacob Preston is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and five years of industry experience. He previously worked at ICA Group Wealth Management, LLC, and has held roles at Choice Bank and Alerus Financial. Outside his advisory work, Preston serves as a junior agent and business banker at Choice Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Joseph Larson is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Goalquest Ventures LLC and held roles related to insurance and financial services. He serves as a trustee for Help and Caring Ministry Trust and has a background involving involvement with the Lionheart Soccer Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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, utilizing model portfolios, third-party subadvisors, and custom strategies.

John Nyquist is a ChFC® and Series 66–licensed financial advisor with Edward Jones in Fargo, ND, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Hattie Koeckeritz is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Legacy Wealth Management and multiple engagements at North Dakota State University. Outside of finance, she has been involved with Neverwinter Clothing & Gifts and The Rusty Nail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Brien Krank is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. He is also a member of the Finance and Investment Committee at Sts Anne and Joachim Church in Fargo, ND. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client decision-making.

Thomas Jacobson is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at SagePoint Financial and Investment Centers of America, Inc. He also operates a fixed insurance agency as part of his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Darren Heisler is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and The Private Wealth Group. Outside of his advisory work, he is involved in sports officiating as a softball umpire and basketball referee. 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 services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced research tools.