Sonja Anderson is a financial advisor with RBC Capital Markets in Fargo, ND, holding CFP® and securities licenses including Series 63, 65, and 66. She has 23 years of industry experience, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 11 years. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers a variety of advisory programs tailored to client risk profiles, utilizing both in-house and third-party investment managers, and provides discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Jason Jaeger is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He previously worked at Invest Financial Corporation for 12 years and American Federal Bank for over 20 years. 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, and institutional platforms, and supports advisors with both discretionary and non-discretionary investment strategies.

John Fischer is a financial advisor with UBS Financial Services in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 1994. Outside of his advisory role, Fischer was involved in coordinating volunteers and serving as a media spokesperson for a 2012 statewide referendum on smoke-free indoor workplaces in North Dakota. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Dylan Droegemueller is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley. In addition to his advisory role, he performs minor tasks and maintenance for Morgan Joseph Properties, a private company. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm tailors investment strategies to client risk profiles and utilizes both in-house and third-party managers across diversified portfolios.

Blake Dandurand is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and bringing eight years of industry experience. His background includes roles at Gate City Bank, Gander Mountain, and Thrivent Investment Management. 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 investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Timothy Graveline is a Series 66 licensed financial advisor with Wells Fargo Advisors in Fargo, ND, bringing 29 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his advisory role, Graveline is involved with several investment-related businesses, including a real estate management company and financial practices in the Fargo area. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations for clients.

Joseph Haman is a financial advisor with Mass Mutual Investors Services in Fargo, ND, holding Series 63 and Series 66 registrations and 17 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2012. Outside of his advisory role, he is involved in commercial property management and participates in client referral activities related to business lending. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational services.

Bruce Imholte is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. He has previously worked with Avantax Advisory Services, 1st Global Capital Corp., and has been involved with Imholte & Dahl, P.A. since 1996. Imholte is also engaged in tax planning and business consulting through a tax and consulting firm affiliated with Avantax and supports client communication and marketing efforts at HK Wealth Management LLC. Cetera Investment Advisers LLC operates as a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple investment programs including bespoke strategies and third-party manager options.

Ryan Damlo is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL and Magnifi Financial CU in 2024, he worked at Astera Health for seven years and at Wadena County for two years. Outside of his advisory role, Damlo is the owner of Canoe Paddle Kettle Corn LLC, a family business selling bagged popcorn, and serves as a track coach for the Wadena-Deer Creek School District. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Patrick Mcgrath is a financial advisor at RBC Capital Markets in Fargo, ND, holding a Series 66 designation with 12 years of industry experience. Prior to joining RBC in 2025, he spent 10 years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a board member for Sons of Norway, a community organization based in Fargo. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, using a mix of in-house and third-party investment managers tailored to client risk profiles.

Kelsey Bosch Cullen is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Kelsey worked at Wells Fargo Bank for nine years. 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 under management and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Maria Wingenbach is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. She previously worked for HighRoad Partners and has academic experience at North Dakota State University and Concordia College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Lindsey Herda is a Series 66-licensed financial advisor with Morgan Stanley in Fargo, ND, and has five years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, she worked at LPL Financial and Legacy Wealth Management from 2018 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm’s process includes structured discovery conversations and utilizes firm-approved tools, supporting clients with comprehensive planning and investment advisory services.

Addie Kolling is a financial advisor at Mass Mutual Investors Services with four years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2020. Prior to her financial services career, she held various roles including positions at North Dakota State University and Starbucks. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and tools, and supports event-driven planning programs such as estate settlement and employer-sponsored planning.

Byron Trochman is a financial advisor with RBC Capital Markets in Fargo, ND, holding a Series 66 designation and bringing 28 years of industry experience. He has previously worked with City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Trochman serves as a committee member advising on portfolio investments and allocation for the YWCA Cass Clay foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies supported by in-house and third-party managers, with options for discretionary and non-discretionary portfolio management and integrated capital-markets capabilities.

Justin Cole is a CFA® charterholder and holds a Series 66 license, with 10 years of industry experience. He is affiliated with LPL Financial and Gate City Investment Services, where he has worked since 2015. He also provides economic updates and serves on investment committees for Gate City Bank. 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, and institutional platforms.

Connor Mc Cullough is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Bankers Life, Thrivent Investment Management Inc., and Commonwealth Financial Network. Outside of finance, he was involved in Prairie Rose Painting and Roofing for a year. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative client relationships and event-driven planning services.

Nathan Hopper is a Series 66-credentialed financial advisor with Thrivent Investment Management in Fargo, ND, and has three years of experience in the industry. Prior to his current role, he worked in broadcasting with Gray Television and Sinclair Broadcasting. Outside of his advisory work, he serves in various community roles including board member of the Fargo Masonic Preservation Association and Treasurer for the Scottish Rite Holding Company Board of Trustees. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm provides comprehensive written recommendations across a wide range of financial topics and allows clients to combine planning with managed-account services through its WealthPlan program.

Sara Anderson is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2013, working in various capacities within the firm. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and provides a broad range of advisory, brokerage, and insurance solutions.

Austin Oehlke is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at American Federal Bank and First Class Mortgage. Outside of finance, he has served as an assistant varsity football coach at Grand Forks Public Schools, where he contributed to game plan preparation and player development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm operates under a fiduciary standard and is notable for its large network of advisors and affiliated investment capabilities.