Alexander Oconnell is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has served in the North Dakota Army National Guard as a Human Resources Officer. Outside of his advisory role, he is involved locally as an MC for community events such as the Christkindlmarkt in Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm delivers holistic, goal-based analyses covering a range of topics, including retirement and estate planning, without discretionary trading authority, and allows clients to combine planning with managed-account options under a consolidated billing arrangement called WealthPlan.

Patricia Roers is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2018 and previously spent 10 years with Invest Financial Corporation. In addition to her advisory role, she serves as an Investment Operations Manager at American Federal Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides access to model portfolios, third-party asset managers, and institutional platforms while integrating various operational and research tools to support advisors.

Lisa Moe is a CFP® and holds a Series 66 designation with 27 years of experience in financial advising. She is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after roles at LPL Financial, Cetera, and Bell Bank. Moe also owns and operates Moe Wealth Management at Midwest Wealth, where she serves as a wealth advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Emmett Worth is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2015 and previously at Gate City Bank from 2012 to 2026. Outside of his advisory role, Worth volunteers as a basketball coach for third-grade girls at the local YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a broad range of advisory services, including financial planning, model portfolios, and institutional platforms, supported by operational tools and oversight of substantial discretionary assets.

John Kuhn is a financial advisor at LPL Financial with 36 years of industry experience. He holds the Series 63 credential and has worked at LPL Financial since 2017. His prior experience includes roles at Cetera and BELL Bank, where he continues to serve as Vice President and Wealth Advisor. Outside of his advisory work, he operates a private business entity, KUHN4 LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and operational tools.

Kathryn Viste is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 credential and has worked previously at RBC Capital Markets, VISIONBank, Old Navy, and Bath and Body Works. Outside of her advisory role, she is involved as a co-owner and officer of a property management company. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research and capital markets services through an integrated platform.

Chad Stark is a financial advisor with RBC Capital Markets in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include six years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Outside of his advisory work, Stark serves on several nonprofit boards, including Hope Lutheran Church, the YMCA, and the Fellowship of Christian Athletes, and participates in community governance through the 300 Broadway Homeowners Association. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Christopher Kollitz is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining RBC in 2022, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, Kollitz serves as a firefighter for the Dilworth Fire Department in Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Mark Bierdeman is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in cash renting farmland. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service designed for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and an emphasis on managed accounts.

Holly Gruba is a financial advisor with OSAIC in Fargo, ND, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining OSAIC in 2024, she spent nine years with Securities America, including eight years at Securities America Advisors. She also assists Brad Novak at Novak Financial with client paperwork and related tasks, and acts as a notary for clients. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Derek Houska is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and develop portfolio strategies tailored to their needs, offering ongoing advice and adapting plans as situations change. His expertise includes areas such as college education planning, retirement income, corporate and employee benefits planning, managing new wealth, tax minimization, and portfolio management services. Derek holds a Bachelor's Degree from Concordia College and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is committed to building meaningful relationships with clients and helping them pursue their financial goals with confidence and efficiency. Originally from the Fargo-Moorhead area, Derek enjoys spending his free time fishing, listening to podcasts, watching sports, and engaging in activities such as baseball, basketball, boating, hiking, pickleball, running, and spending time with his family.

Joseph Hanstad is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with LPL Financial and Gate City Bank since 2015. Hanstad is also involved with the Gate City Financial Services Investment Committee and works as an agent for a non-variable insurance business. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of investment strategies.

Mason Fuchs is a financial advisor with LPL Financial based in Fargo, ND, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, American Federal Bank, and Bremer Bank. Outside of advising, he is a notary public for the state of North Dakota. 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.

Jeffrey Grewe is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked with OSAIC since 2024 and previously spent nine years at Securities America Advisors and Securities America Inc. Grewe serves as a board member and vice president of the NDBA Foundation, participating in community events. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through extensive adviser networks and employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to create diversified portfolios across multiple asset classes.

Michael Crawford is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2022, he worked as a self-employed professional and has a background in photography. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing comprehensive financial planning, portfolio management, and capital markets services.

Paul Zenker is a financial advisor with Edward Jones in Fargo, ND, holding a Series 63 license and 21 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Zenker owns a ranch and serves as a board member reviewing budgets and spending reports for the Lutheran Church of the Cross in West Fargo. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Emily Carlson is a financial advisor at Edward Jones with credentials including the Series 66 designation. She has been in the industry since 2020, previously working at Hustad Wealth Management from 2014 to 2020. Carlson is based in Fargo, ND. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Kristine Shea is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she focuses on connecting all aspects of clients' financial lives to help prioritize their goals and establish financial approaches aligned with the achievement of those goals. She works to deliver personalized service and employs the capabilities of Merrill and Bank of America to create customized financial strategies for clients and their families. With expertise in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income, Kristine helps individuals and families pursue their financial goals through lifelong, multigenerational relationships. Kristine holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from the North Dakota University System. She is fluent in English and Spanish. In addition to her professional work, Kristine is involved in her community through her church, her daughter's swim team, and a local food bank.

Nicholas Nelson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Fargo, ND, with six years of industry experience. He previously worked at Bell Bank for three years before joining Edward Jones in 2019. His wife operates two real estate investment LLCs focused on short-term rentals in Minnesota. 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 under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, overlay services, and affiliated investment products.

David Mc Gatlin is a financial advisor at Ameriprise in West Fargo, ND, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Cornerstone Bank, and BNSF Railways. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.