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.

Jeffrey Richards is a financial advisor at Edward Jones in Moorhead, MN, holding a Series 66 designation. He joined Edward Jones in 2026 and has diverse prior experience in construction, handyman services, brewing, transportation, and military service with the United States Army Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services and investment options supported by a large nationwide network of financial advisors and branch offices.

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 at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory role, he serves on several local nonprofit boards, including the Hope Lutheran Church, the YMCA, and the Fellowship of Christian Athletes, and is involved with community organizations such as the 300 Broadway Homeowners Association and the NDSU Development Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable investors. The firm offers customized investment advisory programs that incorporate in-house and third-party managers with various portfolio management and financial planning services.

Christopher Kollitz is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for six years. Outside of his advisory role, he serves as a firefighter with the Dilworth Fire Department. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering various advisory programs with tailored investment strategies and both discretionary and non-discretionary portfolio management.

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.

Gabriel Benson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. His background includes roles at Concordia College Moorhead and North Dakota State University, as well as involvement with community organizations such as Memory Fireworks and Hoist Hockey. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Holly Gruba is a financial advisor with OSAIC in Fargo, ND, holding Series 65 and Series 63 licenses and 11 years of industry experience. She previously worked at Securities America Advisors and SECURITIES AMERICA, inc., serving in advisory roles for nine years. In addition to her advisory work, she assists Brad Novak with client paperwork and administrative tasks and is a commissioned notary. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm’s platform supports multiple investment programs and third-party managers, delivering services through a complex network of affiliates and proprietary strategies.

Derek Houska is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to define their financial goals and develop portfolio strategies tailored to their needs. Derek provides ongoing advice and adapts portfolios as clients' situations change. His client focus areas include college education planning, corporate benefits, divorce transition planning, employee benefits planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Derek holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Derek earned a Bachelor's Degree from Concordia College. He has lived in the Fargo-Moorhead area his entire life. In his free time, Derek enjoys fishing, listening to podcasts, watching sports, baseball, basketball, boating, football, hiking, pickleball, running, spending time with his family, and watching movies.

Joseph Hanstad is a financial advisor with LPL Financial in Fargo, ND, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. He has been affiliated with both LPL Financial and Gate City Bank since 2015. Hanstad also serves on the Gate City Financial Services Investment Committee and works with the Gate City Insurance Agency and Simplicity/Sunderland Group in non-variable insurance roles. 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, combining scale with a variety of financial products and operational tools.

Mason Fuchs is a financial advisor at LPL Financial with three years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at firms including J.P. Morgan Securities LLC and American Federal Bank. Outside of his advisory role, he is a commissioned notary in 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by research and operational tools.

Jeffrey Grewe is a financial advisor at Osaic with 39 years of industry experience. He previously worked at Securities America Advisors and Equitable Advisors. He serves as a board member and vice president of the North Dakota Bankers Association Foundation. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and access to proprietary and third-party investment strategies.

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. She focuses on delivering personalized financial strategies by first understanding her clients' unique situations, priorities, and goals. By connecting all aspects of her clients' financial lives, she helps them articulate, prioritize, and pursue the objectives that matter most to them. Kristine draws upon the wide-ranging capabilities of Merrill Lynch and the banking convenience of Bank of America to create customized wealth management solutions for individuals, families, and the businesses they own. With expertise in areas including college education planning, family wealth management, legacy planning, personal retirement planning, philanthropic planning, portfolio management, socially responsible investing, and tax minimization, Kristine offers comprehensive guidance through lifelong, multigenerational relationships. She and her team utilize experience and resources to assist clients in navigating changing markets, investment opportunities, and regulatory environments, designing financial frameworks reflective of their unique complexities. Kristine holds a Bachelor's degree from the North Dakota University System and has earned the Personal Investment Advisor (PIA) professional designation. She is proficient in English and Spanish. In addition to her professional work, Kristine is involved in her community through church activities, supporting her daughter's swim team, and volunteering at a local food bank.