Jonathan Simmons is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009 and is based in Moorhead, MN. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, through a large network of financial advisors and branch offices nationwide.

Robert Bye is a CFP® professional with 25 years of industry experience, currently serving as an advisor at LPL Financial in Fargo, ND. His prior roles include positions at Cetera Advisor Networks, Concourse Financial Group Securities, and Eide Bailly. Outside of his advisory work, Bye is involved in local music groups, performing with The Johnson’s Band and The Bogey Boys Acoustic. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports a wide network of investment adviser representatives. The firm provides advisory and brokerage services to individuals, retirement plans, and institutions, offering diverse investment solutions including model portfolios, third-party asset management, and institutional platforms.

Nicholas Peterson is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and Bell Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Sydney Baarstad is a financial advisor with Morgan Stanley in Fargo, ND, holding a Series 66 designation. Sydney has been with Morgan Stanley Smith Barney LLC since 2025 and has prior work experience in retail and public service roles including positions at Lululemon and the City of Enderlin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and research.

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 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.

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 who holds Series 63 and Series 65 credentials and has 11 years of industry experience. Prior to joining OSAIC in 2024, she worked at Securities America Advisors from 2016 to 2024 and was associated with SECURITIES AMERICA, inc. from 2015 to 2024. She also provides administrative support to another financial professional and serves as a notary for client documents. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services and employs tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

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 63 and Series 66 licenses and 11 years of industry experience. He has worked at LPL Financial and Gate City Bank since 2015. Hanstad is also involved with Gate City Financial Services' Investment Committee and serves as an agent for non-variable insurance through Simplicity/Sunderland Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment programs supported by advanced research tools and a large network of over 22,800 advisors.

Mason Fuchs is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and American Federal Bank. Outside of his advisory work, he is a licensed notary public 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a variety of investment strategies supported by research and technology tools.

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.