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.

Scott Anderson is a financial advisor with Edward Jones in Fargo, ND, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Nodak Insurance Company and Aflac, among other roles. He is also the CEO and owner of S&S Water Products LLC, a product sales business he has managed since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive national advisor and branch network and diversified affiliated capabilities.

Joshua Bruns is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has been with various Wells Fargo entities since 2008, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Matthew De Vries is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. Prior to this, he worked at Edward Jones for 14 years. Outside of his advisory role, he is involved as a high school volleyball and basketball public address announcer at Park Christian School. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, utilizing a combination of research, modeling, and tax-efficiency analysis to support retirement income strategies.

Amanda Waletski is an advisor at LPL Financial based in Fargo, ND, holding a Series 66 designation. She has held roles at Legacy Wealth Management and LPL Financial since 2025 and previously worked in various positions including at Protosthetics, Noridian, and Oak Hill Golf Club. Outside of financial advising, she has experience working in the food service industry and a university setting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Jacob Baier is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, US Bank, and PS Industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and a diverse set of affiliated capabilities.

Christopher Gross is a financial advisor with Edward Jones based in Fargo, ND, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he was involved in family-owned construction and concrete businesses, serving in management roles for over a decade. Outside of his advisory work, he is active in several family enterprises related to construction and equipment rental. 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 manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Thomas Moore is a financial advisor with UBS Financial Services in Fargo, ND, holding a Series 63 designation and having 42 years of industry experience. He has worked at UBS since 2006 and previously spent time at Piper Jaffray Inc. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Jon Halstenson is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked with ICA Group Wealth Management, LLC, LPL Financial, and Investment Centers of America, Inc. He is also a partner in Halstenson & Askew Investments, a non-investment business entity. 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 broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies.

Brandon Taylor is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services, Inc. and Avantax Advisory Services. Outside of his advisory role, he is a CPA at Haga Kommer Ltd, where he prepares income tax returns and assists with audits and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment solutions through a multi-manager platform and provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Sarah Dunkel is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial. Outside of her advisory role, she is active as a musician, providing music for pay since 2014. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm employs non-discretionary, goal-based planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Jeffrey Collins is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Fargo, ND, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been associated with Raymond James and its affiliated entities since 2015 and is also an owner of Collins and Krank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Timothy Taszarek is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent since 2012 and previously worked at Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on a range of topics, maintaining a separation between planning and managed-account services under its WealthPlan option.