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 Series 66 licensed financial advisor with Edward Jones in Fargo, ND, bringing two years of industry experience. Prior to joining Edward Jones, he worked at Nodak Insurance Company and held roles in insurance and retail sectors. Anderson is also the CEO and owner of S&S Water Products LLC, a product sales company he has managed since 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and services under a fiduciary standard, supported by a large national network of advisors and branch offices.

Joshua Bruns is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2008. He is based in Fargo, ND. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 with LPL Financial in Fargo, ND, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2017 and previously at Investment Centers of America and ICA Group Wealth Management. Outside of his advisory role, he is a partner in Halstenson & Askew Investments, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, supported by a large network of advisors and advanced operational tools.

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.

Jonathon Anas is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Wells Fargo Advisors, RBC Capital Markets, and Commonwealth Financial Network. Anas is also co-owner of NorthStar Financial Group, LLC. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Troy Cody is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial and GoalQuest Financial Group in 2025, he worked for 18 years with Fargo Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, combining scale and diverse financial activities with advisory support from a large network of investment adviser representatives.

Ashley Haroldson is a financial advisor with LPL Financial in West Fargo, ND, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2015 and also works with Gate City Bank, where she has been employed since 2013. Haroldson is involved in non-variable insurance activities through multiple agencies affiliated with Gate City Bank. 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 and access to third-party asset management, utilizing various strategies and technology tools to support advice and account management.

Steven Stremick is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Sagepoint Financial, Inc., American General Securities Incorporated, and Select Financial Services, Ltd. Outside of his advisory roles, he manages farming and ranching operations across the US and Canada and teaches financial seminars for North Dakota State University. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager programs.

Andrea Mackay is a financial advisor with Morgan Stanley in Fargo, ND, holding a Series 66 designation and 10 years of industry experience. Her career includes two separate tenures at Morgan Stanley totaling nine years, with an intervening two-year period at Edward Jones. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a structured, technology-supported planning process without providing individual security recommendations as part of standalone plans.

Deborah Battles is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Cetera and its affiliated entities since 2013. Battles is also president of SmartMoney Financial Consultants Inc., and is involved in fixed insurance sales including life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.