Nicholas Nelson is a CFP® and Series 66-registered financial advisor with Edward Jones in Fargo, ND, where he has worked since 2019. He has six years of industry experience, including prior roles at Bell Bank and Target Corporation. His outside business activities include ownership interests in two real estate LLCs operated by his wife that focus on short-term rental investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

David Mc Gatlin is a financial advisor with Ameriprise in West Fargo, ND, holding a Series 66 credential and four years of industry experience. Prior to joining Ameriprise in 2026, he worked at LPL Financial and Edward Jones. Before his financial services career, he was employed at BNSF Railways and the University of North Dakota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that delivers tailored recommendations and ongoing advice focused on dependable income 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.

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 credentials and 19 years of industry experience. He has worked with LPL Financial since 2017 and is also associated with ICA Group Wealth Management, LLC. Outside of his advisory role, Halstenson is involved in a non-investment business entity, Halstenson & Askew Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Troy Cody is a financial advisor with LPL Financial based in Fargo, ND. He holds a Series 66 designation and began his advisory career in 2025 after 18 years with Fargo Public Schools. He is also associated with GoalQuest Financial Group, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ashley Haroldson is a financial advisor with LPL Financial, holding a Series 66 credential and 12 years of industry experience. She has been with LPL Financial since 2015 and also maintains a role at Gate City Bank beginning in 2013. Haroldson is engaged in non-variable insurance activities through multiple insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationally. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Steven Stremick is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include long tenures at Sagepoint Financial, Inc., American General Securities Incorporated, and Select Financial Services, Ltd. Outside of his advisory work, he manages farming and ranching operations across the US and Canada and teaches educational financial seminars for North Dakota State University. OSAIC serves retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services along with access to third-party money managers and managed account solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Andrea Mackay is a financial advisor at Morgan Stanley in Fargo, ND, with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2015, with a two-year tenure at Edward Jones from 2019 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

Garrett Trochman is a financial advisor with RBC Capital Markets in Fargo, ND, holding Series 66 and Series 63 licenses and having 8 years of industry experience. Prior to joining RBC in 2026, he worked at MML Investors / Red River Financial Group for seven years and held positions with Mass Mutual and Northwestern Mutual, among others. Outside the financial sector, he has experience in the salon and day spa industry. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies that incorporate in-house and third-party managers, as well as options for tax management and responsible investing.

Kenneth Astrup is a Wealth Management Advisor with Merrill Lynch Wealth Management in Fargo, ND, where he has been serving clients since 2000. He specializes in personal and family wealth management, including college education planning, retirement income strategies, tax minimization, and small business retirement plan services such as 401(k), Simple Plan, and SEP implementations. Kenneth works closely with individuals, families, and businesses to develop personalized financial strategies aimed at helping clients achieve their long-term goals. Kenneth holds several professional designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Accountancy degree from the University of North Dakota in 1994. Prior to joining Merrill, Kenneth spent five years at Community First Bankshares in Fargo. Born and raised in Fargo, Kenneth remains actively involved in his community, volunteering with Fargo Youth Hockey. Outside of work, he enjoys spending time with his wife Pamela and their three children, engaging in activities such as fishing, golfing, hunting, ice hockey, skiing, and relaxing at the lake with family and friends.