Shanna Bergh is a financial advisor with Edward Jones in Fargo, ND, holding a Series 66 credential and 12 years of experience at the firm. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of approximately 23,701 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds, operating under a fiduciary standard.

Michael Schill is a financial advisor with Ameriprise in Fargo, ND, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Property One Management, Lowes, and STRATA Corporation. Outside of finance, he owns Schill Custom Woodworks LLC, specializing in custom cabinetry, and works as a welder for Schill's Shop and Bordertown Retail Systems Inc. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Crystal Pound is a financial advisor at UBS Financial Services with a Series 66 designation and no prior industry experience. Before joining UBS in 2026, she worked in legal planning and held positions at several law firms, including JD Legal Planning and O'Keefe O'Brien Lyson Attorneys. Pound is also affiliated with the University of Iowa College of Law and Justice101. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to provide a broad range of investment solutions.

Eric Isaak is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Investment Centers of America from 2015 to 2017. 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 provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors offering both discretionary and non-discretionary investment strategies.

Bethany Halvorson is a financial advisor with Merrill in Fargo, ND, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2014 and Bank of America N.A. since 2020. Outside of her advising role, she is associated with a business named "AND BETHANY HALVORSON" based in West Fargo, ND. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, and institutional accounts with model-based and discretionary investment strategies developed by internal and third-party managers.

Nathan Kaiser is a Certified Financial Planner (CFP®) with six years of industry experience, currently affiliated with Mass Mutual Investors Services. He has been with Mass Mutual and its affiliated life insurance company since 2020. Prior to his financial services career, he held positions at Korber Medipak Systems North America and Enterprise Holdings. Nathan is also an insurance broker specializing in life, disability, long-term care, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-focused planning using firm-approved software and offers various programs including wrap accounts and money-manager services.

Tammy Wood is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and previously worked at LPL Financial and Bell Bank. She is president of Wood Wealth Management, a support company that operates alongside her advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory work through its affiliated municipal advisor.

Joseph Solberg is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. Prior to his advisory role, he served in law enforcement with the West Fargo and Glyndon Police Departments and held a position in the North Dakota Air National Guard for over a decade. He currently serves as principal advisor to the Medical Group Commander in the 119th Medical Group of the North Dakota Air National Guard and is a board member of the Lt Adam Gustafson Memorial Fund, which raises scholarships and supports local emergency services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without discretionary trading authority. The firm offers planning combined with managed-account programs through a consolidated billing option but does not provide institutional portfolio management.

Jody Liljequist Greuel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has worked with Raymond James Financial Services since 1995 and is also involved as an officer and treasurer in Markey & Associates, Inc., a support company she owns. 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 plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and has unique capabilities in municipal and public finance advisory services.

Tyler Rice is a financial advisor at Thrivent Investment Management based in Fargo, ND, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to his current role, he worked at Thrivent Financial and has been involved as a vocalist and guitarist for a cover band called FM All-Stars. He also serves on the board of Inspire Inc., an organization supporting adults with developmental disabilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integration of planning with managed-account programs under its “WealthPlan” option, maintaining separate planning and asset management services.

Todd Schaffer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and Thrivent Investment Management since 2010. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called "WealthPlan," while maintaining separate services.

Joshua Ackerson is a financial advisor with Edward Jones in Fargo, ND, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked with Nodak Insurance Company and Puklich Chevrolet Buick GMC. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Brian Bruce is a financial advisor with Ameriprise in Bismarck, ND, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2025, he worked at LPL Financial for five years and held roles at TTEC Corporation and UnitedHealth Group. He is also a co-owner of Honeycomb Financial Strategies, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to produce tailored, non-discretionary retirement income plans.

Aaron Larson is a CFP® and holds a Series 66 designation with 24 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans from 2006 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of financial advisors and branch offices.

Thomas Geraghty is a financial advisor with LPL Financial holding a Series 66 designation and 18 years of industry experience. His career includes roles at Gate City Bank since 2016, Cetera from 2013 to 2016, and Edward Jones from 2007 to 2013. He is also involved with several insurance agencies as an agent providing non-variable insurance products. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Trevor Anderson is a financial advisor with OSAIC in Fargo, ND, holding a Series 66 credential and bringing 13 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, and National Planning Corporation. He also owns a fixed insurance business selling term, universal, indexed universal life, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions.

David Mann is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at OSAIC since 2024 and previously spent nine years with Securities America Advisors. Outside of his advisory role, Mann coaches a girls’ softball team and serves on the board for Fargo Area Sports. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services featuring asset allocation tools, risk assessment, and access to multiple investment platforms and third-party managers.

Bert Cameron is a financial advisor at Edward Jones in Fargo, ND, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones for 21 years. Outside of advising, he is involved in farmland rental ownership. Edward Jones serves over four million clients, including individual and institutional investors, and offers a range of advisory services such as discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Blair Kiland is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on helping clients achieve their financial goals across various life stages by developing personalized wealth management strategies. His approach involves understanding each client’s unique financial objectives and investment personality to tailor solutions that align with their comfort level and aspirations. Blair leverages Merrill’s investment insights and Bank of America’s financial services to provide flexible and comprehensive financial planning, including retirement planning, family wealth management, education planning, tax minimization, and portfolio management. Blair holds a Bachelor of Science degree in Chemistry from Minnesota State University Moorhead, a Master of Science degree in Polymers and Coatings Science, and a Master of Business Administration from North Dakota State University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). A native of Moorhead, Minnesota, Blair resides in Fargo, North Dakota with his three children and their dog. He participates in community volunteering and maintains personal interests such as biking, ice hockey, music, and reading.

Mc Kayla Glasser is a Series 66 licensed financial advisor with seven years of industry experience, currently with Raymond James Financial in Fargo, ND. She has been associated with Raymond James Financial Services Advisors, Inc. since 2019 and works as a registered associate at Collins and Krank, supporting financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals.