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 licenses and has worked previously at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of his advisory role, he is a managing partner in farming and ranching operations across the U.S. and Canada and teaches financial seminars for North Dakota State University. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services, retirement plan consulting, and access to multiple investment platforms. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios and supports various third-party model and managed-account solutions.

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.

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.

Bernard Sweeney II is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and had prior employment at Hot Spring Spas & Pool Tables. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

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.

Jacob Thielges is a financial advisor at Edward Jones in Fargo, ND, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at H&R Block for two years and Gate City Bank for eight years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets with a widespread network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

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.