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.

Tyler Kraft is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, during which he has also worked with MassMutual Life Insurance Co. Outside of finance, he works as a real estate agent with eXp Realty and serves as an insurance broker with Red River Financial. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing collaborative, software-driven approaches to develop tailored investment strategies.

Ethan Olson is a financial advisor with Ameriprise in Fargo, ND, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Minnesota State University Moorhead and also has outside employment with LFP Consulting. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ashton Smith is a financial advisor at Raymond James Financial with Series 66 registration and one year of industry experience. Prior to joining Raymond James, he held positions at MassMutual Life Insurance Company, Prairiewood Wealth Management, and Alerus Financial. He has also been involved with the Cooperstown Park Board. 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 institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and retirement plan advisory services.

Steven Asche is a financial advisor with Thrivent Investment Management in Fargo, ND, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he serves as chairperson of the Board of Human Care at Immanuel Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. Their approach includes written recommendations across various planning topics and the option to integrate planning with managed accounts through a consolidated billing program called “WealthPlan.”

James Zinke is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Stewardship LLC and Waddell & Reed, Inc. In addition to his advisory work, he has been involved in managing single-family rental properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with various investment platforms, including model portfolios, third-party asset management, and participant-level retirement advice.

Aaron Walski is a CFP®-certified financial advisor with 13 years of experience at Edward Jones, where he has been employed since 2013. He holds a Series 66 license and is based in West Fargo, ND. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tye Korbl is a CFP® professional with 18 years of experience in the financial services industry, currently with LPL Financial since 2018. Prior to joining LPL, he worked at Invest Financial Corporation and Wells Fargo Investments. He is also involved in coaching for the Fargo Youth Hockey Association. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory services including financial planning, model portfolio programs, and institutional platforms.

Warren Wilson Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Cambridge Investment Research Advisors since 2013, having also worked at Cambridge Investment Research, Inc. since 2002 and operating Wilson Financial Services since 1996. In addition to his advisory work, he is an independent insurance agent for multiple companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, providing both proprietary and third-party investment strategies across various platform arrangements.

Cory Miner is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Old National Bank, LPL Financial LLC, Raymond James Financial Services Advisors, and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with an investment approach that incorporates in-house and third-party managers tailored to clients’ risk profiles.

Daniel Suckert is a financial advisor with Edward Jones in Fargo, ND, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves on the Endowment Committee for Park Christian School and is a member of the Development Council for Hospice of Red River Valley, where he assists with fundraising and community support. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Brian Matthews is a CFP® professional with 12 years of industry experience, currently associated with Cetera. His prior experience includes roles at Goldman Sachs & Co. LLC and Neuberger Berman LLC. He also serves as an instructor for Financial Educators Network, providing financial literacy education focused on retirement preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms through a multi-manager approach with over $256 billion in assets under management.