Trevor Anderson is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Osaic Wealth and has previously worked at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of his advisory role, he owns a fixed insurance business specializing in life insurance and annuities. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

David Mann is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Oakwood Capital, Inc., and Thrivent Investment Management. Mann is also involved in his community as a coach and board member for Fargo Area Sports, where he coaches a girls softball team. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services supported by a model-based investment approach that includes portfolio optimization and multiple strategy options. The firm is notable for its scale, affiliate network, and private-equity ownership.

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.

Jay Stibbe is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Advisors, RBC Capital Markets, and Commonwealth Financial Network. Outside of advisory work, he is involved in managing private entities related to securities and advisory services. 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 financial planning and portfolio management services through a extensive network of advisors who utilize various investment strategies and operational tools.

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, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2013 and has been involved with Wilson Financial Services since 1996. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base that includes individuals and institutions such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

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. He currently serves as a financial advisor at Cetera in Fargo, ND. His prior experience includes roles at Goldman Sachs & Co. LLC, Neuberger Berman LLC, and Domain Money Advisors, LLC. In addition to his advisory work, Matthews is an instructor with Financial Educators Network, providing financial literacy presentations for individuals preparing for retirement. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment strategies and program structures.

Todd Grow is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Thrivent, he spent 29 years at Walmart. He serves as a Zone Chairperson for Lions Clubs International, supporting community service initiatives and coordinating activities within his zone. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Taylor Pinks is a financial advisor at Edward Jones in Fargo, ND, holding Series 63 and Series 66 registrations with four years of industry experience. Prior to joining Edward Jones in 2023, Taylor worked at U.S. Bank from 2019 to 2023 and has held various roles including positions at Snortums Landscape & Design and Space Aliens Grill & Bar. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products.

Cole Sorby is a financial advisor with Edward Jones in Moorhead, MN. He holds a Series 66 designation and has one year of industry experience. His prior work history includes roles at Bankers Life & Casualty Co. and various positions associated with Bemidji State University and local businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors nationwide.