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Mc Kayla G

Series 66

Fargo, ND

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Tyler K

Series 66

Fargo, ND

Mass Mutual Investors Services

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Ethan O

Series 66

Fargo, ND

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ashton S

Series 66

Fargo, ND

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Steven A

Series 63, Series 66

Fargo, ND

Thrivent Investment Management

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.”

Business ownership considerations
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James Z

Series 66

Fargo, ND

LPL Financial

James Zinke is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and 10 years of industry experience. He previously worked at Stewardship LLC and Waddell & Reed, Inc., and has experience with various insurance carriers. Outside of his advisory work, Zinke has involvement in a non-variable insurance business and maintains a business entity for tax purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Aaron W

CFP®, Series 66

West Fargo, ND

Edward Jones

Aaron Walski is a financial advisor at Edward Jones in West Fargo, ND, with 12 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Tye K

CFP®, Series 66

Fargo, ND

LPL Financial

Tye Korbl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to joining LPL, he worked at Invest Financial Corporation for seven years and has been associated with American Federal Bank for 15 years. Outside of his advisory work, Korbl is involved in coaching youth hockey with the Fargo Youth Hockey Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Warren W

Series 63, Series 65

Fargo, ND

Cambridge Investment Research Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Cory M

Series 63, Series 65

Fargo, ND

RBC Capital Markets

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Daniel S

Series 63, Series 66

Fargo, ND

Edward Jones

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.

Retirement income strategy Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Brian M

CFP®, Series 66, Series 63

Fargo, ND

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Todd G

Series 63, Series 66

Fargo, ND

Thrivent Investment Management

Todd Grow is an advisor with Thrivent Investment Management in Fargo, ND. He holds Series 63 and Series 66 licenses and joined Thrivent in 2025 after a 29-year career at Walmart. Outside of his advisory role, Todd serves as a Zone Chairperson for Lions Clubs International, supporting community service activities and club growth within his zone. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across various financial topics, offering flexible engagement models without discretionary trading authority.

Business ownership considerations
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Taylor P

Series 63, Series 66

Fargo, ND

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cole S

Series 66

Moorhead, MN

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nathaniel B

Series 63, Series 65

Fargo, ND

LPL Financial

Nathaniel Bence is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 65 designations and having 10 years of industry experience. His prior firms include Bell Bank, Eide Bailly, United Planners, and TD Ameritrade. He serves as a non-profit board member for the Lake Ida Township Board in Twin Valley, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Esley T

Series 66

Fargo, ND

Edward Jones

Esley Thorton is a financial advisor at Edward Jones in Fargo, ND, holding a Series 66 designation. He joined Edward Jones in 2025 and previously worked at Stryker and Zimmer Biomet Davis. Outside of his advisory role, he owns Eagle Property Owners, a real estate business based in Horace, ND, where he oversees major decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Family Business Inheritance planning Founder/Business Owner Doctor or Medical Professional Religious/faith focused
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Ann S

Series 66

Fargo, ND

LPL Financial

Ann Schoenberg is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and 17 years of industry experience. She previously worked at SAGEPOINT FINANCIAL and Cornerstone Bank. Schoenberg operates under Cornerstone Financial Group, a DBA related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Mark T

Series 63, Series 66

Horace, ND

LPL Financial

Mark Teigen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with Investment Centers of America since 2012. Outside of his advisory roles, he is a partner in family farming and hunting land operations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios from various sources.

College savings (529s, UTMA, etc.)
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Christopher P

Series 66

Dilworth, MN

Edward Jones

Christopher Posch is a Series 66-credentialed financial advisor at Edward Jones with 18 years of industry experience, all of which has been with the firm since 2008. Outside of his advisory role, he is a silent investor and member of Wild Terra Cider & Brewing, a cider bar and brewing business in Fargo, ND. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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