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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 licenses and 10 years of industry experience. He has previously worked at Eide Bailly and TD Ameritrade. Outside of his advisory role, he serves as a board member for Lake Ida Township. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a wide range of clients, including individuals and institutions, through its extensive network of investment adviser representatives. The firm offers various financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 Series 66 licensed financial advisor with LPL Financial, based in Fargo, ND, and has 17 years of industry experience. Prior to joining LPL Financial in 2018, she worked at SagePoint Financial, Investment Centers of America, Inc., and Cornerstone Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 designations and bringing 46 years of industry experience. He has been with LPL Financial since 2017 and also has experience at Investment Centers of America since 2012. Outside of his advisory work, he is a partner in family farming and hunting land ventures alongside his brothers. 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, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party asset management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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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Troy I

Series 63, Series 66

Fargo, ND

Edward Jones

Troy Ivesdal is a financial advisor with Edward Jones in Fargo, ND, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as a track coach for Fargo Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branches.

General retirement planning Retired Founder/Business Owner Executive
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Brett W

Series 66

Fargo, ND

RBC Capital Markets

Brett Winkelman is a financial advisor with RBC Capital Markets in Fargo, ND, holding a Series 66 designation and six years of industry experience. His previous work includes roles at City National Bank, Wells Fargo Clearing, and the Fargo Assembly Company. He serves on the advisory boards for the NDSU Industrial Engineering program and the Fellowship of Christian Athletes of North Dakota. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and services to individual, institutional, and corporate clients. The firm offers customized portfolio management solutions using both in-house and third-party investment resources, with options for tax management and responsible investing.

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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