Rodney Schauer is a ChFC® with 14 years of industry experience, currently serving as the sole advisor at Complete Investment Advisory, LLC in Fargo, ND. He has been involved in financial services since 1980, including roles as an independent insurance agent and president of Complete Financial Group, Inc. He also provides tax planning through Complete Tax Advisory LLC. Complete Investment Advisory serves individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm employs a multi-method investment approach combining fundamental, technical, charting, and cyclical analysis, offering tailored portfolios reviewed quarterly.

Steven Nelson is a CFA® charterholder with 17 years of industry experience. He is a member of Prairiewood Wealth Management, where he has been affiliated since 2008 through Prairiewood Capital, LLC. Outside of his advisory role, Nelson is involved in freight bill factoring as a member of East Valley Capital, LLC, focusing on risk management and accounting. Prairiewood Wealth Management is a fee-only, fiduciary firm serving primarily individual and family clients with net worths typically between $1 million and $50 million. The firm employs a long-term, value-oriented investment approach using fundamental analysis and manages portfolios through individual equities, ETFs, and low-cost mutual funds, while also offering ancillary services such as tax preparation and payroll support for select clients.

Nathan Anderson is a financial advisor with Prairiewood Wealth Management in Fargo, ND. He holds the CFP® designation and Series 65 license, with seven years of industry experience. Prior to joining Prairiewood Capital, LLC in 2019, he worked five years at Deloitte & Touche LLP. Prairiewood Wealth Management is a fee-only fiduciary advisory firm serving primarily individual and family clients, offering wealth management that integrates financial planning, tax planning, and discretionary investment management. The firm employs a long-term, value-oriented approach focused on fundamental analysis and manages portfolios using individual equities, ETFs, and low-cost mutual funds.

Darrell Mccroskey is a financial advisor at Oakwood Capital, Inc. with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Oakwood Capital since 2016. In addition to his role there, he is also a financial advisor at North Country Financial Advisors. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships, typically constructing portfolios on a non-discretionary basis while also providing discretionary and third-party manager options.

Michael Simonich is a financial advisor with Vantage Point Wealth Management in Moorhead, MN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at LPL Financial, VPWM Advisors LLC, and as a sole proprietor, along with a position as an assistant athletic coach for Moorhead Area Public Schools. Vantage Point Wealth Management provides investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a mix of in-house advice, third-party managers, and multiple LPL Financial advisory platforms to manage client portfolios, with regular account reviews and ongoing monitoring.

Luke Kroeplin is a financial advisor at Fortress Financial Group, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at U.S. Bank, U.S. Bancorp Investments, First Alliance Credit Union, and Wells Fargo. Outside of his advisory work, Kroeplin serves as a Master Sergeant and Assistant Chief of Operations in the United States Air Force Reserves, is a part owner of a batting cage franchise, and acts as a Fire Civil Service Commissioner in Rochester, Minnesota. Fortress Financial Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a fiduciary, long-term investment approach, combining fundamental and technical analysis with discretionary portfolio management and financial planning.

Dylan Henry is a Series 65-licensed advisor at Prairiewood Wealth Management in Fargo, ND, with one year of experience in financial advising. Before joining Prairiewood, he worked five years at Eide Bailly and has held various roles in diverse industries. Prairiewood Wealth Management is a fee-only fiduciary firm that serves individual and family clients, typically with net worths between $1 million and $50 million, providing integrated wealth management through financial planning, tax planning, and discretionary investment management. The firm follows a long-term, value-oriented investment approach and offers additional services such as in-house tax preparation and payroll support for select clients.

Dustin Richter is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Prairiewood Wealth Management and previously worked at Starion Bank, Thoreson Steffes, and Wells Fargo in various roles spanning over a decade. Prairiewood Wealth Management is a fee-only fiduciary firm serving primarily individual and family clients, focusing on combining financial planning, tax planning, and discretionary investment management. The firm uses a long-term, value-oriented investment approach with a concentrated portfolio strategy and offers supplemental services such as tax preparation and payroll support for select clients.

Gary Johnson is a financial advisor with Colliers Securities LLC in Fargo, ND, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Colliers Securities since 2009. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.

Kimberly Jerger is a financial advisor with Colliers Securities LLC in Fargo, ND, holding Series 63 and Series 66 licenses and with 30 years of industry experience. She has been with Colliers Securities since 2010. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services. The firm provides both non-discretionary fee-based advisory programs and discretionary wrap programs managed by third-party sub-advisers.

Maxwell Mc Quillan is a financial advisor at Prairiewood Wealth Management in Fargo, ND, holding a Series 65 designation. He has one year of industry experience, having previously worked at Prime Numbers and Spectrum Aeromed. Prairiewood Wealth Management is a fee-only, fiduciary firm serving primarily individual and family clients with net worths between $1 million and $50 million. The firm employs a long-term, value-oriented investment approach combining financial planning, tax planning, and discretionary investment management, and offers supplemental services such as tax preparation and payroll support for select clients.

Mark Johnson is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Colliers Securities since 2010. Outside of his advisory role, he is an owner and managing partner of a family farmland management partnership. Colliers Securities serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary and discretionary programs. The firm utilizes third-party advisory platforms and manager relationships to implement investment strategies and operates as both a registered broker-dealer and registered investment adviser.

Parker Jacobs is a CFP® with three years of industry experience currently advising at Prairiewood Wealth Management. His prior work includes positions at Bell Bank and North Country Lawns. Prairiewood Wealth Management is a fee-only fiduciary firm serving primarily individual and family clients with net worths typically between $1 million and $50 million. The firm offers wealth management that integrates financial planning, tax planning, and discretionary investment management, employing a long-term, value-oriented investment approach with a focus on fundamental analysis and portfolio construction using individual equities, ETFs, and low-cost mutual funds.

Matthew Mc Intyre is a financial advisor at Prairiewood Wealth Management in Fargo, ND, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at LPL Financial LLC, Choice Financial, and EFS Group Wealth Management. Prairiewood Wealth Management is a fee-only fiduciary advisory firm serving primarily individual and family clients with net worths between $1 million and $50 million. The firm employs a long-term, value-oriented investment strategy with a focus on fundamental analysis and manages approximately $365 million in discretionary assets across a seven-advisor team.

Jason Lauritsen is a financial advisor at Geneos Wealth Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Geneos Wealth Management since 2005. Lauritsen also serves as a commissioner for the West Fargo Park District and holds board positions with the Lutheran Church of the Cross Foundation, West Fargo Exchange Club, and West Fargo Parks Foundation. Geneos Wealth Management serves a broad mix of clients, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining continuous account monitoring with discretionary trading authority for most client accounts.

David Huebner is a CFP® with four years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2021. Prior to joining CGN Advisors, he worked for eight years at Washington National Insurance Company. He holds insurance licenses for providing insurance-related advice but is not authorized to sell insurance products. CGN Advisors offers financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles while maintaining fiduciary standards and engaging third-party managers for portfolio oversight.

Noah Gindorff is a financial advisor with EFS Advisors in Fargo, ND, holding Series 65 and Series 63 licenses and having two years of industry experience. His background includes roles at Advanced Advisor Group LLC and Northwestern Mutual. Outside of his advisory work, he serves as a sideline radio analyst for NDSU Football with Learfield. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process to recommend model portfolios and integrates technology such as proprietary household-aggregation software and AI tools to assist in portfolio management.

Kacie Schulz is a CFP® professional with 11 years of industry experience currently advising clients at Savvy. Her prior roles include positions at Fortify Financial Group, Keystone Wealth Partners, and Bank of America/Merrill Lynch. Savvy provides financial planning and investment services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and sub-adviser strategies.

Jeff Mccracken is a financial advisor with EFS Advisors in West Fargo, ND, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with EFS Advisors and Advanced Advisor Group LLC since 2008. Outside of advising, he is president of a residential construction company and a woodworking and crafts business, and serves on the West Fargo Park Board. EFS Advisors serves a broad client base including individuals, business entities, and charitable organizations, offering portfolio management and financial consulting services. The firm uses a client-centric suitability scoring system and conducts regular portfolio reviews through an in-house Advisory Committee.

Dylan Sunderland is a financial advisor at Simplicity Wealth with a Series 65 designation and one year of industry experience. He also works with the Sunderland Group, where he is involved in multiple aspects of the insurance business, primarily focused on health insurance products as well as life, annuity, and long-term care insurance. Prior to his advisory career, he held roles at Doordash, Instacart, and Creighton University. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, and provides technology and operational support through its managed account platform.