James Caldwell Jr. is a financial advisor at BFC Planning, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Securities America Inc. In addition to his advisory role, he is a licensed notary public and provides insurance consulting services, including life, disability, and long-term care insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and investment strategies tailored to client needs.

Patrick Senger is a financial advisor with BFC PLANNING, Inc. and holds the Series 66 designation. He has seven years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company. Outside of advising, he serves as a director for Advanced Business Methods Holdings, a copier and IT business, and assists with tax preparation during part of the year. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets, offering flexible fee structures and a range of investment platforms.

Teresa Oclair is a financial advisor at Calton & Associates, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Capital Financial Services, Inc. for 15 years before joining Calton & Associates in 2019. In addition to her advisory role, she acts as an insurance agent offering life insurance and fixed annuity products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable brokerage and insurance products, with investment recommendations tailored to client goals and risk tolerance.

Hayley Akre is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked with Independent Advisor Alliance since 2018 and previously with Level Four Advisory Services and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives, leveraging technology platforms and a range of investment strategies to deliver client services.

Jeffrey Japel is a financial advisor with Eagle Strategies (NY Life) based in Bismarck, ND, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been associated with Eagle Strategies since 2016 and NYLIFE Securities and New York Life since 2007. Outside of advising, he is involved as a precinct committee person in District 47, participating in community events and local political processes, and consults on a podcast featuring clients from his group health insurance book. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, delivering tailored financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes non-discretionary asset management and maintains fiduciary responsibilities in its advisory services, operating within an integrated New York Life structure.

Luke Little is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at LPL Financial, North Point Financial Planners, and Capital Credit Union. Outside of his advisory work, he serves as an assistant high school football coach at Century High School in Bismarck, ND. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and employs a range of portfolio management strategies, supported by technology platforms for asset aggregation and estate planning.

Grayden Stone is a financial advisor with Principal Financial Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Dakota Community Investments, Principal Life Insurance Co., and Dakota Community Bank & Trust. He is also engaged in insurance activities, writing life, disability, long-term care, annuities, group products, and property and casualty insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel worldwide. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lawrence Warren is a financial advisor at Creative Planning with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Keystone Wealth Partners and Berthel, Fisher & Company Financial Services. Outside of advisory work, he owns a tax service business and a credit card processing company. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process with an emphasis on low-cost indexing and supplemental strategies, alongside a range of affiliated legal, trust, and recordkeeping services.

Kelly Jahner is a financial advisor with Eagle Strategies (NY Life) based in Mandan, ND, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Eagle Strategies since 2016 and owns a business operating under the name Premier Wealth Strategies, focused on selling New York Life products and brokering non-registered insurance products. Prior to this, she was affiliated with Premier Financial Group and Nylife Securities LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs tailored to client and plan sponsor objectives, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

James Frigstad is a CFP® and ChFC® with 22 years of experience in financial services. He is currently with Independent Advisor Alliance, LLC and has held roles at North Point Financial Planners and LPL Financial, among others. Outside of advisory services, he has maintained long-term involvement with Domino’s Pizza. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting services, leveraging multiple investment strategies and technology platforms to support client needs.

Perry Bohl is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds the CFP® designation and is registered with Series 63 and Series 65 licenses. His previous experience includes long tenures at Investment Centers Of America, Inc., LPL Financial, and GWM Advisors, LLC. Outside of advisory work, he is a 50% owner of Premier Stone, a rock and gravel quarry mining and sales business, and is involved with Hawktree Golf Club as part of an LLC in Bismarck, ND. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as institutional entities such as pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services through independent advisers, with a focus on combining in-house and third-party strategies supported by technology and centralized due diligence.

Brady Bohl is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial LLC and Concourse Financial Group Securities Inc. Outside of advising, he is commissioned as a Notary Public in North Dakota. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services and employs various program structures that combine in-house and third-party investment strategies.

Marissa Berg is a financial advisor at NewEdge Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors and LPL Financial since 2018. Prior to her current roles, she was employed by North Dakota State University Extension Service. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management and consulting services and uses technology and centralized due diligence to support its investment programs.

Eric Aldinger is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently associated with Newedge Advisors and has held positions at GWM Advisors, LLC, LPL Financial, Investment Centers of America, Inc., and America Bank Center. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, combining in-house and third-party strategies, and employs technology and centralized due diligence in its investment process.

James Fettig is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at NewEdge Advisors and its affiliated entities since 2018, and previously at LPL Financial and Investment Centers of America. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support clients’ diverse needs.

Shane Asbury is a financial advisor with Eagle Strategies (NY Life) in Bismarck, ND. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked at NYLIFE Securities LLC and New York Life. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions across multiple program types within an integrated New York Life affiliate structure.

Nathan Natwick is a financial advisor with NewEdge Advisors, holding a Series 66 designation and over 21 years of industry experience. Prior to joining NewEdge Advisors in 2021, he worked at Investment Centers of America, Inc. for 13 years and has been affiliated with LPL Financial and GWM Advisors, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisors, utilizing multiple program structures and centralized due diligence processes.

James Braun is a CFP® professional with 28 years of experience in the financial industry. He is currently affiliated with NewEdge Advisors and has previously worked with Investment Centers Of America, Inc. and LPL Financial. Braun is also involved in non-investment-related business entities for tax and investment purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm provides a broad suite of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, combining in-house manager selection with third-party models and advisor discretion.

Reid Flaagan is a financial advisor at Eagle Strategies (NY Life) based in Bismarck, ND, with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Eagle Strategies since 2021. Prior to that, he was affiliated with NYLIFE Securities LLC and New York Life Insurance Company starting in 2017. Outside of finance, he officiates high school and college football and basketball and occasionally manages the scoring system for the local Northwoods League baseball team. Eagle Strategies serves both individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Jonathan Haugen is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at LPL Financial and Level Four Advisory Services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm uses a network model combined with technology platforms and provides both discretionary and non-discretionary portfolio management through various strategies and third-party resources.