Patrick Senger is a financial advisor with BFC Planning, Inc. and holds a Series 66 designation. He has six years of industry experience and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as a director for Advanced Business Methods Holdings, a copier and IT business in West Fargo, ND. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, discretionary and non-discretionary portfolio management, and access to various sub-advisory and institutional 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 (New York Life) in Bismarck, ND, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with New York Life and its related entities since 2007 and currently operates under the DBA Wealth & Health Strategies, focusing on selling New York Life products as well as brokering non-registered insurance products. Outside of his advisory role, he serves as a precinct committee person for District 47 in Bismarck and consults on the 701 Business Insider Podcast, which features interviews with clients about group health insurance. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types, with a significant portion of assets managed on a non-discretionary basis and a distinct approach to relationships with institutional plan sponsors.

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 CFP® with 36 years of experience in financial advising, currently with NewEdge Advisors. His career includes roles at Investment Centers of America, Inc. for 28 years, followed by positions at LPL Financial and GWM Advisors, LLC. Outside of his advisory work, he is a 50% owner of Premier Stone, a rock and gravel quarry business, and is involved with the Hawktree Golf Club LLC in Bismarck, ND. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a combination of mutual funds, ETFs, and individual securities with periodic rebalancing and quarterly reviews.

Brady Bohl is a financial advisor with NewEdge Advisors in Bismarck, ND, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at LPL Financial, Concourse Financial Group Securities Inc, and ProEquities Inc. He is also a commissioned Notary Public in North Dakota. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures that incorporate both in-house and external model strategies.

Marissa Berg is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2018 and previously was employed by North Dakota State University Extension Service. 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 offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing technology tools and a combined in-house and third-party manager approach.

Eric Aldinger is a financial advisor with NewEdge Advisors in Bismarck, ND, holding a Series 66 credential and possessing 14 years of industry experience. His prior work includes roles at GWM Advisors, LLC, LPL Financial, Investment Centers of America, Inc., and America Bank Center. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment strategies and regular portfolio reviews.

James Fettig is a financial advisor at NewEdge Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Investment Centers of America. Fettig is based in Bismarck, ND. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm manages portfolios using various analytic approaches and emphasizes oversight of trading and product selection within its wrap accounts.

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 license and 20 years of industry experience. He has worked at NewEdge Advisors since 2021 and has prior experience with GWM Advisors, LLC, LPL Financial, and Investment Centers of America, Inc. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and regular portfolio reviews.

James Braun is a CFP® with 27 years of industry experience, currently serving as a financial advisor at NewEdge Advisors in Bismarck, ND. His prior work includes roles at GWM Advisors, LLC (Planningteam Financial Advisors), LPL Financial, and Investment Centers Of America, Inc. Outside of his advisory work, he holds officer positions in business entities used for tax and investment purposes. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and nonprofit organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a variety of investment vehicles and regular portfolio reviews.

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.

Jason Stahl is a financial advisor with Principal Financial Services in Bismarck, ND, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes roles at Dakota Community Bank since 2007 and Securities America Advisors from 2014 to 2023. Stahl also sells life, disability, long-term care, group health, and property and casualty insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional clients. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.