Daniel Schuster is a CFP®-designated financial advisor with eight years of industry experience. He is currently with Fjell Capital and previously worked at Sanctuary Wealth and UBS. Outside of finance, Schuster is active in the local music scene as a drummer and songwriter, performing with the indie-rock band Walking Phoenix and other musicians in the Fargo-Moorhead area. Fjell Capital provides integrated wealth management, financial planning, and retirement plan advisory services to individual and high-net-worth clients as well as retirement plan sponsors. The firm employs a model-based investment approach and offers a distinctive fee structure that includes subscription-style recurring fees and one-time planning engagements.

Michael Young is a CFP® with 26 years of industry experience, currently serving at Financial Strategies Group. He has worked at Classic, LLC for 11 years and holds leadership roles including Chief Compliance Officer and Chief Operating Officer at Classic Asset Management LLC. Young is also involved in non-investment activities as a board member of Calvary Church. Financial Strategies Group advises individuals, high-net-worth clients, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $170 million for about 659 clients, using model portfolios based on Modern Portfolio Theory and focusing on mutual funds and ETFs.

Paul Light is a CFP® with 21 years of industry experience and has been with Light Financial Services, Inc. since 2002. He operates from Fargo, ND, and holds Series 63 and Series 65 licenses. Light Financial Services, Inc. provides investment advisory services to individuals, charitable organizations, and small businesses, managing approximately $145 million in assets across 608 client relationships. The firm emphasizes asset allocation using mutual funds and ETFs, and manages accounts on both discretionary and non-discretionary bases, utilizing model portfolios and third-party Strategist relationships within the Orion platform.

Thomas Stadum is a financial advisor at Fjell Capital with 13 years of industry experience. He previously worked at UBS Financial Services and Sanctuary Wealth. Stadum serves as a board member and fleet captain for the Pelican Lake Yacht Club and is treasurer for Burning Hearts Church in Fargo, ND. Fjell Capital advises individual and high-net-worth clients as well as retirement plan sponsors, offering integrated wealth management, standalone financial planning, and retirement plan advisory services. The firm manages portfolios using a model-of-models approach and applies a subscription-style minimum recurring fee structure alongside one-time flat fees or hourly planning engagements.

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 has been with Prairiewood Capital, LLC since 2008 and is currently part of the five-advisor team at Prairiewood Wealth Management in Fargo, ND. Outside of his advisory role, he is a member of East Valley Capital, LLC, a freight bill factoring business where he handles risk management and accounting. Prairiewood Wealth Management provides fee-only wealth management and financial planning services to individuals and families, primarily serving clients with net worths between $1 million and $50 million and annual incomes above $300,000. The firm employs a long-term, value-oriented investment approach with an emphasis on fundamental analysis and tax efficiency, offering a range of services including tax preparation, discretionary investment management, and access to estate-planning software.

Nathan Anderson is a CFP® professional at Prairiewood Wealth Management in Fargo, ND, with seven years of industry experience. He has previously worked at Deloitte & Touche LLP and has been with Prairiewood Capital, LLC since 2019. Outside of his advisory role, he is an owner of Harness MHP LLC, where he reviews financials and performance. Prairiewood Wealth Management provides fee-only wealth management and financial planning services primarily to individuals and families with net worths between $1 million and $50 million and households earning over $300,000 annually. The firm employs a long-term, value-oriented investment approach that includes fundamental analysis and tax efficiency, offering comprehensive planning, tax preparation, discretionary investment management, and estate-planning software access.

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 licenses and bringing 24 years of industry experience. His career includes roles at LPL Financial LLC and operating as a sole proprietor, Michael Lawrence Simonich. Outside of his advisory work, he serves as an assistant athletic coach for Moorhead Area Public Schools. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities, offering portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm utilizes a blend of fundamental and technical analysis alongside model-based and manager-access strategies, leveraging LPL Financial’s platform and programs.

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.

Dustin Richter is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Prairiewood Wealth Management since 2025 and previously held roles at Starion Bank, Thoreson Steffes, and Wells Fargo. Prairiewood Wealth Management provides fee-only wealth management and financial planning services primarily to individuals and families with net worths between $1 million and $50 million and those earning above $300,000 annually. The firm employs a long-term, value-oriented investment approach with a focus on fundamental analysis and tax efficiency, offering services that include comprehensive financial planning, investment management, tax preparation, and estate-planning software access.

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.

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® and holds a Series 65 license, currently serving as a financial advisor at Prairiewood Wealth Management in Fargo, ND, with three years at the firm and a total of two years of industry experience. His prior work includes roles at Bell Bank and North Country Lawns. Prairiewood Wealth Management provides fee-only wealth management and financial planning services primarily to high-net-worth individuals and families. The firm follows a long-term, value-oriented investment approach, offering comprehensive financial planning, tax preparation, discretionary investment management, and additional services such as payroll support and estate-planning software access.

Matthew Mc Intyre is a financial advisor at Prairiewood Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Choice Financial, EFS Group Wealth Management, and Security National Bank. Prairiewood Wealth Management provides fee-only wealth management and financial planning services primarily to individuals and families with net worths between $1 million and $50 million and household incomes above $300,000. The firm employs a long-term, value-oriented investment approach with portfolios built from individual equities, ETFs, and mutual funds, complemented by comprehensive financial, tax, and estate planning services.

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.

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.