Stephanie Lauritsen is a financial advisor at Geneos Wealth Management, Inc. with 16 years of industry experience. She holds a Series 66 designation and has worked at Geneos Wealth Management since 2006 and at Retirement Planners since 2019. Outside of advising, Lauritsen owns Lauritsen Land & Cattle Company, conducts public speaking workshops through All Things Finance, and serves on the boards of West Fargo Packer Backers and Town and Country Credit Union. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with a range of investment strategies and portfolio management options tailored to client needs.

Carl Wallin is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at BFC PLANNING, Inc. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Co. Outside of his advisory role, Wallin is a co-owner of a boot camp-style fitness gym, though he is not involved in its daily management. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts, providing financial planning and portfolio management through a network of approximately 200 advisors. The firm offers a range of advisory programs and employs various investment strategies, with a distinctive client roster and specific operational practices.

Robert Mastel is a CFP® professional with 14 years of industry experience, currently serving at Intellicents Investment Solutions Inc. Since 2025, he has worked at Intellicents following a 12-year tenure at RPM Advisors, LLC. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm employs a long-term, buy-and-hold investment strategy overseen by a CFA-designated Chief Investment Officer and offers a range of services including retirement plan consulting, individual wealth management, and a wrap fee program.

Scott Bye is a financial advisor with ON Investment Management CO in Fargo, ND, holding the PFS™ credential along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked with firms including The O.N. Equity Sales Company, Ohio National Financial Services, Strommen & Associates, and Swenson Anderson Associates/Amerus Life. Outside of his advisory role, he operates SDB Sports Management, a career analysis and planning service. ON Investment Management Company is a registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans along with access to a variety of third-party investment programs and manages client assets through a combination of discretionary and non-discretionary arrangements.

Jamey Pesek is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Principal Securities Inc. since 2016. Outside of advisory work, he is a partner in TRI-J Partners, LLC, an entity that manages shared leased office space and related expenses. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. 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.

Grant Morgan is an investment advisor representative at TLG Advisors, Inc. with three years of industry experience. He holds the Series 66 designation and has prior experience at firms including Thrivent Financial and Choice Insurance, a Vizance Company, where he also serves as an insurance advisor. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent representatives and using a research approach based on fundamental analysis and Modern Portfolio Theory.

Nathaniel Fritel is a Series 65-registered financial advisor with Sequoia Financial Group, L.L.C. in Fargo, ND, where he has worked since 2025. His prior experience includes roles at CHS Inc., Bell Bank, and North Dakota State University, along with five years in landscaping business management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Brady Leach is a financial advisor with Principal Financial Services in Fargo, ND, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Company, and insurance-related activities, including writing various individual and group insurance products. He also works as a 1099 contractor supporting another Principal advisor. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement consulting, and access to third-party money manager programs under multiple advisory and promoter arrangements.

Karsten Melgaard is a financial advisor with First Citizens Investor Services, Inc. in Moorhead, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at First Citizens Bank and First Citizens Investor Services since 2026 and previously held roles at LPL Financial and Bank of the West. Melgaard is also a notary for the State of Minnesota. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client process focused on assessing financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Jill Klose is a financial advisor at Mariner with 25 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Sequoia Financial Group, United Planners' Financial Services, and Eide Bailly Financial Services. Outside of finance, she owns and operates Rockin' K Photography, a photography services business. Mariner serves a diverse client base including individuals, trusts, corporations, and organizations through investment management, financial planning, and retirement consulting. The firm combines discretionary portfolio management with in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services.

Cody Jochim is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Lion Street Financial and Thrivent Financial. Outside of his advisory role, he serves as the President of the Kiwanis Club of Fargo, a local service organization focused on improving the lives of children. Integrity Alliance operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and various advisory programs through multiple platforms and investment approaches.

Matthew Rubis is a financial advisor at SPC with 14 years of industry experience. He holds a Series 66 designation and has worked at SPC since 2012. His prior experience includes roles at Parkland Securities, Strategic Financial Partners, and operating Rubis Financial Services. SPC serves a broad mix of individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

James Bodensteiner is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including roles at Guardian Life and LPL Financial. Bodensteiner’s background includes providing non-variable insurance products such as life, disability, and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence processes to support client and advisor needs.

Christopher Holstad is a financial advisor with D.A. Davidson & Co. in West Fargo, ND, holding a Series 66 designation and 23 years of industry experience. Prior to joining D.A. Davidson in 2019, he spent 16 years with RBC Capital Markets Corporation. He serves as a board member for Oak Grover Lutheran School, overseeing the school's foundation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers services under fiduciary standards, utilizing both qualitative and quantitative analyses, and is notable for its municipal advisory activities and affiliated custodial entities.

Andrew Volk is an investment advisory representative at CWM, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Wealth Services and Premier Wealth Management Group. Outside of his financial advisory work, Volk coaches the high school boys and girls wrestling teams at Central Cass Public School. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, variable sub-account management, and retirement-plan services, employing discretionary management through model portfolios overseen by an in-house Investment Committee.

Steven Hartman is a financial advisor with Eagle Strategies (NY Life), holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including long tenures with Nylife Securities Inc. and New York Life Insurance Company. His other business activities include brokerage of outside insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

John Mayer is a financial advisor at Creative Planning with a Series 65 credential and five years of industry experience. His prior work includes roles at Keystone and in public education with Bismark and Fargo Public Schools. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies complemented by selective private market exposure and fiduciary advisory services.

Sandra Korbel is a CFP® professional with 14 years of industry experience. She currently works at OSAIC Institutions, INC. and has held roles at Infinex Investments, Inc. and Alerus-related entities over the past decade. She also serves as a Wealth Management Officer with Alerus Financial, managing customer accounts under trust powers and assisting with financial planning. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services and operates a hybrid adviser/broker-dealer model with access to alternative investments and a lending marketplace.

Jessica Westgard Larson is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been associated with Principal Life Insurance Company since 2007 and Principal Securities Inc since 1999. Outside of her advisory role, Larson serves as an adjunct faculty member directing the handbell choir at Concordia College and holds board positions with the St. John Foundation, the Red River Valley Estate Planning Council, and the North Dakota chapter of NAIFA, where she was elected State President for 2026. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and various institutional entities. 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 through both adviser and promoter arrangements.

Seth Jackson is a financial advisor with Valic Financial Advisors in Fargo, ND, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior work includes positions at J.P. Morgan Securities LLC, Bank of the West, and Sammons Financial Group. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.