Jeffery Wehri is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2006 and previously at Invest Financial Corporation from 2001 to 2006. He also operates a business under the name Retirement Income Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by a large network of investment adviser representatives.

Coltyn Sanderson is an advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. Prior to joining LPL, he has been involved with East Grand Forks High School and owns a hockey-related business called On The River Hockey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Aaron Meyer is a financial advisor with LPL Financial in Grand Forks, ND, holding a Series 66 designation and five years of industry experience. He has previously worked with Bremer Investments, Raymond James Financial Services, and Thrivent Financial. Meyer also participates in an advisor referral program at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Michael Elsberry is a CFP® with 21 years of experience in the financial services industry. He is currently with LPL Financial and has held positions at Cetera Advisors, First Allied Advisory Services, Morgan Stanley, and Merrill. Outside of his advisory role, he is involved in agricultural activities through farm and ranch operations in North Dakota. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management options through a large network of investment adviser representatives.

Tanner Moen is a Certified Financial Planner (CFP®) with over eight years of experience at Morgan Stanley in Grand Forks, ND. He has worked at Morgan Stanley and its Private Bank since 2016, focusing on wealth management services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Brian Thompson is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera and First State Bank. Outside of his advisory work, he is involved in agricultural activities through Thompson Farms in Clifford, ND. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Alison Perez is a CFP®-certified financial advisor with 15 years of industry experience. She is currently with Edward Jones and previously worked at LPL Financial, Invest Financial Corporation, and American Federal Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jon Broden is a financial advisor at Stifel with the Series 66 designation and one year of industry experience. Prior to joining Stifel in 2025, he worked for nine years at Berkshire Hathaway HomeServices Family Realty. He has served as Past President and currently sits on the board of directors of the Grand Forks Area Association of Realtors. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering both brokerage and investment advisory services. The firm’s investment analysis and allocation guidance are based on a proprietary methodology developed by its Investment Strategy Group, providing clients with data-driven planning tools across various financial areas.

Michael Johnson is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has served in various roles including president of ClearPath Advisors and owner of Money Matters MN, Inc., where he focuses on accounting and tax preparation. Outside of his advisory work, he is involved in managing Nameless Racing LLC, a drag racing team engaged in sponsorship and team operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management services and access to third-party money managers, supporting both discretionary and non-discretionary client mandates.

Jessica Swanson is a financial advisor at Edward Jones in Grand Forks, ND, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked for the State of North Dakota for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Elizabeth Zaccardi is a financial advisor at Ameriprise with a Series 66 designation and eight years at the firm. She has four years of industry experience and previously worked at Valley Memorial Homes and the University of North Dakota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and annual advice. The firm employs a collaborative, non-discretionary approach drawing on internal research, third-party data, and algorithmic tools within a defined investment framework.

Joey Miedema is a ChFC® and Series 66 credentialed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley, having joined its Private Bank and Smith Barney divisions in 2024. His prior work history includes roles at infinex Investments, OSAIC Institutions, and Alerus. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm emphasizes structured financial planning supported by firm-approved tools and offers services through its Financial Advisors and Estate Planning Strategies Group.

Whitley Fedt is a financial advisor at Morgan Stanley in Grand Forks, ND, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining Morgan Stanley in 2019, Whitley worked at U.S. Bank and First Community Credit Union. Outside of financial advising, Whitley is a partner in a restaurant and bar business located in Angus, Minnesota. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Arika Johnson is a financial advisor with Thrivent Investment Management in Grand Forks, ND, holding a Series 66 designation and 17 years of industry experience. She has been with Thrivent Financial and its affiliates since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses on a range of topics including retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under a consolidated billing option while keeping these services separate.

Brandon Wong is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has worked with LPL Financial since 2017 and previously was with Investment Centers of America from 2015 to 2017. Wong is also associated with Frandsen Bank & Trust, where he has been since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Justin Brooks is a financial advisor with Stifel in Grand Forks, ND, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Stifel in 2021, he worked for six years at Frandsen Bank & Trust. Outside of his advisory role, Brooks serves as the treasurer of the Red River Archers, an archery club in Grand Forks. Stifel serves a broad client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Jay Matthews is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked at Producers Financial Group and Concourse Financial Group Securities Inc. Matthews also serves as a trustee for a family trust, managing trust income and its eventual dissolution. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors and offers a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients.

Kyle Kerby is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. before joining his current firm. Outside of advising, he serves on the board of directors for the Child Evangelism Fellowship of North Dakota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement-income planning advice through a structured, non-discretionary process supported by proprietary research and third-party data.

Anthony Siewert is a financial advisor with LPL Financial in Grand Forks, ND, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Frandsen Bank and Trust and the University of North Dakota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering financial planning and investment management through a broad advisor network.

Jaerod Hanson is a financial advisor with LPL Enterprise in Grand Forks, ND, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked with The Prudential Insurance Company of America, Pruco Securities, LLC, BakerCampArnold Capital Management, and operates Hanson Financial Associates, LLC, where he offers personal and commercial property and casualty insurance. Hanson also serves as a college instructor at Northland Community & Technical College, teaching Economics, Finance, and Taxes. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.