Brennan Thompson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Alerus Financial and The Prudential Insurance Company of America. Outside of his advisory role, he is involved with LFP Consulting, LLC, a payroll and benefits entity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Bolinske is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes roles at Securities America Advisors and Raymond James Financial. He has been involved with Magic City Youth Baseball since 2018. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct customized portfolios across various asset classes.

Stephen Packulak is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including American Portfolios Financial Services Inc., Securities America, LPL Financial, and First International Bank & Trust. He serves as a board member for the Minot Hockey Booster, a volunteer role supporting the local youth hockey program. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Mark Kohlman is a financial advisor at Edward Jones in Minot, ND, with 27 years of industry experience and Series 63 and Series 66 licenses. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of 91, LLC, a rental real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, supported by a large national network of advisors and branches.

Ginger Quam is a CFP®-designated financial advisor with Edward Jones in Minot, ND, and has 22 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she receives a small monthly royalty from a business she started in 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Dick is a financial advisor with Raymond James Financial in Minot, ND, holding the CFP® and Series 63 designations with 37 years of industry experience. He has been affiliated with Raymond James and its related entities since 2000. In addition to his advisory role, he owns Advanced Investment Consulting Inc., which supports administrative functions for his Raymond James branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting, supporting implementation through its advisory programs and partnerships.

Cameron Stone is a financial advisor at Edward Jones in Minot, ND, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Baker Hughes, a GE Company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Christine Morey is a financial advisor with Ameriprise in Minot, North Dakota, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at Integrity Funds Distributor, LLC, Gate City Bank, LPL Financial, and Ameriprise Financial Services before joining Ameriprise. She also serves as a Community Investment Advisor for the Minot Area Community Foundation, assisting with grant application reviews. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-efficient withdrawal strategies and Social Security options. The firm combines algorithmic tools with advisor oversight and provides a broad range of advisory, brokerage, and insurance solutions.

Cole Lauinger is a CFP® professional with 12 years of industry experience. He is currently with OSAIC and has prior experience at American Portfolios Financial Services, American Trust Center, and Northwestern Mutual. Lauinger is also involved with American Trust Center as an investment officer and is engaged in fixed insurance sales through Zenith Marketing. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated financial services and employs various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

John Carlson is a financial advisor with Mass Mutual Investors Services in Minot, ND, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, Carlson is involved in life, health, and property and casualty insurance sales and holds ownership interests in a tax services business and a real estate venture. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and annual collaborative planning relationships.

Cameron Erickson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Erickson is the sole owner of CLE Financial, Inc. and co-owner of Erickson Wealth Management, LLC, both non-investment related support companies based in Minot, ND. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Nicholas Schmidt is a financial advisor at Edward Jones in Minot, ND, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Sanford Clinic for four years and spent thirteen years at Schmidt Chiropractic Clinic. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Craig Zavalney is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he has ownership interests in several parcels of land in North Dakota. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team and emphasizes the use of affiliated investment products.