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.

Tyler Liffrig is a financial advisor at NewEdge Advisors with 10 years of industry experience. He holds a Series 66 designation and has previously worked with firms including LPL Financial, GWM Advisors, and Concorde Asset Management. Outside of his advisory role, he is involved with the National Collegiate Hockey Conference. 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 advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Taylor Walker is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and First International Bank & Trust. Outside of his advisory role, Walker serves as a tax manager at The Pandora Group, where he advises clients on tax-saving strategies and prepares tax returns. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services, with an investment approach that incorporates fundamental analysis and Modern Portfolio Theory.

Thomas Gunderson is a CFP® with 44 years of industry experience. He is affiliated with NewEdge Advisors and has previously worked at Investment Centers of America, Inc. for over three decades. His professional activities include founding Thomas Gunderson, Inc., a business entity for tax and investment purposes. 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 advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures that combine manager selection and model-based strategies supported by centralized due diligence and technology tools.

Dominic Hrichena is a financial advisor with Eagle Strategies (NY Life) based in Bismarck, ND. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at NyLife Securities LLC, New York Life Insurance Company, and Gate City Bank. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kent Anderson is a Series 65-licensed financial advisor at Creative Planning with six years of industry experience. He previously worked at Keystone Wealth Management and has a background that includes roles with the Girl Scouts and the American Cancer Society. Creative Planning provides comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Shayla Evink is a financial advisor with NewEdge Advisors based in Bismarck, ND, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Investment Centers of America and LPL Financial. She also operates Shayla Evink Financial, Inc., a separate business entity for tax and investment purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services, combining in-house and third-party solutions with centralized due diligence and use of technology platforms.

Julie Hinsz is a financial advisor with NewEdge Advisors based in Bismarck, ND, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior roles include positions at Investment Centers of America, Inc. and LPL Financial. Hinsz also owns Hinsz Wealth Management, an independent securities business. 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 representatives. The firm offers a range of portfolio management and consulting services, utilizing a combination of in-house manager selection, third-party models, and technology tools to support client needs.

Keenan Retterath is a financial advisor with OSAIC Institutions, Inc. in Bismarck, ND, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Capital Credit Union, CUSO Financial Services, LP, and Woodbury Financial Services. 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 services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

Sterling Byre is a financial advisor at Independent Advisor Alliance, LLC with three years of industry experience. He holds the Series 66 designation and has previous work experience with LPL Financial, National Information Solutions Cooperative, Gate City Bank, and the University of Mary. Byre provides administrative support to Independent Advisor Alliance as part of his professional activities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a network model of advisory representatives supported by technology platforms and a mix of discretionary and non-discretionary portfolio management strategies.

Nicholas Wiedrich is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has prior experience 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, providing asset management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and utilizes a network model with advisory representatives operating under independent DBAs.

Theresa Anderson is a CFP® with four years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Keystone Wealth Partners and positions in education, including teaching at Shiloh Christian School and Kindred Public School District. She also provided private piano instruction for six years. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Darcy Salter is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His career includes long tenures at Investment Centers of America and LPL Financial before joining NewEdge Advisors. Salter operates an independent investment advisory business through NewEdge Advisors. NewEdge Advisors is a large registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations via a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.

Todd Reamann is a financial advisor with LPL Financial in Bismarck, ND, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Principal Securities, Principal Life Insurance Company, MSI Financial Services, Berthel, Fisher & Company Financial Services, Morgan Stanley, and Citigroup Global Markets. He is also involved in outside insurance activities such as life, fixed annuities, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

Bradley Blazek is a CFP®-designated financial advisor with Edward Jones, based in Mandan, ND, and has 11 years of industry experience. He has worked at Edward Jones since 2014, with a brief period in 2021 at several firms including Eide Bailly Financial Services. Outside of finance, he breeds Deutsch Drahthaar puppies as a hobby. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kathryn Peltz is a financial advisor at Stifel with nine years of industry experience. She holds a Series 66 designation and has been with Stifel since 2014. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to provide asset allocation and planning analyses.

Steve Anderson is a financial advisor with Morgan Stanley in Bismarck, ND, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment products alongside planning services.

Jesse Voth is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his career in 2026. Prior to entering the financial industry, he worked in various roles including six years at Land O'Lakes and four years at Omaha Public Power District. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers services including educational seminars and specialized planning such as divorce and estate-settlement planning.

Ciera Carson is a financial advisor with Wells Fargo Clearing in Bismarck, ND, holding a Series 63 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Derek Binstock is a Series 66-licensed financial advisor with eight years of industry experience, currently with OSAIC since 2024. His prior experience includes roles at American Portfolios Advisors Inc., American Portfolios Financial Services, American Insurance, LPL Financial, Investment Centers of America, and Gilchrist & Fettig Financial. He also serves as an investment officer assistant for Bravera Planning and Investing. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a broad network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with an investment approach that incorporates asset allocation tools, risk-tolerance assessments, and access to third-party money managers.