Tyler Liffrig is a financial advisor with NewEdge Advisors in Bismarck, ND, holding a Series 66 credential and 10 years of industry experience. His career includes roles at LPL Financial, LLC, GWM Advisors, LLC, and Concorde Asset Management, LLC. Outside of advising, he is involved with the National Collegiate Hockey Conference. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, 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 43 years of industry experience, currently associated with NewEdge Advisors in Bismarck, ND. He has previously worked at Investment Centers of America, Inc. for over three decades and has been affiliated with LPL Financial and GWM Advisors, LLC. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting. The firm manages portfolios using asset allocation across mutual funds, ETFs, and individual securities, with regular rebalancing and quarterly reviews.

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 three years of industry experience. His prior roles include positions at Gate City Bank and University of Mary. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, focusing on both retail and institutional relationships, with the majority of assets managed 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 in Bismarck, ND, holding a Series 66 designation and 15 years of industry experience. She has worked at GWM Advisors, LLC (DBA Planningteam Financial Advisors) since 2018, LPL Financial since 2017, and Investment Centers of America from 2007 to 2017. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular reviews and rebalancing.

Julie Hinsz is a financial advisor with NewEdge Advisors in Bismarck, ND, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior experience includes roles at GWM Advisors, LLC, LPL Financial, and Investment Centers Of America, Inc. She is also the owner of Hinsz Wealth Management, an independent securities business. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, combining asset management with financial planning and consulting, with portfolios managed using a mix of mutual funds, ETFs, and individual securities.

Keenan Retterath is a financial advisor with Osaic Institutions, Inc. in Bismarck, ND, holding Series 63 and Series 66 registrations and six years of industry experience. His prior roles include positions at Woodbury Financial Services, CUSO Financial Services, LP, and Capital Credit Union. Osaic Institutions, Inc. serves individuals, 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, and access to alternative investments, operating through a hybrid adviser and broker-dealer model with both discretionary and non-discretionary asset management.

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 bringing 32 years of industry experience. Prior to joining NewEdge Advisors in 2018, Salter worked at LPL Financial and Investment Centers of America, Inc. He operates a registered investment advisory business affiliated with NewEdge Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, managing portfolios using a mix of mutual funds, ETFs, and individual securities with regular reviews and rebalancing.

Todd Reamann is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company. He is also involved in outside insurance activities relating to life, fixed annuities, long-term care, disability, health, and medical supplement insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

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.

Bleau Hoge is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked extensively with Gate City Bank and has served in the North Dakota Army National Guard since 2016. Outside of his advisory role, Hoge is involved with the North Dakota Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.