Dylan Sunderland is a financial advisor with Simplicity Wealth in Fargo, ND, holding a Series 65 credential and one year of industry experience. He also operates Sunderland Group, where he works as a licensed insurance agent focusing on health, life, annuity, and long-term care insurance products. Prior to his advisory role, he has held positions at Doordash, Instacart, and Creighton University. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering advisory services alongside technology and operational solutions for other advisers.

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 experience in financial advising. He is currently with Intellicents Investment Solutions Inc., having joined in 2025 after spending over a decade at RPM Advisors, LLC. Mastel works out of Fargo, ND. Intellicents Investment Solutions Inc. serves a diverse client base including retirement plan sponsors, third-party administrators, and individual clients. The firm emphasizes long-term, buy-and-hold investment strategies with quarterly monitoring and employs both discretionary and non-discretionary management options.

Tawna Hermanson is a financial advisor at Csenge Advisory Group, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Classic, LLC and Classic Asset Management. Hermanson is also affiliated with Lion Street Financial as a registered representative. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting using a top-down investment process that combines fundamental and technical analysis with a relative-strength methodology, primarily utilizing mutual funds and ETFs.

Scott Bye is a financial advisor at On Investment Management Company with 40 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior work history includes roles at THE O.N. Equity Sales Company, Ohio National Financial Services, Strommen & Associates, and Swenson Anderson Associates/Amerus Life. Outside of investment advising, he operates a career analysis planning business and is involved in insurance sales. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plans. The firm offers both discretionary and non-discretionary investment programs, combining third-party solutions with adviser-directed managed accounts.

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 in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior career includes nearly two decades at Guardian Life and concurrent roles with LPL Financial since 2018. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and advisory programs, combining in-house manager selection with third-party strategies and employs technology tools such as algorithmic model portfolios and held-away account platforms.

Christopher Holstad is a Series 66-credentialed financial advisor with 23 years of industry experience. He has worked with D.A. Davidson & Co. since 2019 and previously spent 16 years at RBC Capital Markets Corporation. Holstad serves as a board member of Oak Grover Lutheran School in North Fargo, overseeing the school’s foundation. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA fiduciary retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, combining qualitative and quantitative analyses under a fiduciary standard.

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) based in Fargo, ND. He holds the ChFC® and Series 63 designations and has 42 years of industry experience. His career includes long-term associations with New York Life Insurance Company and Nylife Securities Inc. Outside of his advisory work, he is involved in the brokerage of outside insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working with various plan sponsors within an integrated New York Life affiliate structure.

John Mayer is a Series 65-licensed financial advisor with Creative Planning in West Fargo, ND, and has five years of industry experience. Before joining Creative Planning in 2022, he worked at Keystone and held positions in public and private schools. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market investments.

Sandra Korbel is a CFP® with 13 years of industry experience currently affiliated with OSAIC Institutions, INC. She has worked at Infinex Investments, Inc. since 2018 and previously held roles at Alerus Securities, Alerus Investment Advisors, and Alerus, where she has been employed since 1993. In addition to her advisory work, she serves as a Wealth Management Officer with Alerus Financial, assisting clients with accounts managed under trust powers and providing financial planning. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including customized advisory engagements, financial planning, ERISA plan services, alternative investments, and lending and cash-management options. The firm’s network of investment adviser representatives provides both advisory and brokerage solutions using fundamental and technical analysis, asset allocation, and third-party due diligence for alternative investments.