Jenna Stiegelmeier is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience beginning in 2024. Prior to joining Wells Fargo, she held various roles outside the financial industry, including positions at Light of Christ Catholic Schools and the Family Wellness Center. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Samuel Wagner is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Dakota Gasification Company. Wagner also operates Wagner Financial Services, where he provides notary public services alongside writing fixed annuity and life insurance policies. 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 a range of integrated brokerage and advisory services supported by advanced portfolio construction tools and access to third-party money managers.

Nathan Dvorak is a financial advisor at Edward Jones in Bismarck, ND, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients through a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brock Ballweber is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for Bismarck Public Schools for 13 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jason Millner is a CFP® professional with 24 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc. since 2009. Millner is a member of the endowment committee for the Missouri Slope Areawide United Way, where he assists with oversight of endowment policies and procedures. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses aimed at supporting client decision-making.

Matthew Puetz is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America, Inc. for 13 years. Outside of his advisory role, he coaches football locally during the fall season. OSAIC serves a broad client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, leveraging asset-allocation tools and third-party investment solutions to construct diversified portfolios.

Jamie Binstock is a financial advisor with LPL Financial in Bismarck, ND, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions with Waddell & Reed, Russell McDowall, and experience in insurance agencies. Outside of his advisory work, he is a licensed notary public in North Dakota and participates as a Mary Kay representative in a multi-level marketing role. 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 adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Alexis Heinle is a financial advisor with Ameriprise in Bismarck, ND, holding Series 63 and Series 65 credentials. Alexis has been in the industry since 2023, with prior experience at Farm Credit Services of Mandan, Legacy Financial Partners, Gate City Bank, and multiple roles at the University of North Dakota. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing, tax-aware withdrawal strategies and personalized recommendation reports.

Joseph Heinert is a financial professional with Cetera, holding a Series 66 designation and one year of industry experience. He has been with Cetera and its affiliated entities since 2024. Outside of advisory work, Heinert is part owner of an office equipment business and serves as president of a real estate company. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Lenarz is a CFP® with 26 years of industry experience, currently serving as an advisor at Ameriprise Financial Services. His prior work includes extensive roles at Wells Fargo Advisors and Kingsview Asset Management. Outside of his advisory practice, he is involved in managing agricultural partnerships and farmland operations, including activities related to grain sales and private equity investments. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that integrates written recommendation reports with tax-aware withdrawal strategies and asset allocation guidance. The firm’s retirement service is supported by centralized research and internal oversight, and it operates within a defined investment product ecosystem.

Jane Reede is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Stifel since 2009, UBS Financial Services since 2006, and Piper Jaffray Inc. since 1985. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to support asset allocation and financial planning analyses.

Joshua Wiens is a financial advisor with Edward Jones in Bismarck, ND, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked with the Theodore Roosevelt Presidential Library Foundation and Community Options. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Troy Friederichs is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Jackson National Life Distributors. He is also president of Friederichs Financial Corporation, a tax entity. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, third-party managers, and multiple investment platforms.

Jameson Buehler is a CFP® professional with five years of industry experience, currently serving as an advisor at OSAIC since 2024. His prior work includes roles at Securities America Advisors and Halliburton Energy Services. Outside of his advisory work, he is president of the Sertoma Club in Bismarck, a service organization focused on hearing and speech health. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple investment platforms.

Brandon Wagner is a financial advisor with Osaic, holding a Series 66 designation and 20 years of industry experience. He has worked at Osaic since 2024 and previously operated Wagner Financial Services from 2007. Wagner also spent 19 years with Woodbury Financial Services, Inc. He offers fixed and insurance products through his ownership of Wagner Financial Services. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits. The firm provides a range of advisory services and uses firm-supported tools and third-party solutions to construct and manage portfolios across various asset classes.

Michael Stein is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Ameriprise in Bismarck, ND, having previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities INC. Stein also manages an independent advisory business, LFP Consulting, LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered in partnership with its financial advisors.

Darin Svihovec is a CFP® professional with 25 years of experience in the financial industry. He is currently with OSAIC, where he has worked since 2024. Prior to joining OSAIC, he was with Woodbury Financial Services, Security First Wealth Management, and Investment Centers of America. Outside of his advisory role, he designs and sells hand-made custom fishing tackle and coaches a middle school golf team. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of financial services through a large network of advisers, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Trevor Keney is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following three years at Town and Country Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Darin Peterson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining LPL Financial in 2024, he worked at OSAIC and has extensive tenure at Midwest Financial Services and FSC Securities Corporation dating back to 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches alongside research from multiple sources.

Nada Hieb is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at New York Life Insurance Co. and NYlife Securities LLC. Outside of her advisory work, she volunteers with Furry Friends Rockin' Rescue, a nonprofit animal rescue in Bismarck. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage and advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of asset types.