Bleau Hoge is a financial advisor with LPL Financial in Bismarck, ND, holding a Series 66 designation and four years of industry experience. He has worked at Gate City Bank in various roles since 2018 and served in the North Dakota Army National Guard from 2016 to 2024. Hoge is also involved in non-investment activities through his service in the Army National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across multiple platforms.

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 with 23 years of industry experience. He has held his current position at Edward Jones since 2003 and holds the Series 63 and Series 66 designations. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 work with Waddell & Reed, Russell McDowall, various insurance carriers, and operating his own boutique and direct sales businesses. Outside of advising, he is a licensed notary public in North Dakota and participates in Mary Kay as a home-based representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alexis Heinle is a financial advisor at Ameriprise in Bismarck, ND, holding Series 63 and Series 65 licenses with less than one year of industry experience. Prior to Ameriprise, Alexis has held positions with Farm Credit Services of Mandan, Legacy Financial Partners, Gate City Bank, and has been involved with the University of North Dakota and Mandan Parks and Recreation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

Joseph Heinert is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has prior experience in various business ventures, including sales and delivery services. Outside of his advisory role, Heinert serves as president of Heinert Legacy, a real estate business, and is a part owner of Dakota Business Solutions, an office equipment company. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services with access to multiple program structures and third-party managers.

John Lenarz is a CFP® with 26 years of industry experience and has been with Ameriprise since 2019. His prior experience includes roles at Wells Fargo Advisors and Kingsview Asset Management. Outside of advisory work, he manages farming operations and private equity investments through multiple family and partnership entities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a non-discretionary implementation approach, combining proprietary research and third-party data.

Jane Reede is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Stifel since 2009. Her prior experience includes roles at UBS Financial Services and Piper Jaffray Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling.

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.

Seth Arenz is a financial advisor at Ameriprise with a Series 66 credential and approximately one year of experience at the firm. His background includes roles at Cypress Rail Solutions, Choice Bank, and various educational institutions including the University of North Dakota and Mandan schools. He has also been involved with Once Upon A Child for several years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers personalized retirement planning through a collaborative, non-discretionary approach using proprietary research and tools.

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®-designated financial advisor at OSAIC with five years of industry experience. He previously worked at Securities America Advisors and Halliburton Energy Services. Outside of his advisory role, he serves as president of the Sertoma Club, a service organization focused on hearing health in the Bismarck-Mandan area. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers. The firm offers a variety of investment advisory and brokerage services, using advanced portfolio construction tools and providing access to third-party money managers and managed account solutions.

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®-certified financial advisor with 22 years of industry experience. He is currently with Ameriprise and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Stein also manages an independent consulting business, LFP Consulting, LLC, alongside his advisory role. 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 that includes detailed recommendation reports and ongoing tax-aware withdrawal strategies.

Darin Svihovec is a CFP® certificant with 26 years of industry experience, currently advising at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services, Security First Wealth Management, Investment Centers of America, and Raymond James Financial Services. Outside of his advisory work, he designs and assembles custom walleye fishing tackle and serves as the head coach of the Horizon Middle School golf team. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and multiple investment platforms to construct portfolios across various asset classes, with discretionary and non-discretionary management options.

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.