Jessica Westgard Larson is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been associated with Principal Life Insurance Company since 2007 and Principal Securities Inc since 1999. Outside of her advisory role, Larson serves as an adjunct faculty member directing the handbell choir at Concordia College and holds board positions with the St. John Foundation, the Red River Valley Estate Planning Council, and the North Dakota chapter of NAIFA, where she was elected State President for 2026. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and various institutional entities. 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 through both adviser and promoter arrangements.

Seth Jackson is a financial advisor with Valic Financial Advisors in Fargo, ND, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior work includes positions at J.P. Morgan Securities LLC, Bank of the West, and Sammons Financial Group. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Bradley Kelley is a wealth advisor at Sequoia Financial Group, L.L.C. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eide Bailly Securities and United Planners' Financial Services. Outside of his advisory role, he is a principal at Eide Bailly LLP, a tax and business advisory firm. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Christina Minske is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Wealth Management from 2015 to 2019. She is also a notary public. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and distinguishing itself with municipal advisor activities and affiliated custodial services.

Lance Olson is a Series 66-licensed financial advisor with 15 years of industry experience, currently with TIAA-CREF since 2016. He previously worked at Bank of America and Merrill from 2014 to 2016. Olson serves as a volunteer board member of the Sandhills Archery Club. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through customized and model portfolio approaches.

Tyler Hartman is a ChFC® credentialed financial advisor with eight years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Fargo, ND. He has worked with Eagle Strategies since 2022 and has been associated with New York Life Insurance Co. and NyLife Securities LLC since 2018. Outside of his advisory roles, he has been involved with North Dakota State University since 2015. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sean Sather is a CFP® professional with 15 years of industry experience, currently serving as a senior financial advisor at Alerus Financial since 2019. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is affiliated with OSAIC Institutions, INC. and is based in Fargo, ND. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets.

Matthew Herbranson is a financial advisor at Principal Financial Services in Fargo, ND, holding a Series 66 designation with one year of industry experience. Prior to joining Principal, he worked at Johnson Brothers Liquor Company and was affiliated with Principal Life Insurance Co and Principal Securities Inc. He also provides support as a 1099 contractor to another advisor within Principal and is involved in sales of various insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment adviser and promoter arrangements.

Chad Zimmerman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and RBC Capital Markets. He is also co-owner of NorthStar Financial Group, LLC. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs and comprehensive back-office support, including investment management, trading, compliance, and technology services. The firm offers customizable portfolio solutions and discretionary model portfolios managed by its Investment Management and Research team.

Eric Herzog is a financial advisor with Prime Capital Financial in Fargo, ND, holding the CFP® designation and Series 63 and 66 licenses. He has 12 years of industry experience with prior roles at United Capital Financial Advisers LLC, Park Avenue Securities, Guardian Life Insurance Company, Dorn & Co, Inc., and Allianz Life Financial Services LLC. In addition to advisory services, Eric is licensed as an insurance agent for life, health, and annuity products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, family office solutions, and uses diverse investment strategies supported by tax-efficient rebalancing and sub-advisory arrangements.

Devon Kelly is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Prior to joining Commonwealth, he worked at Wells Fargo Advisors and NorthStar Financial Group. Outside of his advisory role, Kelly coaches for the West Fargo Hockey Association. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Paul Jarvis is a CFP® professional with 12 years of experience in financial advising. He currently works at Prime Capital Financial and previously spent 10 years with United Capital Financial Advisers, LLC. Jarvis also manages two real estate holding companies based in Fargo, ND. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services such as asset management, financial planning, retirement plan services, and family office solutions, employing various investment strategies across discretionary and non-discretionary accounts.

James Drummond is a financial advisor with SPC based in Fargo, ND, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 29 years of industry experience and has been with Parkland Securities since 2014. Outside of his advisory role, he is involved in the sale of various insurance products through Drummond Financial Services. SPC serves a diverse client base including individuals, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary management with options for nondiscretionary arrangements and direct-at-fund management.

William Holz is a financial advisor with Sequoia Financial Group, L.L.C. in Fargo, ND, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Sequoia in 2025, he worked at Wells Fargo Bank and Wells Fargo Clearing, as well as Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of finance, he owned and operated Total Lawn and Landscape LLC for five years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse clientele including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes both model and custom portfolio management overseen by an Investment Policy Committee and incorporates a range of investment vehicles, including mutual funds, ETFs, private funds, and third-party managers.

Erik Fischer is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has four years of industry experience. His prior experience includes roles at UBS Financial Services and Thrivent Investment Management Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and operates a hybrid adviser/broker-dealer model that combines firm supervision with investment adviser representative-managed accounts.

Tyler Purdy is a financial advisor with Sequoia Financial Group, L.L.C. in Fargo, ND. He holds a Series 65 designation and has previously worked at Eide Bailly, LLP. Tyler began his career at Sequoia Financial Group after completing five years as a full-time student. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolios, employing mutual funds, ETFs, individual securities, and alternative investments, with investment decisions supported by fundamental, technical, and cyclical analysis.

Charles Stowman is a financial advisor with NewEdge Advisors and holds Series 63 and Series 66 credentials. He has 13 years of industry experience, including prior roles at Bremer Bank. Outside of advisory services, he serves as an executor of estates and is involved in farmland management and family business entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Casey Nelson is a financial advisor with Integrity Alliance, LLC in Fargo, ND, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior work includes roles at Ameritas Investment Corp. and several affiliated financial services firms. Outside of advisory work, he is involved in life and health insurance sales through a separate brokerage entity. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm supports both advisor-managed and model-based portfolios, utilizing a range of investment strategies and custodial platforms.

Jared Maher is a financial advisor with Eagle Strategies (NY Life) in Fargo, ND, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Eagle Strategies and Maher Financial Group since 2011 and has a longer tenure with New York Life and Nylife Securities LLC dating back to 2001. He serves as a board member of the Bison Football Players Association, a group of former North Dakota State athletes involved in organizing social events and volunteer services. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

Trevor Mathew is a financial advisor with OSAIC Institutions, Inc. in Fargo, ND, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Infinex Investments, Alerus, Thrivent Financial, and Choice Financial Group. He serves on the Board of Directors for the Fargo Theatre, a nonprofit art house and event venue listed on the National Register of Historic Places. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services, emphasizing a mix of fundamental and technical analysis, asset allocation, and access to alternative investments. The firm’s operational model features a predominance of non-discretionary assets and integrated services including lending and cash management.