John Mayer is a financial advisor at Creative Planning with a Series 65 credential and five years of industry experience. His prior work includes roles at Keystone and in public education with Bismark and Fargo Public Schools. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies complemented by selective private market exposure and fiduciary advisory services.

Sandra Korbel is a CFP® professional with 14 years of industry experience. She currently works at OSAIC Institutions, INC. and has held roles at Infinex Investments, Inc. and Alerus-related entities over the past decade. She also serves as a Wealth Management Officer with Alerus Financial, managing customer accounts under trust powers and assisting with financial planning. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services and operates a hybrid adviser/broker-dealer model with access to alternative investments and a lending marketplace.

Jessica Westgard Larson is a financial advisor with Principal Financial Services in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been affiliated with Principal Life Insurance Company and Principal Securities Inc since 1999. Outside of her advisory role, Larson serves as an adjunct faculty member and handbell choir director at Concordia College, is an elected State President for NAIFA-North Dakota for 2026, and holds board positions with local organizations including the St. John Foundation and the Red River Valley Estate Planning Council. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and business 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.

Seth Jackson is a financial advisor at Valic Financial Advisors with 15 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC and Bank of the West. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, operating at scale with over 1,200 advisors and approximately $29.2 billion in assets under management.

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 designations and has held principal roles at Eide Bailly LLP since 2003, alongside ownership in ABJ Investments LLC and KBH North Shore Properties, LLC. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model allocations and customized portfolios, utilizing a range of investment vehicles and maintaining an Investment Policy Committee to oversee decisions.

Kelly Cooper is a CFP® with 33 years of industry experience. He is currently affiliated with First Citizens Investor Services, Inc. and has previously worked at LPL Financial and BMO Bank NA, where he held the position of Vice President and Market Leader. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers diverse investment solutions, including portfolio management, model portfolios, and tax-aware services, with a client process focused on assessing financial needs and applying multiple analytical approaches to asset allocation.

Christina Minske is a financial advisor with D.A. Davidson & Co. in West Fargo, ND, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She previously worked at RBC Wealth Management for four years before joining D.A. Davidson in 2019. Outside of her advisory role, she also serves as a notary public. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Lance Olson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2016, following prior roles at Merrill and Edward Jones. Outside of his advisory work, Olson serves as a volunteer board member of the Sandhills Archery Club. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with ties to TIAA retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time financial planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Jeffery Maynard is a financial advisor with First Citizens Investor Services, Inc. in Fargo, ND, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes longtime roles at BancWest Investment Services and Bank of the West. Outside of his advisory work, he is involved with Road Wolf Motorcycle Specialties, a motorcycle-related business in Fargo. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients, using a client-focused process that incorporates fundamental, quantitative, and technical analysis to manage diversified portfolios.

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® with 16 years of industry experience, currently serving as a senior financial advisor at OSAIC Institutions, Inc. and Alerus Financial since 2019. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Investments, LLC. He is based in Fargo, ND, and his activities include planning and advising for accounts managed under trust powers. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 with a hybrid adviser and broker-dealer structure.

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.

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.

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 at Sequoia Financial Group, L.L.C. in Fargo, ND, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, and Northwestern Mutual. Outside of finance, he was involved in a lawn and landscape business for five years. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management strategies, utilizing various investment vehicles and supported by an Investment Policy Committee, and it engages in both ETF sub-advisory and private fund management.

Erik Fischer is a financial advisor with OSAIC Institutions, Inc. and holds a Series 66 designation. He has four years of industry experience, including prior roles at UBS Financial Services and Thrivent Investment Management. Erik is based in Fargo, ND. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a broad network of investment adviser representatives. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model, combining discretionary and non-discretionary accounts with access to alternative investments and lending solutions.

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 holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining NewEdge Advisors, he worked at LPL Financial and Bremer Bank. Outside of his advisory work, he is involved in managing estate fiduciary duties and farmland operations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party management supported by technology tools and centralized due diligence.

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.