Steven Hartman is a financial advisor with Eagle Strategies (NY Life), holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including long tenures with Nylife Securities Inc. and New York Life Insurance Company. His other business activities include brokerage of outside insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

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, 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.

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 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 individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analyses in its investment approach.

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.

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 and currently serves as a senior financial advisor at OSAIC Institutions, INC. based in Fargo, ND. His prior roles include positions at Infinex Investments, Alerus Financial, and several Wells Fargo affiliates from 2010 to 2019. In addition to his advisory role, he engages in planning and advising activities related to accounts managed under trust powers. OSAIC Institutions, INC. is an SEC-registered adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

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. 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.