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.

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 at OSAIC Institutions, INC. with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Infinex Investments, Alerus, Thrivent Financial, and Choice Financial Group. Mathew serves on the board of directors for the Fargo Theatre, a nonprofit art house and live event venue listed on the National Register of Historic Places. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives, combining discretionary and non-discretionary account management with access to alternative investments and lending solutions.

Patricia Monilaws is a financial advisor at Integrity Alliance, LLC with 23 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Park Avenue Securities for 20 years prior to joining Integrity Alliance. Outside of her advisory work, she owns Halvorson Investment Inc and serves as clerk/treasurer for Wheatland ND Township; she is also involved with the Red River Valley Estate Planning Council, coordinating speakers and events. Integrity Alliance is a large advisor network serving individual and institutional clients with advisory and brokerage services. The firm manages approximately $5.4 billion in client assets and offers a range of portfolio management and financial planning solutions through various platforms, operating as both an SEC-registered investment adviser and broker-dealer.

Daren Pladson is a financial advisor at Mariner with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Sequoia Financial Group, Eide Bailly LLP, and United Planners' Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting capabilities.

Avgustina Valkova is a financial advisor with Empower Advisory Group in Fargo, ND, holding Series 63 and Series 66 credentials and five years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2025, as well as Bank of the West and Alerus. Outside of her advisory role, she serves as Board Treasurer for the Fargo-Moorhead Community Theatre. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates.

Rebecca Walen is a CFP® professional affiliated with OSAIC Institutions, Inc. She has one year of industry experience, including prior roles at Alerus Financial, Thoreson Steffes Trust Company, Bremer Bank, and a decade at Bell Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Timothy Pollock is a financial advisor with Empower Advisory Group in Fargo, ND, holding Series 66, Series 63, and Series 65 licenses and 12 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party planning methodologies within a framework tied to Empower’s recordkeeping and administrative platforms.

Ryan Thompson is a financial advisor with TIAA-CREF in Fargo, ND, holding a Series 66 designation and 18 years of industry experience. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing retirement plan relationships through TIAA. The firm offers a range of investment solutions including model portfolios and customized management under a fiduciary standard.

Jonathon Anas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors for 10 years and is co-owner of NorthStar Financial Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including model portfolios managed by its Investment Management and Research team, and provides operations, technology, compliance, and practice-management resources to affiliated advisors.

Erin Kiesow is a financial advisor at Prime Capital Financial with one year of industry experience. She holds a Series 65 designation and previously worked at Goldman Sachs. Outside of financial services, she has been involved with Brewtus Brickhouse, a restaurant where she serves as a bartender and closing manager. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

Mark O'Leary Jr. is a financial advisor with Eagle Strategies (NY Life) based in Fargo, ND, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with Eagle Strategies LLC and NYLIFE Securities LLC since 2017, with prior experience at RSL Financial. Outside of his advisory work, he serves as a board member for the O'Leary Family Foundation, which donates turkeys to churches and homeless shelters during Thanksgiving. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Brennen Bergdahl is a financial advisor at CWM, LLC with 11 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. His work history includes roles at Premier Wealth Management Group, LPL Financial, and multiple banking institutions where he serves as a financial representative and insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach with a combination of fundamental and technical analysis and access to alternative investments.

Stacey Robinson is a financial advisor at Prime Capital Financial with 11 years of industry experience. She holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Outside of advisory work, she owns and manages Porterfield LLC, a real estate holding company based in Fargo, ND. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office solutions with an investment approach that incorporates core/satellite, thematic, and tactical strategies.

Jay Stibbe is a financial advisor at Commonwealth Financial Network with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for ten years. Stibbe is also involved in managing farmland through an irrevocable trust and co-owns a commercial real estate entity in West Fargo, ND. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, compliance, and practice management while offering a range of investment products and model portfolios.

Colin Richards is a financial advisor at Sequoia Financial Group, L.L.C. with three years of industry experience. He previously worked at firms including Cetera Wealth Services, NYLIFE Securities, and TruPlan Financial Planners. Outside of advising, Richards is an investor in his family's S-Corp, where he provides capital and participates in business strategy and property development projects. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including 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 regular research, due diligence, and portfolio monitoring.

Chris Filibeck is a financial advisor at Guardian Life with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes 15 years with NYLIFE Securities LLC and New York Life Insurance Company before joining Park Avenue Securities and Guardian Life in 2025. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory services. The firm offers a range of discretionary and non-discretionary advisory options including model portfolios and digital advisory solutions.

Josh Kraft is a financial advisor with Principal Financial Services in Fargo, ND, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory role, Kraft is a co-owner of Tri-J Partners LLC, an entity managing shared leased office space in Fargo. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, with investment implementation typically carried out by third-party managers on a discretionary basis.