Angie Simmons is a financial advisor at Wells Fargo Advisors with 10 years of industry experience and holds a Series 66 designation. She has worked at several firms including Bremer Investments, Raymond James Financial Services, and Ameriprise Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Matthew Odenbach is a financial advisor with Edward Jones in Grand Forks, ND. He holds Series 63 and Series 66 designations and has 21 years of industry experience, having been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of investment strategies and affiliated financial services.

Taylor Monson is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently with Edward Jones in Grand Forks, ND, where he has worked since 2021. Prior to joining Edward Jones, he was the owner of Property Works, LLC, a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm oversees approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Lon Gulberg is a financial advisor with LPL Financial in Grand Forks, ND, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at Investment Centers of America, Invest Financial Corporation, and UBS Financial Services. Outside of his advisory role, he is also licensed as a non-variable insurance agent selling life, health, and VA insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

John Hoplin is a Series 66-licensed financial advisor with Ameriprise in Grand Forks, ND. He joined Ameriprise in 2025 and previously worked at Alerus Financial for three years. Prior to his advisory career, he was involved with Twin Tandem Studios LLC and Wichita State University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines detailed analysis and ongoing advice within a structured investment framework.

Jackson Hoffman is a financial advisor at Ameriprise in Chandler, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Sam's Club, various parks and recreation departments, and education-related positions. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining algorithmic and research-driven approaches to deliver personalized, tax-efficient income strategies.

Carter Johnsen is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He has also been affiliated with Silverman's since 1995. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.