Troy Nelson is a financial advisor with Edward Jones in Bismarck, ND, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1999. Nelson serves as a board member for ND Teen Challenge in Mandan, ND, participating in financial decision-making for the nonprofit organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Derek Drege is a financial advisor with LPL Financial in Bismarck, ND, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked with MML Investors Services and Mass Mutual Life Insurance Company for 13 years. Outside of advisory services, he is connected to Sunrise Holdings, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and consulting services, with access to proprietary and third-party research and model portfolios.

Lauryn Andre is a financial advisor at Stifel with two years of industry experience. She holds the Series 66 designation and has previously worked at Gate City Bank and Lululemon. Outside of finance, she has experience in retail and education sectors. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning analyses.

David Schlafman is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, Schlafman is involved in several real estate partnerships and serves as vice president on the board of NW Bismarck Holdings, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income plans, emphasizing assets held in Ameriprise-managed accounts.

Brodey Geiger is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior work includes roles at Capital Credit Union, CUSO Financial Services, and Rod Skytland Insurance Agency. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment and planning solutions.

Cole Winbauer is a financial advisor based in Bismarck, ND, affiliated with LPL Financial. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Cetera Wealth Services, Securian Financial Advisors of North Dakota, and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Cole Olson is a financial advisor at Thrivent Investment Management based in Bismarck, ND. He holds a Series 66 designation and has been with Thrivent since 2026. His prior experience includes roles at CBIZ, MHM and EDCO Products, as well as time spent pursuing full-time education at the University of North Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Daniel Schaner is a financial advisor with Raymond James Financial Services, Inc. in Bismarck, ND, holding a Series 66 designation and having 10 years of industry experience. Prior to joining Raymond James, he worked at Rs Investments from 2016 to 2018. He serves as chairman of the local school board and is a partner in an LLC focused on developing office space for his firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports a large advisor network, with specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory programs.

Leon Stastny is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers affiliated with W & R Insurance Agencies. His other activities include acting in a fiduciary capacity as power of attorney for his mother. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Travis Dahl is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Dahl serves on the Board of Directors for the Bismarck Mandan Chamber Local Issues Committee and the Ronald McDonald House Bismarck. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Dressler is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James since 2023 and previously held positions at LPL Financial, Cornerstone Bank, HD Vest, and other firms. Outside of his advisory role, Dressler is a partner in 4Partners, LLC, which is involved in real estate development for his Raymond James office. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized municipal finance capabilities and employer advisory programs.

Tiffany Int Veldt is a financial advisor at OSAIC with 14 years of industry experience and holds a Series 66 designation. She has worked at SagePoint Financial since 2012 and joined OSAIC in 2023. In addition to her advisory role, she acts as a statutory agent for an insurance agency providing fixed insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and a range of investment options, offering both discretionary and non-discretionary account management.

Christian Walter is a financial advisor with Ameriprise in Bismarck, ND, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at the USGS Northern Prairie Wildlife Research Center and River City Sport before joining Ameriprise Financial Services in 2018. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering detailed, non-discretionary recommendations through a centralized consulting team that integrates research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Larson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. In addition to his advisory role, Larson receives compensation related to mortgage loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through nearly 3,700 advisors and employs model-driven investment strategies supported by third-party managers and custodians.

Kristen Kempel is a financial advisor at Edward Jones in Bismarck, ND, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at FedEx for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Schaff is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Before joining OSAIC in 2024, he spent 19 years at Woodbury Financial. He is also an attorney specializing in estate planning and serves on the boards of several local nonprofit organizations, including the Bismarck Library Foundation and the Dakota Zoological Society, and acts as treasurer and bookkeeper for a youth nonprofit. OSAIC serves a diverse client base that includes retail and institutional investors through a large network of affiliated advisors. The firm offers integrated advisory and brokerage services, employing a range of portfolio construction tools and third-party platforms to manage accounts on both discretionary and non-discretionary bases.

Zachary Hefner is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and First International Bank & Trust in Bismarck, ND. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. Hefner also manages Hefner Investments LLC, a business related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Chad Willer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at Investment Centers of America and Kirkwood Bank & Trust Co., where he has also served as a board member. Outside of his advisory role, he is treasurer of the Sibley Lake Homeowners Association in Bismarck, ND. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using various portfolio management and model-based solutions.

Deborah Ryckman is a financial advisor with Ameriprise in Bismarck, ND, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Ameriprise since 2015 in various capacities. Outside of her advisory role, she is involved with LFP Consulting, LLC as a paraplanner. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals with significant investable assets. Their approach includes detailed recommendation reports and combines research, modeling, and tax-efficiency strategies to assist clients approaching or in retirement.

Kyle Drovdal is a financial advisor with Ameriprise in Bismarck, ND. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2026. His prior work experience includes roles at Northwestern Mutual and various local businesses. He is also involved with LFP Consulting, LLC, where he works as a paraplanner. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and an algorithmic approach to retirement income planning.