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 66 and Series 63 licenses and five years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as Bank of the West and Alerus. Valkova serves as Board Treasurer for the Fargo-Moorhead Community Theatre, where she reviews financial reports and participates in monthly board meetings. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm’s integrated service model focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Rebecca Walen is a CFP® professional at OSAIC Institutions, Inc. in Fargo, ND, with one year of industry experience. She previously worked at Bell Bank for ten years, followed by roles at Bremer Bank, Thoreson Steffes Trust Company, and Alerus Financial before joining OSAIC Institutions. 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Timothy Pollock is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, Bradley Business Advisors LLC, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

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 CFP® and ChFC® with 11 years of industry experience, currently practicing at Carson Wealth in Fargo, ND. He has held roles with several financial institutions including United Valley Bank, First State Bank of Condo, and Premier Wealth Management, where he is an owner and financial advisor. Carson Wealth operates as an enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm provides a range of investment and financial planning services, with portfolio management guided by an Investment Committee and access to tailored solutions including custom indexing and 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.

Colin Richards is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Wealth Services and New York Life Insurance. Outside of his advisory role, Richards invests in a family-owned S-Corp managing income properties and has experience in wealth management through affiliated firms. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with a range of investment vehicles, employing fundamental, technical, and cyclical research supplemented by third-party analysis and regular portfolio reviews.

Chris Filibeck is a financial advisor with Guardian Life in Fargo, ND, holding Series 63 and Series 66 designations and 16 years of industry experience. His career includes 15 years at NYLIFE Securities LLC and New York Life Insurance Company before joining Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and providing access to proprietary and third-party 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.

Cynthia Fason is a financial advisor at Osaic with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Equitable Advisors. Her outside activities include partnership roles in family farm management and small business operations, as well as involvement in insurance sales related to life and long-term care planning. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party managed strategies.

Michelle Swenson is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 license and 27 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Merrill, Raymond James Financial Services, Bremer Bank, and Old National Bank. She is involved in a financial institution employee referral program with Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.

Lisa Juvette is a financial advisor with Raymond James Financial in Fargo, ND, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2001. Outside of advising, she is also an insurance agent specializing in term and non-variable permanent insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a range of advisory programs, including municipal and public finance services uncommon among large institutional advisors.

Bryant Christian is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His work history includes roles at BlueLine Hockey and Border States Electric, as well as time at American International College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Spencer Kamoni is a CFP® professional with 13 years of industry experience, currently serving at Mass Mutual Investors Services in Fargo, ND. He has been with MassMutual and its affiliated entities since 2012. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, using firm-approved tools to deliver goal-oriented recommendations.