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. in Fargo, ND. She has been in the financial industry since 2013, with prior experience at Bell Bank, Bremer Bank, Thoreson Steffes Trust Company, and Alerus Financial. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments. The firm is known for its predominantly non-discretionary asset management and its integrated broker-dealer and advisory business model.

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.

Bret Kinzler is a CFP® with 15 years of industry experience currently affiliated with OSAIC Institutions, INC. He has worked at Infinex Investments, Inc. since 2018 and has been employed at Alerus Financial since 2014, where he primarily assists wealth management employees with client services related to insurance and mutual fund products. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm operates with a notable emphasis on non-discretionary assets and integrates both advisory and brokerage solutions through a broad network of investment adviser representatives.

Brendon De Rouin is a ChFC® credentialed financial advisor with 25 years of industry experience. He is currently affiliated with TLG Advisors, INC. and has held prior roles at E4 Insurance Services LLC, The Leaders Group, Inc., Woodbury Financial Services, Inc., SII Investments, and Insurance Services Group. Outside of his advisory work, he is involved with Oliver Brooks Organics, where he works on an orchard and farm. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets and serving a diverse client base that includes individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm employs a research approach based on fundamental analysis and Modern Portfolio Theory, offering investment supervisory services, comprehensive financial planning, and ERISA fiduciary services, along with its direct-to-consumer Starlight Portfolios program.

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 Securities America Inc for nine years. Outside of her advisory role, she is involved as a partner in a family farm partnership and manages several LLCs related to office and business expenses. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, employing portfolio construction tools such as risk tolerance analysis and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

Michelle Swenson is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. She has previously worked at Wells Fargo Clearing and Raymond James Financial Services and is currently involved with Old National Bank and Old National Wealth Advisors. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

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.