Pamela Nieuwenhuis is a financial advisor at Thrivent Investment Management with two years of experience at the firm and a total of nearly 10 years in the financial industry. She holds the Series 66 designation and has prior experience with First Western Bank & Trust and Railway Credit Union. Pamela serves as a volunteer board member and worship team member at Journey Fellowship Church in Bismarck. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that addresses a broad range of topics and allows clients to combine planning with managed accounts under consolidated billing options.

Robin Schaner is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Raymond James Financial since 1999 and currently operates out of Bismarck, ND. Schaner serves on the advisory board of Miller Holdings as an outside member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools for outcome modeling, supporting clients through its advisory programs and affiliated advisory firms.

Karla Brown is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including ICA Group Wealth Management, First International Bank, and Investment Centers of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from both internal and third-party sources.

Trevor Opp is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2019. Outside of his advisory role, he serves as Vice President of the Ridge at Hawktree Homeowners Association in Bismarck, ND. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial topics. The firm offers planning engagements as one-time or ongoing services without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

Steven Richard is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked with firms including Securian Financial Advisors of North Dakota and Lux Wealth Advisors. In addition to his advisory role, he is a licensed insurance agent and owner of an accounting and CPA business. Richard also serves on the advisory board of Easter Seals Goodwill ND, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Adams is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Bismarck, ND, and has 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved in managing family-owned investment properties in North Dakota. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs.

Dylan Fleck is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and four years of industry experience. He has worked at Ameriprise since 2021 and has held various roles outside finance, including positions at Texas Road House and West Fargo Public School. In addition to his advisory role, he is involved with LFP Consulting LLC, assisting advisors with daily workflow and client meetings. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Perry Andrisen is a financial advisor with Edward Jones in Bismarck, ND, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a board member for the Dakota Junior Golf Association, where he consults on golf instruction programs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Vanessa Martell is a financial advisor with Edward Jones in Bismarck, ND, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steven Felchle is a financial advisor at Osaic with 27 years of industry experience. He holds a Series 66 designation and has worked at Osaic and its predecessor firms since 2016. Outside of his advisory work, he owns and operates Felchle Farms, Inc., a farming business located in Bismarck, ND. Osaic Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services and employs a range of asset-allocation and portfolio management tools across various investment products.

James Behrendt is a financial advisor at Stifel with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Stifel since 2009 and previously held positions at UBS Financial Services and Piper Jaffray Inc. He is based in Bismarck, ND. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services guided by a proprietary methodology developed by its Investment Strategy Group, focusing on asset allocation and financial planning analyses.

Alexis Larson is a financial advisor at Ameriprise with nine years of industry experience. Prior to joining Ameriprise in 2024, Alexis worked at Edward Jones for seven years and at HopperZ Inc for four years. Outside of advising, Alexis is a co-owner of Evert Engineering LLC, a non-investment-related business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, emphasizing assets held in Ameriprise Managed Accounts.

Thomas Nagel is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel, Nicolaus & Company, Incorporated since 2009. Outside of his advisory role, he is involved in agricultural activities, managing a family farm that raises various livestock and produces garden goods, and serves on the board of directors for the Catholic Foundation of Western North Dakota. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing analysis and guidance used as a foundation for client decisions.

Cassandra Conover is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2017 and has also worked at Wells Fargo Bank NA since 2014. Prior to her financial career, she was involved with Blarney Stone Irish Pub as a bartender. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gary Berube is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Securities America, Inc. Berube is also a notary public and has experience selling and servicing various insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across a range of investment types.

Jesse Sailer is a financial advisor with Morgan Stanley in Bismarck, ND, holding CFP® and Series 66 designations and having three years of industry experience. He previously worked at Bremer Bank, N.A. for nine years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he owns and operates Hearth Properties, LLC, a real estate business focused on property management. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through a variety of investment and planning services.

Andrew Brostrom is a financial advisor at Edward Jones in Bismarck, ND, with one year of industry experience. He holds a Series 66 designation and previously worked for The Kroger Company for 14 years. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Jason Naas is a CFP® professional with 17 years of experience in the financial services industry, all of which have been with Edward Jones. He is based in Bismarck, ND, and holds the Series 66 designation. Naas has worked exclusively at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services under a fiduciary standard.

Tyler Huck is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has previously worked with Concourse Financial Group Securities Inc and operates Huck Financial and Schafer Financial Group, LLC. Outside of his advisory work, he coaches hockey with the Mandan Hockey Club. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated investment managers.

John Westbee is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2009 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he serves as a board member for Riverstone Church, a Christian nonprofit organization. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary modeling from its Investment Strategy Group, providing asset allocation and financial planning analyses intended to assist client decision-making.