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Deborah R

Series 63, Series 66

Bismarck, ND

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kyle D

Series 63, Series 65

Bismarck, ND

Ameriprise

Kyle Drovdal is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, he held various roles across multiple industries including insurance, automotive, and education. He is also involved with LFP Consulting, LLC, a payroll and benefits consulting business outside of his advisory work. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes a centralized service team that collaborates with advisors, leveraging proprietary research and third-party data within an investment framework influenced by its affiliated product ecosystem.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robin S

Series 63, Series 66

Bismarck, ND

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Karla B

Series 63, Series 65

Bismarck, ND

LPL Financial

Karla Brown is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including ICA Group Wealth Management, First International Bank, and Northwestern Mutual Investment Management. Outside of her advisory role, she is involved in a non-variable insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing both proprietary and third-party investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Trevor O

Series 66

Bismarck, ND

Thrivent Investment Management

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.

Business ownership considerations
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Steven R

Series 66

Mandan, ND

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John A

Series 66

Bismarck, ND

Wells Fargo Clearing

John Adams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Stifel, UBS Financial Services, and Piper Sandler & Co. Outside of his advisory work, he is involved in managing family investment partnerships and oversees properties in the Bismarck area. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and integrates research and analytics to support its investment strategies.

Retired Founder/Business Owner
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Dylan F

Series 63, Series 65

Bismarck, ND

Ameriprise

Dylan Fleck is a financial advisor at Ameriprise in Bismarck, ND, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including positions at Texas Road House and West Fargo Public School. He is also 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. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Perry A

Series 66

Bismarck, ND

Edward Jones

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.

Divorce financial planning Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Vanessa M

Series 66

Bismarck, ND

Edward Jones

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.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Planning for children with special needs Wealth management Retired Founder/Business Owner Executive
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Steven F

Series 66

Bismarck, ND

OSAIC

Steven Felchle is a financial advisor with OSAIC, holding a Series 66 designation and 27 years of industry experience. He previously worked with Securities America Advisors and SECURITIES AMERICA, inc. from 2016 to 2024. Outside of advising, he owns and operates Felchle Farms, Inc., a farming business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing, offering portfolios that include a range of asset classes managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Aiden H

Series 66

Mandan, ND

Thrivent Investment Management

Aiden Hoff is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at Gate City Bank, NISC, and education-focused positions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Business ownership considerations
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James B

Series 63, Series 65

Bismarck, ND

STIFEL

James Behrendt is a financial advisor with Stifel in Bismarck, ND, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Piper Jaffray Inc. since 1994, UBS Financial Services from 2006 to 2009, and Stifel since 2009. 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 developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Alexis L

Series 66

Bismarck, ND

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas N

Series 63, Series 65

Bismarck, ND

STIFEL

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.

General retirement planning Income planning
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Cassandra C

Series 63, Series 66

Bismarck, ND

Wells Fargo Clearing

Cassandra Conover is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked with Wells Fargo Bank NA since 2014 and Wells Fargo Clearing Services LLC since 2017. Outside of her advisory role, she works part-time as a bartender at Blarney Stone Irish Pub in Bismarck, ND. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Retired Founder/Business Owner
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Gary B

Series 63, Series 65

Bismarck, ND

OSAIC

Gary Berube is a financial advisor with OSAIC in Bismarck, ND, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for Securities America Advisors and Securities America, Inc. for 13 years. Outside of advising, he serves as a notary public and is involved in insurance sales through his sole proprietorship. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a wide range of investment options and utilizes asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jesse S

CFP®, Series 66

Bismarck, ND

Morgan Stanley

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.

General estate planning guidance
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Airika B

Series 66

Bismarck, ND

Morgan Stanley

Airika Blackburn is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked for nine years at Storm Insurance LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Andrew B

Series 66

Bismarck, ND

Edward Jones

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.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Military & Veterans
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