Patrick Stadum is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corp and has been affiliated with American Federal Bank since 2017 as an associate banker. He also holds a role as an insurance agent with Ash Brokerage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisory resources and various financial products.

Ashley Marden is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Keith Burck is a financial advisor at LPL Financial in Fargo, ND, holding CFP® and ChFC® designations with 39 years of industry experience. His prior career includes long tenures at Alerus Securities Corporation and Infinex Investments, Inc. He is also a business owner outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Andrew Lien is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Inspiration Point and Epic Valet. Outside of his advisory role, he is employed at Surety Wealth Group, LLC, where he manages an advisory business. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Thad Pike is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in retirement strategies for high-net-worth individuals and businesses, focusing on areas such as risk management, tax minimization, and estate and wealth transfer strategies. As a qualified Portfolio Manager, Thad manages personalized or defined investment strategies on a discretionary basis, utilizing individual stocks and bonds, model portfolios, and third-party strategies. Thad holds a bachelor's degree and a master's degree in Business Administration from North Dakota State University. He has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been with Merrill since 2007. Outside of his professional role, Thad is active in outdoor activities such as boating, fishing, hunting, and racquetball, often spending time outdoors with his family.

Kristi Simmons is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, she worked at The Salvation Army for three years and Dakota Micro, Inc. for nine years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Mcintyre is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 32 years of industry experience. His prior roles include positions at ICA Group Wealth Management, Investment Centers of America, and Securities America Advisors. 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 provides a range of advisory and brokerage services, utilizing both proprietary and third-party portfolio management strategies across discretionary and non-discretionary accounts.

Steven Wurzer is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and previously worked at Morgan Stanley Smith Barney LLC starting in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, as part of its financial planning process.

Joshua Krank is a financial advisor at Raymond James Financial with a Series 66 designation and approximately one year of industry experience. Prior to joining Raymond James, he worked in patent and business law and held positions at several law firms. He has also been involved with the Fargo Park District and academic institutions including Drake University and North Dakota State University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting implementation through its advisory programs or other providers.

Michael Amundson is a financial advisor with Wells Fargo Clearing in Fargo, ND, holding a Series 66 designation and 25 years of industry experience. His career includes prior roles at RBC Capital Markets, Edward Jones, and Waddell & Reed. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Paul Meyers is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Citigroup Global Markets and Woodbury Financial Services. Outside of his advisory role, he owns D.R.O. Productions Inc., a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive operational tools and a broad network of over 22,800 advisors.

Ryan Modahl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at NYLife Securities LLC and has experience with the United States Census Bureau and educational organizations. He also works as an associate at Collins and Krank, where he assists with clerical duties. 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, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.

Timothy Oehlke is a Series 66-credentialed financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008 in Fargo, ND. Outside his advisory role, he has worked as a software consultant for Ecolab, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jerry Kuhn is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services, serving the industry for four years prior to joining Cetera. Outside of his advisory role, Kuhn serves on the board of directors for Aspire Bank in Fargo, ND. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multi-manager platform options including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets with more than 10,000 advisors.

Triston Emke is a financial advisor with Ameriprise in Fargo, ND, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he worked in various roles including waiter at The Silver Spike Bar and Grill and football coach at Park Christian. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Ryan French is a financial advisor at Edward Jones with 14 years of industry experience. He has held prior roles at Country Trust Bank, Country Capital Management Co, and COUNTRY FINANCIAL. He was previously vice president of DLRF Properties, LLC, an office building LLC, which will be dissolved by the end of 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Allison Jacobson is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including LPL Financial and Western State Bank. Outside of her advisory role, she is involved with BIO Girls, a nonprofit organization focused on improving the self-esteem of adolescent girls through empowerment and service. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies and a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

John O’Day IV is a financial advisor with Thrivent Investment Management in Fargo, ND, holding a Series 66 credential and five years of industry experience. Prior to joining Thrivent, he worked in education at Northern Cass Public School and Valley City State University. Outside of finance, he serves as a field manager for the College Gridiron Showcase and acts as a caddie during a PGA Tour Champions tournament. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority or portfolio management for institutional clients.

Tayler Draeger is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise, Tayler worked at Oppenheimer Funds Distributor, Inc. Outside of advising, Tayler serves on the Board of Directors for the Red River Children's Advocacy Center and volunteers as a football coach in Fargo, ND. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice based on an investment research-driven approach with specific enrollment criteria.

Monte Gehrtz is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has been associated with Cetera and related entities since 2015 and is involved in several other business activities, including ownership of a project management firm specializing in government infrastructure contracts and serving as a board member for the Red River Valley Fair Foundation. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.