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.

Patrick Stadum is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at INVEST Financial Corp and has served as an associate banker at American Federal Bank since 2017. Stadum is also licensed as a non-variable insurance agent through Ash Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from internal and third-party sources.

Ashley Marden is a financial advisor with Morgan Stanley in Fargo, ND, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning that incorporates firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Keith Burck is a CFP® and ChFC® with 39 years of industry experience. He is currently affiliated with LPL Financial and BELL Bank, having held roles at both firms since 2019. Prior to that, he worked at Alerus Securities Corporation for 25 years and spent one year with Infinex Investments, Inc. Outside of investment advising, he owns a small business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

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 in Fargo, ND, holding Series 63 and Series 66 licenses and offering 32 years of industry experience. He previously worked at ICA Group Wealth Management, LLC, and Investment Centers Of America, Inc. Mcintyre also operates Mcintyre Wealth Management Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a variety of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research.

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. He has been with Wells Fargo Clearing since 2016. 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 extensive research and analytics.

Paul Meyers is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at Woodbury Financial Services, Inc for nine years before joining LPL Financial in 2019. Outside of his advisory role, he owns a business named D.R.O. PRODUCTIONS INC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Ryan Modahl is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation. He has been with the firm since 2025 and has prior experience at NYLife Securities LLC and various roles outside the financial industry, including with the United States Census Bureau and educational organizations in Fargo, ND. He also works as an associate at Collins and Krank, providing clerical support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting, employing analytical tools such as risk profiling and modeling to support client goals.

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 has worked with Cetera and its affiliates since 2025. Prior to that, he was with Avantax Advisory Services and Avantax Investment Services from 2021 to 2025 and has been involved with Haga Kommer LTD since 2016. Kuhn serves on the board of directors for Aspire Bank, where he participates in policy approval and strategic planning. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services with multiple program structures and investment options.

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 Series 66-credentialed advisor at Thrivent Investment Management with four years of industry experience. Prior to joining Thrivent, he worked in education at Northern Cass Public School and Valley City State University. Outside of financial advising, he serves as a Field Manager for the College Gridiron Showcase and works as a caddie for the PGA Tour Champions tournament. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic planning across various financial topics without discretionary trading authority.