Candace Blazek is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and as an instructor at State of Minnesota (Anoka-Ramsey Community College) and Bismarck State College. Outside of advising, she is a co-owner of a rental property business, Living Well Properties, LLC, in Minot, ND. 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 and operates a nationwide network of financial advisors and branch offices.

Shane Hafner is a Series 66-licensed financial professional with 17 years of industry experience. He is currently affiliated with Cetera and Lux Wealth Advisors, having worked at Cetera since 2023 and Securian Financial Advisors of North Dakota since 2009. Outside of his advisory roles, Hafner serves as president of Bisman Business Builder, a non-investment-related local organization, and is a board member of the Bismarck-Mandan Chamber of Commerce. Cetera Investment Advisers LLC operates a multi-manager platform serving a diverse client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across various program structures.

Mark Giese is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He has been with Wells Fargo since 2014, initially working in Wealth Management before joining Wells Fargo Clearing in 2018. Giese serves as a board member of the Western Dakota Estate Planning Council and participates on the finance committee for North Dakota's Gateway to Science, a youth science education organization. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brad Braunberger is a financial advisor at Stifel with 43 years of industry experience. He has held his current role since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Mark Anderson is a financial advisor with Edward Jones in Bismarck, ND, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience, including roles at Mainstream Investors LLC and running his own business management consulting firm. Outside of advisory work, he has been involved in real estate investment and management as president of BAC Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Kyle Engelhardt is a financial advisor with Edward Jones in Bismarck, ND, holding Series 66 and Series 63 licenses and 17 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Mayer is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Chad Richter is a CFP® certificant and Series 66 license holder with 10 years of experience in the financial services industry. He has been with Edward Jones since 2016, working out of the Bismarck, ND office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chase Lako is a financial advisor with Morgan Stanley in Bismarck, ND, holding a Series 66 designation and having six years of industry experience. Prior to his current role at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, he was involved in Lako Excavating. Outside of finance, he participates as a contestant in the Professional Rodeo Cowboys Association and manages a hobby involving horse sales. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a variety of advisory programs to individuals and institutional clients, including comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services ranging from tailored financial plans to institutional investment solutions.

Gary Hansen is a Certified Financial Planner (CFP®) and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2009, based in Bismarck, ND. Hansen serves on the board of directors for Attitudes, Inc., a role in which he receives no compensation and dedicates minimal time annually. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Kirchmeier is a CFP® professional with 30 years of industry experience, currently affiliated with Ameriprise since 2005. His prior experience is solely within Ameriprise Financial Services. Outside of advising, he is involved in several business ventures including partnerships in real estate holdings and an independent insurance brokerage. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing tax-aware withdrawal strategies and income source recommendations.

William Sherwin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. Before joining Cetera in 2026, he worked at Triton Investments, LLC for five years and has been involved with The North Dakota Dental Association since 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management services and operates a multi-manager platform that allows advisors to utilize both affiliated and unaffiliated third-party managers, supporting a range of investment strategies and program structures.

Tasha Allard is a financial advisor at LPL Enterprise with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Prudential Insurance Company of America, PRUCO Securities, American Portfolios Financial Services, and Bancwest Investment Services. Outside of her advisory role, she is also a notary based in Bismarck, ND. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, and access to third-party asset management programs through both advisory and brokerage channels.

Christian Clausnitzer is a financial professional affiliated with Cetera, holding a Series 66 designation and bringing six years of industry experience. He has worked with Securian Financial Advisors of ND, Minnesota Life Insurance Company, and currently with Lux Wealth Advisors. Clausnitzer also engages in fixed insurance sales as part of his business activities. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of investment management and consulting services, utilizing various program structures and multiple custodial relationships.

Ethan Schaffner is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience in educational institutions, including North Dakota State University, Bismarck State College, and Napoleon Public School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Douglas Buehler is a financial advisor at OSAIC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Securities America Advisors and Securities America, Inc. Buehler has also engaged in insurance sales as part of his business activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers a broad range of integrated financial services, utilizing asset-allocation tools, risk assessments, and third-party solutions to manage portfolios across multiple investment types.

Joey Bitz is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James Financial Advisors, Inc. since 2009. Outside of advising, he is a partner in a local development project and works part-time as an independent contractor driver. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Paul Stiegelmeier is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Devin Melvie is a Series 66-credentialed financial advisor at Ameriprise Financial Services with eight years of industry experience. He has been with Ameriprise since 2017, having also worked at Clear Sky Capital Inc. outside of this firm. Melvie serves as District Treasurer and board member for Lions District 5NW in Bismarck, ND, and is involved with LFP Consulting, providing financial planning and investment management services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored, tax-aware withdrawal strategies based on thorough investment research and analysis.

Melinda Kempel is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She previously worked at American Portfolios Financial Services, Inc. for eight years. Kempel serves on several community boards related to the Catholic faith and education in Bismarck, ND. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes firm-provided tools for portfolio construction and management.