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 34 years of industry experience. He has held positions at Stifel since 2009, following ten years at Piper Sandler & Co. and three years at UBS Financial Services. Outside of his advisory role, he serves as a board member for Riverstone Church, a Christian nonprofit organization in Bismarck, ND. Stifel serves a broad range of clients, including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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 63 and Series 66 credentials and having 17 years of industry experience. He has been with Edward Jones since 2015 and previously worked at Voya Investment Management Co. LLC for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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 at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to 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 serves 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 with access to affiliated and third-party managers.

Tasha Allard is a financial advisor with LPL Enterprise in Bismarck, ND, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. Her prior roles include positions at American Portfolios Financial Services, Inc., BancWest Investment Services, and Investment Centers of America. She is also commissioned as a notary in Bismarck. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to asset managers, and a wrap program while also facilitating insurance product sales through affiliated entities.

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 CFP® and ChFC® with 28 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, he worked for Securities America Advisors and Securities America, Inc. from 2011 to 2024. Outside of advisory work, he has experience in insurance sales. Osaic Wealth, Inc. 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. The firm offers integrated brokerage and advisory services with an investment approach that utilizes asset-allocation tools, risk-tolerance assessments, and diversified portfolio management across multiple asset classes.

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.