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.

Alex Strom is a financial advisor with Thrivent Investment Management in Fargo, ND. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to his current role, his work history includes positions at FM Drywall, Service Plus Solutions, and Grand Canyon University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across various personal and business topics. The firm offers planning engagements on a one-time or ongoing basis and allows clients to integrate planning with managed account services under a consolidated billing arrangement.

Mark Sorenson is a financial advisor with Ameriprise Financial Services in Fargo, ND, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Sorenson Sales and Marketing LLC, West Acres, Fargodome, and North Dakota State University. He is also involved with LFP Consulting in Bismarck, ND, where he dedicates significant time outside of his advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement planning advice incorporating asset allocation, withdrawal strategies, and Social Security options, supported by a centralized service team and proprietary research tools.

Karter Rowekamp is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at US Bank, AgCountry Farm Credit Service, Gate City Bank, and Bremer Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and serves as an ERISA fiduciary when providing investment advice.

Ryan Casperson is a financial advisor with OSAIC based in Fargo, ND, holding a Series 66 designation and seven years of industry experience. He has previously worked at Lincoln Financial Advisors Corporation and operates as a financial planner with The Next Level Planning Group, where he provides advice on financial plans, insurance policies, and investment strategies. Casperson also maintains a licensed insurance agent role, selling disability, annuities, long-term care, and life insurance products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing a range of investment tools and third-party solutions to support portfolio construction and management.

Kyler Peterson is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his career in finance, he held various roles including positions at Package Services Inc., River City Auto, Danner Shipment, and the University of North Dakota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, tax-efficient services, and a fiduciary standard for advisory services.

Christopher Grettum is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and 13 years of industry experience. He previously worked at INVEST Financial Corporation for five years and has been associated with American Federal Bank since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Joshua Bach is a financial advisor with Mass Mutual Investors Services in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he is the president of LADS, LLC, managing commercial rental space operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved tools to analyze client goals and deliver written recommendations.

Shannon Nordick is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2015, with a seven-year tenure at Morgan Stanley from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Brady Brunsvold is a CFP® professional with 11 years of experience in financial advising. He is currently with Ameriprise Financial Services, LLC and previously worked at LPL Financial and Woodbury Financial Services. Outside of advising, he is a co-owner of JB Superstore, a retail business 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 planning advice centered on retirement income strategies and tax-aware withdrawals.

Marlys Carlson is a financial advisor at Morgan Stanley with 6 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2004. Outside of her advisory role, she owns and operates Marlys Lord Carlson Photography, a photography business in Fargo, ND. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Angela Mc Carthy is a financial advisor with Ameriprise in Fargo, ND, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns SecurEdge Tax Strategies, a tax preparation business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Rodney Schmitz is a financial advisor with Primerica Advisors, holding a Series 63 designation and 23 years of industry experience. He has worked with Primerica Advisors since 2003 and has 16 years of prior experience at AccellCo. Outside of advising, he is involved with JC Solutions, Inc., a courier service. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages investments primarily through model-delivery strategies provided by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Michelle Hagen is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on helping clients navigate their financial lives with clarity, confidence, and purpose by building personalized strategies aligned with their goals, values, and concerns. Since joining Merrill in 2019, she has provided access to comprehensive wealth management resources including investment strategy, retirement income planning, cash flow and wealth planning, trust and estate considerations, and philanthropic planning. Michelle began her career with a degree in Finance and subsequently worked in corporate financial systems training teams. She then spent over 12 years as a business owner, gaining practical experience in client service, financial management, and entrepreneurship. Since entering the financial industry in 2012, she has remained committed to continuous growth and delivering high standards of care. She holds professional designations including Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional work, Michelle is an active member of the Fargo Rotary Club. She enjoys golfing, playing pickleball, traveling, and cooking. She also values spending time supporting her daughter, who is completing a Master's degree as a Physician Assistant.

Kevin Dekrey is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and methodologies.

Cassie Gylland is a financial advisor with Edward Jones in Fargo, ND, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Breanna Gardner is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and five years of industry experience. She has worked with ICA Group Wealth Management, LLC, LPL Financial LLC, and Choice Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, including financial planning and retirement plan consulting, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Bradley Novak is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at OSAIC and previously spent nine years at Securities America Advisors. Novak serves as a finance council member for Blessed Sacrament Church, advising on budgetary matters. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple platforms, utilizing asset-allocation tools and a broad range of investment options.

Matthew Draxten is a financial advisor with Wells Fargo Advisors in Fargo, ND, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has worked at Wells Fargo Bank NA since 2009 and was previously with Wells Fargo Clearing before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research, tools, and models to develop tailored recommendations delivered through meetings and written summaries.