Christopher Feland is a financial advisor with LPL Financial based in Fargo, ND. He holds the Series 66 credential and has 18 years of industry experience, including 16 years with Raymond James Financial Services. Outside of advisory work, he is a business owner of SBF Energy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Jeremy Elbert is a financial advisor at Ameriprise with 26 years of industry experience, holding a Series 66 designation. His prior work includes roles at D.A. Davidson & Co. and RBC Capital Markets, where he spent 3 and 19 years respectively. Outside of his advisory work, he operates a hobby farm and shares related projects through a personal YouTube vlog. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

David Berg is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Ameriprise Financial, Bremer Bank, Raymond James Financial, and Old National Bank. Outside of his advisory work, he is involved in a farmland crop share operation in Mapleton, ND. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Joshua Slevin is a financial advisor at Robert W. Baird & Co. with a Series 65 designation and four years of industry experience. He has held multiple roles at Robert W. Baird & Co. since 2016, with brief periods at Fjell Capital, LLC and involvement in Northern Renewal and Cornerstone Handyman LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, employing a mix of manager-traded and model-traded strategies supported by internal research and oversight.

Alexander Aldrich is a financial advisor at Thrivent Investment Management with three years of industry experience and holds a Series 66 designation. His prior work includes multiple roles at Educational Testing Service and Concordia College, where he has served as an adjunct professor teaching Spanish and linguistics. Outside of his advisory role, Aldrich participates as an AP Reader for Educational Testing Service and serves as secretary for the Moorhead Rotary Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning without discretionary trading authority, focusing on a broad range of financial topics in one-time or ongoing relationships.

Cullen Mc Carthy is a financial advisor with Ameriprise in Fargo, ND, holding a Series 66 designation and one year of industry experience. His work history includes roles at Menards and Porter Creek Hardwood Grill, as well as teaching at the University of North Dakota since 2022. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and uses algorithmic tools overseen by a Retirement Income Oversight Committee to generate tailored recommendations.

Jon Peterson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at LPL Financial since 2021 and previously was involved with various insurance carriers and Waddell & Reed, INC. for over a decade. Outside of advisory work, he taught Financial Peace University and participated in community organizations including Vikingland Kiwanis and 1st United Methodist Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by internal and third-party research, as well as discretionary and non-discretionary management options.

Lance Freier is a financial advisor with Edward Jones in Fargo, North Dakota, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he works as an independent contractor for the USPS. 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 strategies, separately managed accounts, and affiliated mutual funds.

Matthew Bowar is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at ICA Group Wealth Management and Investment Centers of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Brynn Landman is a financial advisor with Ameriprise in Fargo, ND, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2022, Brynn worked at Merrill from 2017 to 2022. Outside of advisory work, Brynn has experience as a bartender and server. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Alex Vasichek is a financial advisor with Mass Mutual Investors Services based in Fargo, ND, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, Vasichek is involved in several business activities, including serving as President of Perth Properties, Vice-President of LADs, LLC, an insurance broker with Elevate Financial, and owner/operator of Farmer Report Card, a business providing bankability grading for farmers. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm’s approach includes collaborative, annual planning relationships using firm-approved software tools and provides educational seminars and specialized planning programs.

Harrison Krank is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. He began his career at Raymond James Financial Services Advisors, Inc. in 2021 and has a background that includes roles at Valley News Live, the University of North Dakota, and the Fargo Park District. Outside of advising, he is involved with X monetization, a platform that helps content creators earn revenue from their followers. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and municipal entities. The firm offers tailored, non-discretionary recommendations and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Michael Gjerde is a financial advisor at LPL Financial in Moorhead, MN, with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Thrivent Financial and Affinity Federal Credit Union. Outside of his advisory role, he owns a side business focused on buying and selling sports cards. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various management approaches and research resources.

Marcy Rinas is a financial advisor with Wells Fargo Advisors in Fargo, ND, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. Her prior experience includes over a decade at Raymond James Financial Services. She also serves as an Operations Manager at Bremer Investments/Bremer Bank. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include specialized planning areas. Advisors develop tailored recommendations using Wells Fargo research and tools, with optional implementation through the firm’s brokerage or advisory programs.

Scott Heck is a financial advisor with RBC Capital Markets in Fargo, ND, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank since 2017. Outside of his advisory work, Heck serves on the boards of the Journey to Growth economic development initiative and the North Dakota State University Development Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored investment strategies, and a range of integrated financial services.

Thomas Heilman is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a member of The Heilman Group since 2011. He advises individuals and multigenerational families on a wide range of wealth management strategies, including college education planning, family wealth management, legacy planning, and retirement income strategies. His approach combines structured, innovative methods with experience drawn from seasoned advisors to help clients navigate financial decisions that impact their long-term goals. Heilman holds a bachelor's degree in Business Administration with an emphasis in wealth management from North Dakota State University. He possesses several professional designations, including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is affiliated with Bank of America Merrill. Prior to his financial services career, Heilman worked as a trauma consultant. Outside of work, he is involved with the Fargo Moorhead Trailbuilders and enjoys spending time with his family, outdoor activities, and community volunteering.

Kristel Strittmatter is a financial advisor with Cetera in Fargo, ND, holding a Series 66 designation and 18 years of industry experience. She has held positions with Cetera Wealth Services, Concourse Financial Group Securities, and Producers Financial Group. Outside of her advisory work, she serves as Vice President and board member of the Hawley Youth Basketball Association, a nonprofit organization supporting youth basketball programs in her community. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary management, providing access to third-party money managers and various program structures tailored to client needs.

Tony Dahlen is a financial advisor at Edward Jones in Moorhead, MN, with six years of industry experience. He has been with Edward Jones since 2019 and previously worked for Caterpillar Reman Drivetrain LLC from 2011 to 2019. He holds the Series 66 designation. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Keith Braddock II is a financial advisor with Thrivent Investment Management in Fargo, ND, holding a Series 66 designation and one year of industry experience. He previously worked at Cetera Investment Advisors and Cetera Wealth Services, and has a background that includes several roles outside the financial industry. In addition to his advisory role, Braddock is involved in multiple insurance-related businesses, including serving as an agent and general agent for fixed insurance products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various financial topics, combining planning with managed-account programs while maintaining separate services without discretionary trading authority.

Kristen Larson is a financial advisor at Edward Jones with 12 years of industry experience. She previously worked at Bank of America/Merrill Lynch for 12 years before joining Edward Jones. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 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.