Mark Brakel is a CFP® professional with 33 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent 14 years with Investment Centers of America. He is based in Bismarck, ND. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Troy Shirley is a financial advisor with Edward Jones in Bismarck, ND. He holds a Series 66 designation and has over 30 years of prior experience with Cru Global before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jordan Nygaard is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones in Bismarck, ND since 2017. Prior to Edward Jones, he worked at United Planners' Financial Services and held various roles at Eide Bailly entities between 2011 and 2017. Outside of his advisory work, Nygaard coaches youth soccer for Bismarck Parks & Rec. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial services, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Laura Kelley is a financial advisor with LPL Financial based in Bismarck, ND, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. She has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. In addition to her advisory role, she serves as a vice president and private banker at Cornerstone Bank and is commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Morgan Mc Dowall is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Mc Dowall worked at Reliant Wealth Advisors and has experience in educational roles at Bismarck State College, Legacy High School, and Simle Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Robbie Montgomery is a financial professional with 19 years of industry experience, currently affiliated with Cetera. He holds the Series 63 and Series 65 designations and has worked with firms including Securities Financial Advisors of North Dakota, Minnesota Life Insurance Company, and Securian Financial Services. In addition to his advisory role, he is involved with Lux Wealth Advisors, a financial services business operating under a DBA. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Andrew Mongeon is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Principal Securities Inc. and Principal Life Insurance Company. He is also a financial advisor at Lux Wealth Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.

Katherine Schulz is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Outside of her advisory role, she is involved with LFP Consulting as a paraplanner, assisting advisors with client forms and processes. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and a combination of modeling and research to generate tailored, non-discretionary recommendations, with a focus on assets held in Ameriprise managed accounts.

Michelle Edwards is a financial advisor with Morgan Stanley in Bismarck, ND, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 2000. Outside of her advisory role, she is the sole proprietor of a nutritional supplements distribution business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jerrold Dockter is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. In addition to his advisory role, he is engaged in a sole proprietorship through which he presents and sells fixed annuities to clients. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and provides access to multiple investment platforms and third-party money managers.

Marlin Peterson is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995 and holds Series 63 and Series 66 credentials. Outside of his advisory work, he is involved in several musical organizations, including serving on the board of the Bismarck Mandan Symphony Foundation, coordinating a tuba quartet, and organizing local TubaChristmas events. 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 strategies, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Christopher Rivinius is a financial advisor with Stifel in Bismarck, ND, holding a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Sanford Health for seven years. He serves on the board of the Bismarck Sanford Health Foundation, supporting foundation events and fundraising efforts. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Teresa Hettinger is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has previously worked with Investment Centers of America and founded Dovetail Wealth Management, where she provides administrative services. In addition to her advisory role, she serves as an Investment Operations Officer for the North Dakota Department of Trust Lands. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and various technology platforms.

Debra Jans is a financial advisor at Thrivent Investment Management with 21 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of her advisory role, she is a part owner of a farm property in North Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management for institutional mandates.

Joseph Dosch is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He previously worked at Dosch Hospitality Inc. for over a decade and serves as a board member of that company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analyses.

Madalynn Hovila is a financial advisor at Edward Jones in Bismarck, ND, holding Series 66 and Series 65 licenses with one year of industry experience. Prior to joining Edward Jones, she worked at TFO Family Office Partners and has held various roles in community and service organizations, including running a babysitting business. 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 strategies supported by a nationwide network of financial advisors and branch offices.

Jaxon Fitterer is a financial advisor at Edward Jones in Mandan, ND, holding a Series 66 designation with four years of industry experience. Prior to his current role, he worked at Bismarck Public Schools and has served as a high school boys’ basketball coach since 2017. Outside of his advisory work, he is involved with Jennifer Lyn Music, LLC, an entertainment venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, managed solutions, and affiliated mutual funds. The firm supports over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Sarah Rooney is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she is employed by LFP Consulting, LLC, a non-investment-related business handling payroll and benefits. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with substantial investable assets and offering detailed, research-based recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Jeremy Misek is a financial advisor with LPL Financial in Bismarck, ND, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with LPL Financial since 2015 and also works with Gate City Bank since 2013. Outside of his advisory work, Misek provides respite foster care through a local foster care organization. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Jeremiah Kauffman is a financial advisor with LPL Financial in Bismarck, ND, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial, he worked at OSAIC, FSC, and Edward Jones. Outside of his advisory role, he is a co-owner of Hannah Louise Skincare. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.