David Berg is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Old National Bank, Raymond James Financial, Bremer Bank, and Ameriprise Financial Services. Outside of his advisory work, he is involved with the Berg Farmland Crop Share in Mapleton, ND. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. He has worked exclusively within Thrivent and its affiliates since 2023. Outside of advising, Aldrich serves as secretary for the Moorhead Rotary Club, participates as an AP reader for Educational Testing Service, and teaches language courses as an adjunct professor at Concordia College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering a wide range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing arrangement while keeping the services separate.

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 in Fargo, ND, holding a Series 66 credential and over 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed and various insurance carriers, and he has taught Financial Peace University as well as participated in community organizations including Vikingland Kiwanis and 1st United Methodist Church. He also has business interests through 3 Crowns LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by a large network of investment adviser representatives.

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 with LPL Financial based in Fargo, ND, holding Series 65 and Series 63 licenses and has 12 years of industry experience. He previously worked at ICA Group Wealth Management, LLC and Investment Centers of America, Inc. Bowar is involved in managing a non-investment business entity used for tax and investment purposes as a partner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, using both discretionary and non-discretionary strategies supported by proprietary research tools.

Brynn Landman is a financial advisor with Ameriprise in Fargo, ND, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2022, Brynn worked at Merrill from 2017 to 2022. Outside of advising, Brynn is involved in client service and administrative support through Paragon Operations LLC and has worked as a bartender. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Stacy Matter is a financial advisor at OSAIC with seven years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2026, she worked at firms including MML Investors Services, MassMutual Life Insurance, Ameriprise Financial Services, and Edward Jones. Before entering the financial services industry, she spent 25 years at Merck and Co. Stacy is also the vice president of a family rental property business. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by technology and offers access to a diverse set of programs and third-party managers.

Harrison Krank is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Fargo, ND, with five years of industry experience. Prior to joining Raymond James, he worked in media and career services, including roles at Valley News Live and the University of North Dakota. Outside of his advisory role, he operates a business that facilitates content monetization on X through subscriber-based offerings. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports municipal advisory services, incorporating advanced analytical tools and recent program expansions such as SIMPLE IRA Employer Advisory & Consulting Services.

Michael Gjerde is a financial advisor with LPL Financial based in Moorhead, MN, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Thrivent Financial and Affinity Federal Credit Union. Outside of his advisory career, he owns a small business focused on buying and selling sports cards. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by proprietary research and technology, with a large network of advisors and extensive asset oversight.

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, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and City National Bank since 2017. Outside of his advisory work, he 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 individual and institutional clients with a range of advisory programs. The firm customizes investment strategies based on client risk profiles and leverages a combination of in-house and third-party managers, with integrated services including portfolio management, financial planning, and custody.

Thomas Heilman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2011 and brings a structured perspective to advising individuals and multigenerational families across a broad spectrum of wealth management strategies. His approach involves helping clients navigate current events with guidance that supports future goals. Heilman holds a bachelor's degree in Business Administration with a wealth management emphasis from North Dakota State University. He has earned multiple 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 was a trauma consultant for Synthes (Johnson & Johnson Depuy). In his personal time, he enjoys adventure sports, biking, boating, traveling, and spending time with his family. He is also active in the community as a member of Fargo Moorhead Trailbuilders.

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.

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.

Tyler Johnson is a financial advisor with Wells Fargo Advisors in Fargo, ND, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Clearing from 2020 to 2024 and has experience in property management and benefits administration. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized areas like business-owner transition and special-needs planning. The firm employs proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.

Brady Helmer is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2013. Outside of his advisory role, he is an owner involved with a rental property in Big Sky, Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions, operating under a fiduciary standard.