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 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.

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.

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.

Jack Bixler is a financial advisor with Ameriprise in Moorhead, MN, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2018, including its affiliated entity Ameriprise Financial Services, and previously held roles at Symmetry Business Group of Family Heritage and CRU- Athletes in Action. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Bedford is a CFP® professional with 27 years of experience in the financial industry. He has worked at Ameriprise since 2017, following a lengthy tenure at INVEST Financial Corp and American Federal Bank. Bedford serves on the board of Otter Tail River Management and is the general manager of Moberlies, LLC, a company focused on lake real estate holdings. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets managed within Ameriprise accounts.

Josiah Bjertness is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held roles at Red E LLC, Border States, and West Fargo Public Schools. He also has experience working with First Lutheran Church and has been involved with Live Wire Entertainment. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based analyses and broad written recommendations across various planning topics, allowing clients to combine planning with managed-account services under the “WealthPlan” consolidated billing option.

Allison Rivard is a financial advisor with Edward Jones in Fargo, ND, holding a Series 66 designation and 14 years of industry experience. She has worked at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Halstenson is a financial advisor with LPL Financial in Fargo, ND, holding the Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes roles at Merrill, Great Plains Financial, Investment Centers of America, and ICA Group Wealth Management, where he currently provides investment advisory services. Outside his advisory work, he is involved in agricultural activities as a farm owner. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment approaches delivered through a large network of advisors and incorporates both proprietary and third-party investment solutions.

Karen Burke is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, following 12 years at UBS. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Siverson is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 credential and 18 years of industry experience. He has worked at multiple firms including ICA Group Wealth Management, Investment Centers of America, and Securities America Advisors. Outside of his advisory work, he is a consultant for a family home remodeling business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with account management supported by proprietary research and third-party strategies.

Preston Haas is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. He is also involved with Dakota Country Foods LLC, a business entity he has operated since 2005. 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, model portfolio programs, third-party asset management, and institutional platforms.

Zachary Laude is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Outside of his financial career, he coaches 13 and 14-year-old players for the Fargo Youth Hockey Association. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jessica Brand is a financial advisor at Edward Jones in Fargo, ND, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Infinex Investments and Alerus Financial N.A. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services beyond traditional advisory.

Joseph Heilman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings a unique set of experiences to the Nomeland Heilman Group, combining his leadership in startup technology companies and public policy to provide comprehensive financial strategies for his clients. Joe grew up on a fourth-generation family farm near Rugby, North Dakota. He earned degrees in Business Administration and Accounting from North Dakota State University, where he also served as Student Body President. Shortly after graduation, he was elected to the North Dakota House of Representatives, serving a term on several committees and as Majority Caucus Chairman (Whip). After his public service, Joe spent 15 years in various roles within startup technology companies, including sales, support, account management, product development, and management. He most recently served as General Manager at Intelligent Ag, a Fargo-based agriculture technology company, which was acquired by AGCO Corporation in 2022. Joe holds a CERTIFIED FINANCIAL PLANNER (CFP) designation and a Personal Investment Advisor (PIA) accreditation. He serves on advisory boards for North Dakota State University, including the College of Business Advisory Board and the NDSU Foundation. His community involvement includes participation with organizations such as BIO Girls, the Fargo Moorhead West Fargo Chamber of Commerce, Jeremiah Program Fargo Moorhead, Sts. Anne and Joachim Church, and others. Outside of work, Joe enjoys traveling with his partner Molly, spending time with their two dogs, and hobbies like building and flying RC airplanes, music, lawn care, and woodworking.

Ashley Gagner is a financial advisor with Ameriprise in Fargo, ND, holding a Series 66 designation and 18 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Ameriprise in 2020. Gagner also owns and manages Dakota Group Wealth Management, an advisory business based in Fargo. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.