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.

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 at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Great Plains Financial since 2004, as well as ICA Group Wealth Management, LLC since 2021. Outside of advisory roles, he owns a farm and is involved in business entities for tax and investment purposes. LPL Financial is an 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 through a national network of representatives, providing discretionary and non-discretionary management supported by research and multiple investment strategies.

Karen Burke is a financial advisor with Merrill in Fargo, ND, holding a Series 66 designation and 19 years of industry experience. She worked at UBS from 2006 to 2018 before joining Merrill in 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, including lending, custody, and principal trading capabilities.

Christopher Siverson is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2017 and previously at ICA Group Wealth Management and Investment Centers of America. Outside of advising, he has been involved as a consultant in a family home remodeling business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Preston Haas is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for over a decade. Outside of his advisory work, he has operated Dakota Country Foods LLC since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from both in-house and third-party sources.

Zachary Laude is a financial advisor with J.P. Morgan Securities in Fargo, ND. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, he worked at various organizations including Archer Daniels Midland Co and Marcus Cinema. Outside of his financial career, he coaches youth hockey for 13 and 14 year olds with 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 an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

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, bringing more than 15 years of experience in civic engagement and business leadership. He combines his background in leading startup technology companies and serving in public policy roles to provide comprehensive wealth management services, including education planning, family wealth strategies, personal retirement planning, philanthropic planning, portfolio management, and small business strategies. Joseph earned bachelor's degrees in Business Administration and Accounting from North Dakota State University, where he also served as Student Body President. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He has been active in professional organizations such as the North Dakota State University College of Business Advisory Board and the NDSU Foundation Board of Trustees. In addition to his professional work, Joseph has a history of community involvement, participating with organizations including BIO Girls, the Fargo Moorhead West Fargo Chamber of Commerce, Jeremiah Program, Sts. Anne and Joachim Church, Susan G. Komen Breast Cancer Foundation, Valley RC Flyers, and gener8tor. Outside of work, Joseph enjoys traveling with his partner Molly, caring for their two dogs, and hobbies such as 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.

Joseph Keimig is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bank Forward, Eighth Wonder Investments LLC, MML Investors Services, Mass Mutual Life Insurance Company, Infinex Investments, Inc., and Alerus Financial. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Christopher Birmingham is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ICA Group Wealth Management, Investment Centers of America, and LPL Financial. Birmingham is based in Fargo, ND. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by model portfolios and research from both in-house and third-party sources.

Teddi Paulson is a CFP® and ChFC® with 23 years of experience in the financial services industry. She has worked at Ameriprise since 2022 and previously spent 12 years at the University of Jamestown. Paulson is based 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 focused on dependable income sources and tax-aware withdrawal strategies.

William Keating is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he spent nine years at Atos IT Solutions & Services, Inc. He serves as a board member for Sunset Memorial Gardens, a nonprofit cemetery in Fargo, ND, and is the Sports Director for the Sons of Norway organization, promoting Norwegian heritage and culture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and broad financial recommendations without portfolio management for institutional clients.

Michael Richards is a financial advisor at Edward Jones in Moorhead, MN, holding a Series 63 designation with 24 years of industry experience. He has been with Edward Jones for 25 years. Outside of his advisory role, he is a part-owner of a storage rental business in Villard, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient solutions and securities-based lending.

Lance Ihry is a financial advisor with Edward Jones in Fargo, ND, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he is a partner in a dock and lift services business in Detroit Lakes, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services, operating under a fiduciary standard.

Anthony Mc Aleer is a financial advisor at Edward Jones in Moorhead, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Heat Transfer Warehouse from 2010 to 2023. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.