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 possessing 15 years of industry experience. He has worked at LPL Financial since 2015 and concurrently serves at Gate City Bank since 2013. Outside of his advisory role, he is involved in respite foster care through Path Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jeremiah Kauffman is a financial advisor with LPL Financial in Bismarck, ND, holding a Series 66 designation and six years of industry experience. His prior roles include positions at OSAIC, FSC, and Edward Jones. Outside of his advisory work, he is a co-owner of Hannah Louise Skincare, a small business based in Bismarck. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cullen Mitzel is a financial advisor at Osaic Wealth, Inc. with one year of industry experience and holds a Series 66 designation. His prior work includes roles at American Portfolios, Bravera Bank, and Eide Ford Lincoln, as well as employment outside finance at Rock 30 Games, GNC, Sky Zone, and Century High School. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage, investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create portfolios across various asset classes, managed on discretionary or non-discretionary bases.

Debra Weisz is a financial advisor with Ameriprise in Bismarck, ND, holding a Series 66 designation and 26 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2018 and previously spent 19 years at Investment Centers of America. In addition to her advisory role, she is employed by LFP Consulting in an investment-related capacity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Robert Meltzer is a financial professional with 23 years of industry experience. He is currently affiliated with Cetera and holds Series 65 and Series 66 credentials. His prior roles include tenures at Principal Life Insurance Company, UBS Financial Services, and Securian Financial Advisors of ND. Outside of his advisory work, Meltzer serves as a board member for BM Symphony and works as a sports director for a local radio station. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party strategies.

Kip Schmidt is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Nylife Securities, and New York Life Insurance Company. In addition to his advisory role, he operates a business selling traditional insurance products including life, health, dental, vision, disability, and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage, investment advisory, and financial planning services, employing various portfolio construction tools and third-party solutions.

Garrett Kunz is a financial advisor at Edward Jones with the Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously held a position at AT&T from 2010 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Linda Volk is a financial advisor at Edward Jones in Bismarck, ND, with 20 years of industry experience. She has worked at Edward Jones since 2011, following positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She holds the Series 66 designation. 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 options, operating under a fiduciary standard and supporting a large nationwide network of financial advisors.

Farrel Carlson is a financial advisor with OSAIC in Bismarck, ND, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for 13 years. Outside of his advisory work, he is involved in farm rental operations and provides long-term care and life insurance services. OSAIC Wealth, Inc. serves a diverse client base that includes individual investors, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and supports a wide range of investment products, managing accounts on discretionary or non-discretionary bases with access to third-party money managers and wrap programs.

Jeremy Gunderson is a financial advisor with LPL Financial in Bismarck, ND, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Cornerstone Bank since 2013, with additional experience at Benchmark Mortgage. 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 financial planning and investment services, including model portfolios and third-party asset management, supported by advisor tools and a broad platform of non-advisory financial products.

Joel Bird is a financial advisor with Ameriprise in Bismarck, ND, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its predecessor entity since 2000. Outside of his advisory role, Bird serves as president and director of Bird Mineral Corporation and is involved in managing farmland and commercial properties. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing tailored recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines proprietary research and modeling with a wide range of advisory and insurance solutions through affiliated companies.

Jessalyn Thompson is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she manages practice operations for LFP Consulting LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering comprehensive, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated tools with personalized review to provide tailored retirement income strategies.

Kirk Pandolfo is a financial advisor with Wells Fargo Clearing in Bismarck, ND, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide manager evaluation and portfolio construction, and offers both brokerage and advisory solutions.

Kyle Debertin is a financial advisor with Thrivent Investment Management in Bismarck, ND, holding a Series 66 credential and nine years of industry experience. He has been with Thrivent and its related entities since 2015. Outside of his advisory role, Debertin serves as a board director for the Bismarck Optimist Club, focusing on youth activities, and has been invited as a guest speaker to the North Dakota Stockmen's Association to discuss youth motivation in agriculture. He is also involved with the University of Mary Athletic Department as a potential announcer for various sporting events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations across a broad range of planning topics, allowing clients to combine planning with managed-account programs under a consolidated billing option.

David Wald is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Securities Advisors of North Dakota, Securian Financial Services, and Minnesota Life Insurance Company. He serves on the advisory board for the Bismarck Cancer Center Foundation and is a board member of Easter Seals/Goodwill of North Dakota. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Peggy Winbauer is a financial advisor with LPL Financial in Bismarck, ND, holding Series 63 and Series 65 credentials and 39 years of industry experience. Her prior roles include positions at Raymond James Financial, Cetera, and Minnesota Life Insurance Company, along with operating her own investment business. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Tyler Richter is a financial advisor with Ameriprise in Bismarck, ND, holding a Series 66 designation and 10 years of industry experience. Prior to joining Ameriprise, he worked at Morgan Stanley Private Bank for three years. Richter serves on the board of BHB LLC and coaches youth hockey for children aged 5 to 8. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Graham Peterson is a financial advisor with Stifel in Bismarck, ND, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Brian Neuhardt is a financial professional with 27 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked with firms including Securian Financial Advisors of North Dakota and Minnesota Life Insurance Company. Outside of his financial advisory work, Neuhardt serves as a sport coach and referee for Bismarck Public Schools and holds board positions with local youth softball organizations. Cetera Investment Advisers LLC provides services through a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with portfolio management, financial planning, and access to various program structures and third-party managers.