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 25 years of industry experience. Her career includes long-term service at Investment Centers of America and Ameriprise Financial Services, Inc. She is also employed at LFP Consulting. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Robert Meltzer is a financial professional with 23 years of industry experience, currently affiliated with Cetera since 2023. He holds the Series 66 and Series 65 designations and has worked at firms including Securian Financial Advisors of ND, Principal Securities Inc, and Principal Life Insurance Company. Outside of his advisory role, Meltzer serves on the advisory board of 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 a variety of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Kip Schmidt is a financial advisor with OSAIC in Bismarck, ND, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Woodbury Financial Services, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Schmidt operates a traditional insurance business providing life, health, dental, vision, disability, and long-term care insurance and serves as a financial advisor to Vue Community Credit Union members. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with access to a wide range of investment products and third-party managed account 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, holding a Series 66 designation with 19 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. 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.

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 based in Bismarck, ND, holding Series 66 and Series 63 credentials and seven years of industry experience. He has worked at Cornerstone Bank and Benchmark Mortgage prior to and alongside his current role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and utilizes research and technology to support both discretionary and non-discretionary portfolio management.

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 at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2013, including ten years at Wells Fargo Clearing. 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 utilizes research from Wells Fargo Investment Institute and third-party sources to guide investment decisions, offering 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 possessing 39 years of industry experience. Her prior roles include positions at Raymond James Financial and Cetera, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and proprietary research.

Tyler Richter is a Series 66 licensed financial advisor with Ameriprise Financial Services, bringing nine years of industry experience. Prior to joining Ameriprise, he worked at Morgan Stanley Private Bank, N.A. for three years. He serves on the board of BHB LLC and coaches youth hockey for children ages 5 to 8. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.

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.

Patrick O'Neil is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked at Starion Bank and managed Verge Fitness for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources to support diversified investment strategies.

Donald Hawkinson is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Securities and Securian Financial Services. Outside of his advisory role, he owns and helps operate a local fitness gym and manages a tree trimming and stump grinding service. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes advanced asset-allocation tools and offers portfolios that may include a broad range of investment products, supporting both discretionary and non-discretionary management.

Katelyn Berube is a financial advisor with Ameriprise in Bismarck, ND, holding Series 63 and Series 65 credentials and having one year of industry experience. She previously worked at First International Bank & Trust and has experience in engineering and education sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.