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 at Ameriprise with 28 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at INVEST Financial Corp and American Federal Bank. Bedford serves on the board of Otter Tail River Management and manages Moberlies, LLC, a business focused on lake real estate. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a combination of proprietary research, third-party data, and algorithmic tools.

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 at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Merrill and Great Plains Financial. Outside of his advisory role, he owns and operates a farm. 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, supported by a large network of advisors and advanced operational tools.

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 with LPL Financial based in Fargo, ND, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. Prior to joining LPL Financial in 2024, he spent over a decade at Northwestern Mutual in both investment management and life insurance roles. Outside of financial advising, he has been involved with Dakota Country Foods LLC since 2005. 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, supported by a large network of investment adviser representatives.

Zachary Laude is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and serves as a hockey coach for 13 and 14-year-olds with the Fargo Youth Hockey Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a range of affiliated implementation services.

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 at Merrill Lynch Wealth Management, where he brings a unique set of experiences to the Nomeland Heilman Group. His background includes leadership roles in startup technology companies and public policy, providing clients with a broad perspective in financial planning. Joe leverages his experience managing businesses, people, and understanding government processes to offer comprehensive wealth management strategies tailored to client goals. Joe earned degrees in Business Administration and Accounting from North Dakota State University, where he also served as Student Body President. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), as well as an Accredited Certificate from the College for Financial Planning. His previous roles include serving one term in the North Dakota House of Representatives, where he participated in multiple committees and held a leadership position as Majority Caucus Chairman (Whip). Beyond his professional career, Joe is actively involved in community organizations such as BIO Girls, Jeremiah Program - Fargo Moorhead, NDSU Foundation, NDSU College of Business, Sts. Anne and Joachim Church, and the Valley RC Flyers Club. He enjoys traveling with his partner, Molly, spends time with their two dogs, Winston and Ruby, and engages in hobbies including building and flying RC airplanes, music, lawn care, woodworking, bowling, dancing, gardening, golfing, horseback riding, singing, and watching movies.

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 at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Eighth Wonder Investments LLC, MML Investors Services, and Mass Mutual Life Insurance Company. He is based in Fargo, ND. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, asset management programs, and institutional platforms, providing advice through a large network of investment adviser representatives who utilize both proprietary and third-party strategies.

Christopher Birmingham is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at ICA Group Wealth Management, Investment Centers of America, UBS Financial Services, and Piper Sandler & Co. He is also involved with e4 insurance services in a financial advisory capacity. 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 broad range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Teddi Paulson is a CFP® and ChFC® credentialed financial advisor with 23 years of industry experience. She is currently with Ameriprise in Fargo, ND, where she has worked in multiple tenures since 1999, and also spent 12 years at the University of Jamestown. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income 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.

Earl Jarolimek is a financial advisor with Edward Jones in Fargo, ND, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Bancwest Investment Services, Inc. and Bank of the West. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with more than $1 trillion in assets under management and a nationwide network of approximately 23,701 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.