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.

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 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 in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for over a decade. Outside of financial services, he is involved with Dakota Country Foods LLC, a business he has operated since 2005. 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 a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zachary Laude is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has five years of industry experience, all with J.P. Morgan, and is based in Fargo, ND. Outside of his advisory role, 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, using a process that integrates quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied in strategy 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 at Merrill Lynch Wealth Management. He brings over 15 years of civic engagement and business leadership experience to his role, working closely with the Nomeland Heilman Group to provide clients with comprehensive wealth management services tailored to their individual goals and aspirations. 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 one term on multiple committees and holding a leadership role as the Majority Caucus Chairman (Whip). Following his public service, Joe spent 15 years in various roles at startup technology companies, including sales, support, account management, product development, management, and leadership. He served as General Manager of Intelligent Ag, a Fargo-based agriculture technology company, and was involved in the Grand Farm project to promote the region's agriculture technology industry. Intelligent Ag was acquired by AGCO Corporation in 2022. Joe holds a Bachelor's Degree from North Dakota State University and an Accredited Certificate from the College for Financial Planning. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His community involvement includes serving on the North Dakota State University College of Business Advisory Board and Foundation Board of Trustees, and volunteering with organizations such as BIO Girls, Jeremiah Program, and Sts. Anne and Joachim Church. Joe enjoys traveling with his partner Molly, spending time with their two dogs, and engaging in hobbies including 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 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® with 23 years of experience in the financial services industry. She has worked primarily with Ameriprise in multiple roles since 1999, with a 12-year tenure at the University of Jamestown in between. She 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 ongoing retirement-income planning advice through written recommendation reports focused on dependable income sources and tax-aware withdrawal strategies.