Joshua Kasowski is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 66 designations. He has five years of industry experience and has worked at Invest Forward and Commonwealth Financial Network since 2024, alongside a long tenure at Bank Forward beginning in 2009. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform supporting advisors with operations, trading, technology, investment management, compliance, and practice management.

Tom Glandt is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked with Investment Centers Of America, Inc., LPL Financial, and GWM Advisors, LLC. Outside of his advisory role, he serves as a junior high girls basketball coach and is the owner of a small promotional business, GO PROMO LLC. NewEdge Advisors is a large registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services, including portfolio management, financial planning, and access to third-party managers, utilizing technology and centralized due diligence to support both advisors and clients.

Charlotte Ingstad is a financial advisor with NewEdge Advisors, holding a Series 66 designation and four years of industry experience. She has worked with LPL Financial LLC and Valley Wealth Advisors, and has held teaching positions at Valley City State University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services such as portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Nicole Larson is a financial advisor with Edward Jones in Valley City, ND, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Edward Jones in 2024, she worked at Thrivent Financial and Thrivent Investment Management Inc from 2022 to 2024. Larson also has experience as an educator in Valley City High School and West Fargo Public Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Kevin Eggermont is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and 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.

Daniel Klein is a financial advisor at Edward Jones in Valley City, ND, holding the CFP® designation and Series 66 license, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Sierra-Cedar, Inc. for ten years. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large nationwide network of financial advisors and branch offices.

Scott Wilmes is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Wilmes serves as a board member of the Valley City High School Booster Club, which supports local high school athletics through fundraising and donation decisions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without portfolio management or discretionary trading authority. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Nancy Hermanson is a financial advisor at Edward Jones with 26 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory work, she is a co-owner of a farm and cattle business in Kathryn, North Dakota. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets with a nationwide network of financial advisors and branch offices.

Robert Lemnus is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Ryan Leroux is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining LPL in 2023, he worked at Concourse Financial Group Securities Inc. (formerly ProEquities Inc.) for over a decade. Leroux also serves as an assistant coach at Valley City High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

David Rausch is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Raymond James Financial and its affiliate since 2001, serving in his current firm capacity for 17 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and supports these services with analytical tools and a broad advisor network, including unique municipal advisory capabilities and specialized SIMPLE IRA consulting programs.