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Dylan D

Series 66

Devils Lake, ND

Cetera

Dylan Dalziel is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at Cetera and associated firms since 2021. Prior to his financial services career, he held roles in landscaping, construction, and marine services. 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 platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Layton W

Series 63, Series 66

Devils Lake, ND

Wells Fargo Advisors

Layton White is a financial advisor with Wells Fargo Advisors in Devils Lake, ND, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Bremer Bank and Hallett Financial, among other firms. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo research and tools, with flexible implementation options through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Alaina S

Series 66

Devils Lake, ND

Thrivent Investment Management

Alaina Schmid is a Series 66-registered financial advisor with Thrivent Investment Management, based in Devils Lake, ND. She has six years of industry experience, including roles at Thrivent Financial and prior work at Lake Region State College. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial topics. The firm combines holistic, goal-based analyses with options for managed-account programs, while maintaining separate planning and portfolio management services.

Business ownership considerations
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Kale S

Series 66

Devils Lake, ND

LPL Financial

Kale Stromme is a financial advisor with LPL Financial based in Devils Lake, ND. He holds a Series 66 designation and has over 15 years of industry experience, including 14 years at Western State Bank prior to joining LPL Financial. Stromme serves on the boards of North Central Housing and the Devils Lake Park Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas R

Series 63, Series 66

Devils Lake, ND

Edward Jones

Thomas Reule is a financial advisor at Edward Jones with over 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, he is involved in farming activities in Devils Lake, ND, where he serves as a part-owner and participates in farm management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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