David Falk is a financial advisor at BFC Planning, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BFC Planning and Berthel Fisher & Company Financial Services since 2019, following four years at Securities America Advisors. Outside of his advisory role, he is a general member of local organizations including the Knights of Columbus, Elks Lodge, and Jamestown Dollars for Scholars. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm offers comprehensive financial planning and portfolio management services, utilizing various platforms and investment strategies tailored to client needs.

Paul Witthauer is a financial advisor with G. A. Repple & Company, holding the ChFC® designation and multiple securities licenses. He has 39 years of industry experience, including prior roles at Oneamerica Securities and a long-standing affiliation with The Principal Mutual Life Insurance Co. He also serves as president of Witthauer Inc., a fixed insurance sales business. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate clients. The firm employs a variety of analytical approaches to develop customized portfolios and offers a range of programs including ETF-focused and Biblically-Responsible Investing models.

Erin Lamp is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. She has 14 years of industry experience, including prior roles at LPL Financial and State Farm Investment Management Corp. Outside of her advisory work, she is a fitness instructor at Two Rivers Activity Center. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party strategies.

Clemans Hager III is a Series 66-credentialed financial advisor with 13 years of industry experience, currently with Ameriprise. He has been with Ameriprise and its predecessor entities since 2012. Outside of advising, he holds passive ownership in a local brewery and serves on multiple nonprofit boards, including as treasurer for Jamestown Junior Olympic Volleyball and as a board member for the North Dakota Community Foundation and Jamestown Regional Medical Center. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Quincy Backen is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Edward Jones since 2017 and previously worked at American Family Insurance from 2005 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the country.

Steven Sedler is a financial advisor with Stifel in Jamestown, ND, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Stifel in 2019. Outside of his advisory role, he serves as an executive board member of the Jamestown Basketball Booster, supporting youth basketball in his community. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to guide client decisions.

Marcella Lange is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 12 years of industry experience. She has been with Thrivent and its related entities since 2014. 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 financial planning that covers a wide range of topics, with clients able to combine planning and managed accounts under a consolidated billing option known as “WealthPlan.”

Julia Cellmer is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones in Jamestown, ND since 2024, having also worked there from 2016 to 2025. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Patrick Nygaard is a Series 66-licensed financial advisor with Edward Jones, based in Jamestown, ND. He has 15 years of industry experience, all spent with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Garret Wright is an advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, joining LPL Enterprise in 2025. Outside of his advisory role, Wright serves as a board member for the North Dakota Young Republicans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Erin Paulson is a Series 66 licensed financial advisor with Edward Jones in Jamestown, ND, where she has worked for 13 years. She serves on the board of Child in Our Hands Preschool in Jamestown, assisting with staff and family-related issues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Kevin Metzger is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Thrivent since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning, without managing client portfolios or serving institutional mandates.

Brittni Rodin is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise since 2012. Rodin serves on the Board of Directors for Marion Lutheran Church. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Mitchell Smyth is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience, all spent at the firm since 2016. Outside of his advisory role, he is involved in local ventures including owning a real estate business and performing as the drummer for a band. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Eric Tuchscher is a CFP®-certified financial advisor with Edward Jones in Jamestown, ND, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he owns and manages commercial real estate properties, including the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad spectrum, offering various managed strategies, separately managed accounts, and affiliated investment products. The firm is notable for its extensive national network of advisors and branch offices, as well as its fiduciary standard and additional affiliated financial services.

Rick Bosche is a financial advisor with Wells Fargo Clearing in Jamestown, ND, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Bosche is also the owner of Aschberger-Bosche LLC, an investment and holding company based in Jamestown. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad investment menu that incorporates insurance-related vehicles and bank deposit sweep options, with tailored services designed to meet plan objectives and risk tolerances.

Cody Kilgore is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years before joining Wells Fargo in 2022. 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Brietta Iverson is a financial advisor at Edward Jones with 15 years of industry experience. She has been with Edward Jones since 2012 and holds a Series 66 designation. Outside of her advisory role, she coaches youth sports activities at the Two Rivers Activity Center through Jamestown Parks & Recreation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branches, as well as its comprehensive offerings, including discretionary and non-discretionary strategies, tax-efficient services, and securities-based lending.

Katie Grager is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. She has been with Thrivent and its affiliated entities since 2013. Outside of her advisory role, she is involved in farm labor activities on a family farm and serves as a registered agent and board member for a local nonprofit focused on fundraising for community organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and planning without discretionary trading authority. The firm integrates planning with a managed-account program under a consolidated billing option, emphasizing holistic, client-tailored financial advice.