James Schwartz is the sole advisor at Schwartz Investment Management Co. in Dickinson, ND, holding Series 63 and Series 65 licenses with 34 years of industry experience. The firm provides discretionary, fee-only investment management and financial planning services primarily to individual investors and trusts. Schwartz Investment Management Co. integrates investment management with a long-standing CPA tax practice, offering clients combined tax and investment perspectives. The firm emphasizes broad diversification, utilizes model portfolios and market research, and delivers regular written reviews and quarterly reporting.

Michael Parke is a CFP® and Series 65 licensed advisor with 35 years of experience in the financial services industry. He is the principal of Mike Parke Investment Management, LLC, based in Dickinson, ND. In addition to his advisory work, he is president and sole owner of a tax preparation business, Michael C. Parke Management Services, Inc. Mike Parke Investment Management, LLC provides investment supervisory services, financial planning, and advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on active management of individual stocks and bonds, utilizing a combination of fundamental, technical, and cyclical analysis supported by third-party research, and offers both discretionary portfolio management and flexible billing arrangements.

Paul Dickey is the sole advisor at INS Capital Management, LLC, an independent firm based in Dickinson, ND. He holds Series 63, 65, and 66 designations and has 25 years of industry experience, including more than two decades at Investor's New Standard. INS Capital Management is a fee-only investment adviser managing approximately $11.6 million for a limited number of individual and household clients. The firm focuses on ETF-centric portfolio management with both passive and active strategies, employing technical, quantitative, and qualitative analysis to guide discretionary investment decisions.

Jon Hendrickson is a financial advisor with Hendrickson Financial Services, LLC in Dickinson, ND, holding a Series 66 designation and 26 years of industry experience. He has been the owner of Hendrickson Financial Services since 2016 and has operated as a sole proprietor since 2004. Outside of advising, he serves as a voluntary board member of the Community Action Partnership in Western North Dakota and manages beverage inventory for the Theodore Roosevelt Medora Foundation. Hendrickson Financial Services provides discretionary asset management and financial planning primarily to individual clients. The firm employs individualized investment policy statements and risk-tolerance assessments, using both fundamental and technical analysis to construct and monitor portfolios.

Renae Polensky is a financial advisor at BFC PLANNING, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Berthel, Fisher & Company Financial Services, Inc. Polensky is also the owner and CEO of Angel Advocates, LLC, where she assists clients with Social Security benefits and health and life insurance applications. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent adviser representatives who customize portfolios using various investment vehicles and fee arrangements.

Tanner Steffan is a financial advisor with Principal Financial Services in Dickinson, ND, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked with Dakota Community Investments, Principal Life Securities, and Securities America Advisors, among others. Outside of his advisory role, he serves as Vice President of the St John Endowment Fund, a local organization that directs charitable distributions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Brian Fisher is a PFS™ credentialed financial advisor with seven years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Avantax Planning Partners, Cetera Investment Advisers, and Brady Martz Wealth Solutions. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, incorporating diversified allocations of mutual funds and ETFs matched to client objectives and risk tolerance.

Stacy Braun is a financial advisor with LPL Financial in Dickinson, ND, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She worked at Investment Centers of America for 15 years before joining LPL Financial in 2017. Outside of advising, Stacy serves as a notary and is involved in non-variable insurance activities. 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 strategies and tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Darren Limesand is a financial advisor with Cambridge Investment Research Advisors in Dickinson, ND, holding a Series 66 designation and 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and also operates as an independent insurance agent through Western Frontier Insurance Agency. Additionally, he serves as treasurer for the Bowman County Rural Ambulance Service District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of investment platforms and proprietary model strategies.

Jay Bleth is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Edward Jones since 2001. He serves on the investment committee for the Dickinson Public Schools Foundation in Dickinson, ND. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including both discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Blaine Stockert is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services, Inc. for 12 years and has been affiliated with American Trust Center since 2006. Outside of his advisory work, he is the managing partner and secretary/treasurer of Laugh & Learn Daycare. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and risk-tolerance assessments to construct portfolios across various asset classes, with both discretionary and non-discretionary management options.

Kylar Blotske is a financial advisor at Ameriprise in Dickinson, ND, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise in 2026, Kylar worked in education at several schools in Dickinson and was briefly employed in the oilfield services sector. 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 retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Mann is a financial advisor with LPL Financial, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Ron Schmidt Investment Group and American Bank Center. Outside of advising, he is a football coach at Dickinson Catholic Schools. 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 supported by model portfolios, third-party subadvisors, and customized strategies, along with various non-advisory financial products and partnerships.

Blake Wilson is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in cattle ranching and has been raising and selling beef cattle since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of advisors and branches.

Steven Schneider is a financial advisor with Ameriprise in Dickinson, ND, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameriprise since 2018 and previously operated Schneider Financial Services and was affiliated with Commonwealth Financial Network. Outside of his advisory role, he is involved with the Employer Support of the Guard and Reserve (ESGR), a Department of Defense office supporting Reserve Component service members and their employers. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, combining research and modeling with personalized recommendations. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Collette Shifflett is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. She previously worked at Bravera Bank and Dunham's Sports. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisers. The firm uses various tools and platforms to construct and manage diversified portfolios, providing access to multiple investment vehicles and third-party solutions.

Wyatt Nelson is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at several firms including New York Life Insurance Company and American Portfolios Financial Services Inc. Outside of his advisory role, he serves as a blackjack dealer for the DSU Heritage Foundation, a college charity. He also engages in non-variable insurance sales through Bravera Wealth Planning and Investing. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services. The firm utilizes a variety of investment tools and multiple advisory platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Dream Obrien is a Series 66-credentialed financial advisor with 23 years of industry experience, currently with LPL Financial. Obrien's career includes prior roles at ICA Group Wealth Management, Investment Centers of America, Inc., and Cetera Investment Services LLC. Outside of advisory work, Obrien is involved as a co-owner of a for-profit business, O'BS, based in Dickinson, ND. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Ronald Schmidt is a CFP® with 33 years of experience in the financial industry. He has worked at LPL Financial since 2017 and previously spent 24 years with Investment Centers Of America, Inc. Schmidt holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various discretionary and non-discretionary strategies.

Christopher Desilets is a financial advisor at Edward Jones in Dickinson, ND, holding a Series 66 designation with 10 years of industry experience, all spent at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Klayton Oltmanns is a financial advisor at Edward Jones with 20 years of industry experience. He has held his current role at Edward Jones since 2005. Oltmanns holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and specialized services such as tax-loss harvesting and proxy voting under a fiduciary standard.

Lyndsey Filkowski is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following prior roles at Schneider Financial Services and Commonwealth Financial Network. Outside of her advisory work, she serves on the Board of Directors and as Treasurer for the St. John Endowment Fund Committee and is involved with LFP Consulting, LLC. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Sheyenne Haugeberg is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to her current role, she was involved in education with Dickinson and Bismarck Public Schools and briefly associated with 1st Phorm, a supplement company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and additional affiliated financial services.

Kimberly O'Brien is a financial advisor with LPL Financial and holds a Series 66 designation. She has four years of industry experience, including six years running her own daycare business prior to joining LPL Financial. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Marlene Bradbury is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Bremer Bank and AgCountry Farm Credit Services. Outside of her advisory role, she is involved in an office rental business in Dickinson, ND. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.