Brent Lee is a financial advisor at Concorde Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Concorde since 2016. Lee is also co-owner of Truwealth Financial and owns a Christmas tree farm development in Williston, ND. Concorde Asset Management serves individual, corporate, and retirement-plan clients, providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms.

Jennifer Donais is a CFP® professional with 15 years of industry experience, currently serving as an investment advisor representative at Concorde Asset Management, LLC since 2016. She holds Series 63 and Series 65 licenses and has additional business interests including serving as president of a consulting firm focused on engineering and construction management. Donais is also involved in strategic development for small businesses through an investment-related LLC based in Arizona. Concorde Asset Management serves individual clients, including high-net-worth households, as well as corporate and retirement-plan clients, offering portfolio management, financial planning, and access to third-party asset managers. The firm employs model-based and asset-allocation strategies using proprietary and third-party platforms, providing discretionary and non-discretionary advisory services.

Matthew Kohler is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 license and nine years of industry experience. His prior roles include positions at DFPG Investments, Concorde Asset Management, Concorde Investment Services, Minot State University, and Ameriprise Financial Services. He serves on the board of Zoe Life Outreach, a nonprofit focused on providing support for victims of sex trafficking and human trafficking. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services, employing a tactical diversification investment approach tailored to client goals and risk tolerance.

Gary Ryberg is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Kestra Advisory Services LLC and Kestra Investment Services, LLC, having previously worked at Personal Wealth Partners LLC and LPL Financial, LLC. He also serves as president of Elkhorn Financial Inc., where he offers long-term care, life insurance, and fixed annuities to clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients including sovereign wealth funds.

Rachel Linn is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management Inc. from 2020 to 2025 and was involved with The Travel Linn Company LLC between 2017 and 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

James Laqua is a Series 66-credentialed financial advisor with 12 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has worked concurrently at American State Bank & Trust Co. and the Williston Rural Fire Protection District. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client decision-making, with specialized services in municipal and public finance and innovative retirement plan advisory programs.

Donna Hansen is a financial advisor with Edward Jones in Williston, ND, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2008 and also owns Hansen's Unlimited, a ceramics business where she works as an artist and instructor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Wesley Crosby is a financial advisor with OSAIC in Williston, ND, holding a Series 66 designation and 10 years of industry experience. Prior to joining OSAIC in 2023, he worked at Douglas W Crosby from 2015 to 2023. Outside of his advisory role, he is involved in the sale of insurance products and prepares financial plans through affiliated firms. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and offering portfolios that include various securities and alternative investments, managed on discretionary or non-discretionary bases.

Jacob Manuel is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2019, he worked for the Williams County Sheriff's Office from 2012 to 2019. Outside of financial advising, he coaches and trains at a local CrossFit gym in Williston, ND, and serves as chairman for Stony Creek Township. 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 options supported by a large network of financial advisors and branch offices nationwide.

Greg Everson is a Series 66 licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he serves as president of a real estate holding company and is a member of the property committee at First Lutheran Church in Williston, ND. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering focused financial planning without portfolio management for institutional clients. The firm emphasizes holistic, goal-based analyses and periodic reviews delivered through a network of financial advisors.

Jake Drobnick is a financial advisor with Edward Jones in Williston, North Dakota, holding CFP® and ChFC® designations and the Series 66 license. He has 17 years of industry experience, all with Edward Jones since 2008. Outside of his advisory role, he volunteers as a firefighter with the Williston Rural Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Robert Shannon is a financial advisor with Edward Jones in Williston, ND, holding a Series 66 designation and 21 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Shannon serves as Board President of MedQuest in Williston, where he participates in approving financial and secretary’s reports. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers various managed solutions, separately managed accounts, and affiliated investment products, operating under a fiduciary standard with a nationwide network of advisors and branch offices.

Aaron Schmit is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has served at Raymond James Financial since 2006 and also works with American State Bank & Trust, where he participates on the ESOP Committee and the ASBT Funds Management Committee. Schmit is a board member of the Bethel Lutheran Foundation, contributing to the management of foundation assets and participating in capital campaign activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, utilizing risk profiling and analytical tools to support investment decisions.

Stuart Langager is a Series 66-licensed financial advisor with 16 years of industry experience, currently practicing at Thrivent Investment Management. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Langager owns and manages an office building in Williston, ND, and serves as a board member of the Williston Lions Club, where he participates in fundraising and community service activities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses and planning in areas such as retirement, tax, and estate planning, with an option to combine planning and managed-account services under a consolidated billing arrangement.