Anthony Welle is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Farmstead Financial LLC, Vector Wealth Management, SNS Financial Group, BerganKDV Wealth Management, Bell Bank, and North Dakota State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory and employs various investment vehicles, including low-cost ETFs, index funds, and private funds.

Alex Jacobson is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera, he has held various roles including positions at Equitable Advisors, BCI Construction, Midwest Coin Concepts, and others, with experience spanning several industries. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and unaffiliated investment managers.