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Matthew C

Series 63, Series 66

Grafton, ND

SB Advisory, LLC

Matthew Clapp is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones for 19 years. SB Advisory, LLC is a multi-team SEC-registered advisory firm serving individuals, businesses, and retirement plans. The firm manages approximately $1.1 billion, primarily on a non-discretionary basis, and employs a combination of fundamental, technical, and qualitative analysis to tailor client portfolios.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Tax strategies for small businesses General estate planning guidance Founder/Business Owner Executive
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Jess S

Series 66

Grafton, ND

Edward Jones

Jess Suda is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to rejoining Edward Jones in 2026, Jess worked at Koerber Pharma and Rydells. Jess also has nine years of experience with Paul Suda Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services and investment options through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Corinne D

Series 63, Series 65

Grafton, ND

Edward Jones

Corinne Dvorak is a financial advisor with Edward Jones in Grafton, North Dakota, holding Series 63 and Series 65 designations and 32 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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