Seasoned financial advisors in Jamestown, ND

Steven Sedler is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Sedler serves as an executive board member for the Jamestown Basketball Booster, supporting youth basketball in his community. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

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 in Jamestown, ND, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 39 years of industry experience, including roles at Oneamerica Securities and a longstanding association with The Principal Mutual Life Insurance Company and Pioneer Mutual Life Company. Outside of advisory work, he serves as president of Witthauer Inc., a fixed insurance sales business. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate clients. The firm uses various analytical approaches to tailor portfolios and offers multiple program options, including wrap and non-wrap accounts, separately managed accounts, and a Biblically-Responsible Investing model.

Brittni Rodin is a financial advisor at Ameriprise with six years at the firm and a total of 14 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the Board of Directors for Marion Lutheran Church. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendation reports delivered in partnership with their financial advisors.

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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.