Top retirement income strategy financial advisors in Williston, ND

Rachel Linn is a financial advisor with Edward Jones in Williston, ND, holding a Series 66 designation and five years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management Inc. From 2017 to 2021, she was involved with The Travel Linn Company LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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.

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.

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.

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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.