James Laqua

Brent Lee is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 credential and 18 years of industry experience. He previously worked at Lebenthal and Co, LLC and Lebenthal Wealth Advisors, LLC. Outside of his advisory role, he owns a Christmas tree farm development through Meadowlark Enterprises. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment options including alternative and less liquid products.

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. Her prior experience includes a one-year tenure at Lebenthal Wealth Advisors, LLC. Outside of her advisory role, she is president of Heptagon Seven Consulting Inc., a company focused on engineering and construction management, and a member of JenFred, LLC, where she engages in analysis and strategic development for small businesses. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs to a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategist models.

Matthew Kohler is a financial advisor at Diversify Advisory Services, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at DFPG Investments, LLC, Concorde Asset Management, LLC, Concorde Investment Services, LLC, Ameriprise Financial Services, Inc., and has teaching experience at Minot State University and the University of Jamestown. Kohler serves on the board of Zoe Life Outreach, a nonprofit focused on supporting victims of sex trafficking and human trafficking. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach, utilizing a variety of internal and third-party investment models and a broad range of financial instruments and strategies.

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.

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.