Matthew Glasner

Darin Bohl is a CFP® with 17 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has previously worked with GWM Advisors, LLC, LPL Financial, LLC, and Investment Centers of America, Inc. Outside of his advisory role, Bohl is a business owner of a local water store and serves as a junior high golf coach for the Bottineau Public School District. He is also a board member of Peoples State Holding Company and Peoples State Bank. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment strategies and regular portfolio reviews.

Cody Brooks is a financial advisor at NewEdge Advisors with a Series 66 credential and three years of industry experience. His prior work includes roles at LPL Financial, CoreWealth Financial Advisors, First International Bank & Trust, and positions in education with the McKenzie County School District and Valley City State University. Outside of advisory work, he serves as a board member of Celly Time LLC and is a foundation member of Dakota College at Bottineau. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and regular portfolio reviews.

Ronald Gullett is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as president of ARM 58318, LLC, which manages an office building in Bottineau used for Thrivent-related business and rented to non-Thrivent tenants. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option, while maintaining separate services and does not provide portfolio management for institutional clients.

Brandy Simpson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple topics and offers planning with an option to combine managed-account services under a consolidated billing arrangement called “WealthPlan.”

Kimberly Davis is a financial advisor at Edward Jones in Bottineau, ND, holding a Series 66 designation with 11 years at the firm and two years of industry experience. Outside of her advisory role, she has worked as a seasonal scorer for the Texas STAAR through Educational Testing Service. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large nationwide network of advisors and branch offices.

Micheal Aasen is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and related entities since 2013. Aasen serves as a board member for the Vinje Fund associated with First Lutheran Church of Bottineau and is involved in local community and agricultural activities, including serving as president of Aasen Ag LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports various planning topics and provides clients with options to combine planning with managed-account services through consolidated billing.