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 at G. A. Repple & Company with 38 years of industry experience. He holds the ChFC® designation as well as Series 63, 65, and 66 licenses. His prior experience includes roles at OneAmerica Securities and The Principal Mutual Life Insurance Company. Witthauer is also 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 entities. The firm uses a variety of analytical approaches to develop individualized plans and offers both discretionary and non-discretionary portfolio management, including model strategies such as ETF-focused and Biblically-Responsible Investing programs.

Erin Lamp is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2019 and previously operated the Erin Lamp Insurance Agency. Outside of her advisory role, she serves as a fitness instructor at Two Rivers Activity Center in Jamestown, ND. 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 and consulting.

Clemans Hager III is a Series 66-credentialed financial advisor with 13 years of industry experience, currently with Ameriprise. He has been with Ameriprise and its predecessor entities since 2012. Outside of advising, he holds passive ownership in a local brewery and serves on multiple nonprofit boards, including as treasurer for Jamestown Junior Olympic Volleyball and as a board member for the North Dakota Community Foundation and Jamestown Regional Medical Center. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Quincy Backen is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Edward Jones since 2017 and previously worked at American Family Insurance from 2005 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the country.

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.

Marcella Lange is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 12 years of industry experience. She has been with Thrivent and its related entities since 2014. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning that covers a wide range of topics, with clients able to combine planning and managed accounts under a consolidated billing option known as “WealthPlan.”

Julia Cellmer is a financial advisor with Edward Jones in Jamestown, ND, holding a Series 66 license and over 10 years of industry experience. She has been with Edward Jones since 2016 and previously worked at JLC Services for 18 years. Julia has no reported responsibilities in other business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Patrick Nygaard is a Series 66-licensed financial advisor with Edward Jones, based in Jamestown, ND. He has 15 years of industry experience, all spent with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Garret Wright is an advisor at LPL Enterprise with a Series 66 credential and experience that began in 2025. Prior to joining LPL Enterprise, he held positions at Gate City Bank and worked in education at several institutions including Jamestown High School and Grand Canyon University. He serves as a board member for the North Dakota Young Republicans. LPL Enterprise provides advisory services through a large network of representatives to a varied client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm supports a broad range of securities and insurance products through its broker-dealer and affiliated insurance agency.

Erin Paulson is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2013. Outside of her advisory role, she serves as a board member for Child in Our Hands Preschool in Jamestown, ND. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors.

Kevin Metzger is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Thrivent since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning, without managing client portfolios or serving institutional mandates.

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.

Mitchell Smyth is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience, all spent at the firm since 2016. Outside of his advisory role, he is involved in local ventures including owning a real estate business and performing as the drummer for a band. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Eric Tuchscher is a CFP®-certified financial advisor with Edward Jones in Jamestown, ND, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he owns and manages commercial real estate properties, including the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad spectrum, offering various managed strategies, separately managed accounts, and affiliated investment products. The firm is notable for its extensive national network of advisors and branch offices, as well as its fiduciary standard and additional affiliated financial services.

Rick Bosche is a financial advisor with Wells Fargo Clearing in Jamestown, ND, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Bosche is also the owner of Aschberger-Bosche LLC, an investment and holding company based in Jamestown. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad investment menu that incorporates insurance-related vehicles and bank deposit sweep options, with tailored services designed to meet plan objectives and risk tolerances.

Cody Kilgore is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Sabirs Buffalo City. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brietta Iverson is a Series 66-licensed financial advisor with Edward Jones in Jamestown, ND, where she has worked since 2012, totaling 14 years of industry experience. Outside of her advisory role, she coaches youth sports activities at the Two Rivers Activity Center through Jamestown Parks & Recreation and serves as a Beachbody home workouts coach. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.