Trevor Leidy is a financial advisor at Dakota Wealth Advisors LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gradient Advisors LLC and Investment Centers of America. Dakota Wealth Advisors LLC provides personalized financial planning and discretionary portfolio management to individual and high-net-worth clients, employing a research-driven approach that combines fundamental and technical analysis with active trading and derivative strategies. The firm offers a broad range of investment instruments and uses Interactive Brokers for custody and trading.

Erik Johnson is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Fleischer & Johnson Wealth Management, Inc. His prior roles include positions at VPWM Advisors LLC, Nrp Advisors, and LPL Financial LLC. Fleischer & Johnson Wealth Management, Inc. provides portfolio management and advisory services to individual and high-net-worth clients, utilizing a long-term investment approach based on modern portfolio theory. The firm operates a sponsored wrap fee program and manages both wrap and non-wrap accounts under the same investment process.

John Power is the principal of Power Wealth Management, LLC in Bismarck, ND, with 16 years of experience as an investment advisor. He holds Series 63 and Series 65 licenses and also operates Power Financial, LLC, a CPA firm providing tax and accounting services. Additionally, he serves as the local chapter president of NAIFA. Power Wealth Management primarily advises pension and profit-sharing plans and other institutional or pooled vehicles by soliciting third-party money managers and providing financial planning and consulting to plan sponsors. The firm does not directly manage assets but offers written evaluations and facilitates client relationships with outside managers, operating on an hourly planning fee basis rather than charging based on assets under management.

Benjamin Brandt is a CFP® with 18 years of industry experience, currently serving at Capital City Wealth Management, Inc. in Bismarck, ND. He has hosted the Retirement Starts Today Radio podcast since 2015 and is the sole member and content creator for Retire Ready Resources LLC, where he produces books, podcasts, YouTube channels, and online courses related to retirement. Capital City Wealth Management, Inc. serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning through a wrap fee program. The firm uses diversified, risk-based portfolios tailored by investment policy statements and risk-tolerance questionnaires, employing strategic, tactical, and dynamic allocation approaches with ongoing reviews.

Benjamin Martinek is a CFP® and Series 66-registered advisor with 11 years of experience. He is a co-founder of Magni Publicani LLP, doing business as Magni Tax Experts, where he dedicates about 25% of his time. Martinek has worked at Bona Fide Finance, LLC since 2015 and has prior experience with Magnum LTL. Bona Fide Finance provides financial planning and advisory services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plan consulting for employer plan sponsors. The firm emphasizes fixed-fee and ongoing comprehensive planning, utilizing passive investment strategies and third-party managers.

Travis Vatnsdal is a financial advisor at Triton Investments, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual in various capacities from 2018 to 2026. Triton Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporations and business entities. The firm employs a modern portfolio theory-based approach, focusing on long-term trading and passively managed index ETFs, with active rebalancing tailored to client needs.

John Dwyer is a financial advisor with Winnow Wealth, LLC in Bismarck, ND, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Tencap Wealth Coaching, Freedom Financial Coaching, and G.A. Repple & Company. He serves as a board member for LESPA LAVI Charitable Ministry. Winnow Wealth is a five-advisor team managing approximately $123 million for around 370 individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, utilizing fundamental and cyclical analysis with a primarily long-term investment approach.

Dorian Antesic is a financial advisor at Bona Fide Finance with a Series 65 designation and three years of industry experience. He is the founder of Antesic Family Wealth, where he works as a finance analyst. Prior to his advisory role, he held positions at Magni Tax Experts and Sovereign Man. Bona Fide Finance provides financial planning and advisory services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, and offers retirement plan consulting for employer plan sponsors. The firm emphasizes integrated planning and investment advisory services using passive strategies and third-party managers.

Charles Coleman is a financial advisor at Triton Investments, LLC in Bismarck, ND, holding a Series 65 designation with eight years of industry experience. He previously worked at Regal Investment Advisors and has a background that includes roles outside the financial sector. Triton Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, with a focus on modern portfolio theory, long-term trading, and passive index ETF strategies. The firm manages approximately $17 million in client assets and customizes investment policies based on client objectives.

Kimberly Beckman is a financial advisor with Colliers Securities LLC in Bismarck, ND, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Colliers Securities since 2004. Outside of her advisory role, she has a passive interest in a vitamins and supplements company. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.

Michelle Holmes is a CFP® and CFA® with three years of industry experience. She has worked at Briaud Financial Advisors since 2022 and previously spent 24 years at Security National Bank. Briaud Financial Advisors is a five-advisor team managing approximately $775 million for around 276 clients. The firm offers fee-only investment advisory and financial planning services to individuals, trusts, and pooled investment vehicles, using a macro-economic framework combined with technical analysis and option strategies.

William Davis is a financial advisor with Vantage Point Wealth Management, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and experience as a sole proprietor. Outside of financial advising, he has operated Walleye On A Stick LLC, a food concessions business, since 1991. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing multiple LPL Financial-sponsored programs and overseeing approximately $277 million in assets under management.

Hayley Akre is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has 11 years of industry experience, including prior roles at Level Four Advisory Services and LPL Financial. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers asset management, financial planning, retirement plan consulting, and acts as a sponsor for third-party managers and model portfolios through a network of 219 advisory representatives.

Luke Little is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial, North Point Financial Planners, and Capital Credit Union. Outside of his advisory role, he serves as an assistant high school football coach at Century High School in Bismarck, ND. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm utilizes model portfolios, sub-advisors, and third-party managers to deliver investment management and offers a range of services including financial planning and retirement plan consulting through a network of over 200 advisors.

James Frigstad is a financial advisor with Independent Advisor Alliance, LLC, holding CFP® and ChFC® designations and over 21 years of industry experience. His career includes roles at North Point Financial Planners and LPL Financial, among others. Outside of advisory work, he has been involved with Domino’s Pizza for over two decades. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers asset management, financial planning, and retirement plan consulting through a network of 219 advisors, utilizing model portfolios, sub-advisors, and technology platforms to implement and manage client investments.

Andrew Geiger is a financial advisor at BFC Planning, Inc. in Bismarck, ND, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining BFC Planning, he has worked at Berthel, Fisher & Company Financial Services and has been involved with Bistro 1100. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and retirement plans through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, focusing on traditional investment vehicles while excluding futures, hedge funds, and digital assets.

Scott Brannan is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at BFC Planning since 2018 and with Berthel Fisher since 2009. Outside of his advisory roles, he assists with health product presentations at Renew Health Coaching. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management services utilizing a range of platforms and strategies, with a distinctive approach that includes formal reviews of 12b-1 fees and support for held-away discretionary management.

Jonathan Haugen is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including prior roles at LPL Financial and Level Four Advisory Services. Haugen operates out of Bismarck, ND. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting through a network of 219 advisors using model portfolios, third-party managers, and technology platforms.

Spencer Mills is a financial advisor with BFC Planning, Inc. and holds a Series 66 designation. He has 17 years of industry experience, including roles at Berthel Fisher & Company Financial Services, Inc. since 2009 and BFC Planning since 2018. Outside of advisory work, he is involved in insurance sales, focusing on life, term life, and variable universal life insurance products. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 advisors. The firm provides financial planning, portfolio management, and access to various investment platforms and sub-advisory programs, with portfolios typically constructed from stocks, bonds, mutual funds, and ETFs.

Adam Melom is a financial advisor with BFC PLANNING, Inc. in Bismarck, ND, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Berthel, Fisher & Company Financial Services, Inc. and Freedom Financial Group, LLC, and previously held roles outside the financial sector, including at Minot State University and Best Buy. BFC PLANNING, Inc. serves a diverse client base ranging from individuals to corporations and trusts, providing services such as financial planning, portfolio management, and sub-advisory programs through a network of approximately 200 investment adviser representatives. The firm employs a variety of investment platforms and strategies tailored to individual representatives.