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.

James Laqua is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 12 years of industry experience. Laqua's work history includes roles at American State Bank & Trust Co. and service with the Williston Rural Fire Protection District. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.

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.

Wesley Crosby is a financial advisor at Osaic Wealth, Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Douglas W Crosby and owned a carpentry business. Outside of advising, he has experience as a registered representative involved in the sale of insurance products. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Jacob Manuel is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2019, he worked for the Williams County Sheriff's Office from 2012 to 2019. Outside of financial advising, he coaches and trains at a local CrossFit gym in Williston, ND, and serves as chairman for Stony Creek Township. 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 options supported by a large network of financial advisors and branch offices nationwide.

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.

Jake Drobnick is a financial advisor with Edward Jones in Williston, North Dakota, holding CFP® and ChFC® designations and the Series 66 license. He has 17 years of industry experience, all with Edward Jones since 2008. Outside of his advisory role, he volunteers as a firefighter with the Williston Rural Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Robert Shannon is a financial advisor at Edward Jones in Williston, ND, holding a Series 66 designation with 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Board President for MedQuest in Williston, ND. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, tax-efficient services, and affiliated products, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Aaron Schmit is a financial advisor with Raymond James Financial in Williston, ND, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Raymond James Financial Services since 2006 and American State Bank & Trust since 2010. Schmit serves on the ESOP Committee and the ASBT Funds Management Committee at American State Bank & Trust and is a board member of the Bethel Lutheran Foundation, where he participates in asset management and capital campaign activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes advisory and implementation-support services rather than discretionary management.

Heath Glenn is a financial advisor with Thrivent Investment Management in Williston, ND. He holds Series 63 and Series 66 designations and has recently started his career in financial advising, having previously worked for the Williston Basin School District 7 for ten years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm provides both one-time and ongoing planning engagements and allows clients to combine planning with managed-account programs under a consolidated billing option.

Stuart Langager is a Series 66-licensed financial advisor with 16 years of industry experience, currently practicing at Thrivent Investment Management. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Langager owns and manages an office building in Williston, ND, and serves as a board member of the Williston Lions Club, where he participates in fundraising and community service activities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses and planning in areas such as retirement, tax, and estate planning, with an option to combine planning and managed-account services under a consolidated billing arrangement.