Brady Martz Wealth Solutions, LLC

Jonathan Beehler is a financial advisor with Brady Martz Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at Avantax Investment Services, ProEquities, and Northwestern Mutual. He is also a treasurer and part owner of Tendies and Dreams I, LLC, an entity that holds private placement investments. Brady Martz Wealth Solutions offers discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment approach, utilizing model portfolios and sub-advisory support, and operates as a wholly owned subsidiary of an accounting firm to provide coordinated services alongside affiliated tax and insurance entities.

Jason Ernst is a financial advisor at Brady Martz Wealth Solutions, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services, Inc., ProEquities, Inc., Honkamp Krueger Financial Services Inc., and U.S. Bancorp Investments. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment philosophy, supported by model and sub-advisory portfolios, and integrates financial planning tools such as Monte Carlo simulation.

Monica Murphy is a Series 66 credentialed financial advisor with 15 years of industry experience. She is currently with Brady Martz Wealth Solutions, LLC and has previously worked at Avantax Investment Services, Avantax Planning Partners, Proequities, and Starion Financial. Outside of her advisory role, she coaches and officiates a recreational adult volleyball league through Bismarck Parks and Recreation. Brady Martz Wealth Solutions provides discretionary investment management and comprehensive financial planning to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold strategy, supported by model portfolios and research partnerships, and operates as a subsidiary of an accounting firm to offer coordinated services across tax, insurance, and investment disciplines.

Ted Ferik is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Brady Martz Wealth Solutions, LLC. His prior roles include positions at several Cetera-affiliated firms and Avantax Advisory Services. Outside of financial advising, he is involved in media production as an executive producer for Think Out Loud, Inc. and manages a precious metals wholesale business. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification with a buy-and-hold approach, utilizing model and sub-advisory portfolios supported by research from Dimensional Fund Advisors.

Zachary Motl is a CFP® and ChFC® with five years of industry experience. He is currently with Brady Martz Wealth Solutions, LLC and has prior experience at Northwestern Mutual in various roles from 2020 to 2025. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment approach, utilizing model portfolios and research support from Focus Partners Advisor Solutions and Dimensional Fund Advisors.

Stephanie Bussan is a CFP® with nine years of industry experience. She is currently with Brady Martz Wealth Solutions, LLC and has previously worked at Creative Planning, LLC, Avantax Advisory Services, and HK Financial Services, Inc. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold philosophy, using model portfolios and research support from partners such as Dimensional Fund Advisors.

Cole O'Connell is a financial advisor at Brady Martz Wealth Solutions, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Brady Martz & Associates and Epic Companies, as well as a four-year period at Concordia College. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment approach, supported by model portfolios and research partnerships.