Alan Joseph Miller

Christopher Peitz is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Calton & Associates, Inc. since 2019. He previously worked at Capital Financial Services, Inc. for nine years. In addition to his advisory role, he is an owner and insurance representative of Independent Financial Center, offering annuities, life, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options tailored to client goals and operates multiple program structures, including firm-managed wrap programs and separate account platforms.

Spencer Boyd is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and has been involved with Boyd Financial Services since 2021. Outside of his advisory role, he assists with operations at a local boutique in Mitchell, SD. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Trenton Koehn is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for nineteen years at Koehn Bros. Funeral Home. Outside of advising, he owns and operates a 32-unit storage facility in Armour, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Steffen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to his current role, he has been associated with CorTrust Wealth Management and CorTrust Bank since 2015. Outside of his advisory work, he owns farm ground which he rents to family. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through its advisory programs and partnerships.

Matthew Mc Manus is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2025, he worked as an athletic trainer at Dakota Wesleyan University and Sanford Health. He also provides sports coverage as a PRN athletic trainer at Dakota Wesleyan University. Stifel serves a wide range of clients, including individuals and institutions, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jeffery Tveit is a financial advisor with Thrivent Investment Management in Mitchell, SD, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is involved in several community activities, including chairing local events like the annual Christmas Carousel and participating in educational programs through Junior Achievement. 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 clients through comprehensive analyses and ongoing reviews while providing the option to combine planning with managed-account programs under a consolidated billing structure.