Brian James Berkenhoff

Tadd Haggerty is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Mutual of Omaha since 2004. In addition to his advisory role, Haggerty is an insurance agent offering various insurance products and is the owner and president of Haggerty Financial Services LLC. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through its network of Investment Advisor Representatives who recommend approved products and managers.

Abby Gilk is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and recently beginning her career in the industry. Prior to joining the firm in 2026, she held various roles including positions at South Dakota State University and Minnwest Bank. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Tanner Odegaard is a CFP® professional with nine years of experience in the financial industry. He is currently with LPL Financial and previously worked at Securities America Advisors, Securities America, Inc., and Summit Brokerage Services, Inc. Outside of his advisory work, he owns 8 Second Media, LLC, a non-investment-related business based in Brookings, SD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with investment management supported by in-house research, third-party subadvisors, and various model portfolio approaches.

Chad Shields is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Bradley Ness is a CFP® with 37 years of experience in the financial services industry, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 32 years. Outside of his advisory role, he works as an associate financial advisor with LFP Consulting, LLC and also monitors the closing of a community swimming pool in the evenings. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, annual recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cameron Jones is a CFP® professional affiliated with LPL Financial, with eight years of industry experience. Prior to joining LPL Financial in 2024, he worked at Edward Jones for six years and was involved with the Fellowship of Christian Athletes for two years. Outside of his advisory role, he is connected to local businesses Synergy Strength Studios, LLC, and KMJ Nutrition, a family business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.