Carter Schmitz

Michael Kahler is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® designation and Series 63 license. He has 40 years of industry experience and has been affiliated with Eagle Strategies and New York Life since 1985. Kahler also operates Kahler Financial Services, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Dustin Steckler is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at First Interstate Bank and has a background that includes roles with local school districts and community organizations such as the Dell Rapids Baseball Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Bruce Mogen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior experience includes roles at First Interstate Bank, GREAT WESTERN BANK, Raymond James Financial Services, Equitable Advisors, and Fintegra, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, combining advisory solutions with a broad suite of non-advisory financial services.

Rodger Dooley is a financial advisor with Edward Jones in Dell Rapids, SD, holding a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2021 and previously worked at Saia Inc for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Lesley Simanek is a CFP® certificant with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Cory Van Duyn is a CFP® professional with 24 years of experience at Edward Jones, where he has been since 2002. He holds the Series 63 and Series 66 licenses. Outside of financial advising, he is involved in ethanol production through POET Bio Refining in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.