Charles Jakober

Agatha Johnson is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Willkate Wealth Management, LLC in Aberdeen, SD. Her background includes roles at Generations To Generations LLC and Prosperity Wealth Management LLC, as well as trustee and conservator duties dating back to 2003. She is also involved in family and closely held business transition consulting through her ownership of Generations To Generations. Willkate Wealth Management provides fee-only financial planning and investment management to individuals, executives, professionals, business owners, retirees, and families. The firm emphasizes strategic, passive asset allocation with a primarily non-discretionary investment approach and requires clients to complete a written financial plan before accessing investment services.

Lloyd Hodgin is a financial advisor with Wealth Plus of the Dakotas, Inc., holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Wealth Plus of the Dakotas since 2016 and previously at firms including Saxony Securities and Capital Financial Services. Outside of investment advising, he is vice president and part owner of Premier Tax and Bookkeeping, which provides tax preparation and bookkeeping services. Wealth Plus of the Dakotas is a fee-based investment adviser serving individual clients and retirement plans, offering portfolio management and financial planning with a focus on modern portfolio theory and technical analysis. The firm provides both discretionary and non-discretionary asset management and acts as a liaison with third-party money managers.

John Schwan is a financial advisor with Schwan Financial Advisors, LLC in Aberdeen, SD, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has worked at Kovack Securities, Inc. since 2010 and has been involved with Schwan Financial Advisors, LLC and Schwan Financial Group since the early 2000s. Outside of advising, he serves on the board of Farmers State Bank and holds leadership roles in several family and business ventures, including a food and service bar and an agricultural startup. Schwan Financial Advisors serves a diverse client base including individual households, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on financial planning and pension consulting, recommending and monitoring third-party investment advisers rather than directly managing client assets.

Trevor Begeman is a financial advisor at Wealth Plus of the Dakotas, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Optimized Investments LLC and Mutual of Omaha Insurance Company. In addition to his advisory role, he is involved in tax and accounting services through Premier Tax Service, Inc. Wealth Plus of the Dakotas is a fee-based investment adviser serving individual clients and retirement plans, offering portfolio management and financial planning services. The firm employs modern portfolio theory and technical analysis, providing both discretionary and non-discretionary asset management with ongoing portfolio monitoring.

Dalton Lehnen is a CFP® professional with four years of industry experience, currently affiliated with Schwan Financial Advisors, LLC in Aberdeen, SD. His prior roles include positions at Kovack Securities, Inc., Onegroup Wealth Partners, Inc., Hand Securities, Inc., and Merrill Lynch. Outside of financial services, he serves as a baseball coach for the Harrisburg Baseball Association. Schwan Financial Advisors serves individual clients—including high-net-worth and non-HNW households—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on financial planning and pension consulting, referring clients to third-party investment advisers for portfolio management rather than directly managing assets.

Anthony Schwab is a financial advisor at Elysium Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Elysium, he worked at Eide Bailly LLP for five years and Primrose Retirement Communities, LLC for four years. Outside of advisory work, he is an officer at Schwab Audiology, Inc., an audiology clinic in Aberdeen, South Dakota. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets. The firm employs a model-based investment approach combining in-house strategies and third-party sub-advisers, and supports clients with financial planning, portfolio management, retirement plan advice, and educational seminars through an eight-advisor team across six offices.