Cory Andrew Meng

Jordan Hejna is a financial advisor at Lakeport Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to founding Lakeport Advisors, he worked at First Dakota National Bank for four years and was affiliated with South Dakota State University for five years. Outside of advisory services, he is involved in seasonal farming and small retail ventures. Lakeport Advisors is an independent firm that provides investment advisory and wealth management services to individuals and high-net-worth clients. The firm constructs diversified portfolios using low-cost mutual funds and ETFs, employs a mix of fundamental and technical analysis, and offers stand-alone hourly financial planning alongside discretionary portfolio management.

Justin Dietrich is a financial advisor at IPI Wealth Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at IPI Wealth Management since 2021. Outside of his advisory role, Dietrich serves as President and Director of Coaching for the Yankton Youth Soccer Association in a voluntary capacity. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes an open-architecture investment platform with proprietary risk-based models and an investment committee framework, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

Jennifer Larson is a CFP® and ChFC® credentialed financial advisor with 17 years of industry experience. She has been with IPI Wealth Management, Inc. since 2008. Outside of her advisory role, Larson is the owner and president of Investment Planners of SD, Inc. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent operational model for trade execution and portfolio management.

Lori Rothenberger is a financial advisor with SPC who holds a Series 66 designation and has 14 years of industry experience. Her prior roles include nine years at Raymond James Financial Services and involvement with Ascend Financial, where she also acts as an insurance agent. She serves as the treasurer and board member of the Large Munsterlander Association of America, maintaining financial accounting and providing reports. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice primarily through Fidelity custodial platforms.

Kaye Cwach is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Hosmer is a CFP® professional with 12 years of experience currently serving at Raymond James Financial Services Advisors, Inc. He has prior experience at Den Herder Law Office, PC, and maintains a legal practice focused on simple estate and trust documents. Hosmer is involved in his community as a finance and investment committee member for Avera Sacred Heart Hospital, serves on the board and finance committee of the local United Way, and produces a podcast series interviewing World War II veterans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes non-discretionary, tailored planning and employs analytical tools to support client goals, while also offering specialized advisory programs and institutional consulting services.