David Dale Donat

Kathleen Barlow is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Journey Strategic Wealth LLC, Women’s Inspired Network, and Raymond James Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds through a model focused on manager selection and multi-manager solutions.

Tamara Burke is a financial advisor with Eagle Strategies (NY Life) in Spearfish, SD, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has been with Eagle Strategies since 2008 and has longstanding ties to New York Life and its affiliated entities beginning in 2003. Burke serves on the board of the Black Hills State University Foundation and is an officer of Deadwood History Inc., which manages several historical museums. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and institutional retirement plans. The firm delivers solutions through multiple program types with an emphasis on tailoring advice to client objectives and maintains a predominantly non-discretionary asset management approach.

Clint Meyer is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Voya since 2014 and has also owned Spearfish Insurance Brokerage since 2004. Outside of his advisory role, Meyer is involved in insurance sales and participates in a hunting farm partnership. Voya Financial Advisors serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based programs.

Ryan Aalbu is a financial advisor with Edward Jones in Spearfish, South Dakota. He holds the Series 66 license and began his advisory role at Edward Jones in 2025. Prior to this, he spent 18 years with Northern Hills Training Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Emily Robison is a Series 66 licensed financial advisor with LPL Financial, based in Spearfish, SD, and has five years of industry experience. She has been associated with LPL Financial since 2007. Additionally, she is a commissioned notary and operates a separate business entity, Hometown Girl Securities, LLC, for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting through a network of investment adviser representatives.

Caleb Montag is a CFP® professional affiliated with LPL Financial, holding the Series 66 designation and bringing 12 years of industry experience. He has worked at LPL Financial since 2018, including his current role starting in 2024, with previous experience at Securities America Advisors and SII Investments. Outside of his advisory work, Montag owns two businesses, Bird Dog Distribution, LLC, and Flyover Precision AG. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning and various advisory programs, combining discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.