Kelly John Joneson

Tobin Morris is a financial advisor with Colliers Securities LLC in Pierre, SD, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Colliers Securities since 2011. Outside of his advisory work, Morris serves on the boards of Capital Area Counseling, a nonprofit focused on mental health and foster care, and the Boys & Girls Club of the Capital Area. Colliers Securities serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.

Kristy Hight is a Series 65-licensed advisor at Wealth Management with five years of industry experience. She has held roles at Acorn Trust Company since 2020, Rice & Associates, Inc. since 2019, and American Bank & Trust from 2014 to 2019. Outside of advisory work, she serves as a senior accountant at Clausen & Rice LLP, focusing on tax preparation, bookkeeping, consulting, and tax planning, and as a trust officer at Acorn Trust Company, managing trust administration and office operations. Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, corporations, and government entities. The firm’s investment approach centers on passive, no-load mutual funds and ETFs, applying Modern Portfolio Theory with a long-term, buy-and-hold strategy and periodic rebalancing.

Daniel Rice is a Series 65–licensed financial advisor with Wealth Management, based in Pierre, South Dakota, and has five years of industry experience. He has been a partner at Rice & Associates, Inc. since 2004. Outside of his advisory role, Rice is involved as a partner in an accounting firm and is a member of a liquor store business. Wealth Management serves a diverse client base, including individuals, pension plans, trusts, and government entities, managing approximately $3.7 billion in assets. The firm’s investment approach focuses on passive mutual funds and ETFs, employing a long-term, buy-and-hold strategy based on Modern Portfolio Theory, and provides fiduciary retirement-plan services as well as back-office support to other advisers.

Robert Gray is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Investment Centers of America. Outside of his advisory role, he is a co-owner of a property development business in Pierre, South Dakota. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Nicole Neal is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses and four years of industry experience. She has previously worked at Edward Jones Investments and LPL Financial. Neal also provides administrative support to NewEdge Advisors. NewEdge Advisors serves a wide range of clients, including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Matthew Brakke is a financial advisor with Eagle Strategies (NY Life) in Pierre, South Dakota, holding the ChFC® designation and Series 63 license. He has 25 years of industry experience and has been with Eagle Strategies since 2009. He also operates Brakke Financial Services and has been affiliated with New York Life and Nylife Securities since 1999 and 2000, respectively. Outside of his advisory work, he serves on the Pierre Fort Pierre Community Foundation Board of Directors, the Lutheran Memorial Church Board of Trustees, and is chairperson of the South Dakota Inaugural Committee. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice through multiple program types, including fee-based financial plans, retirement plan consulting, and advisory services tied to insurance and annuity products.