Megann Murphy

Trey Ortman is a financial advisor at Ortman Finances, LLC in Canistota, SD, holding a Series 65 designation with one year of industry experience. His background includes roles with the Canistota School District, Sanford Pentagon, and Barn & Barrel. Ortman Finances is an independent, fee-only firm providing investment management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm’s investment approach focuses on asset allocation using passive funds and periodic rebalancing, with discretionary portfolio management and coordination with clients' legal and tax advisors.

Scott Irwin is a financial advisor with Principal Financial Services in Canistota, SD, holding a Series 66 designation and 16 years of industry experience. He has worked with Principal Bank and Principal Trust Company since 2023 and has been associated with Principal Securities and Principal Life Insurance since 2022. Prior to joining Principal, he was employed at U.S. Bancorp Investments from 2016 to 2021. He also holds a position as a bank officer with Principal Bank and Principal Trust Company to support retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under multiple advisory and promoter arrangements.

David Ver Steeg is a financial advisor with Edward Jones in Sioux Falls, SD, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Diamond Mowers, LLC for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lucas Loofe is a Series 66-licensed financial advisor at Edward Jones with experience beginning in 2022 across several firms prior to joining Edward Jones in 2024. His work history includes roles at Assurance, Scheels, Sellx, Wells Fargo, and Marmen Energy, as well as time at the University of South Dakota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Thomas Loofe is a financial advisor at Edward Jones in Sioux Falls, SD, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Cole Cheeseman is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, INC. and First Dakota National Bank. Cheeseman serves on the Board of Directors for the Salem, SD Chamber of Commerce. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice based on detailed Recommendation Reports and tax-aware withdrawal strategies.