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.

David Ver Steeg is a Series 66-registered financial advisor with Edward Jones in Sioux Falls, South Dakota, where he has worked since 2019. He has six years of industry experience, including three years at Diamond Mowers, LLC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

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 with Edward Jones in Sioux Falls, SD, holding Series 63 and Series 66 registrations and having 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Cole Cheeseman is a financial advisor with Ameriprise in Hartford, SD, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Royal Alliance Associates and First Dakota National Bank, as well as managing his own advisory business, Cheeseman Financial. He serves on the Board of Directors for the Salem Chamber of Commerce and is its current president. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions, with an investment approach that incorporates algorithmic automation and tax-efficiency analysis.

Johnathon Loofe is a financial advisor at Edward Jones in Sioux Falls, SD, holding a Series 66 license and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at Pay Ready and Wells Fargo, among other roles. Outside of his advisory work, he rents the basement of his home to a roommate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.