Nicole Neal

Kelly Joneson is a CFP® and ChFC® with 37 years of experience in financial advising. He has been with Optimum Wealth Management, LLC since 2016 and also owns Optimum Insurance Solutions. Outside of finance, he operates a fishing guide service, Kelly Joneson Guide Service, which accounts for a portion of his annual income. Optimum Wealth Management, LLC is an independent, fee-based advisory firm serving individual clients and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA consulting, utilizing model portfolios and third-party sub-advisors while maintaining supervisory authority over client accounts.

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 financial advisor at Wealth Management with five years of industry experience. She holds a Series 65 designation and has worked at Acorn Trust Company since 2020 and Clausen & Rice LLP since 2019, where she serves as a senior accountant involved in tax return preparation, bookkeeping, consulting, and tax planning. Prior to these roles, she was employed at American Bank & Trust from 2014 to 2019. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm employs a portfolio approach based on modern portfolio theory, utilizing passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Daniel Rice is a financial advisor with Wealth Management who holds a Series 65 designation and has five years of industry experience. He has been a partner at Clausen & Rice, an accounting firm in Pierre, South Dakota, since 2004. Outside of advisory work, he is also involved as a member in a local liquor store and a real estate venture. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory approach, primarily using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Matthew Brakke is a ChFC® credentialed financial advisor with 25 years of industry experience, currently affiliated with Eagle Strategies (New York Life) since 2009. He also operates Brakke Financial Services and has been associated with New York Life and its related entities since 1999. Outside of his advisory work, he serves on the board of the Pierre Fort Pierre Community Foundation, volunteers on the Lutheran Memorial Church Board of Trustees, and chairs the South Dakota Inaugural Committee. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with over $25 billion in regulatory assets under management.

Scott Neu is a financial advisor at NewEdge Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Investment Centers of America prior to joining NewEdge Advisors in 2020. Outside of his advisory roles, he has experience in administrative support for independent investment advisory firms and non-variable insurance. 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, utilizing a range of investment strategies and periodic portfolio reviews.