Pattie Wilber

Brian Berkenhoff is the principal advisor at Birch Investment Management, LLC in Brookings, South Dakota. He holds the CFA charter and a Series 65 license, with 21 years of industry experience. Berkenhoff has led Birch Investment Management since 2011. Birch Investment Management is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a modern portfolio theory-based investment process that combines passive and active strategies to tailor asset allocations according to client goals, risk tolerance, and tax considerations.

Tadd Haggerty is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Mutual of Omaha since 2004. In addition to his advisory role, Haggerty is an insurance agent offering various insurance products and is the owner and president of Haggerty Financial Services LLC. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through its network of Investment Advisor Representatives who recommend approved products and managers.

Tanner Odegaard is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. His prior experience includes roles at Securities America Advisors, Securities America, Inc., Summit Brokerage Services, Inc., and Augustana University. Outside of his advisory work, he is the owner of 8 Second Media, LLC, a business based in Brookings, SD. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Chad Shields is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Bradley Ness is a CFP® with 37 years of experience in the financial services industry, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 32 years. Outside of his advisory role, he works as an associate financial advisor with LFP Consulting, LLC and also monitors the closing of a community swimming pool in the evenings. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, annual recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cameron Jones is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2024, he worked at Edward Jones for six years and was involved with the Fellowship of Christian Athletes. Outside of his advisory role, he is involved with Synergy Strength Studios and KMJ Nutrition, a family business. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and various investment delivery options.