Shelby Murel Marcotte

Agatha Johnson is a CFP® with 23 years of industry experience, currently serving as an advisor at WillKate Wealth Management, LLC in Aberdeen, SD. She has been involved with multiple business activities, including family and closely held business transition consulting through Generations To Generations LLC. Johnson also holds a longstanding role as a trustee and conservator for an individual named Chrisma Shulte. WillKate Wealth Management is a fee-only firm advising individuals, professionals, and business owners, including high-net-worth clients. The firm emphasizes comprehensive financial planning and a strategic, passive asset-allocation investment approach, requiring a completed financial plan before providing investment management services.

Lloyd Hodgin is a financial advisor with Wealth Plus of the Dakotas, Inc., holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Wealth Plus of the Dakotas since 2016 and previously at firms including Saxony Securities and Capital Financial Services. Outside of investment advising, he is vice president and part owner of Premier Tax and Bookkeeping, which provides tax preparation and bookkeeping services. Wealth Plus of the Dakotas is a fee-based investment adviser serving individual clients and retirement plans, offering portfolio management and financial planning with a focus on modern portfolio theory and technical analysis. The firm provides both discretionary and non-discretionary asset management and acts as a liaison with third-party money managers.

Jerrad Aman is a CFP® professional with experience at WillKate Wealth Management, LLC and WillKate Family Enterprise, as well as a prior role at Kessler's, Inc. He has been with WillKate Wealth Management since 2022 and is based in Aberdeen, SD. WillKate Wealth Management is a fee-only firm serving individuals, executives, business owners, retirees, and families, including high-net-worth clients. The firm emphasizes financial planning before investment management and uses a strategic, passive asset-allocation approach combined with bespoke multi-generational wealth planning and family-enterprise transition consulting.

John Schwan is a financial advisor with Schwan Financial Advisors, LLC in Aberdeen, SD, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Kovack Securities since 2010 and has led Schwan Financial Advisors, LLC and Schwan Financial Group since the early 2000s. Outside of advising, Schwan serves on the board of Farmers State Bank and is involved in several other business ventures, including ownership in a local bar and grill and participation in agricultural and green technology startups. Schwan Financial Advisors, LLC is a state-registered firm with two advisors serving approximately 261 clients such as high-net-worth individuals, pension plans, trusts, and business entities. The firm focuses on financial planning, pension consulting, and employee education, referring clients to third-party investment managers rather than directly managing assets, and also provides insurance and cryptocurrency consulting alongside affiliated tax and accounting services.

Trevor Begeman is a financial advisor with Wealth Plus of the Dakotas, Inc. in Aberdeen, SD, holding a Series 65 credential and two years of industry experience. His background includes roles in insurance production and tax accounting, including work with Premier Tax Service, Inc. and Mutual of Omaha Insurance Company. In addition to advisory services, he works as an independent insurance producer. Wealth Plus of the Dakotas provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs modern portfolio theory and technical analysis in its investment process and offers both discretionary and non-discretionary account management along with ERISA 3(21) retirement-plan advisory services.

Dalton Lehnen is a CFP® professional with five years of industry experience, currently serving as an advisor at Schwan Financial Advisors, LLC. His background includes roles at Integrity Alliance, Kovack Securities, and Onegroup Wealth Partners. Outside of financial advising, he coaches baseball with the Harrisburg Baseball Association. Schwan Financial Advisors, LLC is a small state-registered firm with two advisors serving individual investors, high-net-worth clients, pension plans, trusts, estates, and business entities. The firm offers financial planning, pension consulting, and employee education services and refers clients to third-party investment advisers for portfolio management.