Trenton Koehn

Alan Miller is a financial advisor at Colliers Securities LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Colliers Securities since 2014. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary and discretionary programs. The firm utilizes third-party advisory platforms and manager relationships to implement discretionary wrap strategies while supporting client-directed decisions in non-discretionary accounts.

Christopher Peitz is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Calton & Associates, Inc. since 2019. He previously worked at Capital Financial Services, Inc. for nine years. In addition to his advisory role, he is an owner and insurance representative of Independent Financial Center, offering annuities, life, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options tailored to client goals and operates multiple program structures, including firm-managed wrap programs and separate account platforms.

Spencer Boyd is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. He previously worked at Woodbury Financial Services and founded Boyd Financial Services, where he continues to serve as a registered representative. Outside of his advisory work, he assists with operations at a local boutique. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory and brokerage services through a large network of financial advisers.

Michael Steffen is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the Series 66 designation and has been affiliated with Raymond James Financial Services Advisors Inc. since 2016. Prior to that, he has worked with CorTrust Wealth Management and CorTrust Bank since 2015. Outside of his advisory role, he owns farm ground that he rents to family members. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various channels, emphasizing tailored recommendations based on client risk profiles and extensive firm research.

Matthew Mc Manus is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2025, he worked as an athletic trainer at Dakota Wesleyan University and Sanford Health. He also provides sports coverage as a PRN athletic trainer at Dakota Wesleyan University. Stifel serves a wide range of clients, including individuals and institutions, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jeffery Tveit is a financial advisor with Thrivent Investment Management in Mitchell, SD, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is involved in several community activities, including chairing local events like the annual Christmas Carousel and participating in educational programs through Junior Achievement. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports clients through comprehensive analyses and ongoing reviews while providing the option to combine planning with managed-account programs under a consolidated billing structure.