Trey Ortman

Scott Irwin is a financial advisor with Principal Financial Services in Canistota, SD, holding a Series 66 designation and 16 years of industry experience. He has worked with Principal Bank and Principal Trust Company since 2023 and has been associated with Principal Securities and Principal Life Insurance since 2022. Prior to joining Principal, he was employed at U.S. Bancorp Investments from 2016 to 2021. He also holds a position as a bank officer with Principal Bank and Principal Trust Company to support retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under multiple advisory and promoter arrangements.

Craig Cheeseman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Royal Alliance Associates and Signator Investors. Outside of his advisory role, he serves on the Sun Praire Township Board and participates in local community activities including youth baseball and church event organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies, supported by centralized analysis and a defined investment universe.

Isaac Anderson is a financial advisor with Ameriprise in Salem, SD, holding a Series 66 designation. He has been with Ameriprise since 2023 and has a background that includes farming and construction, as well as educational work. Anderson serves on the boards of the McCook Country Club and the Salem Summer Youth and Rec, and he co-owns and operates a family farm raising corn and soybeans. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet certain asset criteria, providing detailed recommendation reports that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Megann Murphy is a financial advisor at Primerica Advisors with credentials including Series 63 and Series 65 and five years of industry experience. She has held roles with Arlington School District and its school board, and has been affiliated with PFS Investments Inc. and Primerica Financial Services for several years. Outside of her advisory work, she manages a commercial kitchen services business and owns two farms in South Dakota. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees rather than fixed fees.

Koltan Lindstrom is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. He has worked in various roles including positions at Cheeseman Financial and Eide Bailly, and he is also an assistant football coach for the Montrose School District. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions.