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.

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.