Justin Dietrich is a financial advisor at IPI Wealth Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at IPI Wealth Management since 2021. Outside of his advisory role, Dietrich serves as President and Director of Coaching for the Yankton Youth Soccer Association in a voluntary capacity. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes an open-architecture investment platform with proprietary risk-based models and an investment committee framework, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

Jennifer Larson is a CFP® and ChFC® credentialed financial advisor with 17 years of industry experience. She has been with IPI Wealth Management, Inc. since 2008. Outside of her advisory role, Larson is the owner and president of Investment Planners of SD, Inc. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent operational model for trade execution and portfolio management.

Lori Rothenberger is a financial advisor with SPC, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Home Federal Bank. She serves as a board member and treasurer of the Large Munsterlander Association of America, where she maintains financial accounting and provides reports to the board. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies primarily through discretionary management with options for nondiscretionary arrangements.

Kaye Cwach is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Hosmer is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc. He has 12 years of industry experience and previously worked at Den Herder Law Office, PC. Outside of his advisory role, Hosmer owns and produces a podcast series interviewing World War II veterans and is authoring two related books. He also serves on the finance committees of Avera Sacred Heart Hospital and the local United Way chapter. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm primarily provides non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.

Dillon Lubischer is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has held roles at Thrivent Financial, RentVision, Sandhills Global, McMill CPAs and Advisors, First National Bank of Omaha, and Midwest Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers retirement, tax, estate, business continuation, and special needs topics. The firm delivers these services through a network of financial advisors and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Cory Meng is a financial advisor with Ameriprise in Yankton, SD, holding a Series 66 designation and beginning his advisory career in 2025. Prior to Ameriprise, he worked at Hubbs Agency Inc and Hydro, with additional experience at MAC Factoring LLC. Meng also operates LFP Consulting, LLC, which manages payroll and benefits services. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary recommendations delivered in partnership with advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Colby Kuchta is a Series 66-credentialed financial advisor with Edward Jones in Yankton, SD, possessing three years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at the South Dakota Department of Revenue. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Lori Leader is a financial advisor with Ameriprise in Yankton, South Dakota, holding a Series 63 designation and 37 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves on the Board of Directors for the House of Mary Shrine in Yankton. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Allison Dykstra is a financial advisor with Edward Jones in Yankton, South Dakota. She holds a Series 66 designation and has professional experience at Edward Jones since 2021, as well as prior roles at WW North America Holdings, LLC and Johnson Engineering Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Smith is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Vishay and Williams & Company PC, as well as employment at the University of South Dakota and Hy-Vee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Stacy Hubert is a financial advisor with Edward Jones in Yankton, SD, holding the ChFC® and Series 66 designations and bringing 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory work, she serves as a general member of the Clay County 4-H Fair Board in Vermillion, SD, supporting local youth programs and organizing events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products and operates under a fiduciary standard with a large national network of financial advisors and branch offices.

William Metheny is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Thrivent since 2002 and concurrently serves in the U.S. Air Force. Outside of his advisory role, Metheny is involved in administrative duties for an office and residential property rental business and also works as a cook at a pheasant hunting lodge and religious retreat. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning on a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Jackie Potts is a Series 66-credentialed financial advisor at Thrivent Investment Management with approximately three years of experience. Prior to joining Thrivent, Potts worked at Van Gerpen & Associates and Wohlenberg Ritzman & Co., and has experience in both dental care administration and financial services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial plans that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Gavin Zimmerman is a Series 66 licensed financial advisor with Thrivent Investment Management, where he has worked for 10 years. He has nine years of industry experience, including prior roles at Avalon Capital Group and HyVee. Outside of his advisory work, Zimmerman serves as President and board member of the nonprofit Keep Yankton Beautiful and chairs the Stewart Stars PTA committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based, holistic planning covering various topics such as retirement, tax, and estate planning, with an option to combine planning and managed-account services under a consolidated billing structure.

Kathryn Greeneway is a Certified Financial Planner® at Raymond James Financial with 34 years of industry experience. She has held roles with the South Dakota Retirement System and serves on several boards, including the Yankton School Board since 2009 and the Avera Pooled Investment Committee since 2016. Greeneway is also involved with Avera Sacred Heart Hospital’s financial oversight. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and advisory support through a wide range of implementation options.

Angie Sayler is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She has worked with Raymond James Financial Services, Inc. since 2009 and has been associated with Legacy Financial Group, Inc. since 2014. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored financial plans supported by firm research and a broad affiliate network.

Ashley Leise is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Raymond James and affiliated entities including CorTrust Bank and CorTrust Wealth Management since 2016. Outside of her advisory role, she is also an associate at CorTrust Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory services that emphasize client decision authority supported by a broad affiliate network.

Randall Johnson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2009 and also works with Legacy Financial Group, Inc. as an independent contractor providing branch supervision. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through its Wealth Advisory Services and institutional consulting, with a notable emphasis on advisory services rather than discretionary management.

Jerod Ibarolle is a financial advisor at Edward Jones in Yankton, SD, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the sole owner of a real estate business that owns the building his branch office rents. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its large retail advisor and branch network, as well as affiliated services such as a trust company and securities-based lending.

Heidi Berry is a financial advisor at Edward Jones with a Series 66 designation and 12 years of experience in the industry. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Devin Anderson is a Series 66 licensed financial advisor with 14 years of industry experience, currently associated with Edward Jones since 2011. He is based in Yankton, SD. Outside of his advisory role, Anderson owns and manages Andersonville LLC, a property management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ty Erwin is a Series 66-registered financial advisor with Thrivent Investment Management, bringing two years of experience within the firm and prior roles including positions at Farmer's Pride and Citizen's State Bank. Outside of his advisory work, he serves as a high school basketball referee for the Nebraska School Activities Association and is a board member of the Laurel Community Chamber. He is also involved in family businesses, assisting with operations and financial management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of Financial Advisors. The firm offers holistic, goal-based planning that covers a wide range of financial topics, with clients able to combine planning services with managed accounts under a consolidated billing option while maintaining distinct service offerings.

Christopher Marlow is a CFP® professional with eight years of industry experience. He is currently with Edward Jones and has held prior roles at First Bank and Trust, Raymond James Financial Services, and First Dakota National Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains one of the largest financial advisor networks in the industry.

Nicole Schnabel is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing four years of industry experience. She has held roles at First Dakota Investment Services Inc. and First Dakota National Bank since 2021, alongside her current position at Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm primarily offers non-discretionary financial planning and investment consulting, leveraging asset-allocation analysis, modeling tools, and firm research to develop tailored recommendations.

Nicole King is a financial advisor with Thrivent Investment Management in Yankton, SD, holding a Series 66 designation and eight years of industry experience. She has been with Thrivent since 2017 and previously worked at Neighborhood Dental from 2012 to 2017. King serves as a board member for the Yankton Girls Softball Association, participating in organizational meetings and event coordination. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.