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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

9 advisors near 57717

Out of 400,000+ nationwide

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Cindy G

Series 63, Series 65

Belle Fourche, SD

Principal Financial Services

Cindy Giacometto is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her career includes 25 years at Waddell & Reed Inc and more recent roles at Principal Securities Inc and Principal Life Insurance Company. She is also licensed to sell outside life, disability income, long-term care, fixed annuities, and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these third-party managers.

Retired Founder/Business Owner
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Adam W

Series 66

Belle Fourche, SD

Principal Financial Services

Adam Woxland is a financial advisor at Principal Financial Services with a Series 66 designation and four years of industry experience. His prior work includes roles at Principal Securities Inc, Principal Life Insurance Company, Waddell & Reed, and Marine Credit Union. He serves on the finance committee for Black Hills Christian Academy. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Ryan A

Series 66

Spearfish, SD

Edward Jones

Ryan Aalbu is a financial advisor at Edward Jones in Spearfish, South Dakota, holding a Series 66 designation with one year of experience at Edward Jones. Prior to joining Edward Jones, he spent 18 years at Northern Hills Training Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gwen M

Series 66

Spearfish, SD

LPL Financial

Gwen Martin is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Waddell & Reed, Inc. She also works as an insurance agent through various insurance carriers affiliated with W&R Insurance Agencies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with insurance and annuity product sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Megan B

Series 66

Spearfish, SD

Edward Jones

Megan Berberick is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Collin C

Series 63, Series 66

Spearfish, SD

Edward Jones

Collin Cantalope is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2009. Outside of his advisory role, he owns Cantalope Property Management, a commercial and retail property business in Spearfish, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Harlan S

Series 66

Spearfish, SD

LPL Financial

Harlan Stephens is a financial advisor with LPL Financial in Sturgis, South Dakota, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2007. Stephens is also involved with Pioneer Bank & Trust, working in an investment-related capacity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Christa C

Series 66

Spearfish, SD

Edward Jones

Christa Cantalope is a financial advisor at Edward Jones in Spearfish, SD, holding a Series 66 designation with seven years of industry experience. She previously worked at Farm Bureau Financial Services and Leavitt Heartland Insurance Services. Outside of her advisory role, she is the owner of Cantalope Property Management LLC. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Shannon R

Series 66

Belle Fourche, SD

Edward Jones

Shannon Rolando is a Series 66-licensed financial advisor with Edward Jones, based in Belle Fourche, South Dakota. She has five years of industry experience, including prior roles at Thrivent Financial and The Vernon Company. Outside of her advisory work, she is the CEO and owner of Rolando Printed Specialties, LLC, a promotional products business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers discretionary and non-discretionary managed strategies, as well as affiliated mutual funds and tax-efficient services.

General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Government Employee Women Professionals
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