Jason Cohrs is a financial advisor at Blue Line Capital with a Series 65 designation and one year of industry experience. He has been a self-employed commodity trader since 2010, currently operating under Blue Line Futures in Dakota Dunes, SD. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm combines fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.

Vernon Henjes is a Series 65-licensed financial advisor with Steele Capital Management, Inc., where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, Henjes serves as President and Director of Midwest Better Trucking Bureau Inc. and is a Director on the board of Siouxland Ethanol. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach emphasizing low-fee, tax-advantaged, and passive investments, supplemented by selective active management.

Leon Rozeboom is a Series 65-credentialed financial advisor with over 18 years of experience in the industry. He has worked at Advisory Services Network since 2026 and previously spent 17 years at Liberty National Bank. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services using a variety of securities and flexible engagement types.

Jordan Rozeboom is a financial advisor with Advisory Services Network based in Dakota Dunes, SD. He holds a Series 65 designation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent adviser representatives. The firm offers services including portfolio management, financial planning, and retirement plan consulting, utilizing a variety of securities and flexible engagement models.

Patrick Berger is a financial advisor with Principal Financial Services in N Sioux City, SD, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2008. Outside of his advisory role, Berger serves as a board member for the Holy Spirit Retirement Home and is involved with Heelan Youth Athletics as a board member and girls basketball chair. Principal Securities provides brokerage and registered investment advisory services to a diverse 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 managers through various advisory and promoter arrangements.

Austin Janssen is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has been affiliated with Eagle Strategies since 2018. Janssen also owns Janssen Financial Group, through which he brokers non-registered insurance products. He serves as a board member of the Siouxland Business Network, a local networking group. Eagle Strategies provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and manages over $25 billion in regulatory assets.

Tyler Kruse is a financial advisor with Eagle Strategies (New York Life) holding a Series 66 designation and 11 years of industry experience. He has been associated with Eagle Strategies since 2015 and also operates under the Kruse Financial Group. Outside of his advisory role, Kruse serves as president of the board of directors for the North Sioux City Fire Department and acts as treasurer for the St. Florian Fire & Burn Foundation. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Joseph Kruse Jr. is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 35 years of industry experience, including roles at Eagle Strategies since 2000 and New York Life Insurance Company since 1988. Outside of advising, he serves as a board member investor for NYLARC Holding Company Inc., a reinsurance company affiliated with New York Life, and is involved with an LLC that owns an airplane. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm utilizes a client-directed approach with third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

Jared Mc Coy is a financial advisor with Kestra Advisory, holding a Series 66 credential and five years of industry experience. Prior to joining Kestra in 2025, he worked at Edward Jones for five years and Bankers Life and Casualty for three years. Jared is involved in multiple advisory roles including client consultations, relationship management, and financial planning through affiliated groups. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving large institutional investors including sovereign wealth funds.

Trever Dodd is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. He has worked at Eagle Strategies and NYlife Securities LLC since 2022 and also operates under the DBA Kruse Financial Group to service insurance and financial product clients. Prior to his advisory roles, he has experience in education and construction. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions through third-party managers and model portfolios and operates as an indirect subsidiary of New York Life.

Mary Sterk is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services for 27 years. Outside of advising, she is an author and motivational speaker, and she owns a business focused on insurance and employee benefits sales. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Daniel Camarigg is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked for RBC Capital Markets Corporation for 16 years before joining Raymond James in 2024. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and wrap fee advisory programs, with a focus on municipal work and public finance.

Colton Irlbeck is a CFP®-credentialed financial advisor at Edward Jones with three years of industry experience. He has worked primarily at Edward Jones since 2022, with prior roles in financial services and education, including positions at Vision Financial Group and Morningside University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors across over 15,000 branch offices.

Wendy Clark is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus since 2018, with prior experience at Security National Bank from 2008 to 2018. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jason Kleis is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He previously worked at Stifel from 2007 to 2016 before joining RBC in 2016. Outside of his advisory role, Kleis serves as a boys basketball coach for the Dakota Valley School District. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies using a combination of in-house and third-party managers, with features including tax management and responsible investing options.

Mary Ann Kelly is a financial advisor at Stifel with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Stifel in 2021, she worked at Dunes Surgical Hospital and Big Beard's Adventure Tours. She serves on the board and the service committee of the Rotary Club of Sioux City, a charitable organization involved in community projects. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kimberly Kletschke is a financial advisor at Stifel with 29 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2010. Kimberly holds Series 63, 65, and 66 licenses. She serves on the finance committee of the Dakota Dunes Country Club and is a trustee of the University of South Dakota Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Karen Van De Steeg is a Series 66-licensed financial advisor with over three years of industry experience. She is currently with Osaic and has previously worked at Woodbury Financial Services Inc and Sterk Financial Services. Van De Steeg serves on the boards of several nonprofit organizations, including Girls Inc. and the Siouxland Community Foundation. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs, supporting thousands of advisors and managing approximately $200 billion in assets.

John Spies is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and leverages both in-house and third-party investment managers.

Amy Heaton is a financial advisor at Osaic Wealth Inc. with two years of industry experience. She holds a Series 66 designation and has been a partner and COO at Sterk Financial Services since 2007. Heaton serves on the Pelican Ridge Lot Owners Association board and the Osaic Women's Advisory Board, which focuses on advancing women professionals in the financial industry. Osaic Wealth Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing a comprehensive investment process supported by advanced portfolio management tools and access to multiple custodial platforms.

Julianne Chadwick is a financial advisor at OSAIC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Sterk Financial Services, Woodbury Financial Services, Securities America Advisors, and Efs Group. Outside of her advisory role, she is involved in insurance and employee benefits sales through Sterk Financial Services. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and offers various platforms and services, supporting thousands of advisors and managing approximately $200 billion in assets.

Cole Horacek is a financial advisor at Osaic Wealth Inc. with a Series 66 credential and one year of industry experience. His prior work includes roles at Wells Fargo, First Interstate Bank, First National Bank of Omaha, and Genius Sports. He is also involved with Sterk Financial Services, providing services related to fixed annuities and non-variable insurance. 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 utilizes a range of investment tools and offers various advisory programs, supporting thousands of advisors and managing approximately $200 billion in assets.

Erin Sautter is a financial advisor with Stifel and holds a Series 66 designation. She has five years of industry experience, including prior roles at RBC Wealth Management and Bankers Life. Outside of her advisory work, Erin serves as a board member for the Crittenton Center, a child welfare organization, and is a co-owner of Frosted, a local cupcake and cake business. Stifel serves a broad range of clients, including individuals, institutions, and municipalities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Eric Peters is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following two years at Decker Truck Line. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Timothy Van Peursem is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Cetera and its affiliates since 2005, alongside a role at Security National Bank since 2003. Outside of his advisory work, he coaches youth basketball for the Siouxland Sports Academy. Cetera Investment Advisers serves a wide range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to multiple investment programs and third-party managers.

Benjamin Fegenbush is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has worked at Stifel since 2023. Prior to his career in finance, he held positions at several companies including L&L Distributing and O'Dell Electric. He serves as Treasurer for the Siouxland Growth Organization, where he prepares monthly finance reports and participates in board meetings focused on attracting and retaining young professionals in the Siouxland area. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.

Matthew Dendinger is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2013. Outside of his advisory role, he serves on the board of a local golf course and manages a laundromat business. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across a range of financial topics. The firm provides these planning services separately from portfolio management and does not accept discretionary trading authority for these engagements.

Jordan Ireland is a financial advisor with Osaic Wealth, Inc. holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at Clear Path Financial and Prudential Insurance Company of America. Ireland serves on the boards of the Siouxland Humane Society, Sergeant Bluff Community Foundation, and Unity Point Health Foundation. 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 comprehensive investment process combining risk-tolerance assessments with advanced asset-allocation tools and offers access to various custodial platforms, discretionary and non-discretionary management, and a range of investment products.

Michelle Lessmann is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at various Thrivent-related offices since 2015 and has prior experience with Hobby Lobby and the Sioux City Public Schools Foundation. Outside of her advisory role, she works as a licensed massage therapist on a part-time basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers a broad range of topics without including the implementation of recommendations. The firm combines planning with managed-account services through a consolidated billing option while maintaining separate planning and portfolio management functions.

Jon Hauger is a CFP® professional with 26 years of experience at Edward Jones, where he has worked since 2000. He holds Series 63 and Series 66 licenses and is based in Dakota Dunes, SD. Outside of his advisory role, Hauger serves on several local committees and boards, including the Dakota Valley Finance Committee, Saint Teresa of Calcutta Catholic Church finance committee, and the Dakota Dunes Commercial Association. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. 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, operating under a fiduciary standard.

Kristi Ver Steeg is a financial advisor with RBC Capital Markets based in Sioux City, IA. She holds a Series 66 designation and is part of a large advisory team. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management and integrates both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Dennis Dashner is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Stifel since 2009 and has prior experience with UBS Financial Services and Piper Jaffray Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Deette Jonas is a financial advisor with RBC Capital Markets in Dakota Dunes, SD, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as an elected officer for her homeowners association, assisting with meeting minutes and resident communications. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of wrap fee advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Robert Shultz is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with Stifel since 2009 and has prior experience at UBS Financial Services and Piper Jaffray Inc. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

Steven Ballard is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he holds leadership positions in local community associations, including serving as treasurer and president of homeowner organizations. Ameriprise is a large institutional firm that offers retirement-income planning services for individuals typically holding at least $1 million in investable assets, providing detailed, research-based recommendation reports that integrate tax-smart strategies and income planning.

Jodi Lamprecht is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley and Woodbury Financial Services Inc. Outside of her advisory role, she has served as a Client Service Specialist at Sterk Financial Services, assisting with client support and administrative tasks. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and providing access to multiple custodial platforms and third-party managers.

Jackson Glodowski is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Ecolab and the University of Minnesota. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.

James Augustine is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides integrated portfolio management, financial planning, and brokerage services.

Jessica Gonzalez Calderon is a Series 66-licensed financial advisor at Stifel with two years of industry experience. Prior to joining Stifel in 2022, she held positions in education and hospitality, including roles at Sioux City Community School District and various hospitality establishments. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Korey Kletschke is a CFP® and ChFC® with 13 years of industry experience, currently an advisor at Stifel since 2017. He previously worked at Principal Financial and Princor Financial between 2012 and 2017. Kletschke serves as president of the Siouxland Estate Planning Council and is on the Board of Directors and Finance Committee for the Boys & Girls Clubs of Siouxland. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Deric Redmond is a financial advisor at RBC Capital Markets with 17 years of industry experience and holds a Series 66 designation. He has worked at RBC Capital Markets since 2009 and is currently affiliated with City National Bank. Redmond serves on the board of directors for the Crittenton Center, a nonprofit providing services to children, individuals, and families in need. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs a range of in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Nicholas Nelson is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2019. Prior to his current role, he worked at Briar Cliff University for 12 years. Outside of his financial career, Nelson serves on the board and finance committee of Camp High Hopes, a nonprofit camp for individuals with disabilities, and participates in local educational and charitable foundations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.