Nicole' Keane is a CFP® professional with three years of industry experience. She currently works at Dakota Wealth, LLC and was previously with Jonathan D. Pond, LLC for eight years. Dakota Wealth, LLC serves a diverse clientele including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides wealth management, investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios with a range of investment vehicles and active oversight.

Jonathan Pond is a financial advisor at Dakota Wealth, LLC with 20 years of industry experience. He has operated his own firm, Jonathan D. Pond, LLC, since 2006 and is also involved in developing and promoting financial planning products distributed primarily through public television. These products provide computer-generated financial guidance based on client questionnaires. Dakota Wealth Management offers investment advisory and comprehensive wealth management services to individuals, trusts, retirement plans, and various institutions. The firm employs a diversified investment approach with a long-term orientation and serves as an investment manager to mutual funds, sub-adviser to an ETF, and manager of private funds.