Jeffrey Partridge is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with LPL Financial. He has held roles at firms including Securities America Advisors, Purple Wealth, Merrill, and has operated Partridge Financial since 2007. He serves on the South Dakota Board of Regents as a non-profit board member. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of advisors with diverse investment platforms and operational tools while overseeing a substantial asset base and a large advisor network.

Kristen Gullickson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Her prior roles include positions at Northwestern Mutual, Raymond James, and KRH Consulting. She is also involved as a presenter with the SD CEO West: Women's Business Center and works with Omnitracks, assisting sales and communications. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, and institutional platforms, supported by extensive resources and technology.