Jeffery Skinner is a CFP® professional with 24 years of industry experience. He is the principal of Skinner Financial Services in Sioux Falls, SD, where he has worked since 2004. Prior to that, he was associated with Parkland Securities for 20 years. Skinner Financial Services serves individual and high-net-worth clients by providing financial planning, insurance-based investment management, and portfolio oversight through recommended third-party advisers. The firm employs a largely non-discretionary advisory approach, using cyclical and fundamental analysis alongside elements of modern portfolio theory, and focuses on directing clients to outside managers who typically follow buy-and-hold strategies.

Denis Paquette is a financial advisor at Soaring Investment Management, LLC with 12 years of industry experience. He holds the Series 65 designation and previously served in the U.S. Air Force for 21 years. Outside of advisory work, Paquette is president of Fantastic Escapades, LLC, an eCommerce company. Soaring Investment Management provides discretionary asset management, comprehensive financial planning, and ERISA retirement-plan services to individual investors and plan sponsors. The firm serves both individual and corporate clients, emphasizing client-specific investment policies, fundamental analysis, and long-term portfolio management.

Adam Halverson is a financial advisor at Adrionic Technologies LLC in Sioux Falls, SD, holding a Series 65 designation with five years of industry experience. He has prior work experience at Aerostar International LLC, Cornell University, and Raven Industries Applied Technologies Division. Outside of advisory duties, he works as an embedded software engineer in aerospace and provides engineering design and media production consultation through his firm. Adrionic Technologies LLC offers discretionary investment management to individuals, high net worth clients, small businesses, charitable organizations, and institutional clients. The firm uses a research-driven investment approach informed by artificial intelligence and quantitative models, combining internal analytical systems with tailored portfolio construction based on client-defined objectives and risk parameters.

Joshua Yang is a CFA® charterholder and principal of Lapistone Advisors LLC in Sioux Falls, SD, with one year of experience in financial advising. Prior to founding Lapistone Advisors in 2024, he worked at Faegre Drinker Biddle & Reath LLP and K&L Gates. He also founded and actively practices law at Lapistone Law LLC and serves as chairman and founder of Lapistone Trust LLC, a state-chartered trust company. Lapistone Advisors primarily provides portfolio management and investment advice for pooled and institutional-style accounts, employing a flexible approach that uses fundamental, technical, and cyclical analysis across a variety of asset classes and strategies. The firm works with non-affiliated third-party advisers for asset allocation and management and maintains ongoing monitoring and review of client accounts.

Paul Malcolm is the sole advisor at Malcolm Capital Management LLC, an independent firm based in Sioux Falls, SD. He holds Series 65 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Westward Prospect Inc., Marathon Investment Programs, and Westward Inc. Outside of advisory work, Malcolm is employed as an administrative assistant at Ballard Asphalt Paving & Maintenance Inc. Malcolm Capital Management LLC, founded in 2023, provides discretionary investment management through separately managed accounts for individuals, trusts, investment companies, and pension plans. The firm employs an active, technical-analysis-driven approach across three tactical strategies utilizing exchange-traded products, U.S. Treasuries, and cash.

Jeremy Tims is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at Tallgrass Wealth Management, Inc. in Sioux Falls, SD. His career includes roles at Purshe Kaplan Sterling Investments and Sutterfield Financial Group. Outside of financial advising, he manages Oakmont Retrievers, LLC, a hunting dog stud service, and serves on the boards of the Tenfold Foundation and First Savings Bank. Tallgrass Wealth Management focuses on pension and employee benefit plan consulting and standalone financial planning, emphasizing plan-level advice rather than discretionary asset management. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to guide long-term recommendations and does not take custody of client assets, instead billing on a fee-for-service basis.

Alex Klocker is the sole advisor at Klocker Investment Advisers in Sioux Falls, SD. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he worked at FedEx for five years and was involved with Klockers Mattress World Inc. for 19 years. Klocker Investment Advisers provides discretionary investment management primarily for pooled and institutional accounts, as well as hourly advice for clients who prefer self-management. The firm employs a tactical, actively managed approach that adjusts allocations based on sector outlooks and client risk tolerances, with frequent account reviews and the use of option strategies for clients with aggressive risk profiles.

Jason Erickson is the president and sole advisor at Alternative Strategies Group, Inc. in Sioux Falls, SD, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has operated his own life insurance agency since 1993 and manages rental property and acreage leased for oil and gas wells. Alternative Strategies Group provides personalized financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $64 million in assets. The firm tailors investment programs based on client objectives and risk tolerance, employing fundamental, technical, and cyclical analysis in security selection and monitoring.

Brock Hyde is the sole advisor at Hyline Wealth with 25 years of industry experience. He holds a Series 66 designation and has operated Hyline Wealth Solutions, LLC since 2010. In addition to his advisory work, he is an independent insurance agent and an author of financial-related books and e-books. Hyline Wealth serves individuals, corporations, employer-sponsored retirement plans, and other institutional clients by providing portfolio management, financial planning, investment analysis, and consulting services. The firm uses a combination of charting, fundamental, technical, and cyclical analysis, offering tailored portfolios with both discretionary management and retirement-plan consulting, including pension and profit-sharing plan services.

Pradeep Jayaraman is a financial advisor at Intelligent Investments with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has a background that includes legal practice as an attorney and work in insurance sales. Jayaraman serves as both a licensed attorney and insurance agent alongside his advisory role. Intelligent Investments provides comprehensive portfolio management and financial planning for individuals, trusts, estates, and business entities. The firm offers individualized, non-discretionary portfolio management using a range of securities and investment strategies while maintaining custody relationships through Charles Schwab.

Paul Curley is a financial advisor with Pathway Investments, LLC in Sioux Falls, SD, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He also operates an independent insurance agency and a tax preparation business, dedicating approximately half of his time to insurance sales and services. Pathway Investments provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios based on client-specific investment policies and offers ERISA plan services, variable annuity and life product management, and comprehensive written financial analyses.

Grant Hoefert is a financial advisor at Wealthier Way, LLC in Sioux Falls, SD, holding a Series 65 designation with six years of industry experience. His prior work includes six years at the Federal Deposit Insurance Corporation and a year at HealthPro Financial Planning. Wealthier Way, LLC is a fee-only, state-registered investment adviser offering comprehensive wealth management through its Full Experience Wealth Program, project-based financial planning, and continuous portfolio management. The firm serves healthcare professionals, individuals, families, trusts, and pension and profit-sharing plans, emphasizing long-term passive investment strategies focused on asset allocation, diversification, tax efficiency, and periodic rebalancing.

Michael Bonander is a CFA® charterholder and principal at Castellum Capital Management LLC, with five years of experience in the financial industry. He previously worked at Security Savings Bank for seven years and currently serves on its Board of Directors. Castellum Capital Management provides discretionary portfolio management and investment advisory services to individual and institutional clients. The firm follows an Opportunistic Value Investment Strategy developed with the principal’s personal capital and utilizes tools such as borrowing and derivatives within separately managed accounts.

Raymond Thompson is the principal of Thompson Private Wealth in Sioux Falls, SD, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has operated Thompson Private Wealth since 2014. In addition to his advisory role, he provides professional accounting and tax preparation services through his firm. Thompson Private Wealth offers discretionary asset management and financial planning to individuals, high-net-worth clients, and employer retirement plans, including ERISA 3(21) advisory services. The firm’s investment strategies are customized to client goals and risk tolerance, incorporating fundamental and technical analysis along with Modern Portfolio Theory, and it also provides pension consulting and participant education services.

Todd Taylor is a financial advisor at TDT Financial Inc with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Command Financial Services and First Command Advisory Services. TDT Financial Inc is an independent registered investment adviser serving individuals and high-net-worth clients with portfolio management and financial planning, focusing on mutual-fund-based portfolios. The firm emphasizes long-term holding strategies and manages nearly all assets on a non-discretionary basis, requiring client approval for trades.

Randy Dooyema is a financial advisor at Frontier Financial Partners, LLC with five years of industry experience. He holds a Series 65 designation and has worked in the insurance and financial services sector since 1995, including roles at Fidelity and Guarantee, Allianz, Athene, and Aflac. In addition to his advisory work, he is the CEO and owner of Financial Benefit Corp, an insurance agency offering health, life, and annuity products. Frontier Financial Partners provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, supplemented by active funds or alternatives in satellite positions, with a focus on global diversification.

Donald Olson is a financial advisor at Resolve Capital Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Resolve Capital Management since 2010. The firm provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. Resolve Capital Management emphasizes diversified asset allocation across multiple asset classes and investment styles, managing most accounts on a discretionary basis and integrating financial planning into managed accounts without a separate charge in many cases.

Gabriel Nelson is a CFP® professional with 21 years of industry experience, operating through his firm, Gabe Nelson Financial, Inc. He has served as the sole advisor at the firm since 2008. Outside of financial advising, Nelson is a 25% owner of Sioux Falls City FC, LLC, which owns a pre-professional women's soccer team, and he is the author of the book *Solopreneur's Money Manifesto: How to Master Your Finances and Create the Life You Want*. Gabe Nelson Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages approximately $80 million in assets, primarily on a discretionary basis, utilizing both fundamental and technical analysis along with strategies such as options writing and short-term trading.

James Smith is a financial advisor with Parvin Asset Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He worked at Swan Asset Management LLC for 21 years before joining Parvin Asset Management in 2021, where he currently serves as Managing Director and Portfolio Manager. Parvin Asset Management provides discretionary portfolio management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, corporations, small businesses, and investment companies. The firm employs a fundamentally driven, value-oriented investment process enhanced by quantitative screens and third-party research, offering a range of strategies including long-only equity, hedged equity, fixed income, ultrashort Treasury, and selective private equity.

Richelle Hofer is a financial advisor with Impact Wealth Management in Sioux Falls, SD, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Graber & Associates, Cornerstone Financial Solutions, and Raymond James Financial Services. Impact Wealth Management serves individual and high-net-worth clients with investment management, financial planning, coaching, and special needs planning. The firm uses a fee-only billing model and emphasizes passive portfolio construction based on modern portfolio theory, incorporating ESG considerations when requested.