Agatha Johnson is a CFP® with 23 years of industry experience, currently serving as an advisor at WillKate Wealth Management, LLC in Aberdeen, SD. She has been involved with multiple business activities, including family and closely held business transition consulting through Generations To Generations LLC. Johnson also holds a longstanding role as a trustee and conservator for an individual named Chrisma Shulte. WillKate Wealth Management is a fee-only firm advising individuals, professionals, and business owners, including high-net-worth clients. The firm emphasizes comprehensive financial planning and a strategic, passive asset-allocation investment approach, requiring a completed financial plan before providing investment management services.

Lloyd Hodgin is a financial advisor with Wealth Plus of the Dakotas, Inc., holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Wealth Plus of the Dakotas since 2016 and previously at firms including Saxony Securities and Capital Financial Services. Outside of investment advising, he is vice president and part owner of Premier Tax and Bookkeeping, which provides tax preparation and bookkeeping services. Wealth Plus of the Dakotas is a fee-based investment adviser serving individual clients and retirement plans, offering portfolio management and financial planning with a focus on modern portfolio theory and technical analysis. The firm provides both discretionary and non-discretionary asset management and acts as a liaison with third-party money managers.

Jerrad Aman is a CFP® professional with experience at WillKate Wealth Management, LLC and WillKate Family Enterprise, as well as a prior role at Kessler's, Inc. He has been with WillKate Wealth Management since 2022 and is based in Aberdeen, SD. WillKate Wealth Management is a fee-only firm serving individuals, executives, business owners, retirees, and families, including high-net-worth clients. The firm emphasizes financial planning before investment management and uses a strategic, passive asset-allocation approach combined with bespoke multi-generational wealth planning and family-enterprise transition consulting.

John Schwan is a financial advisor with Schwan Financial Advisors, LLC in Aberdeen, SD, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Kovack Securities since 2010 and has led Schwan Financial Advisors, LLC and Schwan Financial Group since the early 2000s. Outside of advising, Schwan serves on the board of Farmers State Bank and is involved in several other business ventures, including ownership in a local bar and grill and participation in agricultural and green technology startups. Schwan Financial Advisors, LLC is a state-registered firm with two advisors serving approximately 261 clients such as high-net-worth individuals, pension plans, trusts, and business entities. The firm focuses on financial planning, pension consulting, and employee education, referring clients to third-party investment managers rather than directly managing assets, and also provides insurance and cryptocurrency consulting alongside affiliated tax and accounting services.

Trevor Begeman is a financial advisor with Wealth Plus of the Dakotas, Inc. in Aberdeen, SD, holding a Series 65 credential and two years of industry experience. His background includes roles in insurance production and tax accounting, including work with Premier Tax Service, Inc. and Mutual of Omaha Insurance Company. In addition to advisory services, he works as an independent insurance producer. Wealth Plus of the Dakotas provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs modern portfolio theory and technical analysis in its investment process and offers both discretionary and non-discretionary account management along with ERISA 3(21) retirement-plan advisory services.

Dalton Lehnen is a CFP® professional with five years of industry experience, currently serving as an advisor at Schwan Financial Advisors, LLC. His background includes roles at Integrity Alliance, Kovack Securities, and Onegroup Wealth Partners. Outside of financial advising, he coaches baseball with the Harrisburg Baseball Association. Schwan Financial Advisors, LLC is a small state-registered firm with two advisors serving individual investors, high-net-worth clients, pension plans, trusts, estates, and business entities. The firm offers financial planning, pension consulting, and employee education services and refers clients to third-party investment advisers for portfolio management.

Anthony Schwab is a financial advisor at Elysium Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Elysium, he worked at Eide Bailly LLP for five years and Primrose Retirement Communities, LLC for four years. Outside of advisory work, he is an officer at Schwab Audiology, Inc., an audiology clinic in Aberdeen, South Dakota. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets. The firm employs a model-based investment approach combining in-house strategies and third-party sub-advisers, and supports clients with financial planning, portfolio management, retirement plan advice, and educational seminars through an eight-advisor team across six offices.

Jon Mesmer is a financial advisor with BFC Planning, Inc. in Aberdeen, SD, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Berthel Fisher & Company Financial Services, Inc. since 2002. Outside of his advisory role, he serves as a committee member assisting with fundraising banquets for the Rocky Mountain Elk Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and sub-advisors, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Andrew Rohrbach is a financial advisor at Kovack Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Integrity Alliance, LLC, Schwan Financial Group, and Northern State. Rohrbach also has seven years of experience at Aberdeen Christian School. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to sub-advisory and independent advisor programs.

Kris Pearson is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 21 years of industry experience. His work history includes roles at Investment Centers of America, LPL Financial, and GWM Advisors. He is based in Aberdeen, South Dakota. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides comprehensive portfolio management, financial planning, and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Kyle Schwan is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. He has been associated with Schwan Financial Group and Kovack Securities since 2016 and worked at Game Ready, Inc. from 2014 to 2016. Outside of his advisory roles, Schwan serves as a member of the Presentation College Foundation involved in academic affairs. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, business entities, and qualified retirement plans. The firm operates as a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and various program options supported by multiple investment platforms.

Ryan Patnoe is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has eight years of industry experience and previously worked with Schwan Financial Advisors, LLC and Kovack Advisors Inc. Outside of his advisory roles, he spent over a decade associated with Pine Hills Golf Course. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering a range of portfolio management and financial planning services through various platforms and investment approaches.

Kory Schwan is a financial advisor at Integrity Alliance, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Securities, Inc. and Kovack Advisors, Inc. since 2019 and 2020 respectively. In addition to his advisory role, he is involved in financial planning and client services through Schwan Financial Group LLC and participates in tax preparation and planning as a partner at SFG Accounting LLC. Integrity Alliance is an enterprise firm with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third-party managers through multiple platforms.

Ramsey Johnsen is a financial advisor with Eagle Strategies (NY Life) based in Aberdeen, SD, holding a Series 66 designation and three years of industry experience. He has worked at Eagle Strategies, NYLIFE Securities LLC, and Sprik Financial Group, LLC since 2023, and previously at Legacy Financial Partners and in various educational and community roles. Johnsen is also involved in insurance brokering through Sprik Financial Group, LLC. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Jacob Cramond is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and four years of industry experience. He has worked previously at U.S. Bancorp Investments, Inc., U.S. Bank, Kovack Securities, Inc., and Schwan Financial Advisors, LLC. Outside of his advisory role, Cramond serves as a board member of United Way and Aberdeen Parks & Recreation, and he is head coach of a youth hockey program. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and various program types, utilizing multiple investment platforms and strategies, while also operating as both an SEC-registered investment adviser and broker-dealer.

Joshua Hellwig is a financial advisor with Thrivent Investment Management in Aberdeen, SD, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Thrivent, he worked at Matt Scott-Thrivent and has experience with Aberdeen Parks and Recreation as well as Northern State University. Outside of his advisory role, he serves as a part-time drummer in the worship band at Bethlehem Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based analyses without discretionary trading authority.

Matthew Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing six years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2019. Outside of his advisory role, Scott participates in the worship band at Bethlehem Lutheran Church in Aberdeen, South Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial topics. The firm delivers these services through a network of financial advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Kenneth Krause is a financial advisor with Ameriprise in Aberdeen, SD, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Krause serves on the boards of the Alexander Mitchell Library Foundation and the Charles Howard Foundation and is involved in managing real estate through several LLCs. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research-driven, model-based recommendations with a broad range of advisory, brokerage, and insurance solutions.

Dale Nelsen is a financial advisor with LPL Financial in Aberdeen, SD, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes long tenures at Great Western Bank and its successor First Interstate Bank, as well as positions at Cetera and Raymond James Financial Services. He is also a licensed notary and an agent selling fixed life insurance and fixed annuities through Great Western Financial Services. 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 other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joshua Bowen is a financial advisor at Ameriprise with 20 years of industry experience. He has been with Ameriprise and its affiliated firms since 2013. Outside of his advisory role, Bowen serves as Vice President on the Board of Directors for the Aberdeen Community Theatre and is involved in several real estate and consulting business activities. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to support client planning and maintains a broad range of advisory, brokerage, and insurance solutions.