James Volin is a financial advisor with Ameriprise in Sioux Falls, SD, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Volin serves as President of the South Dakota Tennis Hall of Fame and is Chairman of the Board for the Center for Western Studies. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory solutions to support clients with substantial investable assets.

Dave Devries is a financial advisor at Osaic Wealth Inc. with eight years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Devries is also an author, writing a book titled *Green Light Millionaire* about personal finance, which is scheduled for publication in November 2025. Osaic Wealth serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Braden De Boer is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Raymond James, he worked at Security Wealth Management and Security Savings Bank. Outside of finance, he is involved with Austads Golf, assisting customers with golf equipment and club fittings. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients, using analytical tools and non-discretionary advisory programs.

Mckenzie Anderson is a Series 66 licensed financial advisor with RBC Capital Markets in Sioux Falls, SD, with two years of industry experience. Prior to joining RBC in 2023, Anderson worked at B9Creations and held various roles in residence life and student success at Black Hills State University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to client risk profiles, utilizing in-house and third-party investment managers and providing options including tax management and responsible-investing screens.

Matthew Grimlie is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, and Vintage Financial Group. Grimlie is also the owner and founder of Meadowland Financial Group, which provides insurance and investment services, along with several related insurance and financial businesses. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across a range of investment types.

Lisa Castelluzzo is a CFP® with 17 years of industry experience, currently serving at Cetera since 2009. She also has a long-standing role at First Premier Bank beginning in 2003. Outside of her advisory work, Castelluzzo is an executive committee member for the Leukemia and Lymphoma Society where she leads fundraising efforts and corporate sponsorship initiatives. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning solutions across various program structures and custodial relationships.

Karen Starr is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 29 years of industry experience. Her career includes positions at The Prudential Insurance Company of America, Pruco Securities LLC, STIFEL, Principal Securities INC, Principal Life Insurance Co, and Thrivent Investment Management. She serves as 1st Vice President on the Executive Board of Directors for Sales & Marketing Executives, Inc. of Sioux Falls, a non-profit organization focused on leadership development. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses a model-driven investment approach with access to third-party asset managers, financial planning, and insurance services through affiliated entities.

Amy Clouser is a Series 66-licensed financial advisor with 10 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously held positions at Great Western Bank and Raymond James Financial Services. She is based in Sioux Falls, SD. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Vickie Busswitz is a financial advisor with Edward Jones in Sioux Falls, SD, holding a Series 66 license and 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Angela White is a financial advisor with Robert Baird & Co. She holds a Series 66 designation and has worked in the industry since 2021, including prior experience at Edward Jones and Monat Global. Before entering the financial services field, she was employed by the Okoboji School District for six years. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by manager selection, internal research, and tools such as artificial intelligence.

Abigail Beranek is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing Service, LLC since 2018. Prior to her financial services career, she held roles at Sanford Health, DocuTAP, White House Black Market, and Augustana University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Lucas Loofe is a Series 66-licensed financial advisor at Edward Jones with experience beginning in 2022 across several firms prior to joining Edward Jones in 2024. His work history includes roles at Assurance, Scheels, Sellx, Wells Fargo, and Marmen Energy, as well as time at the University of South Dakota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ivan Munoz Tabares is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Kelly Hosek is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Great Western Bank and Home Federal Bank. He is president of Capital Wealth Planning, a financial advisory business based in Sioux Falls, SD. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and modeling tools to deliver non-discretionary advice tailored to client goals and supports advisory programs and institutional portfolio management across a large advisor network.

Steven Lindquist is a Wealth Management Advisor with the Lindquist Group at Merrill Lynch Wealth Management, where he helps clients build disciplined structures and strategies around their financial goals. He applies a comprehensive approach by analyzing specific client situations and market potentialities to create actionable strategies. Steven provides services that include fiduciary support for retirement benefits, assistance with the sale of private companies, and facilitating companies going public. Steven joined Merrill Lynch Wealth Management in the summer of 2011 after graduating with honors from Augustana College in Sioux Falls, where he majored in Business Administration and Philosophy and minored in Classics. He holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Steven is involved in his community through his work with the YMCA and church committees, serving on the YMCA board. He lives in Sioux Falls with his wife, Nicholle, their two daughters, and son. In his free time, Steven enjoys golfing, hunting, cooking, hiking, reading, singing, and spending time with his family.

Scott Devos is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns Golden Nest, LLC, which focuses on estate planning. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Mary Howard is a financial advisor at RBC Capital Markets with 34 years of industry experience. She previously spent 12 years at Robert W. Baird & Co. Howard holds Series 63 and Series 65 licenses. She serves as a professional advisor to the Prairie Family Business Association and holds board positions with the South Dakota State University Foundation and the South Dakota Investment Council. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers customized advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Spencer Ulrich is a financial advisor at Cetera with Series 63 and 65 licenses and four years of industry experience. He has worked at Cetera and First PREMIER Bank since 2019 and serves on the finance committee board of The Salvation Army of Sioux Falls. He is also a member of the Augustana University Alumni Association. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform featuring affiliated and third-party investment strategies.

Troy Niehaus is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Teri Eddy is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Cetera. She has previously worked at Avantax Advisory Services and 1st Global Advisors. Outside of her advisory role, she owns and operates an automatic car wash through Quartzine Investors, LLC. Cetera Investment Advisers LLC is a nationwide firm providing portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment programs and over $256 billion in assets under management.