Tyler Erck is a financial advisor with Thrivent Investment Management in Sioux Falls, SD, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Thrivent since 2020 and has prior experience at Scheels, Farmers Business Network, and the University of South Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, offering both one-time and ongoing planning engagements that cover a range of financial topics without including implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

David Ver Steeg is a financial advisor with Edward Jones in Sioux Falls, SD, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Diamond Mowers, LLC from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Allie Underberg is a financial advisor at Stifel with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2020. Prior to that, she held various roles at Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, Allie is also a notary. Stifel serves a broad range of clients, including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Leah Kerwin is a financial advisor with Equitable Advisors, holding a Series 66 credential and bringing 26 years of industry experience. She was previously with Thomas S Voorhees for 24 years before joining Equitable Advisors. Outside of her advisory role, she serves as a board member for Calm Waters Veterans Retreat Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on client risk assessment and tailored investment solutions.

Nancy Higgins is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Higgins holds a Series 63 designation and is based in Sioux Falls, SD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Rachel Calsbeek is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following eight years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Karen Winblade is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 registrations. She has 20 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Princor Financial Services Corporation, and Principal Life Insurance Company. She is also associated with Farm Legacy Group, where she has worked since 2015. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

David Henry is a financial advisor with Morgan Stanley in Sioux Falls, SD, holding a Series 66 designation and two years of industry experience. His prior roles include positions at CBI Bank and Trust, First Savings Bank, and the South Dakota Division of Banking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.

Kevin Kase is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013 and previously operated his own advisory business from 2009 to 2017. His other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

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.