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.

Todd Neuberger is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with DRUN BRIGADIER. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options, managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

David Olson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has dedicated his entire 40-year career. He and his team adhere to four guiding principles: Care, Flexibility, Competency, and Transparency, aiming to create wealth strategies tailored to each client's unique goals and values. David is a qualified Portfolio Manager, managing discretionary portfolios that may include individual stocks and bonds, proprietary model portfolios, and third-party investment strategies. David holds the Certified Investment Management Analyst (CIMA) designation and the Personal Investment Advisor (PIA) certification. He graduated from the University of South Dakota. His client focus areas include Family Wealth Management Strategies, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Tax Minimization, and Retirement Income. In addition to his professional work, David serves on the board of the Crazy Horse Memorial Foundation and the South Dakota Hall of Fame, where he also chairs the Investment Committee. Outside of work, his personal interests include hunting, reading, and traveling.

Randal Osterloo is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Cetera since 2015 and has worked in related roles since 1994, including at First Premier Bank. Outside of his advisory work, he serves on the Sioux Falls Housing & Redevelopment Committee and is a finance committee member for the Sioux Falls Area Humane Society. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services with multiple program structures and manager options.

Thomas Loofe is a financial advisor at Edward Jones in Sioux Falls, SD, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Kimberly Erkonen is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She has held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Prior to her advisory career, she has ownership in a commercial property management business. Kimberly is registered with Series 63 and Series 65 designations. She is part of The DDK Group at Robert W. Baird, which serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The group employs a range of investment strategies, including traditional and non-traditional allocations, and offers both discretionary and non-discretionary management options.

Taylor Huska is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Sioux Falls, SD. Huska has experience working within the Thrivent organization since 2026 and previously worked in education and the painting industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without portfolio management or discretionary trading authority.

Pamela Heun is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1999 in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 advisors.

Jeffrey Cook is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Sioux Falls, SD, and has 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Wadsworth is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as a committee member for the South Dakota Symphony Orchestra, assisting with a gift campaign to support the organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Heath Rylance is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Hugh Venrick is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, Venrick serves on the Board of Trustees for Avera McKennan Hospital and acts as a FINRA Dispute Resolution Arbitrator. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.