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.

Denet Christopher is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at Wells Fargo and Tax Consultants Inc., as well as involvement with Urban Baby LLC and Long Live MC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Bryon Meyer is a financial advisor with LPL Financial in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL in 2021, he worked at Gradient Securities and Plains Commerce Bank and has operated Meyer Financial Services since 2013. Outside of finance, he owns and operates a retail bakery under Meyer's Bakery Co DBA Nothing Bundt Cakes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Holly Mescher is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Her background includes roles at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies. She also operates a DBA entity, Falls Planning Group, in connection with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Easton Gillette is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked in education and food delivery before joining Raymond James. Outside of advising, he owns and operates Blue Dog Featherworks, a taxidermy business specializing in waterfowl and upland game birds. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services with an emphasis on customized, non-discretionary advice supported by comprehensive research and multiple portfolio management styles.

Marjorie Beeck is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She has been with Wells Fargo entities since 2014, including a decade at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support diversified investment strategies.

Jeffrey Green is a CFP® professional with 26 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent 10 years with Securities America Advisors and Securities America Inc. In addition to his advisory role, he is involved in insurance sales, specifically fixed annuities. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs advanced portfolio construction tools to meet client investment objectives.

Darla Wienk is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Osaic since 2017. Prior to joining Osaic, she worked at National Planning Corporation for 10 years. Wienk is also the president of Sunpillar Properties LLC, where she manages office rentals. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services and employs asset-allocation tools and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michelle Klemm is a financial advisor with Wells Fargo Clearing in Milbank, SD, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean Powell is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Security Wealth Management, Raymond James Financial Services, University of South Dakota, Security Savings Bank, LPL Financial, and Wells Fargo Bank. Powell serves as an advisory board member of the South Dakota Black Chamber of Commerce. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Ryan Landmark is a financial advisor at OSAIC with six years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities. Landmark also has a background with the University of South Dakota Athletic Department. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by advanced portfolio construction tools and access to third-party money managers.

Daniel Olson is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Signator Investors, Inc. and Runner's Block, Inc. Olson is also a member of Stone Point Financial, an LLC through which he conducts securities and insurance-related business. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes various tools and third-party platforms to construct portfolios across multiple asset classes, operating through a complex corporate structure with numerous advisory platforms and service arrangements.

Beth Finzen Przybys is a financial advisor with Edward Jones in Sioux Falls, SD, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2006 in various roles. Outside of her advisory work, she occasionally assists with a seasonal greenhouse owned by her family. 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 investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors.

Joseph Farrell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 27 years of industry experience. His career includes multiple tenures at Wells Fargo entities and a period at RBC Capital Markets. Outside of his advisory role, he has a 50% ownership interest in KF Holdings, a land purchase venture based in Sioux Falls, SD. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jose Martinez is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and 13 years of industry experience. He previously worked at Chris Schenkel and Northwestern Mutual Investment Management. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment decisions, serving a broad range of client types including pension and charitable organizations.

Anthony Kayser is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica in various capacities since 1984. Kayser serves on the board of the Constitutional National Committee, an organization supporting elected officials who promote the Constitution. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and select separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process to curate investment models delivered via a wrap-fee structure.