Corey Weide is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside of his advisory role, Corey volunteers with the Sioux Falls Area Chamber of Commerce and serves as Secretary on the board of DakotAbilities, a health and welfare organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and utilizes tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Lucas Wienk is a CFP® with five years of industry experience, currently serving as a financial advisor at OSAIC since 2021. He previously worked at Royal Alliance and has experience in both financial services and the education sector through Augustana University. Wienk is also involved with WIENK FINANCIAL LLC, where he assists with advisory activities and holds a Life and Health Insurance license in South Dakota. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a broad range of investment types.

Steven Dahme is a financial advisor with Wells Fargo Clearing in Rapid City, SD, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2014 to 2016. Dahme has been affiliated with Wells Fargo Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Peter Siegling is a CFP® with 19 years of industry experience currently affiliated with OSAIC Wealth Inc. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and TD Ameritrade. He serves as a member of the Sioux Falls Catholic Schools Foundation and manages a family office corporation as well as a financial planning practice. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes automated portfolio construction tools and provides access to multiple third-party managed account solutions.

William Lindquist is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1981 at Norwest Bank, becoming an Investment Officer and the bank’s first financial advisor in South Dakota. Following the merger of Norwest with Wells Fargo Investments in 1998, he continued to work with families across South Dakota and neighboring states on their wealth management strategies, joining Merrill in 2010 alongside his son. Throughout his career, Lindquist has focused on building open, honest relationships with successful individuals and their families, emphasizing an understanding of each client’s goals and how they wish to utilize their wealth. His client expertise includes executive compensation, philanthropic planning, retirement income, liquidity management, and tax minimization. He collaborates with specialists across banking and trust services within Bank of America and Merrill to provide comprehensive guidance beyond investment management. Lindquist holds a double major bachelor’s degree in Business Administration and Economics from Augustana University in Sioux Falls, South Dakota. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Active in his community, he serves on the Investment Committee at Augustana University and the Board of the South Dakota Children’s Home Foundation. Lindquist has also served on multiple non-profit boards and is a member of Rotary International. He resides in Sioux Falls with his wife and has three adult sons and five grandchildren.

David Monkelien is a CFP® professional affiliated with LPL Financial, bringing 39 years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, and SII Investments. He is also involved in a personal business entity for tax and investment purposes. LPL Financial is a nationwide broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive technology and operational resources.

Brian Reimer is a financial advisor with Equitable Advisors in Sioux Falls, SD, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors, LLC and Jay Bentz. Reimer is a managing partner at Raistone Wealth Partners, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of representatives, utilizing a range of firm-offered and third-party advisory programs.

Lonnie Struckman is a Series 66-licensed financial advisor with Charles Schwab, based in Sioux Falls, SD, and has 28 years of industry experience. He has been with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Kathryn Hayes is a financial advisor with RBC Capital Markets in Sioux Falls, SD, holding a Series 66 designation and eight years of industry experience. She previously worked at Prairie Berry LLC for seven years before joining RBC Capital Markets in 2017. Outside of her advisory role, Kathryn serves on the boards of the Red Cross Eastern Dakotas, the South Dakota Humanities Council, and the Sioux Falls Area Humane Society, and occasionally works weekends at McNally's Irish Pub to assist with staffing. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs that incorporate both in-house and third-party managers, with options for tax management and responsible investing.

Calli Pederson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. 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 solutions. The firm’s process 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.

Brett Travica is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Garry is a ChFC® with over 42 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes 14 years at American Portfolios Financial Services and longstanding roles with Garry Assoc LLP and New York Life Insurance Company. Outside of advising, he is involved in farming operations through Sanctuary Land & Cattle, LLP and owns a life insurance business under Steve Garry Enterprises, LLC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managers to construct customized portfolios.

Thomas Hudson is a financial advisor with LPL Financial in Sioux Falls, SD, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Securities America Advisors and HMK Financial Services. Outside of his advisory work, he is involved with Hudson Brothers Capital, LLC, a business entity used for tax and investment purposes. 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 and access to third-party asset management, using a variety of strategies implemented by its network of investment adviser representatives.

Jordan Lipp is a financial advisor at LPL Financial with 17 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles with Waddell & Reed, Inc. and various insurance carriers from 2008 to 2021. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Chad Hodges is a financial advisor with RBC Capital Markets in Sioux Falls, SD, holding a Series 66 designation and eight years of industry experience. Prior to joining RBC in 2018, he worked at Scotiabank from 2015 to 2017. He serves on the Board of Directors for the American Red Cross, focusing on assistance for families affected by fires. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and incorporates both in-house and third-party investment managers, providing flexible options such as tax management and responsible investing.

Mark Opp is a financial advisor at Edward Jones with eight years of industry experience. He has held roles at Edward Jones since 2017 and previously worked at Rich Products Corporation and Walmart.com. Mark holds a Series 66 designation and is based in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kari Kilgore is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Clearing since 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Mark Schlueter is a financial advisor with Thrivent Investment Management in Sioux Falls, SD, holding Series 63 and Series 65 registrations and with 18 years of industry experience. He has been with Thrivent and its affiliate firms since 2006. Outside of advising, he serves as Secretary of Lutheran Outdoors of South Dakota, a nonprofit focused on outdoor ministries, and is President of Sales & Marketing Executives, Inc. of Sioux Falls, an organization providing business owners with networking and leadership opportunities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing arrangement.

Mary Steiner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining Raymond James in 2023, she worked at Stifel Nicolaus & Co Inc from 2016 to 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Teresa Shumaker is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2009. Outside of her advisory work, she owns and operates two small businesses in Hartford, SD, designing and selling homemade greeting cards and lamp shades. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet net-worth thresholds. The firm integrates advisory services with multiple financial products and referral channels through a large network of advisors.