Calli Pederson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 13 years of industry experience. She has been with Wells Fargo since 2007, including 10 years 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. 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.

Brett Travica is a CFP® and Series 66-licensed financial advisor with 12 years of experience, currently practicing at Edward Jones in Sioux Falls, SD. He has been with Edward Jones since 2014. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, while 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.

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 with Wells Fargo Clearing, holding a Series 63 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of over 14,000 advisors and approximately $671 billion in assets under management.

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.

Michael Paulson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he was with Commonwealth Financial Network and Legacy Wealth Group. Paulson has experience in fixed insurance sales as an additional business activity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and uses advanced analytical tools to support client goals.

Mary Steiner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior firms include Stifel Nicolaus & Co Inc, Morgan Stanley, and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Teresa Shumaker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory role, she owns and designs homemade greeting cards and lamp shades sold locally. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions by providing a broad range of financial planning and investment services tailored to clients meeting certain net-worth thresholds.

Thomas Voorhees is a financial advisor with Equitable Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Outside of his advising role, Voorhees is a network member of the National VOAD South Dakota chapter. Equitable Advisors serves individuals across the wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers advice through a broad network of Investment Adviser Representatives and emphasizes third-party program models and discretionary management within its service offerings.

Nathan Zeeb is a CFP® with 12 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has been with Wells Fargo bank since 2006. 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.

Brian Stern is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at Stern Oil Company Inc. for 16 years. Stern is based in Sioux Falls, SD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved planning tools.

Neal Zimmer is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Primerica Financial Services since 2012 and PFS Investments Inc. since 2013. Outside of his advisory work, he owns Zimmer Construction. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven strategies managed by third-party asset managers and supports advisory services through a large network of financial advisors.

Renee Bruggeman serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing customized financial strategies and personalized service tailored to high-net-worth families. Her role focuses on managing client wealth through various market conditions, aiming to simplify financial complexities and access Merrill resources with a single point of contact. With over 30 years of experience, Renee addresses client needs in college education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. She works closely with clients to develop personalized financial strategies designed to help pursue long-term goals, emphasizing trust and mutual respect in client relationships. Renee holds a Bachelor's Degree from Bellevue University and an Associate's Degree from Black Hills State University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In her personal time, she enjoys boating, gardening, music, singing, and spending time with her family.

Wendy Aspaas is a financial advisor with Merrill in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she serves as a co-trustee for several family trusts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Boyce Chastain is a Series 66 licensed financial advisor with 13 years of industry experience, currently working at Wells Fargo Clearing since 2016. He previously worked at Waddell & Reed for one year. 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 extensive research and analytics.

Robert Hall is a financial advisor with Morgan Stanley in Sioux Falls, South Dakota, holding a Series 66 designation and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, Hall serves on the Finance Committee of Saint John Paul II Catholic Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and employing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Laura Blankenship is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services and First Heartland Capital. She also operates Verley Financial, offering fixed insurance products to clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers.