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.

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® professional with 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC and Wells Fargo Bank. 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.

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 work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with ownership of Zimmer Construction. He is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon 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 financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He 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 to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

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 with OSAIC, holding a Series 66 designation and 18 years of industry experience. She has worked previously at Woodbury Financial Services Inc. and First Heartland Capital Inc. Outside of her advisory role, she is involved in a partnership offering fixed insurance products under the name Verley Financial. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage diverse portfolios on discretionary or non-discretionary bases.

Jake English is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 65 designations. He has one year of industry experience and previously worked at Wells Fargo Bank, Rushmore Countertops Inc, MG Oil Company, and Shiba Investments. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions with a focus on research-driven investment strategies.

Aaron Dykstra is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he distributes health and wellness products through LifeVantage on a part-time basis. 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.

Jake Goble is a financial advisor with Cetera in Sioux Falls, SD, holding Series 63 and Series 65 licenses and one year of industry experience. Before joining Cetera and First PREMIER Bank in 2025, he was a full-time student for 11 years. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management services through a large network of independent advisors and provides access to various investment programs and third-party managers.

Noah Peters is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he raises and sells cattle as a sole proprietor, maintaining their care himself. 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 advisory process is IPS-driven and grounded in modern portfolio theory, tailoring solutions to plan objectives and risk tolerances while including a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Jason Soukup is a financial advisor with Stifel in Sioux Falls, SD, holding a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Black Hills Federal Credit Union and Home Federal Bank / Great Western Bank. He serves on the executive and finance committees of Lifescape, a nonprofit providing services to disabled individuals, and will assume the role of vice chair of its board in 2025. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides fee-based financial planning alongside a variety of specialized services.

Erika Karr is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.