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.

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 in Sioux Falls, SD, holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Investments, LLC for 10 years before joining Wells Fargo Clearing in 2016. Outside of his advisory work, he is involved as a distributor of health and wellness products with LifeVantage. 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 and analytics from the Wells Fargo Investment Institute.

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 with RBC Capital Markets, holding a Series 66 designation and 14 years of industry experience. She has worked at RBC Capital Markets since 2017, with prior experience at Wells Fargo Clearing and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and customizes strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party investment managers.