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.

Raela Weber is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. She has worked within Wells Fargo-related firms since 2003, including Wells Fargo Investments, LLC and Wells Fargo Advisors LLC. 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.

Martin Deslauriers is a financial advisor with UBS Financial Services in Sioux Falls, SD, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Deslauriers serves on the board of the Children’s Home Foundation of South Dakota, where he contributes to fundraising and campaign efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market models and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Brock Anshutz is a financial advisor with Edward Jones in Sioux Falls, SD, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm provides a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Michael Weister is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Thrivent Investment Management in Sioux Falls, SD, where he has worked since 2018. Prior to that, he spent eight years at Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based financial planning addressing a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and management services.

Kathy Wilkinson is a financial advisor at Merrill with 42 years of industry experience. She has been with Merrill since 1998 and holds Series 63 and Series 66 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elwin Aggen is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports based on research, modeling, and tax-efficiency analysis. The firm delivers a comprehensive range of advisory, brokerage, and insurance solutions through affiliated companies.

Shari Pyle is a financial advisor at Cetera with seven years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and American Bank & Trust. Pyle serves on the boards of Call to Freedom in South Dakota and Sales & Marketing Executives Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services across multiple program structures and custodians, with assets under management exceeding $256 billion.

Brock Morgan is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at firms including Bank of America, Thrivent Financial, Great Western Bank, and First Premier Bank. Outside of his advisory role, he assists part-time in a photography business and serves as a board member for Trinity Lodge #200 Masonic Lodge in Sioux Falls. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients 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.

William Perry is a financial advisor with Robert Baird & Co. in Sioux Falls, SD, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Robert Baird & Co. since 2011. Outside of his advisory role, Perry is a member of the Sioux Falls Downtown Lions Club and serves on its finance committee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The firm offers a range of investment strategies and specialized municipal advisory and public finance services.

Brian Wills is a financial advisor with Edward Jones in Brandon, South Dakota, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as the chairperson of the Brandon Valley Area Chamber of Commerce. 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 advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Steven Larsen is a financial advisor with Ameriprise in Sioux Falls, SD, holding a Series 63 designation and 38 years of industry experience. He has worked at Ameriprise and its predecessor, Ameriprise Financial Services, Inc., since 1987. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, supported by a centralized retirement-income consulting team.

Jennifer Sherman is a financial advisor with Raymond James & Associates in Sioux Falls, SD, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc from 2016 to 2023. Sherman serves on the Board of Directors for Ronald McDonald House South Dakota. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Susan White is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 65, Series 63, and Series 66 credentials and has worked at several firms, including Wells Fargo and JPMorgan Chase Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branches.

Andrew Venrick is a Series 66-licensed financial advisor with Morgan Stanley in Sioux Falls, SD, with five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, he owns Ridge Road Hospitality, a service business focused on home repairs and property maintenance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee analyses.

Kay Schatz is a financial advisor with Merrill in Sioux Falls, South Dakota, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ramsey Vanhorn is a financial advisor with Equitable Advisors in Sioux Falls, SD, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory role, he serves as President and CEO of Premier Financial Resources, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, using both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Joshua Childress is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following two years at WELLS FARGO Advisors, LLC. He is 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 options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Chad Kulm is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2008 when he joined the Sioux Falls office of Merrill Lynch. Prior to entering financial services, Chad was co-owner and National Sales Manager of a wholesale company. Chad's areas of expertise include retirement planning, college education planning, managing new wealth, individual and corporate investment strategy, tax minimization, divorce transition planning, LGBT wealth planning, women and wealth, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER(CFP) certification, the Chartered Retirement Planning Counselor (CRPC), and the Personal Investment Advisor (PIA) designations. Chad earned a Bachelor's Degree from the University of South Dakota. Active in his community and church, Chad has served on several boards and committees including Trustees, Investment Committee, and Memorials. He also serves at the Conference level and currently chairs the Board of Trustees for his denomination's Foundation. Chad enjoys spending time outdoors pursuing game, fishing, boating, camping, hiking, hunting, playing softball, swimming, traveling, and supporting the Minnesota Vikings and Twins. He has experience raising quadruplets—three daughters and a son.

Matthew Stange is a financial advisor with OSAIC in Sioux Falls, SD, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Principal Life Insurance Company, and Thrivent Financial. Outside of his advisory work, he is involved in property and casualty insurance sales and real estate activities, including house flipping and commercial real estate development. OSAIC serves a diverse client base comprising retail and institutional investors through a network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various tools such as asset-allocation models and risk-tolerance assessments to construct portfolios across multiple asset classes.