Quinn Jorgensen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in the healthcare sector, including roles at Vance Thompson Vision, Avera McKennan Hospital, and the Orthopedic Institute. 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 and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Joseph Westphal is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at multiple Raymond James entities since 2012 and held prior roles at Great Western Bank and Hometown Investment Services. Outside of advisory work, he is associated with Legacy Financial Group in a client-related securities role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a tailored, non-discretionary approach using analytical tools and supports various advisory programs, with a notable emphasis on municipal advising and recent additions in SIMPLE IRA Employer Advisory services.

Megan Howard is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining RBC Capital Markets in 2023, she worked at R.W. Baird from 2015 to 2023. Howard serves as a committee advisory member for the Prairie Family Business, a nonprofit family business association in Sioux Falls. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and a range of advisory programs, utilizing both in-house and third-party managers to meet clients’ financial goals.

Yolanda Clark Suradarma is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advising role, she works as a cashier for YOYO Hibachi 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.

Jennifer Novotny is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has worked with Wells Fargo in various capacities since 2004 and has been with Wells Fargo Clearing since 2016. Outside of her financial career, she has been involved with the Black Hills Symphony Orchestra since 1990. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kyle Reynolds is a financial advisor with Raymond James Financial in Sioux Falls, SD, holding a Series 66 designation and 12 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2014 and is also associated with First Dakota National Bank and Loft Advisors, where he provides financial advising services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting, supporting client implementation through its advisory programs and affiliated firms.

John Gray is a financial advisor with Raymond James & Associates in Sioux Falls, SD. He holds a Series 66 designation and has experience working at Principal Financial and Northwestern Mutual. Outside of advising, he has been involved with the Country Club of Sioux Falls for several years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and specialized advisory services.

Lucelia Willms is an advisor at LPL Financial with a Series 66 credential and no prior industry experience. Her work history includes six years at Rumpca Services Inc and roles at Wells Fargo and Volt - 3M Global Channel Services. She also operated Luci's Daycare as a sole proprietor for 13 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research and operational tools.

Brian Koch is a CFA® charterholder with over 20 years of industry experience. He has worked at RBC Capital Markets since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory career, Koch serves on the boards of several nonprofit organizations focused on elderly care, disability advocacy, and community support. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Richard Van Demark is a financial advisor with RBC Capital Markets in Sioux Falls, SD, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2021. Van Demark serves on the Board of Directors for Friends of Levitt at the Falls, a nonprofit organization that supports musical performances. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with tailored investment strategies and advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party managers to implement client portfolios.

Ryan Campbell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 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. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broader set of financial products than typical large institutional advisers.

Rebecca Wittrock is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017, following prior roles at Wells Fargo Clearing, HomeMaker, and the Glendale Elementary School District. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Andrew Ulvestad is a financial advisor with Raymond James Financial Services Advisors, Inc. in Sioux Falls, SD, holding a Series 66 designation and having eight years of industry experience. He has worked with multiple firms including Thrivent Financial and Cornerstone Financial Solutions, and he is involved in administering junior varsity and varsity soccer contests in South Dakota. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory and Consulting Services.

Robert May is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 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. 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 advice. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Ibis is a financial advisor with LPL Financial in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Cetera, VOYA Financial Advisors, and Williams Insurance. He is also involved with Ibis Farms LLP, a business unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology tools.

Tracy Flanagan is a financial advisor with OSAIC in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining OSAIC in 2024, Flanagan spent 14 years with American Portfolios Financial Services and has been affiliated with New York Life Insurance Company since 2006. Outside of her advisory role, she manages operations for an estate management firm through Garry Private Wealth Resources, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing advanced asset-allocation and portfolio management tools across a range of investment products.

Gregory Charles Richardson is a financial advisor with UBS Financial Services in Sioux Falls, SD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and tailors plans using proprietary research and model-based asset allocations.

Larry Hamre is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Sioux Falls, South Dakota. He has been in the financial services industry since 1980, including 30 years at Norwest/Wells Fargo before joining Merrill Lynch Wealth Management in 2010. Larry focuses on developing strategies and advice for high net-worth individuals, their families, and their businesses to help grow, preserve, and distribute wealth efficiently. Larry’s consultative approach to wealth management involves carefully listening to each client’s financial situation, preferences, and goals. He then offers recommendations for asset allocations tailored to income and growth expectations, and discusses opportunities in investments, retirement, estate planning, and philanthropy. He holds a Bachelor of Science degree in commercial economics from South Dakota State University and maintains the Personal Investment Advisor (PIA) designation. Larry participates in community organizations including United Way, Volunteers of America, and The Banquet. Outside of work, he enjoys outdoor activities such as hunting, fishing, boating, and spending time with his family.

Logan Hattervig is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses, and has five years of industry experience. He has been with Thrivent and its related entities since 2020. Outside of his advisory role, he serves as a College Ministry Leader at Connection Church in Sioux Falls, coordinating college gatherings and mentoring student leaders. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without portfolio management or discretionary trading authority.

Jammie Den Hoed is a financial advisor with Cetera in Sioux Falls, SD, holding a Series 66 designation and 13 years of industry experience. Prior to joining Cetera in 2015, Den Hoed worked at Investment Centers of America, Inc. for one year. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management strategies, financial planning, and retirement services, managing over $256 billion in assets across more than 10,000 advisors.