Alex Person is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Stifel Nicolaus & Co Inc since 2020 and held a position at Wells Fargo Clearing from 2016 to 2020. He is based in Sioux Falls, SD. Stifel serves a diverse client base, 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 to guide asset allocation and financial planning.

Anna Hyronimus is a financial advisor at Edward Jones in Sioux Falls, SD, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Workday, PwC, and Renew Energy Maintenance. Outside of her advisory role, she owns a rental property in Brandon, SD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Belitz is a CFP® with 25 years of industry experience, currently serving at Ameriprise since 2018. His prior experience includes 18 years at Waddell & Reed, Inc. and entrepreneurial activities under Chad Belitz and Chad & Beth Belitz. He also owns BACC, LLC, which manages administrative functions unrelated to investment services. Ameriprise offers retirement-income planning services targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored retirement recommendations through a centralized consulting team.

Nicholas Poppe is a financial advisor at Thrivent Investment Management with six years of industry experience and holds the Series 66 designation. His prior roles include positions at AssetMark Financial Holdings, Raymond James Financial Services, and multiple other financial and property management firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of planning topics without discretionary trading authority.

Quinn Jorgensen is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked in the healthcare sector 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 offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices.

Megann Murphy is a financial advisor at Primerica Advisors with credentials including Series 63 and Series 65 and five years of industry experience. She has held roles with Arlington School District and its school board, and has been affiliated with PFS Investments Inc. and Primerica Financial Services for several years. Outside of her advisory work, she manages a commercial kitchen services business and owns two farms in South Dakota. 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. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees rather than fixed fees.

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 ChFC® and Series 66-licensed financial advisor with 11 years of industry experience. She has worked at RBC Capital Markets since 2023 and previously spent eight years at R.W. Baird. Howard serves as a committee advisory member for Prairie Family Business, a nonprofit family business association based in Sioux Falls. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ advisory risk profiles.

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 at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2004. Outside of her financial career, she has been involved with the Black Hills Symphony Orchestra since 1990. 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 provides both brokerage and advisory solutions.

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 and holds a Series 66 license with 20 years of industry experience. He has worked at RBC Capital Markets since 2019, following prior roles at Wells Fargo Clearing, Wells Fargo Investments, and Securities America Advisors. Outside of his advisory work, Koch serves on several nonprofit boards, including Vine Faith in Action, the Mankato Area Foundation, Southern Minnesota Independent Living Enterprise, and Arizona Senior Lutheran Ministries. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

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 at Wells Fargo Clearing in Sioux Falls, SD, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. 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.

Rebecca Wittrock is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley in two separate periods since 2010, with additional experience at Wells Fargo Clearing and as a homemaker. Rebecca is based in Sioux Falls, SD. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory offerings.

Julie Gawarecki is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc., KMS Financial Services, Inc., and SII Investments, Inc. Outside of her advisory work, she is involved in fixed insurance product sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and third-party services.

Andrew Ulvestad is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial and Amazon. Outside of his advisory role, he is involved in administering junior varsity and varsity soccer contests in South Dakota. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers a range of advisory programs, including unique municipal advisory services and employer consulting options.

Robert May is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2004 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 advisors.