Brent Veeder is a CFP®-certified financial advisor with Edward Jones in Sioux Falls, SD, where he has worked since 2011, totaling 15 years of industry experience. He is the owner and creator of My Team Voice, a software project currently in development with plans for launch in fall 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large network of advisors and branch offices nationwide. The firm offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Travis Schuring is a Series 66-licensed financial advisor with Edward Jones in Sioux Falls, SD, and has eight years of industry experience. He has served in various roles with the South Dakota Air National Guard since 2014, including Director of Support and Deputy Director of the Joint Staff. Outside of his advisory work, Schuring volunteers as a youth baseball umpire and basketball official alongside his son. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Thaddeus Barnes is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, also working at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools to model outcomes, serving clients through both direct and corporate financial planning arrangements.

Steven Neff is a financial advisor with UBS Financial Services in Sioux Falls, SD, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with UBS since 1994. Outside of his advisory role, he co-owns farm land in Grand Forks, North Dakota, which is enrolled in the conservation reserve program. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports advisors with proprietary research and model-based asset allocations.

Michael Bertram is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years with WELLS FARGO Advisors, LLC. 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 grounded in modern portfolio theory, with a broader set of investment options including insurance-related vehicles and bank deposit sweep programs.

Greg Hickman is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Anthony Pizer is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and Thrivent Financial. He serves as a board member of the Mary Jo Wegner Arboretum & East Sioux Falls Historic Site, a nonprofit organization focused on governance, oversight, fundraising, and marketing. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a broad range of investment options.

Joel Dunfee is a Financial Advisor associated with Merrill Lynch Wealth Management. He works with successful individuals and families to develop personalized financial roadmaps tailored to their unique situations and goals, with a focus on retirement planning and portfolio management. Joel's approach involves understanding clients' perspectives and priorities to help them pursue their financial objectives with confidence. Joel's areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, socially responsible and values-based investing, and retirement income. He holds professional designations such as Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from South Dakota State University and a Master's Degree from Colorado State University. Outside of his professional activities, Joel enjoys personal interests such as football, music, and watching movies.

Pierce Edman is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Edman Group. He has been working with Merrill since June 2016 and focuses on helping clients pursue their financial goals through goals-based wealth management. His approach assists individuals, families, and business owners in organizing their personal and business finances, connecting their wealth to various aspects of their lives. Pierce specializes in areas such as college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor of Arts degree in Business Administration from the University of Nebraska-Lincoln College of Business and has obtained his Series 7 and Series 66 FINRA registrations. Additionally, he earned the CERTIFIED FINANCIAL PLANNER® certification to better serve his clients. Outside of his professional work, Pierce is involved in community events such as the Taste the Goodness Event. He enjoys activities including basketball, golfing, hunting, skiing, spending time with his family, swimming, table tennis, traveling, and watching movies.

Mitchel Smith is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Morgan Stanley and Robert W. Baird & Co. Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning and model portfolio programs, with a focus on both discretionary and non-discretionary strategies supported by advanced operational tools.

Dennis Wieczorek is a financial advisor with Edward Jones in Sioux Falls, SD, holding Series 63 and Series 66 licenses and over 33 years of industry experience. He has been with Edward Jones since 1992. Outside of advising, he is involved in managing vacation and farm rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of investment strategies and affiliated services through a large network of advisors and branch offices nationwide.

Brittany Vasakis is a Series 66–registered advisor with UBS Financial Services in Sioux Falls, SD, with seven years of industry experience. She has held roles at several firms including Revival Animal Health, Securian Financial Services Inc., Minnesota Life, and Renaissance Financial prior to joining UBS in 2019. Outside of her advisory work, she serves as a Military Police Officer in the Iowa Army National Guard, a position she has held since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, providing diversified investment solutions and fiduciary financial planning.

Kimberley Regnier is a financial advisor at Edward Jones with 32 years of industry experience. She has held her current position at Edward Jones since 2010. Kimberley holds the Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate 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.

James Erck is a Series 66-credentialed advisor with 18 years of industry experience, currently with Thrivent Investment Management since 2012. He has held roles within various Thrivent entities and related teams since 2012. Outside of his advisory work, Erck serves as the President of the Tea City Council in South Dakota, an elected position he began in 2024. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without portfolio management or discretionary trading authority.

David Nicholson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and in the Sioux Falls Public Schools system prior to joining J.P. Morgan. He has also been involved with CheeseheadTV and the Multi-Cultural Center of Sioux Falls. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Michael Borg is a financial advisor at Ameriprise with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory work, he provides paid music services for funerals and weddings. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that focuses on retirement-income planning through written reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Jon Frick is a financial advisor with LPL Financial in Sioux Falls, SD, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior work includes roles at Cetera, Cetera Investment Services, First National Bank in Sioux Falls, and Merrill. Outside of his advisory role, Frick has interests in agriculture through ownership in Frick Bros, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies.

William Erck is a financial advisor with Thrivent Investment Management in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Thrivent and its predecessor entity since 2002. Outside of his advisory role, he serves as a co-trustee for family trusts managing farmland in South Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a variety of financial planning topics without discretionary portfolio management. The firm offers holistic, goal-based analyses and integrates planning with managed-account options through a consolidated billing approach called WealthPlan.

James Halverson is a financial advisor with OSAIC, holding a Series 66 credential and seven years of industry experience. Prior to joining OSAIC in 2025, he worked at Ameriprise Financial from 2015 to 2025. Outside of his advisory role, he performs as a freelance musician, singing and playing guitar at small events. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolios across multiple investment types.

Stephen Ciofalo is a CFP® professional with 44 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Waddell & Reed and various other firms spanning insurance and behavioral services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and advisory services delivered through a large network of investment adviser representatives.