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.

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.