Adam Brinkman is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while keeping planning and portfolio management separate.

Eric Netjes is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 66 designations and 25 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. Outside of his advisory role, he serves as president of the Baker Park Homeowners Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

David Cutshall is a financial advisor at Edward Jones with 37 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Edward Jones, Cutshall was affiliated with Cetera Investment Advisor for 30 years and operated David Cutshall LTD for 14 years. Outside of his advisory work, he and Nancy Cutshall own farmland in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Zach Heins is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, he was involved with the Los Angeles Chargers and NFL training programs. 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 with over 14,000 financial advisors.

Brock Aldrich is a CFP®-designated financial advisor with Edward Jones in Harrisburg, SD, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Hy-Vee. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Parker Hanson Harden is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on providing goal-based wealth management strategies tailored to individuals, families, and business owners. Parker works closely with clients to develop personalized financial plans that align with their life priorities and investment personalities, ensuring consistent reviews to keep them on track. Parker holds a Master of Arts degree in Sports Administration and Leadership from Augustana University and a Bachelor of Science degree in Business from the University of Minnesota-Crookston. He is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). Before his financial advisory career, Parker played professional baseball, which contributed to his disciplined and persevering approach. Beyond his professional role, Parker is involved in community organizations such as NubAbility, Shriners Hospitals for Children, and the Social Diversity for Children Foundation. He is a member of the Louisville Slugger National Amputee Baseball Team and serves as a Patient Alumni ambassador for Shriners Hospitals for Children. Parker integrates his faith, family values, and experiences overcoming adversity into his commitment to serving clients with integrity and care.

Matthew Schock is a financial advisor at Edward Jones in Sioux Falls, SD, holding the CFP® designation and Series 66 license with 10 years of industry experience. He has been with Edward Jones throughout his career since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ann Fiorita is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and previously worked at URBN for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by technological tools for operational and research purposes.

Mary Mastick is a financial advisor based in Sioux Falls, SD, affiliated with LPL Financial. She holds a Series 66 designation and has 22 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Wealth Planning Strategies Group LLC and Casa, and she has been involved with the Sioux Falls Estate Planning Council, Sioux Falls West Rotary, and the SD Symphony Orchestra. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, and institutions, supported by research-driven model portfolios and various third-party subadvisors.

Mark Streff is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His prior work includes positions at PFS Investments Inc. and various roles with the City of Sioux Falls and related departments. Outside of his advisory work, Streff is an author of fiction books and a Lego builder. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial institutions.

James Batterson is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2019. Batterson also serves as a registered representative at Raistone Wealth Partners and volunteers as a compensated companion with Volunteers of America-Dakotas. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models, including third-party programs, and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Kayser is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at PFS Investments Inc. since 2018 and at Primerica Financial Services since 2016. Outside of his advisory work, Kayser is involved in a separate business entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale, employing nearly 3,700 advisors and managing approximately $15.5 billion in assets, offering model-driven investment strategies and discretionary portfolio management.

Joseph Monkelien is a financial advisor at LPL Financial with 10 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LPL Financial, he worked at Securities America Advisors, Securities America, and KMS Financial Services. He is also a Notary Public. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Rebecca Chesebro is a financial advisor at Raymond James Financial in Sioux Falls, SD, holding a Series 66 designation. She has held roles at multiple financial and healthcare-related organizations, including the Department of Veteran Affairs and University of Iowa Hospitals and Clinics. Chesebro’s experience spans several sectors, with her current advisory work beginning in 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA employer consulting.

Samuel Gotham is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following four years at Lawrence & Schiller. Outside of his advisory role, he is a partner in an investment fund and also involved in a residential Christmas lighting business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to both individual and institutional clients, using structured planning tools and a variety of investment programs.

Brennan Gabriel is a Series 66 licensed financial advisor with Ameriprise, where he has worked since 2021. He has three years of industry experience and previously worked at SJV Data Solutions and Rising Star Hydraulics. Outside of his advisory role, he serves as an umpire for the South Dakota Umpires Association, traveling to officiate games across the state. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Andrew Demore is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He is based in Sioux Falls, SD. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and scenario modeling.

Zachary Hanson is a financial advisor with Charles Schwab who holds a Series 66 designation and has nine years of industry experience. Prior to joining Schwab in 2018, he worked at Bank of America and Merrill Lynch. He also has a background working at Creighton University. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investment review process.

Darrick Brooks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Advisors LLC since 2011 and was previously employed with Wells Fargo Bank, N.A. from 2002 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment options that include insurance-related vehicles and bank deposit sweep programs.

John Etrheim is a financial advisor with Edward Jones in Sioux Falls, SD, holding Series 63 and Series 65 licenses and with 25 years of industry experience. His prior roles include positions at Great Western Bank and Raymond James Financial Services. He is also an ordained minister who performs marriage ceremonies and other religious events on a limited basis. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.