David Nicholson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Sioux Falls Public Schools. Outside of finance, he has experience with CheeseheadTV. 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.

Rochelle Murphy is a Series 66 licensed financial advisor with 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has also held roles at Wells Fargo Bank NA, Cetera Investment Services LLC, Spectrum Capital LLC, and Wells Fargo Investments 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Michael Borg is a financial advisor at Ameriprise with three years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2025, he worked at Primerica Advisors and Primerica Financial Services from 2022 to 2025. Outside of his advisory work, he provides paid music services for funerals and weddings. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

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.

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 licenses and bringing 26 years of industry experience. He has worked with Wells Fargo since 2004 across different affiliated firms. Netjes serves as president of the Baker Park Homeowners Association in Sioux Falls. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions.

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.

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. He holds the Series 63 and Series 65 licenses and has five years of industry experience. Outside of his advisory work, Mark is an author of fiction books and a Lego builder. Primerica Advisors is a large-scale firm serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program primarily using model-delivery strategies managed by unaffiliated asset managers.

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 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with PFS Investments Inc. since 2018 and has been associated with Primerica Financial Services since 2016. Outside of advisory roles, he is involved in business activities that include sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and uses model-delivery strategies developed by unaffiliated asset managers alongside discretionary separately managed account options.

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.