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.

Jon Frick is a financial advisor with LPL Financial in Sioux Falls, SD, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera and First National Bank in Sioux Falls. He is a part-owner of Frick Bros, LLC, a farming business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

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 43 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at Waddell & Reed, INC., Southeastern Behavioral, and various insurance agencies. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

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.

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 with LPL Financial in Sioux Falls, SD, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2022, she worked at URBN from 2015 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with discretionary and non-discretionary management, utilizing both proprietary research and third-party model portfolios.

Mary Mastick is a financial advisor with LPL Financial and holds a Series 66 designation. She has 21 years of industry experience, including prior roles at Wealth Planning Strategies Group LLC and Waddell & Reed, Inc. Mastick has also been involved with the Sioux Falls Estate Planning Council, Sioux Falls West Rotary, and the South Dakota Symphony Orchestra. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 with Equitable Advisors in Sioux Falls, SD, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Axa Advisors, Raistone Wealth Partners, and the Office of Jay Bentz. Outside of his advisory work, he serves as a compensated companion for Volunteers of America-Dakotas. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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 with LPL Financial in Sioux Falls, SD, holding the ChFC® and Series 66 designations and bringing nine years of industry experience. His previous roles include positions at Securities America Advisors, Inc., KMS Financial Services, Inc., and HMK Financial Services. He is also a notary public performing limited duties related to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm provides various advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Rebecca Chesebro is a financial advisor at Raymond James Financial in Sioux Falls, SD, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at the Department of Veteran Affairs and healthcare organizations such as Steindler Orthopedic Clinic and University of Iowa Hospitals and Clinics. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including pension plans and charitable organizations. The firm offers tailored, non-discretionary advisory services and has a notable focus on municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Samuel Gotham is a financial advisor with Morgan Stanley in Sioux Falls, SD, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017 and previously spent four years at Lawrence & Schiller. Outside of his advisory role, he is a partner in two investment-related businesses, including a residential Christmas lighting company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and structured processes.