Shelly Ritchie is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch Pierce Fenner & Smith for 23 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

Damon Baruth is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has eight years of industry experience. His previous work includes roles at Sanford Health, Smith & Nephew, and Mount Marty. Baruth is involved in sales of investment-related and home-related products through affiliated companies of PFS Investments Inc. Primerica Advisors sponsors and 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 accounts. The firm operates at scale with thousands of advisors and offices, offering model-based, discretionary investment strategies supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Samuel Rozzi IV is a financial advisor with Osaic and holds a Series 66 designation. He has 10 years of industry experience and previously worked at American Portfolios Financial Services, Inc. and Progressive Advisory Solutions. In addition to his advisory role, he is also licensed to sell New York Life insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party resources to manage a broad range of investments on discretionary or non-discretionary bases.

Dewey Buhr is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 19 years. Buhr is based in Sioux Falls, SD. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adam Weeman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Weeman serves as a committee member for the Sioux Falls Lutheran School Endowment Fund and as vice president of the council at Faith Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of financial topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Jennifer Tolk is a CFP® and Series 66 licensed financial advisor at Edward Jones in Sioux Falls, SD, with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Corey Heimensen is a financial advisor with OSAIC who holds Series 63 and Series 66 designations and has 27 years of industry experience. He previously worked at Securities America, Inc. and SII Investments. Heimensen is also the author of the book *Stop Doing Dumb Things With Your Money* and participates in related public speaking engagements. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a variety of tools and investment strategies to construct portfolios tailored to client needs.

Amy Swier is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she serves as treasurer on the boards of the Beresford United Fund Inc. and the Komstad Cemetery. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Wetrich is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 2006 and holds the Series 63 and Series 65 designations. Based in Sioux Falls, SD, he provides advisory services as part of a large institutional firm. 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 utilizes proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Christopher Castle is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Wells Fargo from 2022 to 2025. Castle is also a notary public. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Dean Shemon is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1990. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica entities. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, providing portfolio management through a combination of internal oversight and external custodians.

Amanda Feldkamp is a financial advisor with Raymond James & Associates, holding a Series 66 credential and six years of industry experience. She previously worked at Stifel Nicolaus & Co Inc and has been involved with Oh My Cupcakes, LLC as a business mentor since 2012. Feldkamp also serves on the board and finance committee of Solace, a nonprofit focused on family trauma healing. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning and consulting services with a variety of portfolio management strategies.

Ranae Puterbaugh is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of her advisory role, she co-owns and operates a farming business with her spouse in Cavour, SD. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions with research and analytics to support a broad client base, including pension and charitable organizations.

Dale Uttecht is a Series 66-credentialed financial advisor with Edward Jones in Sioux Falls, SD, having 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Konnor Wildfeuer is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, including a notable range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Bruns is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 license and has 13 years of industry experience. Prior to his current roles, he has been associated with CorTrust since 2017, where he assists clients with retirement and investment planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and analytical tools to support client goals, and it is noted for its municipal advisor affiliation and specialized retirement plan advisory programs.

Victoria Gherman is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services LLC since 2018. Outside of her advisory role, she works as a delivery driver for Amazon Flex. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Yuriko Coil is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2017, with prior experience at Cetera and First National Bank in Sioux Falls. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets through a network of over 14,000 financial advisors, offering a blend of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Debra Bruce is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves on the finance council at Holy Spirit Church in Mitchell, SD, where she oversees finances and budget matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Philip Hegg is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes roles at Piper Jaffray Inc. since 1995 and Wells Fargo Advisors LLC from 2009 to 2016. He is also the owner of JAVAMELL FOUNDATION, LLC, a property-related business based in Sioux Falls, SD. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.