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.

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 at OSAIC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including American Portfolios Financial Services, Progressive Advisory Solutions, and Professional Planning Services. In addition to his advisory role, he is licensed as a New York Life insurance agent. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services supported by various tools and third-party platforms. The firm’s complex corporate structure includes multiple mergers and partnerships, enabling access to a broad range of investment solutions and services.

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, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo and Southern New Hampshire University Online. Castle is also a notary public. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and insurance products through affiliated entities.

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, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC. Outside of her advisory role, she co-owns a farming business with her spouse in Cavour, South Dakota. 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 combines brokerage and advisory solutions, leveraging research and analytics to support diversified investment approaches.

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.