Patrick Berger is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2008. Berger serves as a board member for the Holy Spirit Retirement Home and is involved with Heelan Youth Athletics as a Board Member and Girls Basketball Chair. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kari Wolfe is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and two years of industry experience. Her background includes nine years of service in the U.S. Air Force and prior roles at Old Navy and Target. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios built from mutual funds, ETFs, and third-party managed accounts, with portfolio management centralized through its Investment Management Team and Wealth Portfolio Managers.

Austin Janssen is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 18 years of industry experience and has been affiliated with Eagle Strategies since 2018. Janssen also operates Janssen Financial Group, where he brokers non-registered insurance products, and serves as a board member of Siouxland Business Network, a local networking group. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, and plan sponsors. The firm delivers tailored advice through multiple program types and manages the majority of its regulatory assets on a non-discretionary basis.

Tyler Kruse is a financial advisor with Eagle Strategies (New York Life) based in Dakota Dunes, SD, holding a Series 66 designation and 11 years of industry experience. He serves as president of the North Sioux City Fire Department board of directors and acts as treasurer for the St. Florian Fire & Burn Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm offers multiple program types and emphasizes non-discretionary advisory services delivered within an integrated New York Life affiliate structure.

Alisha Mc Carty is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with Bankers Life Securities since 2018 and has been associated with Bankers Life since 2005. Outside of her advisory role, she is a licensed insurance agent and also works as a skincare consultant. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates closely with affiliated broker-dealer and insurance entities.

Joseph Kruse Jr. is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 36 years of industry experience, including long-term roles at Eagle Strategies since 2000, Kruse Financial Group since 1998, Nylife Securities Inc. since 1989, and New York Life Insurance Company since 1988. Outside of his advisory work, he serves as an investor and board member of NYLARC Holding Company Inc., a reinsurance business affiliated with New York Life, and is involved in a corporation that owns a private airplane. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Heath Greene is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2007. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Trever Dodd is a financial advisor with Eagle Strategies (NY Life) based in Dakota Dunes, SD. He holds a Series 66 designation and has four years of industry experience. Trever also operates under the DBA Kruse Financial Group to service insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives.

Mary Sterk is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 29 years of industry experience. She worked at Woodbury Financial Services for 27 years prior to joining OSAIC in 2024. Outside of her advisory role, she is involved in motivational speaking and is an author of books she sells independently. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple platforms and third-party solutions for portfolio management.

Cathi Swan is a financial advisor at Cetera with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Baird and Sioux City Community Schools. Outside of her advisory role, she serves as the board vice president of North Stars Band, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets through various program structures and custodial relationships.

William Garvey Jr. is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Garvey serves as a board member of the South Sioux City Athletic Booster Club. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolio programs, combining adviser-led services with brokerage and insurance product offerings.

Thomas Targonski is a financial advisor with Edward Jones in Sioux City, IA, holding Series 63 and Series 66 designations and with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Camarigg is a financial advisor at Raymond James & Associates with 37 years of industry experience. He has previously worked at RBC Capital Markets Corporation for 16 years before joining his current firm. He holds Series 63 and Series 65 licenses. 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 diverse clientele—including individuals, institutional and pension plans, and municipal entities—and offers financial planning and consulting services that typically involve non-discretionary implementation decisions.

James Forey is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 32 years of industry experience. He has been with Cetera Investment Services LLC since 2005 and Security National Bank since 1991. Forey serves as treasurer for a local condo association, managing its financial records. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program options.

John Keane is a financial advisor at Ameriprise with 41 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a member of Momentum Partners, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and automated processes overseen by an internal committee.

Colton Irlbeck is a CFP®-credentialed financial advisor at Edward Jones with three years of industry experience. He has worked primarily at Edward Jones since 2022, with prior roles in financial services and education, including positions at Vision Financial Group and Morningside University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors across over 15,000 branch offices.

Keith Gengler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Cetera and its affiliate since 2021 and previously spent seven years at VOYA Financial Advisors. Outside of advising, he serves on the finance board of Bishop Heelan Catholic Schools and works as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with scalable program options and various investment strategies.

Chad Robinson is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. 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 planning focused on a broad range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Wendy Clark is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus since 2018, with prior experience at Security National Bank from 2008 to 2018. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jason Kleis is a financial advisor with RBC Capital Markets, LLC, holding Series 63, Series 65, and Series 66 registrations and with 29 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, Kleis coaches boys basketball for the Dakota Valley School District. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, pension, corporate, and charitable clients. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.