E Fromelt is a CFA® charterholder with 16 years of industry experience, currently serving as the sole advisor at Lauer Capital Management Ltd since 2008. Located in Sioux Falls, SD, he holds a Series 63 registration and has focused his career at this firm. Lauer Capital Management Ltd. provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. The firm emphasizes an asset/liability framework that aligns portfolio risk with clients’ future cash-flow needs, prioritizing risk management and consistent, absolute returns through generally conservative allocations and low turnover.

Alan Miller is a financial advisor at Resolve Capital Management LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Resolve Capital Management since 2010. Resolve Capital Management provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm emphasizes diversified asset allocation across multiple asset classes and investment styles, typically managing accounts on a discretionary basis through the Fidelity Institutional Wealth Services platform.

Dylan Kvaale is a financial advisor at Make Way Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Principal Life Insurance Company and Wealth Watch Advisors. Outside of his advisory role, he coaches 8th grade boys basketball in Sioux Falls. Make Way Wealth Management serves individuals, corporations, charities, and pension or profit-sharing plans, providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm combines strategic diversification and proprietary model portfolios with technical and cyclical analysis, and offers qualified clients access to customized private equity and hedge-fund portfolios through Crystal Capital Partners.

Paula Bindert is a financial advisor at Prairie View Wealth Partners LLC in Sioux Falls, SD. She holds the PFS™ designation and has over 15 years of combined experience in financial and wealth management roles, including ten years at Fossum & Bindert LLP and four years at The First National Bank in Sioux Falls before joining Prairie View Wealth Partners in 2026. Prairie View Wealth Partners LLC is an SEC-registered adviser offering discretionary wealth management, investment management, and comprehensive financial planning to individuals, institutions, trusts, and estates. The firm emphasizes a fundamentally driven, long-term investment approach with diversified portfolios primarily composed of low-cost mutual funds, ETFs, and bonds, serving a concentrated client base with complex needs.

George Meschter is a financial advisor at Parvin Asset Management, LLC, holding a Series 65 credential with one year of industry experience. He previously worked at Capstone for six years and at FVMAC for two years. Parvin Asset Management provides discretionary portfolio management to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a fundamentally driven, value-oriented investment process supported by quantitative screens and third-party research, offering strategies across equities, fixed income, and selective private equity.

Richard Lauer is the sole advisor at Lauer Capital Management Ltd., a firm he founded in 1994. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Lauer Capital Management Ltd. provides discretionary portfolio management to individuals, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. The firm’s investment approach links portfolio risk to clients’ future cash-flow needs, emphasizing risk management, avoidance of principal loss, and consistent absolute returns through generally conservative allocations and low turnover.

Ryan Wilhelm is a financial advisor at Alternative Investment Advisors, LLC in Sioux Falls, SD, holding a Series 65 credential. He has been with the firm since 2025 and has prior experience as a broker associate at The Experience Real Estate since 2017. Outside of financial advising, Wilhelm serves as an assistant coach for the Jefferson High School track and field team. Alternative Investment Advisors, LLC provides portfolio management, financial planning, and employee benefit advisory services to individuals, trusts, and institutional clients. The firm employs a team-based approach and customizes client portfolios primarily using ETFs and options, supported by a combination of fundamental, quantitative, qualitative, and technical analysis.

Ashley Tucker is a ChFC® and Series 65 licensed advisor with Compass Financial Group, INC, where she has worked since 2017. She has a total of nine years in the financial services industry, including two years at First Premier Bank. In addition to her advisory role, she is a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management and integrated financial planning. The firm manages approximately $1.48 billion in discretionary assets and emphasizes a buy-and-hold investment approach with periodic account reviews and holistic financial planning.

Myranda Thoen is a financial advisor at Aspen Private Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at G A Johnson Construction, Sioux Valley Environmental, First Premier Bank, and Kadejan Market. Aspen Private Advisors serves individual and high-net-worth clients, trusts, retirement plans, and business entities with financial planning, retirement plan consulting, and discretionary asset management. The firm employs a balanced, long-term asset allocation approach utilizing mutual funds, ETFs, cash equivalents, and selective individual securities, along with derivatives strategies within separately managed accounts.

Jesse Haller is a CFP®, ChFC®, and Series 66-licensed advisor at Compass Financial Group, INC with 18 years of industry experience. He has been with Compass Financial Group, a regional services company, for 15 years. Outside of his advisory role, Haller is a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management, financial planning, and non-discretionary advisory services. The firm manages approximately $1.48 billion in discretionary assets with a buy-and-hold investment approach and emphasizes holistic financial planning and behavioral coaching.

Patrick Mccabe is a financial advisor at RIA Advisory Group, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Visionpoint Advisory Group, LPL Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advisory work, he serves as a Benefit Analyst with Resolve Physician Agency, assisting physicians in understanding employer-provided benefits. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts on a discretionary basis using a combination of charting, fundamental, and technical analysis, overseeing all managed assets in-house across a multi-office team of 21 advisors.

Houstyn Heinz is a CFP® and Series 65-registered advisor with three years of industry experience. He is currently with RIA Advisory Group, LLC and also works as a Certified Public Accountant at a regional CPA firm in South Dakota, where he prepares and reviews tax returns, financial statements, and performs various accounting functions. Prior to joining RIA Advisory Group, Heinz held roles at ELO CPA's & Advisors, Schwan Financial Group, and NorthWestern Energy. RIA Advisory Group is a multi-office team of 21 advisors managing approximately $568 million for nearly 2,000 clients. The firm provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations, employing a combination of charting, fundamental, and technical analysis.

Todd Dathe is a financial advisor with Aspen Private Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Aspen in 2018, he worked at LPL Financial LLC and Level Four Advisory Services. Outside of his advisory role, he is involved in aircraft ownership and rental through an LLC that owns a Cirrus SR22T airplane and provides business consulting services via Aspen Consulting, LLC. Aspen Private Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering financial planning, retirement plan consulting, and discretionary asset management. The firm employs a long-term, balanced, and disciplined asset allocation approach tailored to client objectives, with portfolios that may include mutual funds, ETFs, cash equivalents, and, in some cases, alternative assets and derivatives.

John Barker is a CFA® charterholder with 14 years of industry experience, currently serving at Elgethun Capital Management since 2011. He is involved in several investment-related ventures, including managing partner roles in private equity and hedge fund entities, and holds leadership positions in multiple real estate investment and management companies across the upper Midwest. Barker also serves as a trustee member of Dakota REIT, providing oversight on real estate assets. Elgethun Capital Management offers discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm employs a fundamental analysis-based investment approach emphasizing fixed-income for capital preservation and equity for appreciation, while also engaging in private pooled funds and real-asset activities.

Pierce Mcdowell IV is a financial advisor at Elgethun Capital Management in Sioux Falls, SD, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Fourth Constellation LLC, Boston Scientific Corporation, and University of Virginia. Outside of advising, he serves as an officer at SDJ Services Inc., where he assists with board oversight and annual meetings. Elgethun Capital Management serves individuals, high-net-worth clients, and various institutional entities, providing discretionary and non-discretionary asset management as well as advisory services. The firm’s approach integrates fundamental analysis with a mix of fixed income and equity investments, actively managing portfolios including private pooled funds and affiliated entities.

Dennis Martin is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Colliers Securities since 2014. Outside of his advisory role, Martin serves as Treasurer of Sioux Falls West Camp for Gideons International, a non-profit religious organization. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides brokerage, custody, and advisory services through both non-discretionary and discretionary programs, with portfolio management performed by third-party managers and a notable focus on municipal securities and underwriting activities.

Dana Rausch is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her prior roles include positions at Principal Financial and LPL Financial. Outside of advising, she is involved with a physician benefit education agency and participates in family farmland management through a family holding LLC. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages accounts in-house on a discretionary basis using a mix of charting, fundamental, and technical analysis across various trading strategies.

Keaton Falk is a financial advisor at RIA Advisory Group, LLC with four years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Ameritas Investment Company, Ameritas Insurance Company, and Ameritas Advisory Services, among others. Falk is involved with Resolve, where he assists medical professionals in negotiating their employment contracts. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts on a discretionary basis using a combination of charting, fundamental, and technical analysis, overseeing all assets in-house across a multi-office team.

Laurie Ketterling is a financial advisor at RIA Advisory Group, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at VisionPoint Advisory Group, LPL Financial, and Principal Financial Group. Outside of advising, she has a minority interest in a family-owned blinds business. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts in-house using a blend of charting, fundamental, and technical analysis across various trading strategies.

Jose Addink is a financial advisor at Compass Financial Group, INC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Bancorp Investments, U.S. Bank, and Graber & Associates. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management, financial planning, and discretionary asset management. The firm manages approximately $1.48 billion in discretionary assets and employs a buy-and-hold strategy with an emphasis on holistic financial planning and behavioral coaching.