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Alisha B

Series 66

Rapid City, SD

Summit Wealth Group

Alisha Butterfield is a financial advisor at Summit Wealth Group with 10 years of industry experience. She holds the Series 66 designation and previously worked at Whitesell Financial Group for eight years before joining Summit Wealth Group in 2022. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach using various analytical methods and incorporates third-party money managers and sub-advised models, with ongoing account monitoring and reviews.

General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
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Sheila N

Series 65

Rapid City, SD

Northwest Asset Management

Sheila Noble is a Series 65 licensed advisor at Northwest Asset Management with seven years of industry experience. She has been with Northwest Asset Management since 2017 and previously worked at Clearwater Wealth Management, Inc. from 2016 to 2017. Outside of her advisory role, she is a sales representative for ZYIA Active Wear. Northwest Asset Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategic asset allocation and Modern Portfolio Theory with a range of diversified investment options.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
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Robert S

Series 63, Series 65

Rapid City, SD

SeaCrest Wealth Management, LLC

Robert Sayler is a financial advisor at SeaCrest Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Purse Kaplan Sterling Investments since 2008. Sayler serves on the board of the YMCA of Rapid City, where he chairs their capital campaign for expanding childcare and wellness facilities and participates in scholarship efforts. SeaCrest Wealth Management is a multi-advisor firm that provides comprehensive financial planning and investment management to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis and utilizes artificial-intelligence tools to support decision-making.

Annuities Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Founder/Business Owner Executive Approaching retirement
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Saeed S

Series 66

Rapid City, SD

Creative Financial Designs, Inc.

Saeed Sulaiman is a financial advisor with Creative Financial Designs, Inc. in Rapid City, SD, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Questar Asset Management, Wells Fargo, and Waddell & Reed. Outside of advising, he is involved as an insurance agent with Shield Financial. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services. The firm uses asset-class model allocations aligned with defined risk objectives and offers specialized options such as Biblically Responsible Investing and flexible advisory fee structures.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Garrett A

Series 63, Series 65

Rapid City, SD

integrity Advisory Solutions

Garrett Amirehteshami is a financial advisor with Integrity Advisory Solutions in Rapid City, SD, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Northwestern Mutual Wealth Management Company and other firms. Outside of advising, he is a musical theater instructor for children at the Barefoot Dance Studio. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, using a range of investment strategies and third-party platforms to tailor portfolios and support clients’ retirement and lending needs.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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John J

Series 66

Rapid City, SD

AdvisorNet Wealth Partners

John Judd is a financial advisor with AdvisorNet Wealth Partners in Rapid City, SD, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Financial Security Management, Inc. and National Planning Corporation. Outside of advisory services, he prepares tax returns and operates a retail/online resale business through arbitrage. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management across various fee structures.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Daniel B

Series 63, Series 65

Rapid City, SD

AdvisorNet Wealth Partners

Daniel Bonkoski is a financial advisor with AdvisorNet Wealth Partners, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at LPL Financial, Denver Wealth Management, and Cetera Wealth Services. He is also involved in selling fixed insurance products in addition to his advisory duties. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, offering both discretionary and non-discretionary management tailored to client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Christian W

Series 66

Rapid City, SD

Summit Wealth Group

Christian Whitesell is a financial advisor at Summit Wealth Group with one year of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and Summit Wealth Group, Inc. Outside of his advisory role, he coaches soccer at Spearfish High School. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on clients’ financial profiles and uses a range of analytical approaches, often implementing strategies through third-party money managers and sub-advised models.

General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
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Steven M

Series 66

Rapid City, SD

AdvisorNet Wealth Partners

Steven Musch is a Series 66-registered financial advisor with AdvisorNet Wealth Partners in Rapid City, SD, bringing eight years of industry experience. His prior roles include positions at Cetera Wealth Services, BFC Planning, Berthel Fisher & Company Financial Services, and Trion Energy Solutions. Outside of his advisory work, he volunteers with International Students Inc., a Christian ministry supporting international students, and serves as a mission team member at Parkview Church. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and utilizes sub-advisors and internal models to align with client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Deidre B

Series 65

Rapid City, SD

Cetera Planning Partners

Deidre Budahl is a financial advisor at Cetera Planning Partners with 10 years of industry experience. She holds a Series 65 credential and has worked with Casey Peterson & Associates, LTD for over 20 years. Budahl is also a partner and accountant at a regional CPA firm, serves as a board member for Monument Health - Rapid City Hospital, and is the board chair for the South Dakota Board of Accountancy. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement-related advice. The firm integrates comprehensive offerings such as tax planning, bookkeeping, and estate planning services within a larger Cetera network.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Mark R

Series 63, Series 66

Rapid City, SD

Eagle Strategies (NY Life)

Mark Rude is a financial advisor with Eagle Strategies (New York Life) based in Rapid City, SD, holding Series 63 and Series 66 licenses and with 28 years of industry experience. He has worked with New York Life and its affiliated entities since 1997. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Mark C

CFP®, CFA®, Series 63, Series 66

Rapid City, SD

Eagle Strategies (NY Life)

Mark Cernicky is a CFP® and CFA® with 13 years of industry experience, currently serving at Eagle Strategies (NY Life). He has held roles at Principal Global Investors and other affiliated firms. Cernicky is a board member of the West River Estate and Financial Planning Council, which organizes financial planning seminars attended by professionals from various fields. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm offers multiple program types tailored to client objectives and specializes in non-discretionary asset management within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Kayce G

Series 65

Rapid City, SD

Cetera Planning Partners

Kayce Gerlach is a financial advisor with Cetera Planning Partners who holds a Series 65 credential and has 10 years of industry experience. Prior to joining Cetera Planning Partners in 2026, Gerlach worked at Avantax Planning Partners, Inc. for 11 years. Outside of financial advising, Gerlach is a shareholder and accountant at Casey Peterson, Ltd., a regional CPA firm, and serves as a board member and treasurer for both Central States Fair, Inc. and Black Hills Community Economic Development, a nonprofit organization. Cetera Planning Partners serves individual and high-net-worth clients, with an emphasis on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm’s integrated approach includes tax planning, bookkeeping, payroll support, and estate-planning services, with a focus on diversified allocations aligned to client goals and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Leah H

Series 65

Rapid City, SD

Cetera Planning Partners

Leah Heidler is a financial advisor with Cetera Planning Partners in Rapid City, SD, holding a Series 65 designation and four years of industry experience. Prior to joining Cetera Planning Partners in 2026, she worked at Avantax Planning Partners, Inc. from 2022 to 2026 and has been involved with Casey Peterson, Ltd., an accounting firm, since 2008. At Casey Peterson, Ltd., she conducts tax interviews, facilitates accounting work, provides client consulting in tax and accounting software, manages employees in the agriculture industry, and leads QuickBooks training webinars and seminars. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning and preparation, bookkeeping, payroll support, and estate planning through a third-party provider, using a diversified investment approach aligned with client objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Melanie P

Series 65

Rapid City, SD

Cetera Planning Partners

Melanie Pozorski is a financial advisor at Cetera Planning Partners with eight years of industry experience and a Series 65 designation. She is also an Accountant Manager at Casey Peterson, Ltd., a regional CPA firm, where she provides tax return preparation, consulting, and bookkeeping services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, by offering investment management, comprehensive financial planning, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Cara M

CFP®, Series 63, Series 65

Rapid City, SD

Mariner

Cara Miller is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. She has been with Mariner since 2020, with prior experience at Honkamp Krueger Financial Services and ProEquities, Inc. located in Rapid City, SD. Mariner Wealth Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses a discretionary, customized portfolio approach supported by an internal investment committee and combines in-house research with third-party managers across a range of asset classes and strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Devon H

PFS™

Rapid City, SD

Cetera Planning Partners

Devon Hochstetter is a PFS™ credentialed advisor at Cetera Planning Partners with three years of industry experience. Prior to joining Cetera, he worked at Avantax Planning Partners, Inc. for three years and is an income partner at Casey Peterson, LTD, a full-service accounting firm where he focuses on tax planning and preparation. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Mark L

Series 65

Rapid City, SD

Cetera Planning Partners

Mark Lyons is a financial advisor with Cetera Planning Partners and holds a Series 65 designation. He has 10 years of industry experience and has been with Cetera Planning Partners since 2026. Lyons is also the managing shareholder of Casey Peterson & Associates, Ltd., a CPA firm specializing in audit, accounting, and consulting services within the healthcare industry. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios using mutual funds and ETFs and offers additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Zach V

PFS™

Rapid City, SD

Cetera Planning Partners

Zach Van Sambeek is a financial advisor at Cetera Planning Partners with the PFS™ designation and two years of industry experience. He is also an income partner at Casey Peterson, Ltd, where he provides tax and compliance services, business valuation, and assistance with audit and financial statement preparation. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified allocations tailored to client objectives and risk tolerance and provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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De Shayne H

Series 65

Rapid City, SD

Cetera Planning Partners

De Shayne Hoag is a financial advisor with Cetera Planning Partners in Rapid City, SD, holding a Series 65 license and one year of industry experience. He previously worked at Avantax Planning Partners for two years and has been an income partner at Casey Peterson, Ltd, a firm providing tax, assurance, consulting, and financial advisory services, where he manages client engagements and will become a shareholder effective January 1. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice alongside ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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