Kurt Whitesell is a CFP® with 38 years of experience in the financial industry. He is currently with Summit Wealth Group, where he has worked since 2022 and in its successor entity since 2025. His prior experience includes 18 years at Commonwealth Financial Network and 15 years running Whitesell Financial Group. He is a 50% owner and president of a private reinsurance company. 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 offers customized investment strategies using a range of analytical approaches and frequently implements these through third-party money managers, monitoring accounts with ongoing reviews.

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.

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.

Robert Sayler is a financial advisor at SeaCrest Wealth Management, LLC in Rapid City, SD, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purse Kaplan Sterling Investments, Inc. and SeaCrest Wealth Management since 2008. Sayler serves on the board of the YMCA of Rapid City, where he chairs the Shaping of Our Future Capital Campaign and participates in scholarship initiatives. SeaCrest Wealth Management is a multi-advisor SEC-registered firm providing wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis across various asset classes and offers specialized services such as divorce financial mediation and consulting on variable annuities and employer-sponsored plans.

Saeed Sulaiman is a financial advisor at Creative Financial Designs, Inc. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Questar Asset Management, Questar Capital Corporation, and Wells Fargo in various capacities. Outside of advisory work, he is involved as an insurance agent with Shield Financial. Creative Financial Designs serves individual and institutional clients, including high-net-worth individuals, charitable organizations, and employer retirement plans, offering investment management and financial planning through a network of representatives. The firm’s investment approach uses asset-class model allocations informed by third-party research and includes a range of strategies from passive to tactically managed portfolios, as well as Biblical Responsible Investing options.

Kayce Gerlach is a financial advisor with Avantax Planning Partners, Inc., holding a Series 65 credential and bringing 10 years of industry experience. She is also a shareholder and accountant at Casey Peterson, Ltd., a regional CPA firm, where she provides tax, consulting, and valuation services. Additionally, Gerlach serves as a board member and treasurer for Central States Fair, Inc. and Black Hills Community Economic Development, a nonprofit organization. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with CPA firms and registered advisor representatives. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and offers tax-intelligent overlays, managing client accounts on a discretionary basis with centralized trading and reporting.

Garrett Amirehteshami is a financial advisor with Integrity Advisory Solutions in Rapid City, SD, holding Series 65 and Series 63 licenses and two years of industry experience. His background includes roles at Northwestern Mutual and Xerox, and outside of finance, he instructs musical theater classes for children aged 6 to 15. He is also involved with Scheels as a sports specialist. Integrity Advisory Solutions serves a diverse client base, including high-net-worth individuals, trusts, estates, and businesses, managing approximately $1.1 billion in assets through a network of independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and utilizes third-party platforms to provide tailored investment solutions and retirement-plan advisory services.

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. He has worked at firms including Financial Security Management, Inc., and NATIONAL PLANNING CORPORATION. Outside of advisory services, Judd is active as an insurance agent, prepares tax returns, and engages in retail and online resale via arbitrage. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm manages diversified portfolios using equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors or internal model portfolios to meet client objectives.

Leah Heidler is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 65 designation. She has three years of industry experience and has been with Avantax since 2022. In addition to her advisory role, she is a CPA accountant at Casey Peterson, Ltd., where she manages an accounting and tax book of business, conducts client consulting, and instructs webinars on QuickBooks software. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary portfolio management.

Melanie Pozorski is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 65 designation. She has eight years of industry experience and also serves as an Accountant Manager at Casey Peterson, Ltd., a regional CPA firm where she provides tax, consulting, and bookkeeping services. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes proprietary style allocation models and tax-intelligent strategies, serving approximately 7,500 clients through a network of CPA firms and advisors.

Daniel Bonkoski is a financial advisor at AdvisorNet Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and Denver Wealth Management. His background includes roles in financial consulting and asset management. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios with equities, fixed income, mutual funds, and ETFs, and employs both discretionary and non-discretionary management strategies.

Devon Hochstetter is a PFS™ credentialed advisor with Avantax Planning Partners, Inc. in Rapid City, SD, bringing two years of industry experience. He is also an income partner at Casey Peterson, LTD, a full-service accounting firm where he focuses on tax planning and preparation. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing model-based style allocation strategies and discretionary portfolio management. The firm operates within a larger corporate group and offers tax-intelligent overlays and centralized trading services.

Mark Lyons is a financial advisor with Avantax Planning Partners, Inc., holding a Series 65 license and nine years of industry experience. He is also the managing shareholder of Casey Peterson & Associates, Ltd., a CPA firm where he oversees healthcare industry services including audit, accounting, and consulting. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm offers discretionary portfolio management using model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group with access to affiliated broker-dealer, adviser, insurance, and pension consulting entities.

Zach Van Sambeek is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ designation and two years of industry experience. He also serves as an income partner at Casey Peterson, Ltd., where he provides tax and compliance services, including business valuation and audit assistance. His work encompasses financial planning, investment advice, and tax planning coordinated across his roles. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary portfolio management.

De Shayne Hoag is a financial advisor with Avantax Planning Partners, Inc., holding a Series 65 credential and one year of industry experience. He is also an income partner and soon-to-be shareholder at Casey Peterson, Ltd, a firm providing tax, assurance, consulting, and financial advisory services. Avantax Planning Partners primarily serves individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies, discretionary portfolio management, and offers tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer and investment adviser entities.

Devin Pfaff is a Series 65-licensed financial advisor at Avantax Planning Partners, Inc. with one year of industry experience. Before joining Avantax and its affiliated firms in 2025, he has served as a shareholder and director of the Attest team at the CPA firm Casey Peterson, Ltd., where he has worked since 2016. Avantax Planning Partners offers portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes tax-intelligent strategies and model-based portfolio management, delivering services primarily through a network of CPA firms and registered advisors.

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.

Casey Peterson is a financial advisor with Avantax Planning Partners, Inc. in Rapid City, SD, holding a Series 65 designation and bringing 25 years of industry experience. He has worked with CP Financial Services and Avantax Planning Partners since 2000 and has been a practicing accountant with Casey Peterson, Ltd., a regional CPA firm, since 1977. Peterson is also the director of the Advisory Board and a shareholder of First Interstate Bank in Rapid City. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm uses model-based style allocation strategies and offers discretionary portfolio management, retirement plan services, and tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer, investment adviser, insurance, and pension consulting entities.

Kevin Eggebraaten is a financial advisor with Avantax Planning Partners, Inc. in Rapid City, SD, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Cetera Wealth Services, Avantax Investment Services, and Proequities. He is also the managing director of Casey Peterson, Ltd., a full-service public accounting firm providing tax preparation and consulting services. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with CPA firms and registered advisor representatives. The firm employs discretionary portfolio management using model-based style allocation strategies and offers tax-intelligent overlays, managing client accounts on a discretionary basis with centralized trading and reporting.

Steven Musch is an investment advisory representative at AdvisorNet Wealth Partners with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera Wealth Services, Berthel Fisher & Company Financial Services, and BFC Planning. Outside of his advisory role, Musch 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 consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management tailored to client objectives.