Jennifer Jones is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2017 and previously worked for the State of South Dakota from 2001 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, and it operates under a fiduciary standard.

Matthew Dohman is a financial advisor with Ameriprise in Aberdeen, SD, holding a Series 66 designation. He has been with Ameriprise since 2025 and previously worked in vision care and ophthalmology-related roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research, algorithmic tools, and third-party data to create customized Recommendation Reports.

Brady Rohrbach is a financial advisor at Ameriprise in Aberdeen, SD, holding the Series 66 designation with one year of industry experience. His prior roles include positions at Dakota Financial Services and Vision Care Associates, along with several educational and banking-related positions. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on providing retirement-income planning advice through a written Recommendation Report and ongoing annual reviews, emphasizing dependable income sources and tax-aware withdrawal strategies.

William Edwards is a financial advisor at Edward Jones with 45 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1980. Outside of his advisory role, he serves as a director of the Edwards Family Foundation and is involved in managing agricultural operations and family farmland in South Dakota and North Dakota. He is also connected to a streaming platform and investments in film production through family-related entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions with a nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.

Lucas Lorenz is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior work experience includes positions at Lang's Audio TV & Appliance and Northern State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Kylie Vogel is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Northwestern Mutual and has experience assisting children with disabilities through a care provider role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Huck is a financial advisor with LPL Financial in Aberdeen, South Dakota, holding CFP® and Series 66 credentials and 13 years of industry experience. He previously worked at Investment Centers of America from 2012 to 2017 before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by LPL Research and third-party subadvisors.

Travis Huck is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2017, following two years at Investment Centers of America, Inc. Outside of his advisory role, he is a member of H3 Holdings, LLC, which owns farmland in Aberdeen, SD. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive technology and a broad range of affiliated financial services.

Cole Kukowski is a financial advisor with Edward Jones in Aberdeen, SD, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Aberdeen Chrysler Center from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, managed solutions, and affiliated investment products.

Joel Welke is a financial advisor with Wells Fargo Clearing in Aberdeen, SD, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as president of Aberdeen Smittys Baseball, where he manages team logistics and promotes youth participation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Shahri Lin Moore is a financial advisor with Wells Fargo Clearing in Aberdeen, SD, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with Wells Fargo since 2013, working at both Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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.

Tygan Holtey is a financial advisor at Wells Fargo Advisors in Aberdeen, SD, holding a Series 66 credential with four years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at firms including Morgan Stanley, E*TRADE Securities, and Cambridge Investment Research. Outside of his advisory role, he serves as a board member of the Salt and Light Foundation, a community support organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet certain net-worth criteria. The firm integrates advisory services with other financial products and referral channels, delivering recommendations supported by in-house research and planning tools.

Nicholas Tschakert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Plains Commerce Bank, Tschakert Storage, and First Interstate Bank. 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 investment solutions, supported by a large nationwide network of financial advisors and branch offices.

James Malsom is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving institutional clients with tailored investment solutions.

Denice Achen is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory work, she co-owns and helps manage Achen Farms in Frederick, South Dakota. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Charles Jakober is a financial advisor with Ameriprise in Aberdeen, SD, holding CFP®, ChFC®, and Series 63 credentials and over 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he owns and operates Jakober Farms, a livestock and grain farm in McPherson and Brown Counties. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Todd Buckstead is a CFP® and Series 66-licensed financial advisor with Edward Jones in Aberdeen, SD, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he is involved in a rental property business in Aberdeen. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large national network of financial advisors and branch offices.

Ryan Gunderson is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 10 years of industry experience. He previously worked at Investment Centers of America before joining LPL Financial in 2017. Outside of his advisory role, he is involved with Robert Gunderson LLC, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolios and strategies supported by advanced research and operational tools.

Nicholas Golz is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2018, following an 11-year tenure at Palco Marketing Inc. Outside of his advisory role, he serves on the investment committee for the United Way of NE South Dakota Foundation and acts as a liaison between the Prairiewood Township Board and Aberdeen Rural Fire Department. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Christian Malsom is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has been with Wells Fargo Clearing since 2025 and has prior experience in various roles across different industries, including beverage companies and retail. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.