Jessica Heath is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD. She holds a Series 66 designation and has 16 years of industry experience. She has worked with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Elijah Oxner is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial, Bridgeford Trust Company, and community involvement with the YMCA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. Their services include a range of planning topics and an option to combine planning with managed-account programs under consolidated billing.

Thomas Carson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes 25 years at Waddell & Reed, Inc. and various insurance carriers prior to joining LPL Financial in 2021. He also maintains ongoing involvement as an insurance agent. 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, supporting advisors with research and operational tools.

Jennifer Pals is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 23 years of industry experience. Her prior roles include 14 years at American Portfolios Financial Services and over 30 years at Garry Insurance Associates. Outside of advisory work, she owns and manages FAB5, LLC and assists an elder couple with property and bill management through JLP Consulting, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a wide range of portfolio management options and affiliated research.

Steven Kremer is a financial advisor at Edward Jones in Sioux Falls, SD, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at US AutoForce, Orion Foods, and Hormel Foods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated mutual funds.

John Walker is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Wells Fargo Clearing, he held positions at Wells Fargo Bank, Olive Garden, and several other organizations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Ryan Buhr is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Avera Health, Fusion Medical Staffing, Triage Medical Staffing, and Sanford Health. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Sandra Whitehead is a financial advisor at OSAIC with 25 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cambridge Investment Research Advisors and Principal Financial Services. In addition to her advisory work, she acts as an independent insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Marcia Bucher is a financial advisor at Stifel with 19 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Marie Morgan is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of her advisory role, she is involved in a beauty-related business selling makeup under the name Beauty Guide. 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. 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.

Mitch Van Dam is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2021 and previously spent six years at Waddell & Reed, Inc and various insurance carriers affiliated with W & R Insurance Agencies. In addition to his advisory role, he operates Falls Planning Group, an investment-related business connected to his LPL practice. 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 wide range of advisory and brokerage services, utilizing both model portfolios and customized strategies supported by technology tools, and oversees more than $819 billion in discretionary assets.

Nicholas Foley is a financial advisor with Ameriprise in Sioux Falls, SD, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at DoorDash, Thurman, Comes, Foley & Co, LLP, and Elgethun Capital Management. Outside of his advisory duties, he works as a paraplanner and support advisor for Chad Belitz through BACC LLC, assisting with financial plan data entry and client servicing. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Brent Impecoven is a financial advisor with Raymond James Financial in Sioux Falls, SD, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Raymond James, he spent nine years at Eide Bailly LLP and has been associated with Security Savings Bank since 2024. He is involved with Security Wealth Management, a support company based in Sioux Falls. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Desmond Looft is a financial advisor with LPL Enterprise based in Sioux Falls, SD, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and several positions outside finance including Pizza Hut and Potbelly's. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by its research team and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and lending services.

Nicholas Volin is a financial advisor with Ameriprise in Sioux Falls, SD, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and holds ownership of an office leasing entity, The Volin Office LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Cole Cheeseman is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, INC. and First Dakota National Bank. Cheeseman serves on the Board of Directors for the Salem, SD Chamber of Commerce. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice based on detailed Recommendation Reports and tax-aware withdrawal strategies.

Scott Carmody is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC and has been associated with Wells Fargo Bank, NA since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Zed Heimensen is a CFP® and Series 66-credentialed financial advisor with four years of industry experience. He is currently with OSAIC and also connected to Heimensen Wealth Advisors. His background includes roles at Securities America Advisors and Morningside University. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes advanced asset allocation tools and provides access to a wide range of investment options and third-party managed-account solutions.

Robbie Arend is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at Wells Fargo Bank, Raymond James Financial Services, and First Bank & Trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Jamie Petrick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 21 years of industry experience. Petrick has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm follows an IPS-driven advisory process based on modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.