Johnathon Loofe is a financial advisor at Edward Jones in Sioux Falls, SD, holding a Series 66 license and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at Pay Ready and Wells Fargo, among other roles. Outside of his advisory work, he rents the basement of his home to a roommate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Allison Bakke is a financial advisor at LPL Financial in Sioux Falls, SD, with 13 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked with firms including Waddell & Reed, Inc. prior to joining LPL Financial. Bakke also operates Bakke Financial Planning Services, LLC, a home-based business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

John Tidwell is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at firms including North Star Resource Group and Securian Financial Services. Outside of his advisory role, he is involved in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary investment management services, supported by a nationwide network of over 10,000 advisors.

Brianna Batien Zobel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. 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 grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Sue Mollison is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she manages client relationships to provide services such as trading activity, annual reviews, and primary research. She assists clients in prioritizing their financial goals and developing tailored strategies designed to reach those goals with minimal risk. Sue joined the David Olson group in August 2019 bringing 20 years of experience in small business. Her areas of focus include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. She holds FINRA Series 7 and 66 registrations and the Personal Investment Advisor (PIA) designation. Sue earned a Bachelor of Arts in Business Administration from the University of Sioux Falls. Outside of her professional work, she is chairperson for the Lincoln High School Marching Band Alumni. In her personal time, she enjoys biking, cooking, hiking, and spending time with her family.

David Missal is a financial advisor with Thrivent Investment Management in Sioux Falls, SD, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves on the board of directors for Breathe Bravely, Inc., an organization focused on community and support for those impacted by cystic fibrosis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without portfolio management for institutional clients. Their services include a variety of planning topics delivered through financial advisors, typically as one-time or ongoing engagements.

Jacob Schaffer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. He previously worked at Wells Fargo Bank for five years and was self-employed for five years prior to that. Outside of his advisory role, he owns and manages two LLCs involved in commercial real estate and agricultural asset holdings. 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 advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

John Quello is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been affiliated with Raymond James and its associated entities since 2013. Quello serves as President of the Sheldon Reese Foundation, a nonprofit organization involved in charitable giving. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and customized planning to support clients' goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nathan Pease is a Series 66-licensed financial advisor with LPL Financial in Sioux Falls, SD, bringing 11 years of industry experience. His prior roles include positions at Catholic Family Services, Waddell & Reed, Inc., and various insurance carriers. Outside of advisory work, he manages a business entity for tax and investment purposes. 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 through a large network of advisors, employing diverse strategies including model portfolios and third-party subadvisors.

Jill Mollner is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at Raymond James Financial Services Advisors, Inc. in Sioux Falls, SD. Her career includes roles at LPL Financial Services and Professional Financial Services, and she is also employed as a Wealth Advisor at Cornerstone Financial Solutions, Inc. She holds additional positions in insurance-related activities through Graber & Associates and Plus Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs with a focus on technology and municipal advisory services.

Jeremy Anderson is a financial advisor with Raymond James Financial in Sioux Falls, SD, holding a Series 66 designation and 10 years of industry experience. He has worked with Raymond James and its affiliated entities since 2015 and is currently associated with First Dakota National Bank and Loft Advisors, where he also serves as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports a variety of advisory programs and institutional consulting services.

Keaton Deiter is a financial advisor at Morgan Stanley in Sioux Falls, SD, with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, American Bank and Trust, JPMorgan Chase, and Wells Fargo. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Brooks Cory is a CFP®-designated financial advisor with 21 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as president of the Northbay Condo Association in Spirit Lake, Iowa. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment option recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Chance Stoeser is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in Sioux Falls, SD, and holds a Series 66 designation. Outside of his advisory role, Stoeser is an assistant wrestling coach in Harrisburg, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Tyler Schwan is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Sioux Falls, South Dakota. He began his career in the investment industry in 2015 as an institutional broker with a regional firm in Minneapolis, Minnesota. Since joining Merrill in January 2019, Tyler applies his knowledge to guide clients through a comprehensive approach to managing wealth and preparing for future financial needs. Tyler's expertise spans education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He holds a Bachelor's Degree from Augsburg College and professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He is proficient in both English and Spanish. Residing in Sioux Falls with his wife, Sophia, and their son, Winston, Tyler enjoys the offerings of the Midwest. Outside of his professional duties, he participates in golf, basketball, biking, football, and traveling.

Angeline Lavin is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. She is currently with RBC Capital Markets and has also worked at City National Bank. Lavin serves on multiple boards, including as chair of the investment committee for the Sioux Falls Area Community Foundation and as a director for Wellmark, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Abby O'Hara is a financial advisor with Edward Jones in Hartford, SD, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Aerostar International, Inc. from 2010 to 2017. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Abby Monger is a financial advisor at RBC Wealth Management with one year of industry experience. She holds a Series 66 designation and has previously worked at Credit Union 1 and First National Bank in Sioux Falls. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment resources.

Scott Newman is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, Newman owns Newman Properties LLC, which operates a self-serve car wash and storage unit business in Sioux Falls, SD. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and institutions. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Carlie Weinandt is a Wealth Management Advisor with Merrill Lynch Wealth Management. She is part of a five-member team that emphasizes a true planning approach, tailoring investment decisions to align with clients' specific financial goals. Carlie focuses on delivering white-glove service and a high-quality experience to the families she supports. She holds the CERTIFIED FINANCIAL PLANNER® certification and has expertise in areas including college education planning, family wealth management strategies, liquidity management, personal retirement planning, women and wealth, sports and entertainment, individual and corporate investment strategies, tax minimization, and retirement income. Carlie graduated from Augustana University with a Bachelor's degree in Business Administration. In addition to her professional commitments, Carlie engages in community activities and is associated with several organizations such as Augustana University, Rotary West of Sioux Falls, and the South Dakota Hall of Fame. She previously served on the Boards of Directors for Rotary International Sioux Falls West, the Sioux Falls Cyclones, and the South Dakota Hall of Fame. Her personal interests include baseball, cooking, football, golfing, and spending time with her family.