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.

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.