Jeffrey Merideth is a financial advisor with LPL Financial in Sioux Falls, SD, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at Merrill and Waddell & Reed, Inc., among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Jeffrey Edman is the Senior Resident Director at Merrill's Sioux Falls, SD office, a position he has held since 1998. He has been a Financial Advisor with Merrill since 1996 and brings over 30 years of experience in the financial services industry. In his role, Jeff focuses on delivering a comprehensive approach to help clients meet their financial goals throughout different life stages. He works closely with clients, their families, and businesses to preserve and grow their wealth, utilizing insights from Merrill and banking convenience through Bank of America. As a Senior Portfolio Advisor, Jeff manages custom investment strategies on a discretionary basis, selecting from a wide range of Merrill model portfolios and third-party investment options. His areas of expertise include college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and retirement income. Jeff holds a Bachelor of Arts degree in Business Management from the University of South Dakota. He possesses Series 7, Series 9, Series 10, and Series 66 FINRA registrations and holds the Personal Investment Advisor (PIA) designation. He was named to Barron's "Top 1,000 Financial Advisors" in America in 2010 and 2011 and was recognized in the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of The Edman Group. Jeff's personal interests include basketball, boating, football, golfing, hunting, reading, skiing, swimming, traveling, and spending time with his family.

Trevor Klinnert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America Corporation, Merrill, U.S. Bank, and Wells Fargo NA. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Jason La Grange is a financial advisor with Thrivent Investment Management based in Sioux Falls, SD. He holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliates since 2025. His prior work experience includes roles at Menards and the University of Sioux Falls. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Timothy Houska is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His previous roles include positions at LPL Financial LLC, Great Western Bank, and Security Savings Bank. Outside of his advisory work, he is involved in managing a family-owned rental property. 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 offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Kelly Lang is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has worked concurrently at Loft Advisors and First Dakota National Bank in Sioux Falls, SD, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Thomas Dunn is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VOYA Financial Advisors. Additionally, he operates as an independent insurance agent specializing in fixed insurance sales. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies.

Robert Peters is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, Peters owns and operates a cattle business and is involved in family farming and automotive sales ventures. 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 services. The firm’s 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.

Jory Flanery is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. His prior work includes roles at Cornerstone Financial Solutions and Daktronics. He has also been involved in trading and client support through an associate position at Cornerstone Financial Solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Anthony Burns is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Princor Financial Services Corp. He is also involved with Burns Financial. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is largely model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Aaron Ellingsen is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Outside of his advisory work, he plays guitar in a local neighborhood band that performs at area establishments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Daniel Goeman is a financial advisor with Morgan Stanley in Sioux Falls, SD, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a director for Sioux Falls Cyclones Inc., a nonprofit organization promoting youth baseball. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools to model client outcomes, with broad offerings across retail and institutional markets.

Troy Rames is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2023, he worked at Stifel Nicolaus & Co Inc from 2016 to 2023. He serves on the board and finance committee of St Francis House, a nonprofit organization in Sioux Falls focused on homelessness. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and municipal advisory capabilities.

Jon Gadberry is a financial advisor with Ameriprise in Sioux Falls, SD, holding Series 63 and Series 66 designations and 28 years of industry experience. His prior roles include positions at Raymond James Financial Services and LPL Financial. Gadberry is also co-owner of Coteau Holdings, LLC, which manages his advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides customized, ongoing advice based on in-depth research and proprietary tools.

Bradley Archer is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. 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 approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aaron Hanson is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 credential and has worked at UBS since 2021. Prior to his current role, he has held positions at DoorDash, Select Painting, Dahlheimer's Beverage Distribution, Monticello Public School District, and Augustana University. Outside of advising, he has worked as a delivery driver for DoorDash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Ryan Krome is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at VisionPoint Advisory Group, LLC, Purshe Kaplan Sterling Investments, and American Bank & Trust. He is also an insurance agent for Graber & Associates. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and advisor tools.

Samantha Bailor is a financial advisor at Wells Fargo Clearing with industry experience beginning in 2024. She holds Series 63 and Series 65 securities licenses and has been with Wells Fargo Bank since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers a combination of brokerage and advisory solutions supported by research and analytics.

Casey Jorgensen is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2020, Jorgensen spent ten years with State Farm VP Management Corporation. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Joshua Hoffman is a financial advisor with Thrivent Investment Management in Sioux Falls, SD. He holds a Series 66 designation and has 10 years of industry experience, including seven years at Ameriprise Financial Services, Inc. prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses addressing a broad range of planning topics, with options to combine planning and managed-account services under a consolidated billing system called “WealthPlan.”