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.

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.