Aaron Severson is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of his advisory role, Severson has a 25% ownership interest in Pass Line Racing, a racehorse investment venture. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nathan Hewes is a Series 66-licensed financial advisor with UBS Financial Services in Sioux Falls, SD, where he has worked since 2014. He has 12 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary market assumptions, model-based allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolios. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets services and proprietary research.

Christopher Bergst is a financial advisor with Thrivent Investment Management in Sioux Falls, SD, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc since 2009 and has also served at Northwestern College since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed accounts under a consolidated billing option called “WealthPlan.”

Joseph Wood is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 66 licenses and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously 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, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s service offerings include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a broader range of financial products than typical institutional advisers.

Stephanie Suhrbier is a financial advisor with LPL Financial in Sioux Falls, SD, holding a Series 66 credential and 10 years of industry experience. She has been with LPL Financial and Agile Wealth Solutions since 2021. Outside of advising, she is a published author under the name Stephanie Randgaard. 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, third-party asset management, and institutional platforms.

Ryan Neff is a financial advisor with UBS Financial Services located in Sioux Falls, SD. He holds the Series 66 designation and has worked in the financial industry since 2023, including previous roles at FOCUS and Premier Bankcard. Ryan also has experience in academic settings, having worked at the University of South Dakota and St. Cloud State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans based on clients' goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Trevon Moody is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and six years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gregory Risse is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he works as a basketball referee in Sioux Falls. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting client decisions without guaranteeing outcomes.

Erik Syverson is a Certified Financial Planner® with 26 years of industry experience, currently advising clients at UBS Financial Services since 2008. He holds the Series 66 designation and is based in Sioux Falls, SD. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans to clients' goals and risk tolerances.

Michael Cole is a financial advisor with UBS Financial Services in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves as an assistant coach for the speech and debate team at Sioux Falls Jefferson High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, delivering wealth management combined with institutional trading capabilities. The firm employs proprietary capital market research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Barb Fish is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Her prior roles include positions at Securities America Advisors and Cetera Wealth Services. She serves on the Brandon City Council in South Dakota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, utilizing a range of investment strategies supported by research and technology across its extensive network of advisors.

Daniel Morrison is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2009 and has spent his entire career with Merrill. As a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor, Daniel focuses on helping individuals, families, and business owners develop potential solutions and provides investment guidance aligned with both short- and long-term financial objectives. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, women and wealth, sports & entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Daniel earned his Bachelor's degree in Business Administration from Augustana University, where he also competed on the baseball team. He has been recognized by Forbes, being named to the "Best-in-State Next-Generation Wealth Advisors" list for South Dakota in 2023 and ranking #1 in South Dakota on the 2023 Forbes "Best-in-State Wealth Management Teams" list as part of the Nelson Wealth Management Team. He has also served on the boards of directors for Rotary International Sioux Falls West, Sioux Falls Cyclones, and the South Dakota Hall of Fame. In his personal life, Daniel lives in Sioux Falls with his wife Jordan and their three daughters, Charlotte, Peyton, and Gabriella. He enjoys baseball, cooking, football, golfing, and spending time with his family. Daniel has held various community involvement roles, including volunteer assistant coach for the Augustana Baseball team and supporting organizations such as Augustana University, CASA, Sanford Children's Hospital, the JY6 Foundation, and the United Way.

Nathan Peters is a financial advisor with Wells Fargo Clearing based in Sioux Falls, SD. He holds a Series 66 designation and has three years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked in education and hospitality roles. Peters holds a 25% ownership stake in Dakota Kids LLP, a venture unrelated to his advisory activities. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing a range of brokerage and advisory solutions supported by research and analytics.

Allison Bolger is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of advising, she owns a barbershop and hair salon business called Head Hunters LLC and engages in public speaking on practice management topics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across a range of financial topics and offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement, while keeping the services distinct.

Eric Smart is a financial advisor at Ameriprise in Sioux Falls, SD, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2022, he worked in education at Tri-Valley Public Schools and Canton Public Schools from 2010 to 2022. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Fokken is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes positions at Mutual of Omaha and Securities America Advisors. He also serves as General Sales Manager at Futurity First Insurance Group, where he is involved in life and health insurance sales as well as recruitment and training of producers. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage a wide range of investment portfolios.

Todd Nelson is a financial advisor with Merrill in Sioux Falls, South Dakota, holding a Series 63 designation and 37 years of industry experience. He has worked at Merrill since 1989 and Bank of America since 2011. Outside of his advisory role, he serves in various fiduciary capacities, including trustee, conservator, power of attorney, executor, and administrator for family members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lucas Hattervig is a Series 66-licensed financial advisor with one year of experience, currently with Thrivent Investment Management in Sioux Falls, SD. His prior work includes roles at Thrivent Financial, Avera McKennan, Trinity Health, and Des Moines University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across a wide range of financial topics. The firm separates its planning and managed-account services and does not provide discretionary portfolio management for institutional clients.

Landon Ruesink is a financial advisor at Thrivent Investment Management with one year of industry experience. He previously worked at CorTrust Bank and spent four years at Dakota Wesleyan University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm’s planning services cover a range of topics and can be combined with managed-account programs under a consolidated billing option.

Nicholas Seliski is a CFP®-designated financial advisor with Edward Jones in Sioux Falls, SD, where he has worked since 2015. He has 12 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a voting member of an investment property group organized by clients. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supporting its advisors with extensive resources including affiliated mutual funds, trust services, and securities-based lending options.