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.

Alex Renner is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial and Sanford Health. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets through a large network of advisors and branch offices across the United States.

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.”

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.