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.

Chris Limmer is a financial advisor with Ameriprise in Brandon, South Dakota, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise since 2010. Outside of his advisory role, Limmer is involved in local community activities, including owning and operating the Brandon Soccer Academy, coaching boys varsity soccer, serving as a hunting guide, and participating in nonprofit and chamber of commerce leadership roles. Ameriprise provides a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, delivering tailored recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

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.

Nathan Quello is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 designation and is based in Sioux Falls, SD. He has served on the Lutheran’s Outdoors Endowment Oversight Committee since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports municipal and public finance work through a specialized affiliation, in addition to innovative advisory programs such as the SIMPLE IRA Employer Advisory & Consulting Services.

Ethan Noble is a CFP®-certified financial advisor with 16 years of experience, currently practicing at Edward Jones in Sioux Falls, SD since 2010. He holds the Series 66 designation. Outside of his advisory work, he owns and manages rental properties in Avondale, AZ. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large national network of financial advisors and branch offices.

Brady Fuhrman is a financial advisor with Ameriprise in Sioux Falls, SD, holding a Series 66 credential and five years of industry experience. Prior to joining Ameriprise in 2020, he held positions at J Gross Equipment, Agtegra Cooperative, Poet Biorefining, and South Dakota Wheat Growers. Outside of his advisory role, Fuhrman serves as an assistant golf coach for Waverly-South Shore High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice. The firm utilizes proprietary research and third-party data to develop recommendations focused on income sources, tax-aware withdrawal strategies, and Social Security options.

Gregory Leuthold is a financial advisor with Ameriprise in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Leuthold serves on the Board of Directors for Ducks Unlimited and is involved with BACC LLC, providing financial planning support services. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.