Jose Addink is a financial advisor at Compass Financial Group, INC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Bancorp Investments, U.S. Bank, and Graber & Associates. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management, financial planning, and discretionary asset management. The firm manages approximately $1.48 billion in discretionary assets and employs a buy-and-hold strategy with an emphasis on holistic financial planning and behavioral coaching.

John Haller is a financial advisor with Compass Financial Group, INC, holding the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including 15 years with Compass Financial Group and over forty years at Rsc Financial. Outside of his advisory role, he works as a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management, third-party manager referrals, and non-discretionary plan sponsor advisory services. The firm combines integrated financial planning with discretionary asset management and maintains a buy-and-hold investment approach across its client accounts.

Braden Smidt is a financial advisor with Alternative Investment Advisors, LLC, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Swenson Wealth Management and several other financial firms. Outside of his advisory work, he provides assistance with estate planning and client insurance needs through Swenson Wealth Management and offers administrative support to Skyline Capital, LLC. Alternative Investment Advisors, LLC serves individuals, trusts, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and employee benefit plan advisory services. The firm emphasizes customized asset allocation using ETFs, options, and other securities, and offers educational seminars to support client investment knowledge.

Meghan Kramer is a financial advisor at Aspen Private Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has been with Aspen since 2018, previously working at the University of Sioux Falls and in childcare roles. In addition to her advisory work, she provides business consulting services through Aspen Consulting, LLC. Aspen Private Advisors serves individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, offering financial planning, retirement plan consulting, and discretionary asset management. The firm employs a balanced, long-term asset allocation approach and utilizes mutual funds, ETFs, cash equivalents, and selectively, individual securities and derivatives within separately managed accounts.

Joseph Thomas is a financial advisor at Columbia Advisory Partners, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Co. Thomas is also active as an insurance agent, selling fixed insurance products. Columbia Advisory Partners provides financial planning, investment management, and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm uses diversified, model-driven portfolios based on Modern Portfolio Theory and fundamental analysis, offering both discretionary management and access to third-party actively managed models.

Matthew Johnson is a CFA® charterholder with 27 years of industry experience. He has been with Sage Capital Advisors, LLC since 2005. The firm serves pension and profit-sharing plans, plan sponsors and participants, as well as individuals, families, and certain nonprofit clients. Sage Capital Advisors offers discretionary investment management, retirement-plan consulting, participant education, and financial planning, employing a custom, value-oriented investment approach that includes individual equities, ETFs, fixed income, tactical strategies, and outside managers.

Nikolas Boyce is a CFP® with eight years of industry experience and currently serves as a financial advisor at Hahn Financial Group. His prior experience includes roles at Colby Staloch, Northwestern Mutual Investment Services LLC, and Kahler Financial Group. Outside of his advisory work, he is involved in property management in Sioux Falls, SD. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, and institutional clients. The firm manages approximately $171 million in discretionary assets through a team of nine advisors, employing a combination of fundamental, technical, and cyclical analysis for portfolio management.

Gabriel Smith is a CFP® and ChFC® affiliated with Hahn Financial Group, bringing three years of industry experience. Prior to joining Hahn Financial Group, he worked briefly at Northwestern Mutual and has been involved with GBK Musical Group as a drummer. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets and employs a variety of analytical methods for portfolio construction, offering specialized services including endowment and qualified plan support.

Thomas Hackl is a financial advisor with Colliers Securities LLC in Sioux Falls, SD, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Colliers Securities since 2013. Outside of his advisory role, Hackl volunteers occasionally with the Cosmopolitan Club, a nonprofit focused on diabetes research. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by third-party sub-advisers, utilizing platforms such as Envestnet and Dana.

Conrad Adam is a CFA® charterholder with four years of industry experience. He is currently with Elgethun Capital Management and also registered with Hirtle Callaghan & Co., a registered investment advisor. His prior experience includes roles at Wells Fargo/Abbot Downing, the South Dakota Board of Regents, the South Dakota Bureau of Finance & Management, and the University of South Dakota. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis, emphasizing fixed-income for capital preservation and equities for appreciation, utilizing strategic and tactical asset allocation, option strategies, and margin when appropriate.

Kelly Hahn is a financial advisor with Hahn Financial Group in Sioux Falls, SD, holding the ChFC® designation and a Series 66 license. She has 20 years of industry experience and has been with Hahn Financial Group since 2006. Outside of advisory work, she is also licensed as an insurance agent. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets for about 1,750 clients and employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction, operating as a team of nine advisors from a single office.

Austin Wagner is a Series 65 licensed financial advisor with nine years of industry experience, currently working at Elgethun Capital Management since 2017. He is also president of Aegis Western, LLC, which manages the Western Mall, a notable retail asset in Sioux Falls, South Dakota. Elgethun Capital Management serves individual and high-net-worth clients as well as institutional entities, providing discretionary and non-discretionary asset management along with advisory services. The firm employs a fundamental analysis-based investment approach that balances fixed income and equity allocations and is actively involved with private pooled funds and affiliated entities.

Jason Tinklenberg is a financial advisor at Sutterfield Financial Group, Inc. with 24 years of industry experience. He has been with Sutterfield since 2005 and previously worked at Purshe Kaplan Sterling Investments. Outside of advising, he serves as president of a local homeowners association and is a board member of the Luke Society, a medical missions nonprofit, and SIMDEL Children's Educational Ministry. Sutterfield Financial Group serves individuals, pensions, charitable organizations, and businesses by providing financial planning, investment management, captive insurance formation, and accounting/tax services. The firm uses proprietary model portfolios and an internal investment committee to guide portfolio management across various risk levels.

Susan Jordahl is a financial advisor at Hahn Financial Group in Sioux Falls, SD, with nine years of industry experience. She holds a Series 65 designation and has been with Hahn Financial Group since 2016. Hahn Financial Group is a fee-based investment adviser managing approximately $188.7 million for about 1,846 clients through a nine-advisor team. The firm serves individuals, trusts, estates, charitable organizations, and retirement and profit-sharing plans, offering portfolio management, financial planning, and related advisory services using a combination of fundamental, technical, and cyclical analysis tailored to client objectives.

Ezekiel Klosterman is a financial advisor at Compass Financial Group, INC with four years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Compass Financial Group in 2022, he worked at State Farm Insurance and Premier BankCard. Klosterman has a background that includes nearly a decade of involvement with Lighthouse Academy and the University of South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing integrated financial planning, discretionary asset management, and non-discretionary advisory services. The firm manages approximately $1.48 billion in assets, employs a buy-and-hold investment strategy, and maintains a higher client-to-advisor ratio supported by standardized processes and intermediary relationships.

Chase Harris is a financial advisor at Elgethun Capital Management in Sioux Falls, SD, holding a Series 65 designation. He has been with Elgethun Capital Management since 2024 and previously worked at First Premier Bank. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis with an emphasis on fixed-income for capital preservation and equities for appreciation, utilizing strategic and tactical asset allocation alongside option strategies and margin when appropriate.

Trevor Sinclair is a financial advisor at Elgethun Capital Management with one year of industry experience. He holds a Series 65 credential and has prior work experience at the University of South Dakota and Old Dominion Freight Line. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm emphasizes fundamental analysis with a focus on fixed-income for capital preservation and equities for appreciation, employing strategic and tactical asset allocation along with option strategies and margin when appropriate.

Jeffrey Malone is a financial advisor at Sage Capital Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sage Capital Advisors and Malone Capital Advisors since 2013. Outside of his advisory roles, he is involved with several family limited partnerships as both a general partner and limited partner. Sage Capital Advisors serves pension and profit-sharing plans, individuals, families, and nonprofit clients, offering discretionary investment management, retirement-plan consulting, participant education, and financial planning. The firm employs a custom, value-oriented investment approach that combines fundamental and technical analysis and utilizes individual equities, ETFs, fixed income, tactical strategies, and outside managers.

James Martin is a financial advisor at Hahn Financial Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held positions at Pizza Hut, Automated Maintenance Systems, Levo Credit Union, and Tcf Bank. He also spends a portion of his time involved in insurance sales and services through Hahn Financial Group. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets for around 1,750 clients and employs a combination of fundamental, technical, charting, and cyclical analysis in its investment approach.

Chad Hatch is a financial advisor at Elgethun Capital Management with over 20 years of industry experience, including a decade at Bird Dog Equity Partners and ongoing involvement with Linsco/Private Ledger Corp. He holds Series 65 and Series 63 designations. Hatch serves as a board member for two companies through his professional financial services activities. Elgethun Capital Management serves individuals, high-net-worth clients, and various institutional entities by providing discretionary and non-discretionary asset management as well as advisory services. The firm combines fundamental analysis with tactical and strategic asset allocation, actively managing private pooled funds alongside traditional accounts.