Margaret Messerli Trottier is a financial advisor with LPL Financial in Rapid City, SD, holding a Series 66 designation and 21 years of industry experience. She has worked at LPL Financial since 2018 and concurrently serves at Black Hills Credit Union and Invest Financial Corp. since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Edward Cook is a financial advisor with Morgan Stanley in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory approach.

Jean Scherer is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets LLC since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ risk profiles, utilizing a combination of in-house and third-party managers.

Todd Klein is a CFP® with 23 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at OSAIC and SagePoint Financial and operates A2Z Business and Tax Service, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Daniel Rasby is a financial advisor with Morgan Stanley in Rapid City, South Dakota, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its advisory services.

Gregory Ketel is a CFP® professional with 12 years of experience in the financial advisory industry. He has been with Edward Jones since 2013 and holds the Series 66 designation. Outside of his advisory role, Ketel is involved in distributorships and partnerships related to printing and international fuel additive distribution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Craig Walters is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. He previously worked at Securian Financial Services, Inc. for 28 years and Minnesota Life Insurance Company for 30 years. Walters is also involved with North Star Consultants, Inc., where he serves as an agent/broker specializing in fixed insurance sales. Cetera Investment Advisers LLC is a large SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, and offers multi-manager investment platforms with a range of discretionary and non-discretionary program options.

Tyler Petersen is a financial advisor at Ameriprise in Rapid City, SD, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise since 2020 and has prior work experience in various sectors including hospitality and fitness. Outside of advising, he is a co-owner of Two Friends LLC, a holding company for future real estate development. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Eric Lee is a financial advisor with LPL Financial in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and United Capital Financial Advisers, LLC. Outside of his advisory work, he is involved with Floor III, LLC, and Purple Wealth LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Allen Canete is a financial advisor with RBC Capital Markets in Rapid City, SD, holding Series 63 and Series 65 licenses. He has 30 years of industry experience, including nine years at UBS Financial Services Inc. prior to joining RBC in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both internal and third-party investment managers.

Vicki Schilling is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory work, she serves as an operating manager for Anderson Land Co. LLC, negotiating land leases in Zeibach County. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Olivia Torgrimson is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Her prior work includes roles outside finance, such as positions in hospitality and education. She also manages an advisory business through LFP Consulting, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Clinton Duprel is a financial advisor with LPL Financial in Rapid City, South Dakota, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Investment Centers of America and FBL Financial Group before joining LPL Financial. Outside of his advisory work, he is the owner and operator of Premier Lawn Service and Landscaping LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Welker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo in 2019. Outside of his advisory role, he has ownership interests in an equine sport horse management company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving plan objectives with tailored solutions and a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Maegen Wallum is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Wallum holds a Series 66 designation and is based in Rapid City, South Dakota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Aron Martz is a CFA® charterholder affiliated with Cetera, based in Rapid City, SD, with 26 years of industry experience. His prior experience includes 15 years at U.S. Bancorp Investments, Inc. Martz is a board member of the Rapid City Club for Boys Foundation, a charitable organization providing a safe place for boys. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

James Cunningham is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and has 25 years of industry experience. His career includes roles at Skyline Wealth Management Advisors and Commonwealth Financial Network, among others. He serves as president and investment committee member of the Rapid City Stevens High School Quarterback Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide. The firm offers a range of portfolio management and retirement services through a multi-manager platform, supporting both discretionary and non-discretionary account structures.

Jeffrey Goble is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Prior to his advisory career, he spent sixteen years with the South Dakota Division of Criminal Investigation. He is also the owner of HG Wealth Management, a financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, supported by over 10,000 advisors and managing assets exceeding $256 billion.

Kevin Wolfe is a financial advisor with Edward Jones in Rapid City, SD, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and maintains a large advisor and branch network across the United States.

Vance Newman is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Edward Jones for 12 years before joining Boulder Creek Wealth Advisors and Raymond James Financial Services Advisors Inc. in 2017. Outside of advising, he is involved in several agricultural partnerships and co-owns a baseball training facility for youth in Rapid City, SD. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports both advisory programs and institutional portfolio management.