Mary Ann Kelly is a financial advisor at Stifel with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Stifel in 2021, she worked at Dunes Surgical Hospital and Big Beard's Adventure Tours. She serves on the board and the service committee of the Rotary Club of Sioux City, a charitable organization involved in community projects. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Colin Margellos is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at Cetera and its affiliates since 2022, following prior roles at Iowa State University and Central Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform with both discretionary and non-discretionary program options.

Christian Holman is a financial advisor with Robert W. Baird & Co. in Sioux City, IA, holding the Series 63, 65, and 66 credentials and having 12 years of industry experience. He has been with Robert W. Baird & Co. since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services supported by internal research and utilizes a combination of manager-traded and model-traded strategies.

Logan Hines is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has worked with Wells Fargo Bank, NA since 2018 and previously held a position at Home Depot for twelve years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kimberly Kletschke is a financial advisor at Stifel with 29 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2010. Kimberly holds Series 63, 65, and 66 licenses. She serves on the finance committee of the Dakota Dunes Country Club and is a trustee of the University of South Dakota Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Phillip Elder is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has 39 years of industry experience, including over 38 years at Pruco Securities, LLC and Prudential Insurance Company of America. Elder is also involved in non-variable insurance activities through his own agencies in Sioux City and Sergeant Bluff, Iowa. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, providing financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory services with brokerage and insurance product offerings through an integrated platform.

Carol Voloshen is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 17 years of industry experience. She has worked with various Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a major broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop recommendations.

Jane Hubbard is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. She has been with Robert W. Baird since 2016. Outside of her advisory role, she serves as a finance committee member at Salem Lutheran Church in Dakota City, Nebraska. Robert W. Baird & Co.’s DDK Group, where Hubbard works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research, manager selection, and a combination of discretionary and non-discretionary strategies.

John Spies is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and leverages both in-house and third-party investment managers.

Lance Heimsoth is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera and its related entities since 2005 and also works with Security National Bank since 1994. He engages in fixed insurance product sales through Western Southern and refers clients to the trust and wealth management area of Security National Bank. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and featuring over $256 billion in assets under management across more than 10,000 advisors.

Zachary Morrison is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience outside the financial sector, including roles at Chick-fil-A and McDonald's. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real-asset exposures.

Megan King is a financial advisor at Edward Jones in Sioux City, IA, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018. Outside of her advisory role, she works part-time as a breakfast server at Hilton Garden Inn. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mathew Chilton is a financial advisor with Ameriprise in Sioux City, IA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Chilton serves on the board of Mid-Step Services, acts as treasurer for the Sioux City Cosmopolitan Club, and is president of Ballard & Chilton, Inc. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bradyn Van Ommeren is a financial advisor with Ameriprise in Sioux City, IA. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Ameriprise, his work experience includes roles in automotive, retail, education, and oil industries. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service which provides tailored retirement-income planning focusing on dependable income and tax-aware withdrawal strategies.

Amy Heaton is a Series 66-licensed financial advisor at Osaic with two years of industry experience. She is also a partner and COO at Sterk Financial Services, where she has worked since 2007. Amy serves on the Pelican Ridge Lot Owners Association board in Arnolds Park, Iowa, and is a member of Osaic's Women’s Advisory Board, which focuses on advancing women in the financial industry. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a wide range of investment types.

Kaitlyn Ricke is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior work includes roles at Carahsoft Technology Inc. and The Lawton Exchange. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.

Julianne Chadwick is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Sterk Financial Services and Woodbury Financial Services. In addition to her advisory role, she is involved in insurance and employee benefits sales through Sterk Financial Services. OSAIC serves a broad range of retail and institutional clients with integrated brokerage and investment advisory services, employing various portfolio construction tools and offering access to third-party money managers and managed-account solutions.

Andrew Hansen is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Wells Fargo Bank, N.A. for three years and spent 14 years with Hy-Vee Foods Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cole Horacek is a financial advisor at Osaic Wealth Inc. He holds a Series 66 designation and has recent experience at firms including Wells Fargo and First Interstate Bank. Outside of advising, he also works with Sterk Financial Services in a client service capacity focused on fixed annuities and non-variable insurance. Osaic Wealth Inc. serves a diverse range of retail and institutional clients and offers integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary management.

Erin Sautter is a financial advisor with Stifel and holds a Series 66 designation. She has five years of industry experience, including prior roles at RBC Wealth Management and Bankers Life. Outside of her advisory work, Erin serves as a board member for the Crittenton Center, a child welfare organization, and is a co-owner of Frosted, a local cupcake and cake business. Stifel serves a broad range of clients, including individuals, institutions, and municipalities, offering both 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, with clients retaining discretion over implementation.