Julie Gawarecki is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc., KMS Financial Services, Inc., and SII Investments, Inc. Outside of her advisory work, she is involved in fixed insurance product sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and third-party services.

David Nicholson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and in the Sioux Falls Public Schools system prior to joining J.P. Morgan. He has also been involved with CheeseheadTV and the Multi-Cultural Center of Sioux Falls. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Michael Borg is a financial advisor at Ameriprise with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory work, he provides paid music services for funerals and weddings. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that focuses on retirement-income planning through written reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Brock Aldrich is a CFP®-designated financial advisor with Edward Jones in Harrisburg, SD, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Hy-Vee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Schock is a financial advisor at Edward Jones in Sioux Falls, SD, holding the CFP® designation and Series 66 license with 10 years of industry experience. He has been with Edward Jones throughout his career since 2016. Edward Jones is a full-service wealth management firm serving 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, operating under a fiduciary standard.

Mark Streff is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His prior work includes positions at PFS Investments Inc. and various roles with the City of Sioux Falls and related departments. Outside of his advisory work, Streff is an author of fiction books and a Lego builder. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial institutions.

Michael Kayser is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at PFS Investments Inc. since 2018 and at Primerica Financial Services since 2016. Outside of his advisory work, Kayser is involved in a separate business entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale, employing nearly 3,700 advisors and managing approximately $15.5 billion in assets, offering model-driven investment strategies and discretionary portfolio management.

Jennifer Tolk is a CFP® and Series 66 licensed financial advisor at Edward Jones in Sioux Falls, SD, with 12 years of industry experience. She has been with Edward Jones since 2013. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Angela Danielson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2003, including her current position since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitch Van Dam is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2021 and previously spent six years at Waddell & Reed, Inc and various insurance carriers affiliated with W & R Insurance Agencies. In addition to his advisory role, he operates Falls Planning Group, an investment-related business connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing both model portfolios and customized strategies supported by technology tools, and oversees more than $819 billion in discretionary assets.

Brent Impecoven is a financial advisor with Raymond James Financial in Sioux Falls, SD, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Raymond James, he spent nine years at Eide Bailly LLP and has been associated with Security Savings Bank since 2024. He is involved with Security Wealth Management, a support company based in Sioux Falls. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Jordan Roddel is a financial advisor with Edward Jones in Canton, SD, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked for Colours Inc. and spent fifteen years at Auto Body Specialties. Outside of his financial career, Roddel is a band member in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Nathan Pease is a Series 66-licensed financial advisor with LPL Financial in Sioux Falls, SD, bringing 11 years of industry experience. His prior roles include positions at Catholic Family Services, Waddell & Reed, Inc., and various insurance carriers. Outside of advisory work, he manages a business entity for tax and investment purposes. 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 financial planning and investment management services through a large network of advisors, employing diverse strategies including model portfolios and third-party subadvisors.

Chance Stoeser is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in Sioux Falls, SD, and holds a Series 66 designation. Outside of his advisory role, Stoeser is an assistant wrestling coach in Harrisburg, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Jeffrey Merideth is a financial advisor with LPL Financial in Sioux Falls, SD, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at Merrill and Waddell & Reed, Inc., among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Timothy Houska is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His previous roles include positions at LPL Financial LLC, Great Western Bank, and Security Savings Bank. Outside of his advisory work, he is involved in managing a family-owned rental property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

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.

Barb Fish is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Her prior roles include positions at Securities America Advisors and Cetera Wealth Services. She serves on the Brandon City Council in South Dakota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, utilizing a range of investment strategies supported by research and technology across its extensive network of advisors.

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.