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Emily L
Series 63, Series 65
Black Hawk, SD
Empower Advisory Group
Emily Lasnetske is a financial advisor at Empower Advisory Group with 8 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at LPL Financial and Pioneer Bank & Trust. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.
Devin P
Series 65
Rapid City, SD
Cetera Planning Partners
Devin Pfaff is a financial advisor at Cetera Planning Partners with one year of industry experience. He holds the Series 65 designation and is also a shareholder and director of the attest team at Casey Peterson, Ltd, a CPA firm providing tax, accounting, audit, and wealth management services. Additionally, he is a part owner of Turnac Four, LLC, a company involved in managing commercial real estate. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by a formal planning process and integration with a larger Cetera network providing affiliated custodial and brokerage resources.
Jeffrey M
Series 66
Rapid City, SD
First Command Advisory Services
Jeffrey Merchant is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds the Series 66 designation and has been associated with various First Command entities since 2016. Outside of his advisory work, he serves on the board of the Black Hills Area Council of the Boy Scouts of America and holds finance-related board roles with the American Legion Post 164 and the American Legion Department of South Dakota. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.
Casey P
Series 65
Rapid City, SD
Cetera Planning Partners
Casey Peterson is a financial advisor with Cetera Planning Partners in Rapid City, SD, holding a Series 65 designation and over 25 years of industry experience. He has worked with CP Financial Services since 2000 and has provided accounting services through his own firm, Casey Peterson, Ltd., since 1977. Peterson serves as a director of the advisory board and shareholder for First Interstate Bank and is involved in multiple business ventures including a landscaping services firm and ranch management. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance while providing ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.
Kevin E
Series 63, Series 65
Rapid City, SD
Cetera Planning Partners
Kevin Eggebraaten is a financial advisor with Cetera Planning Partners in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes roles at Avantax Investment Services, CP Financials, and ProEquities, among others. He is also the managing director of Casey Peterson, Ltd, a full-service public accounting firm providing tax preparation, consulting, and bookkeeping services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates a diversified investment process with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning strategies delivered through third-party providers.
Justin K
Series 66
Rapid City, SD
LPL Enterprise
Justin Kuhns is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 66 designation and has previously worked with Prudential Insurance Company of America, Pruco Securities, Wells Fargo Clearing, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and a variety of affiliated financial services.
Stephen B
CFP®, Series 63, Series 66
Rapid City, SD
Edward Jones
Stephen Benson is a CFP® professional with 19 years of industry experience, serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Rapid City, South Dakota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kassidy W
Series 66
Rapid City, SD
Raymond James Financial
Kassidy Wiedmeier is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James, she worked at Grable Investment Services and the Kadoka Area School District. Outside of her advisory role, she is a partner at Ferguson Ranch, where she manages cattle operations. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs tailored, non-discretionary strategies using analytical tools and supports both advisory programs and public finance services.
Jarrett A
Series 66
Rapid City, SD
LPL Financial
Jarrett Apa is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with LPL Financial and has held prior roles at BMS Financial Advisors, Sagepoint Financial, and Waddell & Reed. Apa also serves as a non-variable insurance agent through Diversified Brokerage Services. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.
James C
Series 63, Series 65
Rapid City, SD
RBC Capital Markets
James Clement is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the board of directors for the University of South Dakota Foundation and the Chamber Music Festival. 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 featuring discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and supported by both in-house and third-party investment managers.
David H
Series 66
Rapid City, SD
RBC Capital Markets
David Hillard is a financial advisor with RBC Capital Markets in Rapid City, SD, holding a Series 66 designation and bringing 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as an advisor to the Black Hills State University Student Investment Club and participates on the board of a local homeowners association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers customized investment strategies through a variety of advisory programs, utilizing both in-house and third-party investment managers.
Margaret M
Series 66
Rapid City, SD
LPL Financial
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. Her prior roles include positions at Black Hills Credit Union, Invest Financial Corp., Cetera Wealth Services, LLC, and A. G. Edwards & Sons, Inc. She has maintained a long-standing involvement with Black Hills Credit Union since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with research tools and access to third-party asset managers.
Edward C
Series 63, Series 65
Rapid City, SD
Morgan Stanley
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 S
Series 66
Rapid City, SD
RBC Capital Markets
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 K
CFP®, Series 63
Rapid City, SD
LPL Financial
Todd Klein is a CFP® professional with 23 years of industry experience, currently serving as an advisor at LPL Financial since 2023. He previously worked at OSAIC and SagePoint Financial and has operated A2Z Business and Tax Service, a tax preparation and accounting firm, since 2007. Klein is also a public notary in Rapid City, SD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.
Cheryl K
CFA®, Series 63
Sturgis, SD
Cetera
Cheryl Kunstle is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Cetera Wealth Services, Tartan Financial Services, LLC, and has been involved in financial services consulting since 2011. Outside of advising, she owns and operates businesses in accounting and tax preparation as well as business consulting focused on office efficiencies and technology. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform featuring affiliated and third-party managers and a variety of program structures.
Daniel R
Series 63, Series 65
Rapid City, SD
Morgan Stanley
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 K
CFP®, Series 66
Rapid City, SD
Edward Jones
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.
Tyler P
Series 66
Rapid City, SD
Ameriprise
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 L
Series 63, Series 65
Rapid City, SD
LPL Financial
Eric Lee is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks and United Capital Financial Advisers. Lee is based in Rapid City, SD. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.
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