Eric Peters is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following two years at Decker Truck Line. 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Timothy Van Peursem is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. He has been with Cetera since 2016 and has prior experience at Cetera Investment Services LLC and Security National Bank. He coaches youth basketball for Siouxland Sports Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment solutions, supported by over 10,000 advisors and $256 billion in assets under management.

Benjamin Fegenbush is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 credential and has previously worked at L&L Distributing and other firms in a variety of roles. Fegenbush serves as Treasurer for the Siouxland Growth Organization, where he prepares monthly finance reports and participates in board meetings. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Jordan Ireland is a financial advisor with Osaic Wealth, Inc. based in Dakota Dunes, SD. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at Prudential Insurance Company of America and Princor Financial Services Corp. Ireland serves as a board member for the Siouxland Humane Society and the Unity Point Health Foundation, and he is involved with the Sergeant Bluff Community Foundation. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm offers integrated financial services and employs asset-allocation tools and third-party solutions to construct portfolios across a range of investment types.

Michelle Lessmann is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and eight years of industry experience. She has been with Thrivent in various capacities since 2016. Outside of her advisory role, she works as a licensed massage therapist on weekends. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and account management services distinct.

Sherri O'Hern is a financial advisor at Ameriprise with 16 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1996. She holds the Series 66 designation and is based in Sioux City, IA. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Thomas Brophy is a Series 66-licensed advisor with Robert W. Baird & Co. in Sioux City, IA, where he has worked since 2019. He has six years of industry experience, including prior roles at CT&S Builders and Talon Concrete and Quicksilver Readymix. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a range of traditional and alternative investment strategies.

Jon Hauger is a CFP® professional with 26 years of experience at Edward Jones, where he has worked since 2000. He holds Series 63 and Series 66 licenses and is based in Dakota Dunes, SD. Outside of his advisory role, Hauger serves on several local committees and boards, including the Dakota Valley Finance Committee, Saint Teresa of Calcutta Catholic Church finance committee, and the Dakota Dunes Commercial Association. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jon Pedersen is a financial advisor with Robert W. Baird & Co. Inc. in Sioux City, IA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Robert W. Baird & Co. since 2011. Outside of his advisory role, he is involved with BTGOG LLC, an entity used for rental property management. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, utilizing a range of investment strategies and management options, including discretionary and non-discretionary portfolio management and separately managed account programs.

Sarah Spartz is a financial advisor with Ameriprise in Sioux City, IA, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team, emphasizing assets held in Ameriprise managed accounts and utilizing algorithmic tools alongside human oversight.

Kristi Ver Steeg is a financial advisor with RBC Capital Markets and holds a Series 66 designation. She has three years of prior experience at Farm Bureau Financial Services/Gordon Drive Partners and eight years working in the Lawton-Bronson Community School District. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and access to both in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Jay Morrison is a financial advisor with Robert W. Baird & Co. in Sioux City, IA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2011. 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, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex non-traditional investments.

Caden Kneip is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has prior work experience at RSM US LLP and American Bank. Outside of his advisory role, he works as an independent contractor organizing bills and payroll for a chiropractic and acupuncture practice. 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 wrap fee advisory programs and customizes investment strategies using both in-house and third-party managers, supporting a range of portfolio management and financial planning services.

Jake Heitritter is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2021, he was involved with The Inn Hotel, LLC from 2019 to 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-based modeling and algorithmic tools to generate tailored recommendations, primarily for clients with assets held in Ameriprise-managed accounts.

Dennis Dashner is a financial advisor at Stifel with 43 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Nate Colbert is a financial advisor with Ameriprise in Sioux City, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of advising, he manages day-to-day operations and expenses for RiverTop LLC, supporting his team practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver non-discretionary, customized retirement recommendations.

Mary Mcdonald is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has three years of industry experience, including prior roles at The Prudential Insurance Company of America and Pruco Securities LLC. Before entering the financial services industry, she worked for over two decades at Winnavegas Casino. In addition to her advisory work, she is involved in Medicare supplement and drug card sales as part of a non-variable insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm combines financial planning, model portfolios, and third-party asset management through an integrated platform that also includes insurance products and collateralized lending programs.

Aaron Spartz is a financial advisor with Ameriprise in Sioux City, IA, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise, he worked at Allergan Pharmaceuticals for four years. He is a member of the Siouxland Estate Planning Council, a multi-disciplinary organization that supports collaborative estate planning among professionals from various related fields. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Deette Jonas is a financial advisor with RBC Capital Markets in Dakota Dunes, SD, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as an elected officer for her homeowners association, assisting with meeting minutes and resident communications. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of wrap fee advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Robert Shultz is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach includes proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.