Jeremy Sorenson is a CFP® with 14 years of industry experience, currently serving at Aspen Private Advisors, LLC since 2018. He previously worked at LPL Financial LLC and Level Four Advisory Services. Outside of his advisory role, he provides business consulting services through Aspen Consulting, LLC. Aspen Private Advisors serves individuals, trusts, pension and profit sharing plans, and business entities, offering financial planning, retirement plan consulting, and discretionary asset management. The firm employs a long-term, balanced asset allocation approach tailored to client objectives, including the use of mutual funds, ETFs, cash equivalents, and, in some cases, alternative assets and derivatives.

Zachary Motl is a CFP® and ChFC® with five years of industry experience. He is currently with Brady Martz Wealth Solutions, LLC and has prior experience at Northwestern Mutual in various roles from 2020 to 2025. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment approach, utilizing model portfolios and research support from Focus Partners Advisor Solutions and Dimensional Fund Advisors.

Mark Kontz is a financial advisor with Alternative Investment Advisors, LLC, holding a Series 65 credential and nine years of industry experience. He has worked at Swenson Wealth Management and Gradient Advisors, LLC, and operates Financial Distributors, LLC, where he is president. Kontz also supports capital raising and administrative functions for Skyline Capital, LLC. Alternative Investment Advisors, LLC provides portfolio management, financial planning, ERISA and employee benefit plan advisory, and third-party manager referral services to individuals, trusts, and institutional clients. The firm emphasizes customized asset allocation using ETFs, options, and other securities, and offers educational seminars for groups seeking investment instruction.

Patrick Baird is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving at Elgethun Capital Management since 2017. Prior to his financial advisory role, he worked briefly at Hagel's Tree Service. Elgethun Capital Management serves individuals, high-net-worth clients, and institutional entities with discretionary and non-discretionary asset management, as well as advisory services. The firm employs a fundamental analysis investment approach that incorporates fixed income and equity allocations, utilizing various holding strategies and instruments, and actively manages private pooled funds and affiliated entities.

Kelly Deberg is a financial advisor at Hahn Financial Group with a Series 65 credential and one year of industry experience. Prior to joining Hahn Financial Group, Kelly worked in healthcare and aviation-related roles. Outside of financial advising, Kelly is a helicopter flight instructor and serves as a basketball and football official for the South Dakota High School Activities Association. Hahn Financial Group is a fee-based investment adviser managing approximately $188.7 million for about 1,846 clients through a nine-advisor team. The firm serves individuals, trusts, estates, charitable organizations, and retirement plans, providing portfolio management and financial planning using a combination of fundamental, technical, charting, and cyclical analysis tailored to client objectives.

Michael Lendt is a ChFC® and Series 65 credentialed advisor with 10 years of industry experience. He has been with Hahn Financial Group since 2015. Outside of his advisory role, he spends a portion of his time involved in insurance sales and services through the firm’s affiliated brokerage practice. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a blend of fundamental, technical, charting, and cyclical analysis in portfolio management and offers specialized services for endowments and qualified plans, managing approximately $171 million in discretionary assets for around 1,750 clients.

Verlyn Hahn is a financial advisor with Hahn Financial Group in Sioux Falls, SD, holding CFP® and ChFC® designations and over 22 years of industry experience. He serves on the Board of Regents for Wisconsin Lutheran College and is a trustee for the Marvin M. Schwan Charitable Foundation. Hahn Financial Group is a fee-based registered investment adviser managing approximately $171 million in discretionary assets for about 1,750 clients, offering discretionary asset management, financial planning, and specialized services for individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis and utilizes sub-advisors for certain accounts, operating as a team of nine advisors from a single office.

Travis Dykstra is a financial advisor at Hahn Financial Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets for about 1,750 clients and uses a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction while offering specialized services for endowments and qualified plans.

Cara Beyer is a CFP® with 11 years of industry experience, currently serving as an advisor at Aspen Private Advisors, LLC since 2019. Prior to joining Aspen, she worked at LPL Financial and Level Four Advisory Services LLC. Outside of her advisory role, Beyer provides business consulting services through Aspen Consulting, LLC. Aspen Private Advisors serves individuals, trusts, pension and profit sharing plans, and business entities, offering financial planning, retirement plan consulting, and discretionary asset management. The firm employs a long-term, balanced asset allocation approach and offers discretionary management through wrap fee programs, including portfolios that may utilize alternative assets and derivatives.

Michael Teslow is an investment advisor representative at Alternative Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aegis Wealth Management and Vision Brokerage Services. Outside of his advisory roles, he is involved in nutritional supplement sales through Max One Nutrition LLC and serves as president of Cowmazing, LLC, a recreational real estate ownership. Alternative Investment Advisors, LLC provides portfolio management, financial planning, ERISA and employee benefit plan advisory, and third-party manager referral services to individuals, trusts, and institutional clients. The firm uses a team-based approach with customized asset allocation strategies emphasizing ETFs and options, and offers educational seminars for investors.

Dustin Pratt is a financial advisor at Elgethun Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Avalon Capital Group for 13 years. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm employs a fundamental analysis approach focused on fixed-income for capital preservation and equities for appreciation, utilizing strategic and tactical asset allocation alongside option strategies and margin when appropriate.

Aaron Kvistero is a financial advisor with Sutterfield Financial Group, Inc. in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked with Sutterfield Financial Group since 2005 and was previously associated with Purshe Kaplan Sterling Investments. Outside of advisory work, he manages a storage business and serves as a trustee. Sutterfield Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other business entities, providing financial planning, consulting, investment management, captive insurance formation, and accounting and tax preparation services. The firm uses an internal investment committee to design proprietary model portfolios across a risk scale and combines fundamental and technical analysis with model-based management for most clients.

Christian Schoppert is a financial advisor at Elgethun Capital Management with a Series 65 designation and one year of industry experience. Prior to joining Elgethun, he worked in sponsor finance at Bank of Montreal and held various roles including positions at Badlands Capital and the University of South Dakota Admissions Office. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm emphasizes fundamental analysis with a focus on fixed-income for capital preservation and equities for appreciation, and it manages approximately $884.5 million in discretionary assets.

Kathryn Swanson is a financial advisor with Alternative Investment Advisors, LLC, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at Swenson Wealth Management, LifePlan Financial, and Bolton and Menk, Inc., as well as multiple engagements with Camp Shamineau. Alternative Investment Advisors, LLC offers discretionary and non-discretionary portfolio management, financial planning, and employee benefit plan advisory services to individuals, trusts, and institutional clients. The firm uses a team-based approach to customize portfolios primarily through ETFs and options, supplemented by educational seminars and workshops.

Jasen Haller is a financial advisor at Compass Financial Group, INC in Sioux Falls, SD, holding CFP® and ChFC® designations with 12 years of industry experience. He has worked at Mayo Clinic since 2012. Additionally, he is a licensed independent agent selling life and health insurance in South Dakota through Gideon Financial. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors, providing comprehensive portfolio management, financial planning, and consulting services. The firm manages approximately $1.48 billion in discretionary assets and emphasizes a buy-and-hold investment approach with integrated wealth structuring and behavioral coaching.

Dylan Niklason is a CFP® professional with nine years of industry experience. He currently works at Q3 Advisors, LLC and has previously held roles at Northwestern Mutual Wealth Management Company and Kevin Dale Klare. Outside of his advisory work, he is involved with Above The Highline, LLC. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee engagements, emphasizing planning-level recommendations in retirement, tax, estate, insurance, and employee-benefit topics without managing investment portfolios. The firm coordinates with independent CPA firms and structures client relationships around deliverables such as tax projections and Roth conversion schedules.

Caleb Shives is a financial advisor at Compass Financial Group, INC with seven years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials. Prior to joining Compass Financial Group in 2018, he worked at James Dugan, Inc and Cherry Hills Country Club. Additionally, he is a licensed independent agent for life and health insurance sales in South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors, providing integrated financial planning, discretionary asset management, and co‑fiduciary advisory services. The firm manages approximately $1.48 billion in discretionary assets and emphasizes a buy‑and‑hold investment approach, offering both traditional custodial and wrap fee accounts with periodic client reviews.

Travis Krueger is a financial advisor with Alternative Investment Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has held roles at Skyline Capital, LLC, Swenson Investments & Commodities, Aegis Wealth Management, and Vision Brokerage Services. Outside of his advisory work, Mr. Krueger is involved in several real estate development and consulting ventures, including ownership and management roles in local construction and development companies. Alternative Investment Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and employee benefit plan advisory services to individuals, trusts, and institutional clients. The firm employs a team-based approach, using customized asset allocation models that emphasize ETFs and options, and offers educational seminars alongside its investment services.

Austin Vanhove is a financial advisor at Balefire, LLC with five years of industry experience. He holds the ChFC® designation and Series 63 license, and has previously worked at firms including MWA Financial Services Inc and Modern Woodmen of America. Outside of financial advising, he is a co-owner of Fitness First of Tea, a local fitness gym. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach with discretionary asset management and financial planning, managing approximately $2 billion in regulatory assets.

Dennis Thurman is a financial advisor with Arete Wealth Advisors, LLC in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Arete Wealth Advisors and its affiliated firm Arete Wealth Management since 2016. Thurman is a partner in two investment-related LLCs that are currently inactive. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, while also employing third-party sub-advisers and acting as an ERISA fiduciary when applicable.