Eric Peters is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2018 and previously worked at Decker Truck Line for two years. Peters holds a Series 66 designation and is based in Dakota Dunes, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Timothy Van Peursem is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Cetera and its affiliate entities since 2005. Outside of his advisory work, he coaches youth basketball for Siouxland Sports Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, retirement plan services, and access to third-party managers, with assets under management exceeding $256 billion.

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.

Matthew Dendinger is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2013. Outside of his advisory role, he serves as a board member for Highlands Oaks Golf Course, participating in governance and decision-making for the local course. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across multiple areas but does not include implementation, and it does not manage portfolios for institutional clients.

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 credentialed advisor at Robert W. Baird & Co. with seven years of industry experience. He has been with Robert W. Baird & Co. since 2019 and previously worked at CT&S Builders from 2016 to 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, supported by internal research and ongoing manager monitoring.

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 at Ameriprise with 15 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2004. Based in Sioux City, IA, she has been with Ameriprise in her current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kristi Ver Steeg is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and previously worked at Farm Bureau Financial Services/Gordon Drive Partners for three years and at Lawton-Bronson Community School District for eight years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies and combines in-house and third-party investment managers to implement portfolios.

Joshua Fordyce is a financial advisor at Edward Jones in Sergeant Bluff, IA, holding a Series 66 designation. He has experience working in education and with a self-employed business prior to joining Edward Jones. Fordyce has also been involved with Sioux City Community Schools and operated Fordyce's Rides. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jay Morrison is a financial advisor with Robert W. Baird & Co. based in Sioux City, Iowa, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked with Robert W. Baird & Co. since 2011, following prior roles at Morgan Stanley and Citigroup Global Markets. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group where Morrison works, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and separately managed account programs, supported by ongoing investment research and strategies including the use of artificial intelligence.

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 holding a Series 66 designation and three years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, she is involved in Medicare supplement and drug card sales in Sioux City, IA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

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.