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Allen C
Series 63, Series 65
Rapid City, SD
RBC Capital Markets
Allen Canete is a financial advisor with RBC Capital Markets in Rapid City, SD, holding Series 63 and Series 65 licenses. He has 30 years of industry experience, including nine years at UBS Financial Services Inc. prior to joining RBC in 2020. 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 combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both internal and third-party investment managers.
Vicki S
Series 63, Series 65
Rapid City, SD
Morgan Stanley
Vicki Schilling is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory work, she serves as an operating manager for Anderson Land Co. LLC, negotiating land leases in Zeibach County. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.
Clinton D
Series 66
Rapid City, SD
LPL Financial
Clinton Duprel is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. His prior work includes roles at Investment Centers of America and First Interstate Bank. Outside of his advisory work, he is the owner and operator of Premier Lawn Service and Landscaping LLC. 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, managed portfolio programs, and institutional platforms, supported by extensive advisor tools and a large network of investment adviser representatives.
John W
Series 63, Series 65
Rapid City, SD
Wells Fargo Clearing
John Welker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo in 2019. Outside of his advisory role, he has ownership interests in an equine sport horse management company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving plan objectives with tailored solutions and a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.
Tyler F
Series 66
Rapid City, SD
Edward Jones
Tyler Fannin is a financial advisor at Edward Jones in Rapid City, SD, holding a Series 66 designation. He has one year of industry experience and previously worked at UpClosets of Mesa, Active Heating Inc, American Bank and Trust, Great Western Bank, and Odyssey Grand 8 Theatre. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Maegen W
Series 66
Rapid City, SD
Morgan Stanley
Maegen Wallum is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Wallum holds a Series 66 designation and is based in Rapid City, South Dakota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.
Aron M
CFA®, Series 66
Rapid City, SD
Cetera
Aron Martz is a CFA® charterholder affiliated with Cetera, based in Rapid City, SD, with 26 years of industry experience. His prior experience includes 15 years at U.S. Bancorp Investments, Inc. Martz is a board member of the Rapid City Club for Boys Foundation, a charitable organization providing a safe place for boys. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.
James C
Series 63, Series 65, Series 66
Rapid City, SD
Cetera
James Cunningham is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and has 25 years of industry experience. His career includes roles at Skyline Wealth Management Advisors and Commonwealth Financial Network, among others. He serves as president and investment committee member of the Rapid City Stevens High School Quarterback Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide. The firm offers a range of portfolio management and retirement services through a multi-manager platform, supporting both discretionary and non-discretionary account structures.
Jeffrey G
Series 66
Rapid City, SD
Cetera
Jeffrey Goble is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Prior to his advisory career, he spent sixteen years with the South Dakota Division of Criminal Investigation. He is also the owner of HG Wealth Management, a financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, supported by over 10,000 advisors and managing assets exceeding $256 billion.
Kevin W
Series 63, Series 66
Rapid City, SD
Edward Jones
Kevin Wolfe is a financial advisor with Edward Jones in Rapid City, SD, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and maintains a large advisor and branch network across the United States.
Vance N
CFP®, Series 63, Series 66
Rapid City, SD
Raymond James Financial
Vance Newman is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Edward Jones for 12 years before joining Boulder Creek Wealth Advisors and Raymond James Financial Services Advisors Inc. in 2017. Outside of advising, he is involved in several agricultural partnerships and co-owns a baseball training facility for youth in Rapid City, SD. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports both advisory programs and institutional portfolio management.
Douglas M
Series 63, Series 65
Rapid City, SD
LPL Financial
Douglas Maher is a financial advisor with LPL Financial in Rapid City, SD, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Sagepoint Financial and OSAIC, and he has operated Maher Enterprises Inc. since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools while overseeing more than $819 billion in discretionary assets through a large network of advisors.
Christopher D
Series 63, Series 66
Rapid City, SD
Edward Jones
Christopher Doyle is a financial advisor with Edward Jones in Rapid City, SD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones for his entire career since 2002. Outside of his advisory role, he serves as President of the Rimrock Heights Road District board of trustees, overseeing maintenance of local roads. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.
Jordan C
Series 66
Rapid City, SD
Morgan Stanley
Jordan Cook is a financial advisor with Morgan Stanley in Rapid City, SD, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves as a power of attorney and executor in estate-related matters. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, supported by investment research and modeling techniques.
Hugh B
Series 63, Series 65
Rapid City, SD
LPL Financial
Hugh Boyle is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His prior roles include long-term positions at Sagepoint Financial, BMS Financial Advisors, and Sunamerica Securities. Outside of his advisory work, Boyle is involved with several business entities unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and platforms, combining scale with diverse financial services including insurance, credit, and banking partnerships.
Myles H
Series 66
Rapid City, SD
Thrivent Investment Management
Myles Huether is a financial advisor with Thrivent Investment Management in Rapid City, SD, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, he serves on the Golf and Grounds Committee at Arrowhead Country Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning without providing portfolio management for institutional clients, offering an integrated approach through its WealthPlan program.
Zoe T
Series 66
Rapid City, SD
Edward Jones
Zoe Tobin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at RTS Financial and Aberdeen Federal Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.
Thietje H
CFP®, Series 63, Series 65
Rapid City, SD
Ameriprise
Thietje Hunt is a CFP®-certified financial advisor with 31 years of industry experience, currently affiliated with Ameriprise in Rapid City, SD. Prior to joining Ameriprise in 2020, Hunt held a position at Ameriprise Financial Services, Inc. for 15 years. Outside of financial advising, Hunt has been involved with Thietje Hunt Ministries and a distribution business for over three decades, as well as active with Hillsview Evangelical Free Church. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm provides a comprehensive approach combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team that collaborates with financial advisors to deliver tailored recommendation reports.
Alison S
Series 66
Rapid City, SD
RBC Capital Markets
Alison Scherr is a financial advisor at RBC Capital Markets with two years of industry experience. She previously worked for 16 years at Kahler Financial Group. Alison serves as a call moderator for HIFON, LLC, a network for financial operations professionals of independent RIAs, where she facilitates discussions on operational best practices. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining in-house and third-party managers, with features such as tax management and responsible-investing options.
Andrew T
CFP®, Series 63, Series 65
Rapid City, SD
Raymond James Financial
Andrew Thompson is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior experience at LPL Financial. Thompson serves on the finance and investment committee for Blessed Sacrament Catholic Church and is an advisory board member of the South Dakota Investment Council. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and employs analytical tools to support client goals, with a focus on technology and regulatory compliance.
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