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Eric L

Series 63, Series 65

Rapid City, SD

LPL Financial

Eric Lee is a financial advisor with LPL Financial in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and United Capital Financial Advisers, LLC. Outside of his advisory work, he is involved with Floor III, LLC, and Purple Wealth LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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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.

General estate planning guidance
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Olivia T

Series 66

Rapid City, SD

Ameriprise

Olivia Torgrimson is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Her prior work includes roles outside finance, such as positions in hospitality and education. She also manages an advisory business through LFP Consulting, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Clinton D

Series 66

Rapid City, SD

LPL Financial

Clinton Duprel is a financial advisor with LPL Financial in Rapid City, South Dakota, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Investment Centers of America and FBL Financial Group before joining LPL Financial. Outside of his advisory work, he is the owner and operator of Premier Lawn Service and Landscaping LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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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.

Retired Founder/Business Owner
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Maegen W

Series 66

Rapid City, SD

Morgan Stanley

Maegen Wallum is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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 licenses and has 28 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Bms Financial Advisers and Maher Enterprises Inc. for over 18 and 30 years, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Christopher D

Series 63, Series 66

Rapid City, SD

Edward Jones

Christopher Doyle is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. Outside of his advising role, he serves as President of the Rimrock Heights Road District in Rapid City, SD, overseeing a board responsible for road maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

General estate planning guidance
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Hugh B

Series 63, Series 65

Rapid City, SD

LPL Financial

Hugh Boyle is a financial advisor with LPL Financial in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes 14 years at Sagepoint Financial and a brief tenure at OSAIC. Outside of advising, he is involved with Intergalactic Marketing Inc., a non-investment business entity established in 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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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.

Business ownership considerations
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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