Stacy Mongar is a ChFC® with 23 years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2020. Her prior experience includes roles at Simplicity Financial Services, Horter Investment Management, and her own firm, Mongar Financial Solutions. Outside of advising, she is involved in independent insurance consulting and sales as well as retail sales of cosmetic and skin care products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a range of investment strategies tailored to client objectives, and it supports a variety of affiliated businesses and proprietary products alongside its advisory services.

Darin Glanzer is a CFP® professional with 27 years of industry experience, currently serving at Focus Financial Network, Inc. since 2002. He holds Series 63 and Series 65 licenses and is based in Brandon, SD. Glanzer is a member of the University of Northwestern (St. Paul) Foundation and serves on its investment committee, providing oversight of a third-party money manager. Focus Financial Network, Inc. is an enterprise investment adviser with 118 advisors managing approximately $6.3 billion for individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of managed account services and financial planning, utilizing diversified investment strategies and third-party managers.

Thomas Mcdowell is a financial advisor with M Holdings Securities, Inc. in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has led McDowell Financial Group since 2016. Outside of his advisory role, he serves on the boards of the Avera McKennan Foundation and the Huether Family Match Pointe. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities nationwide through a network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, combining both proprietary and third-party investment solutions.

Amber Fluit is a financial advisor at Balefire, LLC with one year of industry experience. She holds a Series 65 designation and previously worked in various roles across different industries, including Southern Glazers Wine & Spirits and Fairway Mortgage. Outside of her advisory work, she owns a part-time wine consulting business. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach and offers discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a multi-advisor platform managing approximately $2 billion in regulatory assets.

John Kramer is a CFP® with 15 years of experience in financial advising. He has worked at Choreo, LLC since 2022 and previously held roles with RSM US Wealth Management, Sammons Financial Group, and Northwestern Mutual Investment Management. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO solutions. The firm uses a systematic investment process combining strategic asset allocation, quantitative screening, and Investment Committee approval to manage portfolios through various vehicles including model portfolios and separately managed accounts.

Desirae Hovdestad is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has been with Mutual of Omaha since 2010. Outside of her advisory role, she co-owns an insurance and investment business, Family Focused Financial LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning solutions, utilizing platforms such as Envestnet and custodians like Pershing.

Brad Neugebauer is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investment, Visionpoint Advisory Group, LPL Financial LLC, and Principal Securities, Inc. Neugebauer is also a partner and investment advisor representative at Fuse Partners LLC, doing business as VisionPoint Advisory Group. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process centered on an Investment Committee that develops model portfolios through a core-plus-tactical approach and licensed third-party research.

Michael Millard is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and bringing 28 years of industry experience. His prior roles include positions at Allstate Insurance Company, Veritas Independent Partners, and Valley Advisors, where he also conducted Medicare advantage plan consulting. Outside of advisory work, he co-owns a rental property with his wife in a gated community in Mesa, Arizona. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, consulting, and access to third-party managers, employing a range of analytical methods and specialized services such as actuarial and benefits consulting.

Brent Paulsen is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Mutual of Omaha Investor Services since 2015 and also works as a licensed insurance agent specializing in life and health insurance lines and annuities. Outside of his advisory role, he has worked part-time as a security guard at a local event arena and as a substitute driver for a school district. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and delivers managed solutions using MOIS-approved model portfolios and third-party money managers.

Chris Nelson is a financial advisor with NFSG Corporation in Sioux Falls, SD, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Newbridge Securities Corp and Questar Asset Management and Questar Capital Corporation. Outside of his advisory work, he manages a hunting camp where he guides pheasant hunters and maintains land for game. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, and business entities. The firm constructs diversified portfolios using a range of instruments and supports its advisors with internal research, model portfolios, and third-party asset managers.

Craig Heien is a financial advisor with First Heartland Consultants, Inc. in Sioux Falls, SD, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with First Heartland Consultants and First Heartland Capital Inc. since 2007 and previously worked at Thrivent Investment Management from 2003 to 2007. Outside of his advisory work, he owns a lawn care and maintenance business. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers a range of asset management programs and financial planning, using fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

Lynn Cowman is a financial advisor at Principal Advised Services with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Principal Financial Group entities since 2012, including Principal Life Insurance Company and Principal Funds Distributor, Inc. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm utilizes a combination of third-party methodologies and proprietary models, supported by affiliated entities within the Principal Financial Group.

Hannah Entenman is a financial advisor at Abacus Wealth Partners in Sioux Falls, SD, holding CFP® and Series 65 credentials with five years of industry experience. Her prior work includes roles at WillKate, LLC and Avera Health. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a broad range of clients including individuals, families, pension plans, and charitable organizations. The firm utilizes an asset-class investing approach focused on academic research and integrates ESG screening and private pooled investments into client portfolios.

Ronald Kerher is a financial advisor with Calton & Associates, Inc. in Sioux Falls, SD, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked at Calton & Associates since 2019 and previously spent nine years at Capital Financial Services, Inc. Outside of his advisory role, he provides consultation services focused on tax strategies to business owners through a network of CPAs and tax preparers. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm combines advisory and brokerage services, providing tailored investment recommendations through various program structures and analytic approaches.

Darwyn Sprik is a financial advisor at Eagle Strategies (New York Life) with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Eagle Strategies since 2016. Sprik is also the owner of Sprik Financial Group, LLC, through which he brokers non-registered insurance products. In addition, he serves on the board of the Fearless Foundation, a nonprofit organization focused on connecting donors to charitable causes. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm emphasizes tailored recommendations and offers various program types, including fee-based advice and retirement plan consulting, with most assets managed on a non-discretionary basis.

Douglas Hortness is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including GWFS Equities, Selectquote, and Intervest International Equities Corp. He has also been affiliated with the University of South Dakota and Fringe Benefit Design. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Aaron Anderson is a financial advisor with Principal Financial Services in Sioux Falls, SD, holding a Series 66 designation and one year of industry experience. Prior to joining Principal, he has held positions at firms including Armor Wealth Management and Scheels. He is also involved in the sales of outside insurance products such as life, disability, and health insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Brian Aamlid is a CFP® professional with eight years of industry experience. He currently serves at Carson Wealth and has previously worked with Pinnacle Wealth, Cetera Advisor Networks, LPL Financial, and Kingdom Capital Fund. Outside of advisory work, Aamlid is a board member of the Brandon Valley Assembly of God Church and the South Dakota Fellowship of Christian Athletes. CWM, LLC operates as an enterprise platform managing approximately $50.6 billion across more than 650 advisors. The firm provides services including discretionary asset management, financial planning, and retirement plan solutions, using model portfolios and tailored investment options supported by custodial and technology partnerships.

Brian Spader is a CFP® with 11 years of experience, currently affiliated with Eagle Strategies (NY Life) in Sioux Falls, SD. His work history includes roles at Footstool Financial, LifeQuest, and New York Life Insurance Co. Outside of his advisory work, he serves as a board member for Volunteers of America and volunteers fundraising efforts for Healing Hope Ministry, which supports parents who have lost a child. He also participates in activities for individuals with special needs through LifeQuest. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client goals and Plan Sponsor criteria, with a majority of assets managed on a non-discretionary basis.

Matt Reekers is a financial advisor with Principal Financial Services in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has also been associated with Armor Wealth Management and Principal Life Insurance Company. In addition to his advisory role, he sells fixed life insurance, fixed annuities, disability insurance, and long-term care insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.