Saundra Shaw is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 22 years of industry experience. Her prior work includes a 13-year tenure at RBC Capital Markets Corporation. She is also associated with Boulder Creek Wealth Advisors and Newman Capital, supporting the financial advisor owner of those firms. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports specialized municipal and public finance services.

Tyler Trevillyan is a financial advisor with Edward Jones in Rapid City, SD, holding a Series 66 license and having eight years of industry experience. He worked at Burns Insurance Agency for seven years before joining Edward Jones in 2017. Outside of his advisory role, he owns and operates a cattle farm, Trevillyan Ranch, in Buffalo Gap, SD, a family business that has been growing since he was a child. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services through a large nationwide network of advisors and branch offices.

Jill Rolfsmeier is a financial advisor with RBC Capital Markets in Rapid City, SD, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining RBC in 2024, she worked at Black Hills Corporation from 2016 to 2024 and Kahler Financial Group, Inc. from 2015 to 2016. 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 advisory programs that provide portfolio management, financial planning, custody, and brokerage services through tailored strategies and a combination of in-house and third-party investment managers.

Charles Voorhees is a Series 66 registered advisor with LPL Enterprise in Rapid City, SD, with eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, First Interstate Bank, and Bank West. He serves as a board member of the Hill City Chamber and owns a small seasonal restaurant in Rapid City. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm provides financial planning, model portfolio management, and access to a range of brokerage and insurance products via its integrated platform.

John Hillard is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Pearson Packaging Systems, JMP Solutions, Aagard, and the South Dakota School of Mines and Technology. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

John Zastrow is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 credential and has held prior roles at Morgan Stanley, Thrivent Financial, and Ketel Thorstenson LLP. Outside of his advisory work, he serves as an officer and treasurer for the Young Professionals Group of Rapid City, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pensions, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal advisory work through a unique affiliation uncommon among large institutional advisors.

Matthew Ketel is a financial advisor at Edward Jones in Rapid City, SD, holding the CFP® designation and Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Freeport-McMoRan Inc from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated capabilities such as a trust company, and its fiduciary standard in advisory services.

Michael Martin is a CFP® professional with 25 years of experience, currently affiliated with Cetera in Rapid City, SD. He has previously worked with U.S. Bancorp Investments and serves as owner and financial advisor at Point Wealth Advisors. Martin is also a board member of AdvisorNet Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Patrick Wolff is a financial advisor with Ameriprise in Rapid City, SD, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Wolff serves as co-owner and president of Wolff Farms and is a board member of the Hope Center, a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing customized recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver these services, emphasizing assets managed within Ameriprise accounts.

Harold Bailey III is a CFP® and holds a Series 66 designation with 10 years of experience in the financial industry, all spent at Edward Jones since 2016. He serves as a director and board member of the Black Hills Harley Owners Group in Rapid City, SD, where he assists in promoting the Harley Davidson motorcycle lifestyle. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a wide range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of advisors and branches nationwide.

Michael Boyle is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he served in the United States Air Force for ten years. Outside of his advisory role, he is involved with BRN Aroma LLC, an online direct-to-consumer sales business, and continues service in the United States Air Force Air National Guard. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios, research resources, and various technology-driven investment approaches.

Krista Buchholz is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., bringing eight years of industry experience. She has been with Raymond James since 2017 and previously worked at Regional Health for 14 years. Outside of her advisory role, she is involved in managing financial aspects of a rental property business with her husband. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports clients through various advisory programs and institutional consulting services.

Brian Ogle is a financial advisor with Morgan Stanley in Rapid City, South Dakota, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as an assistant baseball coach with Post 22 Baseball in Rapid City. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery and approved planning tools, serving clients through direct relationships and corporate financial planning agreements.

Preston Shaw is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Sandra Schwan is a financial advisor with Ameriprise in Rapid City, SD, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Her career includes roles at Raymond James Financial Services and Cetera Investment Services, as well as 15 years at Great Western Bank. She serves as president of the board for Rapid City Summer Nights, Inc., a community organization. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, delivering tailored, research-backed recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Spencer Miller is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved as a sole proprietor in a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Lisa Albers Koppmann is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 licenses. She has 25 years of industry experience, including 14 years at UBS Financial Services prior to joining RBC in 2020. She serves on the board of directors for Rapid City Christian School. RBC Wealth Management serves individual investors, institutions, corporations, and charitable organizations by offering various advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies implemented through a combination of in-house and third-party managers, supported by its capital markets and asset management capabilities.

Mark Roisum is a financial advisor with Wells Fargo Clearing in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he co-owns a vehicle rental business through Turo. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Andrew Waugh is a financial advisor at RBC Capital Markets in Rapid City, SD with five years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank and Black Hills Energy. Outside of advising, he serves on the board of directors for the Sigma Phi Epsilon South Dakota Alpha Alumni Volunteer Committee, supporting the undergraduate chapter at South Dakota State University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Micah Williams is a CFP® with 12 years of industry experience, currently with RBC Capital Markets in Rapid City, SD. He has worked at RBC Capital Markets since 2013, with brief tenures at Heritage Financial Services and Lake Street Advisors Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.