Deette Jonas is a financial advisor with RBC Capital Markets in Dakota Dunes, SD, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as an elected officer for her homeowners association, assisting with meeting minutes and resident communications. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of wrap fee advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Robert Shultz is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Stewart Hartman is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, including work with Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Bryon Oines is a financial advisor with OSAIC in Sioux City, IA, holding Series 63 and Series 65 credentials and has 15 years of industry experience. He previously worked at Securities America Advisors and SECURITIES AMERICA, inc. Outside of his advisory role, he is involved with Lifetime Retirement Partners as a registered representative and wealth manager, providing financial and retirement planning advice. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Danielle Beukelman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Wells Fargo in various capacities since 2013. Outside of her advisory work, she serves as treasurer for the Perry Creek PTA and the Interstate Soccer Club in Sioux City, Iowa. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools. The firm combines advisory services with banking and lending products, serving clients who meet certain net-worth thresholds.

Steven Ballard is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he holds leadership positions in local community associations, including serving as treasurer and president of homeowner organizations. Ameriprise is a large institutional firm that offers retirement-income planning services for individuals typically holding at least $1 million in investable assets, providing detailed, research-based recommendation reports that integrate tax-smart strategies and income planning.

Zach Girres is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Edward Jones in Sioux City, IA, having joined the firm in 2026 after working at Morgan Stanley and The Vanguard Group. Prior to his financial services career, he had roles at Fareway Food Stores and in education at the University of Northern Iowa and Iowa Lakes Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Darrel Uthof is a financial advisor with Thrivent Investment Management in South Sioux City, NE, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Thrivent since 2002. Outside of his advisory role, Uthof serves as a church elder at Trinity Lutheran Church and participates in a local 4H bonus auction committee. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority, with an option to combine planning and managed-account services under its WealthPlan program.

Eric Ricke is a financial advisor with Edward Jones in Sioux City, IA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns and manages a livestock farm in Lawton, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of financial advisors and branch offices nationwide.

Scout Sneller is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, Scout was involved with several local businesses including Foam Fun Rentals and Hawks Coffee Shop, and also worked in education at Sergeant Bluff Luton Schools for nine years. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, 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, and custody, utilizing both manager-traded and model-traded strategies, supported by internal research and advanced tools.

Jodi Lamprecht is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for 12 years and Woodbury Financial Services Inc for 3 years. Outside of her advisory role, she has worked as a client service specialist at Sterk Financial Services, assisting with client paperwork and financial professional support. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools and third-party money managers to construct portfolios across various asset classes, managed on discretionary or non-discretionary bases.

Jessica Acker is a financial advisor with Ameriprise in Sioux City, IA, holding CFP®, ChFC®, and Series 66 designations and has 19 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Holzrichter is a financial advisor with Robert W. Baird & Co. in Sioux City, IA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Robert W. Baird & Co. since 2011. Holzrichter serves as an executive board member and past board chairman of the Siouxland Chamber of Commerce and is a board member of the Ronald McDonald House of Siouxland, where he participates on the investment and finance committee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio services, utilizing a range of investment strategies and management options including discretionary management, SMA programs, and overlay services.

Brooke Haltli is a financial advisor at Edward Jones in Sioux City, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Security National Bank for four years and has been involved with Minervas Food & Cocktail for over a decade. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Brian Johnson is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 31 years of industry experience. He has been with Cetera and its affiliates since 2009 and is also associated with Security National Bank. Outside of his advisory role, he sells fixed insurance products through multiple firms and can refer clients to the bank’s trust and wealth management area. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with extensive program options and access to third-party money managers.

Benny Corona is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Bank since 2015 and joined Wells Fargo Clearing in 2025. He is based in Sioux City, IA, and has no prior industry experience before his current roles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jackson Glodowski is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Ecolab and the University of Minnesota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

James Augustine is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. 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 a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides integrated portfolio management, financial planning, and brokerage services.

Scott Plathe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with Mass Mutual Life Insurance Company and MetLife Resources. Outside of his advisory role, Scott has worked as an actor in local advertising and commercials. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships with detailed client analysis and written recommendations.

Craig Tooley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Wells Fargo Bank, N.A. since 2008 and has worked within various Wells Fargo entities since 2013. Outside of his advisory role, he serves as a finance committee member for Bishop Heelan School in Sioux City. 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 IPS-driven investment process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.