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Jessica G

Series 66

Dakota Dunes, SD

STIFEL

Jessica Gonzalez Calderon is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She previously worked in various roles outside the financial sector, including positions at Sioux City Marina, Sioux City Community School District, and several restaurants. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
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Korey K

CFP®, ChFC®, Series 63, Series 66

Dakota Dunes, SD

STIFEL

Korey Kletschke is a CFP® and ChFC® with 13 years of industry experience, currently an advisor at Stifel since 2017. He previously worked at Principal Financial and Princor Financial between 2012 and 2017. Kletschke serves as president of the Siouxland Estate Planning Council and is on the Board of Directors and Finance Committee for the Boys & Girls Clubs of Siouxland. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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John D

Series 66

Sioux City, IA

Robert Baird & Co.

John Den Beste is a financial advisor with Robert W. Baird & Co. in Sioux City, IA, holding a Series 66 designation and five years of industry experience. He has worked at Robert W. Baird since 2020 and was self-employed from 2015 to 2020. Outside of his advisory role, Den Beste serves as a volunteer Reserve Deputy Sheriff with the Woodbury County Sheriff's Office, participating in community outreach and law enforcement patrols. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Donna L

Series 63, Series 65

Sioux City, IA

LPL Enterprise

Donna Leekley Garvey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Prudential Insurance Company of America since 1977 and joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jeff B

Series 63

Sioux City, IA

Cetera

Jeff Brower is a financial advisor with Cetera who holds a Series 63 designation and has 36 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc. and Warner Group, Inc. He is also an independent insurance agent specializing in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

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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Deric R

Series 66

Dakota Dunes, SD

RBC Capital Markets

Deric Redmond is a financial advisor at RBC Capital Markets with 17 years of industry experience and holds a Series 66 designation. He has worked at RBC Capital Markets since 2009 and is currently affiliated with City National Bank. Redmond serves on the board of directors for the Crittenton Center, a nonprofit providing services to children, individuals, and families in need. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs a range of in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

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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Nicholas N

Series 66

Dakota Dunes, SD

RBC Capital Markets

Nicholas Nelson is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2019. Prior to his current role, he worked at Briar Cliff University for 12 years. Outside of his financial career, Nelson serves on the board and finance committee of Camp High Hopes, a nonprofit camp for individuals with disabilities, and participates in local educational and charitable foundations. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.

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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