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.

Andrew Waugh is a financial advisor with RBC Capital Markets in Rapid City, SD, holding a Series 66 designation and six years of industry experience. Prior to joining RBC Capital Markets, he worked at City National Bank and Black Hills Energy. He serves on the board of the SigEp SD Alpha Alumni Volunteer Committee, supporting the undergraduate chapter of Sigma Phi Epsilon at South Dakota State University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and portfolio management services, leveraging both in-house and third-party investment managers to meet varied client needs.

Micah Williams is a CFP® professional with 13 years of industry experience, currently serving as an advisor at RBC Capital Markets. He has worked at RBC Capital Markets since 2013, with prior experience at Heritage Financial Services and Lake Street Advisors Group, LLC. 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 that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile and investment preferences.

Gary Haack is a financial advisor with RBC Capital Markets in Rapid City, SD. He holds the CFP® and ChFC® designations, as well as the Series 66 license, and has six years of industry experience. His prior experience includes roles at U.S. Bank, Business & Estate Advisers of WI, LLC, Farm Bureau Financial Services, and various positions associated with Drake University and Rice Lake Weighing Systems. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients’ Advisory Risk Profiles and utilizing both in-house and third-party investment managers.

Samuel Tobin is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Heartland Financial Services Inc and held various roles at South Dakota State University and Eagle Aviation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options, supported by a large network of financial advisors and branch offices nationwide.

Austin Trupe is a financial advisor with Osaic Wealth, Inc. based in Rapid City, South Dakota. He holds the Series 66 designation and has one year of industry experience. In addition to his work in finance, he has been involved as a live sound engineer and audio technician for local music productions. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services through a large network of affiliated financial advisors and multiple advisory platforms.

Paul Mcdonnell is a financial advisor with LPL Financial in Rapid City, South Dakota, holding a Series 66 designation and having 14 years of industry experience. His prior roles include positions at Invest Financial Corporation and Black Hills Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Calvin Sievers is a financial advisor with Thrivent Investment Management in Rapid City, SD, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2002. Outside of his advisory role, Sievers serves as senior warden on the vestry board of St. Andrews Episcopal Church and is involved in retail through ownership interests in local clothing boutiques. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing option called WealthPlan.

Jay Salter is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Rapid City, SD. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes fiduciary standards in its advisory services.

Lori Neisent is a financial advisor with Morgan Stanley in Rapid City, SD, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeling techniques.

Michael Paikos Jr. is a financial advisor with LPL Financial in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Invest Financial Corporation for nine years and Cetera Wealth Services, LLC for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing various portfolio strategies and technology tools, and oversees more than $819 billion in discretionary assets across over 22,800 advisors.

Ted Norman is a CFP®-credentialed financial advisor with Ameriprise in Rapid City, SD, bringing 37 years of industry experience. He has been with Ameriprise and its predecessor firms since 2009. Outside of his advisory work, he is involved in a musical band. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven, tax-efficient strategies with annual recommendation reports delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Diane Chamberlain is a Series 66 licensed financial advisor with 27 years of industry experience, currently with LPL Financial since 2021. Her previous roles include positions at Canyon Wealth Group and Waddell & Reed, Inc., where she worked from 1999 to 2021. Outside of advisory work, she is a commissioned notary and holds an ownership interest in an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of representatives. The firm provides a broad range of financial planning and advisory services, including access to model portfolios, third-party asset managers, and institutional platforms.

Nathen Schneider is a Series 66-credentialed financial advisor with 12 years of industry experience. He has worked at LPL Financial since 2019 and previously at Securities America Advisors from 2015 to 2019. He operates a DBA named Partridge Financial in Rapid City, SD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Cheryl Haugse is a financial advisor at Morgan Stanley with 37 years of industry experience. She has held her current role since 2011 at Morgan Stanley Smith Barney. Haugse holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Richard Owen is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Pearson, as well as long-term employment with Black Hills Harley Davidson and Rapid City Area Schools. Outside of his advisory work, he is involved with Lightning Lines LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Marie Strang is a financial advisor at Edward Jones in Rapid City, SD, holding the CFP® designation and Series 66 license with nine years of industry experience. She has been with Edward Jones since 2017 and previously served one year in the South Dakota National Guard. Outside of her advisory role, she participates in a direct marketing supplement business affiliated with Advocare International LP. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm offers a range of investment strategies and advisory services backed by a large network of financial advisors and branch offices, managing over $1 trillion in assets.

Matthew Huether is a financial advisor with Thrivent Investment Management in Rapid City, South Dakota, holding a Series 66 license and with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Huether serves as president of the Arrowhead Country Club board of directors and finance committee. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial planning without portfolio management or discretionary trading authority. Their services include written recommendations across various planning topics and the option to combine planning with managed accounts under a consolidated billing system called WealthPlan.

Morey Trupe is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Questar Asset Management, Signal Securities, and Waddell & Reed. Outside of advisory work, he serves as a diplomat for the Rapid City Chamber of Commerce and is a silent partner in a laundromat business. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and the use of multiple investment platforms and third-party managers.

Jon Johnson is a financial advisor with Cambridge Investment Research Advisors in Rapid City, SD, holding a Series 66 designation and 19 years of industry experience. He has worked at Cambridge Investment Research since 2019 and previously spent nine years at Signal Securities, Inc. Outside of his advisory roles, Johnson volunteers as a financial literacy trainer with the Association of Financial Educators. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.