Ryan Anderson is a financial advisor with Principal Financial Services in Sioux Falls, SD, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Thrivent Financial and Mutual of Omaha. Outside of his advisory work, Anderson operates a pedal pub for downtown Sioux Falls tours on a part-time basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Keith Schaefbauer is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Commonwealth in 2015, he worked at LPL Financial from 2007 to 2015 and Waddell & Reed from 1997 to 2007. Schaefbauer is a 50% owner of Legacy Wealth Group, Inc. and Legacy Insurance Group, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party managers, retirement and plan consulting, and custody and clearing services.

Michael Paulson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. His prior work includes roles at South Dakota State University, Legacy Wealth Group, Josiahs, Amazon, and educational institutions including Roosevelt High School and Memorial Middle School. He is also involved in fixed insurance sales conducted during business hours in Sioux Falls, SD. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support while offering a range of investment solutions including discretionary model portfolios and customized program structures.

Lindsay Bliek is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Edward Jones, D.A. Davidson & Co., Lion Street Financial, and Lion Street Advisors. Integrity Alliance is a large advisory network serving individual investors, corporations, and retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through a variety of platforms and investment approaches.

Ryan Ovenden is a CFP® with 17 years of industry experience, currently serving as an advisor at CWM, LLC and Pinnacle Wealth since 2020. He previously worked at Freedom Financial Counseling, Inc. for eight years. Outside of his advisory work, he is the director of Camp Steward, where he designs exercise programs for high school runners during the summer and winter seasons. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing both fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Tyler Garry is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD, holding Series 63 and Series 65 designations and having 15 years of industry experience. He has worked with Eagle Strategies since 2016 and is a partner at Garry Associates LLP, which brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Ashley Renelt is a financial advisor at Mariner with seven years of industry experience. She holds a Series 65 designation and previously worked at Foundations Wealth Management for six years. Outside of advising, Ashley is also a part-time chiropractor at Adam Renelt, DC PC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by an internal team and third-party managers and integrates tax and accounting services uncommon for a firm of its size.

Kelly Meeker is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Eagle Strategies, Meeker has worked with New York Life and Nylife Securities LLC and is also the owner of multiple athletic training businesses, including Air Attack Academy, LLC, and Quarterback Universe, LLC, focusing on football training and quarterback coaching. Additionally, Meeker is involved with The Advantage Company LLC, a nutritional supplement business for athletes. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services through a large network of affiliated advisors. The firm offers multiple program types, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.

Christina Lynn is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. Her prior experience includes roles at Kahler Financial Group, Thrivent Financial, and Variable Investment Advisors. Outside of her advisory work, she teaches a course on wealth management foundations at Columbia University, volunteers as an advisor for the University of Oklahoma’s Women in Leadership certificate program, and is authoring a consumer-facing book on parenting focused on financial literacy for children. Mariner Wealth Advisors serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm offers integrated tax services and Core Family Office capabilities alongside discretionary portfolios that combine internal research with third-party managers.

Ross Menke is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Mariner. His prior roles include positions at Lyndale Financial, Willkate Wealth Management, and Equitable Advisors. He is a member of the Board of Trustees for the First Congregational Church of Sioux Falls. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Zachariah Thies is a CFP® and PFS™ with nine years of industry experience, currently serving at Creative Planning since 2016. He is based in Sioux Falls, SD. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and long-term strategies, supplemented by selective private market exposure and fiduciary-advised retirement services.

Ryan Mazurek is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. His background includes positions at Principal Life Insurance Company, Principal Securities Inc, University of Sioux Falls, and Union Bank of Switzerland. He also holds an outside insurance role, writing fixed life, disability, long-term care, fixed annuities, health, and group products. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Charles Jones is a financial advisor at SPC with 11 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to his current role at Parkland Securities, LLC, he has been active as a musician since 2014. Jones also serves as a city council member in Dell Rapids, SD, and provides personal financial counseling to South Dakota military personnel through Magellan Health. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary strategies supported by a custodial platform and collaborating with third-party managers.

Connor Schaefbauer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Legacy Wealth Group, 3M, Wells Fargo, and Gemini Medical. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Charles Illg is a financial advisor with Mariner and holds a Series 65 designation. He has experience in accounting and media through previous roles at Solution CPA, Dakota CPA, and Digital Plains Media. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and Core Family Office capabilities, employing customized portfolios supported by in-house research and third-party managers.

Nate Stassen is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Valic Financial Advisors since 2022 and has also been associated with Agia since 2023, where he is appointed as an agent to sell non-securities insurance products. In addition, he has been employed at Graco since 2015. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and third-party model managers on Envestnet’s platform.

Broderick Kunzmann is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Kunzmann also has experience in insurance brokering outside of his advisory duties. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across various program types, primarily managing assets on a non-discretionary basis and working with a wide array of institutional sponsors.

Jacob Boom is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD, holding Series 63 and Series 65 designations and 12 years of industry experience. He previously worked with NYLife Securities LLC and New York Life Insurance Company and currently operates Boom Financial. Outside of his advisory role, he owns a custom leather goods business and is involved in a family funeral home business on a limited basis. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Nancy Carlson is a CFP® professional with 40 years of experience in the financial services industry. She is currently with Prime Capital Financial and has previously worked at Professional Financial Services, Inc. and LPL Financial. Outside of advising, she is involved in entrepreneurial activities including ownership of a nutraceutical manufacturing business and a design company specializing in jewelry. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, retirement plan services, and family office solutions, utilizing a variety of investment strategies and platforms.

Kameron Carlson is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with Prime Capital Financial and has previously worked at Professional Financial Services, Inc. and LPL Financial. Outside of advisory work, Carlson owns Vintek Nutrition, LLC, which manufactures and markets nutraceutical products for diabetic individuals. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a broad client base including individuals, high-net-worth families, trusts, corporations, and retirement plans. The firm offers comprehensive services such as asset management, financial planning, qualified retirement plan services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.