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Kyleigh O

Series 66

Rapid City, SD

LPL Financial

Kyleigh Ohlsen is a Series 66-licensed advisor with LPL Financial, based in Rapid City, SD. She has held advisory roles since 2024, including at BMS Financial Advisors and LPL Financial. Prior to her financial career, she gained work experience in the hospitality industry and attended South Dakota State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing multiple management approaches and research resources.

College savings (529s, UTMA, etc.)
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Michelle S

Series 63, Series 65

Rapid City, SD

RBC Capital Markets

Michelle Sterkel is a financial advisor with RBC Capital Markets in Rapid City, SD, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with RBC Capital Markets LLC since 2011. 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 multiple wrap fee advisory programs with tailored portfolio strategies utilizing a combination of in-house and third-party investment managers and model providers.

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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Tyler A

CFP®, Series 66

Rapid City, SD

Ameriprise

Tyler Artz is a financial advisor at Ameriprise with the CFP® designation and Series 66 license, holding two years of industry experience. Prior to joining Ameriprise in 2024, he worked at RESPEC for nine years. Artz serves on the Board of Directors for Rapid City Summer Nights and is Vice President of the organization; he also participates in the Triangle Fraternity National Council Finance Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources, tax-aware withdrawal strategies, and personalized retirement planning advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Zachary H

Series 66

Rapid City, SD

LPL Financial

Zachary Hockert is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked previously at SagePoint Financial and OSAIC. Outside of advising, he operates A2Z Business and Tax Service, providing tax consulting and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing diversified strategies and research from multiple sources.

College savings (529s, UTMA, etc.)
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Kandyce M

Series 66

Rapid City, SD

Edward Jones

Kandyce Meinhardt is a financial advisor with Edward Jones in Rapid City, SD, holding a Series 66 designation and 7 years of industry experience. She has been with Edward Jones since 2013 and is also employed as a floorset associate at American Eagle, where she works on seasonal floor changes and inventory. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Ashley B

Series 66

Rapid City, SD

RBC Capital Markets

Ashley Bradsky is a financial advisor at RBC Capital Markets with a Series 66 designation and no prior industry experience. She has been affiliated with RBC Capital Markets since 2025 and has entrepreneurial experience through Bradsky Properties, LLC and Bradsky, Bradsky & Bradsky, P.C. Outside of her advisory role, she is involved in managing her family business interests. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management solutions utilizing a combination of in-house and third-party investment managers.

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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Travis B

Series 63, Series 65

Rapid City, SD

LPL Financial

Travis Bacon is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Sagepoint Financial, Inc. and OSAIC before joining LPL Financial in 2025. He is also a licensed notary and manages his family trust in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Holli M

Series 65, Series 66, Series 63

Rapid City, SD

Edward Jones

Holli Mitchell is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 65, Series 66, and Series 63 licenses. Before joining Edward Jones in 2023, she worked at Thrivent Financial and Thrivent Investment Management Inc from 2021 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and fiduciary advisory services through a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management Military & Veterans
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Christopher K

Series 66

Rapid City, SD

Morgan Stanley

Christopher Kilpatrick is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Kilpatrick serves on the boards of Black Hills Sports Inc. and Westhills Village Senior Living, where he is also involved in finance and business development committees. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, providing advisory services without individual security recommendations in standalone plans.

General estate planning guidance
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Nathaniel S

Series 63, Series 65

Rapid City, SD

LPL Financial

Nathaniel Starkey is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including BMS Financial Advisors, Sagepoint Financial, Clark Capital Management Group, and National Planning Holdings. Starkey is also involved with Starview Wealth LLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to research, model portfolios, and advanced technologies.

College savings (529s, UTMA, etc.)
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Strider J

Series 66

Rapid City, SD

Raymond James Financial

Strider Jacobson is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has worked at multiple firms including LPL Financial and Pioneer Wealth Management. In addition to his advisory role, Jacobson serves in the South Dakota Army National Guard. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and supports its clients through a broad advisor network and specialized consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Dustin W

Series 66

Rapid City, SD

Thrivent Investment Management

Dustin Whiteside is a Series 66 credentialed financial advisor with Thrivent Investment Management, where he has worked since 2017, accumulating eight years of industry experience. His prior roles include positions at Cabelas and founding DW Investment Group, LLC. Outside of his advisory work, he is a co-owner of Foster Falls Resort, LLC, and plays mandolin in the Cambria String Band. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement and estate planning. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
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Brian D

Series 66

Rapid City, SD

Thrivent Investment Management

Brian Dorch is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked in various roles including ownership of a landscaping business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Julie E

Series 66

Rapid City, SD

Edward Jones

Julie Ellingson is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she managed the restaurant K Heart C, LLC in Hill City, SD, where she was the managing member for three years. She also worked with Jasper Agency - Farm Bureau Financial Services for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary strategies supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Leisa N

Series 63, Series 66

Rapid City, SD

Morgan Stanley

Leisa Nash is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning arrangements.

General estate planning guidance
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Kyle B

Series 66

Rapid City, SD

Edward Jones

Kyle Bargmann is a financial advisor with Edward Jones in Rapid City, SD, holding a Series 66 designation and seven years of industry experience. He previously worked at Union Bank & Trust and the Country Club of Lincoln. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Charles A

CFP®, Series 63, Series 65

Rapid City, SD

OSAIC

Charles Arbeiter is a CFP® professional with over 41 years of experience in the financial industry. He is currently with OSAIC, having joined the firm in 2023 after 12 years at FSC Securities. Outside of his advisory work, Mr. Arbeiter is involved in community activities such as serving on finance and golf committees for Young Life Ministries and holding leadership roles in local water associations. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, and retirement plan consulting through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios ranging from traditional securities to alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher M

Series 66

Rapid City, SD

LPL Financial

Christopher McSherry is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers over two decades. In addition to his advisory work, he operates McSherry, LLC and a notary service in Rapid City, SD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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