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Todd K

Series 66

Rapid City, SD

Cetera

Todd Kurtz is a Series 66 licensed advisor with Cetera based in Rapid City, SD. He joined Cetera and related entities in 2026 and has prior experience at KOAT from 2013 to 2025. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and custodial relationships.

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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Kyleigh B

Series 66

Rapid City, SD

LPL Financial

Kyleigh Boomsma is a Series 66-licensed advisor with LPL Financial in Rapid City, SD. She has two years of industry experience and previously held roles at BMS Financial Advisors and several businesses outside of finance, including Firehouse Brewing and Cubby's Sports Bar. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party subadvisors, and various investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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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Zachary H

Series 66

Rapid City, SD

LPL Financial

Zachary Hockert is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 12 years of industry experience. He previously worked at SagePoint Financial and OSAIC, and he is also engaged as a tax consultant with A2Z Business and Tax Service. Zachary is a commissioned notary in South Dakota. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across a wide array of asset allocation options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 at LPL Financial with 30 years of industry experience. He previously worked at OSAIC and Sagepoint Financial, Inc. Bacon is also a notary and serves as a fiduciary for a family trust. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Holli M

Series 63, Series 65, Series 66

Rapid City, SD

Edward Jones

Holli Mitchell is a financial advisor with Edward Jones in Rapid City, SD, holding Series 63, 65, and 66 licenses and eight years of industry experience. Prior to joining Edward Jones in 2023, she worked at Thrivent Financial and Thrivent Investment Management Inc. from 2021 to 2023, and has experience with J.P. Morgan Securities and Chase Investment Services Corp. Earlier in her career, she worked in a role outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth tiers, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions, operating under a fiduciary standard and managing over $1 trillion in assets through an extensive national network of 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 eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018 and Morgan Stanley Private Bank, N.A. since 2019. Outside of his advisory role, he serves as a board member for Black Hills Sports Inc. and Westhills Village Senior Living, where he is also vice president of the finance committee. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning that leverages firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers plans directly as well as through Corporate Financial Planning agreements with employers.

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 with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at BMS Financial Advisors, Sagepoint Financial, and Clark Capital Management Group. Outside of his advisory work, he is involved with Starview Wealth LLC, a separate non-investment business entity. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 with Thrivent Investment Management in Rapid City, SD, holding a Series 66 designation and three years of industry experience. His work history includes multiple roles at Thrivent as well as ownership of a landscaping business, Dorch Landscapes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and a range of planning topics without offering portfolio management for institutional clients.

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 in Rapid City, SD, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 20 years with Waddell & Reed, Inc. Additionally, he operates McSherry, LLC and provides notary services through Chris McSherry-Notary. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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