William Gross is a financial advisor with Principal Financial Services holding a Series 66 designation and six years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Heartland Farm Partners, LLC. Outside of advising, he serves as secretary and treasurer for the Spring Creek North Homeowners Association, a registered nonprofit. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations, with an emphasis on direct advisory programs, financial planning, and access to third-party money manager solutions.

Nathan Schwab is a financial advisor with Prime Capital Financial and holds the Series 66 designation. He has eight years of industry experience, including prior roles at Raymond James Financial Services Advisors Inc. and First Bank & Trust. Schwab serves as a board member and trail series race director for the Sioux Falls Area Running Club. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a broad range of services including asset management, financial planning, and family office offerings. The firm manages accounts using both discretionary and non-discretionary approaches and employs a variety of investment strategies while providing ancillary services such as tax planning through an affiliated accounting subsidiary.

Kevin Garry is a financial advisor with Eagle Strategies (New York Life) in Sioux Falls, SD, holding the ChFC® designation and Series 63 license. He has over 40 years of industry experience, with a continuous career at New York Life Insurance Company, NYLIFE Securities LLC, and Garry Associates, LLP since 1985. Outside of his advisory work, he serves as a volunteer for St. Katherine Committee, is a board member of the State Life & Health Insurance Advisory Board, and participates in the Bishop O'Gorman School System Foundation. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through various program types, including fee-based hourly advice, retirement plan consulting, and co-advisory relationships, operating predominantly on a non-discretionary asset management basis.

Casey Franken is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held positions at Kovitz Investment Group Partners, IFAM Capital, Willkate Wealth Management, CWM, LLC, Cetera Advisor Networks, and LPL Financial. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with access to private funds and third-party managers.

Josie Reekers is a financial advisor with Principal Financial Services in Sioux Falls, SD, holding Series 63 and Series 66 licenses. She has five years of industry experience, including roles at Armor Wealth Management and Principal Securities Inc. Reekers has also worked in education for several years prior to her advisory career. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Paige Bonnema is a financial advisor with Eagle Strategies (New York Life), holding a Series 66 designation and one year of industry experience. Her prior roles include positions at NYLIFE Securities LLC and Prins Insurance of Sioux Falls, Inc. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Jeffrey Gordon is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Kovitz Investment Group Partners, IFAM Capital, UBS Financial Services, and Merrill. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs an investment approach that integrates active and passive strategies, fundamental and quantitative analysis, and various portfolio management tools within an enhanced open architecture framework.

Morgen Hall is a financial advisor at Mariner with three years of industry experience. He holds a Series 65 designation and previously worked in education and the hospitality sector. 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 combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Neil Graff is a Certified Financial Planner® with 40 years of industry experience. He is currently affiliated with United Planners' Financial Services of America as a Limited Partner and has held prior roles at Eide Bailly and Woodbury Financial Services. Graff also operates an independent insurance agency. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers a combination of advisory and brokerage services.

Megan Landon is a CFP® professional with five years of industry experience, currently serving as a wealth advisor at NewEdge Advisors in Sioux Falls, SD. Her prior experience includes roles at UBS Financial Services and TD Ameritrade. She works on a team focused on both operational and client planning responsibilities. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers a range of portfolio management and consulting services, using multiple program structures and technology tools to support advisors and clients.

Stephen Viereck is a financial advisor with Principal Financial Services in Sioux Falls, SD, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Principal Securities since 2016 and has served at Dakota Wesleyan University since 2005. Outside of his advisory role, he serves as treasurer for the nonprofit Enhanced Benefits Inc., where he manages payroll and financial communications. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kasha Fritsch is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD, holding Series 65 and Series 63 credentials and four years of industry experience. She has been associated with New York Life Insurance Company and related firms since 2022 and previously worked at Archer Daniels Midland Company among other roles. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Frasier is a CFA® charterholder with 13 years of industry experience, currently affiliated with Principal Financial Services in Sioux Falls, SD. His work history includes roles at Principal Securities Inc, Principal Life Insurance Co, Waddell & Reed Inc, and operating his own advisory practice. Outside of financial advising, he is an adjunct professor teaching business finance at the University of South Dakota and a freelance author and guide specializing in flyfishing and outdoor activities. Principal Financial Services 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Dylan Goodhart is a financial advisor with Principal Financial Services in Sioux Falls, SD, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise and his own advisory practice, Goodhart & Associates, as well as experience outside finance running Blarneys Sports Bar and Grill. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and third-party money manager solutions with a focus on ongoing client reviews and multiple promoter and referral arrangements.

Jordan Dalton is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Principal Financial Services and has previously worked at U.S. Bancorp Investments, Inc. from 2022 to 2025, as well as Principal Life Insurance Company and Principal Securities Inc. for several years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Aaron Smith is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 63 licenses and possessing 29 years of industry experience. His prior roles include more than two decades at State Farm VP Management Corp. and multiple positions within State Farm Investment Management. He also operates Aaron M Smith Insurance Agency, which has been active since 1993. Integrity Alliance serves a diverse client base including individual investors, corporations, and retirement plans. The firm provides a range of advisory and brokerage services through a large network of over 300 advisors managing approximately $5.4 billion in assets, utilizing strategic, tactical, and adaptive investment approaches across discretionary accounts and model portfolios.

Luke La Rock is a financial advisor with CWM, LLC based in Sioux Falls, SD, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Pinnacle Wealth and Shaykett Appraisal. He has also been involved with Bethlehem Lutheran Church for several years. 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, and retirement-plan services, utilizing a discretionary, model portfolio approach supported by a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

James Clark is a financial advisor with Principal Financial Services in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Principal Life Insurance Co. since 1998 and Principal Securities Inc. since 2016. Clark provides consulting services to his son's business, assisting with the transition of his book of business through mentorship and practice reviews. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides financial planning, retirement consulting, and access to third-party money manager programs under advisory and promoter arrangements.

Jason Metzger is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Eagle Strategies since 2014 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 1997. Metzger serves as a board member of the Alaska Life Health Insurance Guaranty Association, participating in governance related to insurer insolvency protection. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, corporate and charitable clients, and retirement plans. The firm delivers tailored advice through multiple program types, emphasizing fiduciary responsibilities and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tracy Gran is a financial advisor with Principal Financial Services in Sioux Falls, SD, holding Series 65 and Series 63 credentials and 13 years of industry experience. Prior to joining Principal in 2022, she worked for New York Life for 10 years. Outside of her advisory role, she serves on the committee for Habitat for Humanity Sioux Falls, participating in the selection process for housing applicants, and she provides pet sitting services through Rover on weekends. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation generally managed on a discretionary basis by these third parties.