Kelsey Hardie is a Series 65-licensed advisor at Mariner with one year of industry experience. Prior to her current role, she worked at Mariner from 2019 to 2025 and was employed at Kaladi's Bistro and South Dakota State University. She is co-owner of ClearCut Tree Service, a tree removal business in Sioux Falls, South Dakota. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and coordinated tax services. The firm uses customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm of its size.

Dylan Rudningen is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Pinnacle Wealth and Northwestern Mutual. Outside of his advisory work, Rudningen is involved in the hospitality sector through roles with Minnkota Hospitality and related businesses. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm offers a range of portfolio management and retirement-plan services, utilizing a discretionary management approach with model portfolios, third-party sub-advisors, and customization tools.

Christopher Pedde is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. His background includes roles at LPL Financial LLC, Black Hills Federal Credit Union, and Sioux Falls Federal Credit Union. Outside of financial services, he is the sole owner of Peak Entertainment LLC, a business outside the investment industry. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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 under various advisory and promoter arrangements.

Timothy Dardis is a financial advisor with Principal Financial Services in Sioux Falls, SD, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 34 years of industry experience, including roles at Principal Securities since 2016 and operating his own firm, Dardis Financial Strategies LLC, since 2005. Outside of his advisory work, he serves on the Investment Policy Committee for the Sioux Falls Schools Catholic Foundation and is involved in charitable event planning for the Catholic Community Foundation of Eastern South Dakota. 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 emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ronald Staebell is a financial advisor with Principal Financial Services in Sioux Falls, SD, holding the ChFC® and Series 63 credentials and bringing 39 years of industry experience. He has worked at Armor Wealth Management since 2015 and has been affiliated with Principal Life Insurance and Princor Financial Services since 2007. Staebell serves on the boards of the South Dakota Guardianship Program, which provides guardianship services to people with disabilities, and Volunteers of America – Dakotas, where he participates in budget discussions and fundraising. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning and access to third-party money manager programs under multiple advisory and promoter arrangements.

Thane Hein is a financial advisor with Principal Financial Services in Sioux Falls, SD, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is involved in selling outside insurance products, including life insurance and annuities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Peter Rose is a financial advisor with Principal Financial Services, holding a Series 66 designation and six years of industry experience. He has been with Principal Securities Inc and Principal Life Insurance Company since 2019. Outside of his advisory role, he is involved in entrepreneurial ventures including ownership of Skipyr LLC, a boat rental business, and serving as a director of Parz Inc., which markets a proprietary golf putting game. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ronald Meeker is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD. He holds the ChFC® designation and Series 63 license, and has 36 years of industry experience. He has been with Eagle Strategies since 2008 and has also worked with Nylife Securities Inc. and New York Life Insurance Co. since 1989. Meeker is appointed with various outside insurance carriers, brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and tailors its recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

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.