Alex Parker is a financial advisor at Edward Jones with four years of industry experience. He previously worked at First Bank & Trust for six years and had a brief tenure at Learfield Sports - Jackrabbit Sports Properties. Outside of advising, he is a co-owner of Parkwin LLC, which holds a vacation property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Lori Wiese is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services for business-owner transitions, special needs, and divorce planning, using proprietary research and tools to develop tailored recommendations.

Mary Mullen is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. She previously worked at Avantax Investment Services and 1st Global Capital and is also the owner of KMWF & Associates, PC, a tax and accounting firm where she serves as a certified public accountant. In addition, she is the treasurer and a board member of the Carroll Institute, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party money managers.

Jay Salonen is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked with Cetera and its affiliated entities since 2011 and also has a long-term role at First Premier Bank. Salonen serves as a board member at the Academy of Finance–Career & Technical Learning in Sioux Falls. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Brandon Sargent is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and 22 years of industry experience. He has worked with Wells Fargo since 2000 across various roles, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, Sargent is involved in agricultural activities, including raising and selling cattle. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Sheila Myrum is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2014 in various roles. Outside of her advisory work, she owns farmland in Peever, South Dakota. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a large national network of financial advisors and branch offices.

Nordell Griebel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Avantax Investment Services and 1st Global Advisors and is also president of KMWF & Associates, PC, a tax and accounting firm. Outside of his advisory work, he serves as treasurer of an intensive occupational therapy organization and acts as trustee for several family trusts. Cetera Investment Advisers LLC is a multi-manager platform serving individual, corporate, and institutional clients nationwide, offering a range of portfolio management and financial planning services through a network of over 10,000 advisors.

Trevor Tobin is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Great Western Investments and Insurance, Great Western Bank, and an extended period working at Brandon Golf Course. He is also involved in client-related activities with Capital Wealth Planning LLC and Legacy Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports various advisory programs and institutional consulting services.

Brian Witte is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Wells Fargo Bank. Outside of finance, he serves as a paralegal with the South Dakota National Guard. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services guided by an IPS-driven process grounded in modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Levi Hattervig is a financial advisor at Thrivent Investment Management with a Series 66 designation. He has been with Thrivent and its affiliated entities since 2025. His prior roles include nine years at Winona Health and six years at South Dakota State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach focuses on holistic, goal-based analyses and offers a combined planning and managed-account option called WealthPlan, while maintaining planning and investment management as separate services.

Carter Herrity is a financial advisor at Raymond James Financial with six years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Raymond James, Herrity worked at Ameriprise Financial Services and Security Savings Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA consulting.

Amy Scott Stoltz is a financial advisor with Raymond James Financial in Sioux Falls, SD, holding a Series 66 credential and 23 years of industry experience. She has been with Raymond James since 2010 and also manages Dakota QDRO, a certified divorce financial analyst business she founded in 2017. Outside of finance, she owns The Hive Virtual Services, a technology suite rental for content creators. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, corporations, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Tyler Erck is a financial advisor with Thrivent Investment Management in Sioux Falls, SD, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Thrivent since 2020 and has prior experience at Scheels, Farmers Business Network, and the University of South Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, offering both one-time and ongoing planning engagements that cover a range of financial topics without including implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

David Ver Steeg is a financial advisor with Edward Jones in Sioux Falls, SD, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Diamond Mowers, LLC from 2016 to 2019. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Allie Underberg is a financial advisor at Stifel with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2020. Prior to that, she held various roles at Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, Allie is also a notary. Stifel serves a broad range of clients, including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Leah Kerwin is a financial advisor with Equitable Advisors, holding a Series 66 credential and bringing 26 years of industry experience. She was previously with Thomas S Voorhees for 24 years before joining Equitable Advisors. Outside of her advisory role, she serves as a board member for Calm Waters Veterans Retreat Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on client risk assessment and tailored investment solutions.

Nancy Higgins is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Higgins holds a Series 63 designation and is based in Sioux Falls, SD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Rachel Calsbeek is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following eight years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Karen Winblade is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 registrations. She has 20 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Princor Financial Services Corporation, and Principal Life Insurance Company. She is also associated with Farm Legacy Group, where she has worked since 2015. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

David Henry is a financial advisor with Morgan Stanley in Sioux Falls, SD, holding a Series 66 designation and two years of industry experience. His prior roles include positions at CBI Bank and Trust, First Savings Bank, and the South Dakota Division of Banking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.