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.

Derek Berg is a ChFC® and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with Eagle Strategies (NY Life) since 2011 and has also been associated with Nylife Securities Inc. and New York Life Insurance Company since 2007. Outside of his advisory work, Berg serves as Director of Development for the Sioux Falls Youth Hockey Association and volunteers as a youth hockey coach for Team South Dakota Girls 12U. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and manages the majority of its assets on a non-discretionary basis.

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.

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.

Robert Jacobsen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and has an extensive background including roles at Broker Dealer Financial Services Corp and Midwest Financial. Outside of his advisory work, he owns and operates a business focused on underground fencing for dogs. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and custodial platforms.

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.

Christopher Larson is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he spent ten years at Cor Trust Mortgage. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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.