Aaron Smith is a financial advisor at Integrity Alliance, LLC with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked extensively in investment management and insurance, including a long tenure at State Farm VP Management Corp. Additionally, he is president of the Aaron M Smith Insurance Agency, which sells property, casualty, life, health, and annuities insurance. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans, through a network of over 300 advisors managing around $5.4 billion in assets. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, employing various investment strategies and third-party manager referrals.

Luke La Rock is a financial advisor with Carson Wealth holding a Series 65 credential and three years of industry experience. He has worked at Pinnacle Wealth and CWM, LLC, and has a background that includes roles at South Dakota State University and other diverse organizations. Outside of his advisory work, he is involved with Bethlehem Lutheran Church. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process with access to customized solutions and extensive custodial and technology integrations.

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 63 and Series 65 credentials and 13 years of industry experience. Her prior work includes a decade at New York Life. Outside of her advisory role, she serves on the Habitat for Humanity Sioux Falls committee, which helps select families and individuals for housing assistance, and she provides pet sitting services through a mobile app platform. Principal Securities offers brokerage and 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 managers through various advisory and promoter arrangements.

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 licenses and 14 years of industry experience. She has been associated 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 affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

Robert Jacobsen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and also owns Midwest Financial Services and a dog fence installation business in Sioux Falls, SD. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of Financial Professionals. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

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 credential and having 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longer tenure with Wells Fargo bank dating back to 2000. Outside of his advisory role, Sargent operates a cattle raising business as a sole proprietor. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 advisors and combines research from Wells Fargo Investment Institute with third-party analytics to guide its investment approach.

Amanda Schmidt is a financial advisor with Cetera Investment Advisers LLC and holds the PFS™ designation. She has been with Cetera since 2026 and has over ten years of experience at Johanson & Yau Accountancy Corporation. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of advisors and operates a multi-manager platform with access to affiliated and third-party managers.

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 with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Raymond James in 2025, 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 range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs for municipal finance and employer-sponsored retirement plans.