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 designations and bringing 28 years of industry experience. His career includes long-term tenure at State Farm VP Management Corp. and roles at Brokers International Financial Services. Smith also operates the Aaron M Smith Insurance Agency, offering property, casualty, life, health, and annuity insurance products. Integrity Alliance is a large advisory network serving individual investors, corporations, and retirement plans with a range of portfolio management and financial planning services. The firm combines advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers, supporting diverse investment approaches and a variety of operational features including dual SEC registration and affiliated insurance desks.

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 27 years of industry experience. He has been with Eagle Strategies since 2014 and has worked 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, a nonprofit organization involved in protecting consumers against insurer insolvency. Eagle Strategies serves a diverse client base including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and provides a wide range of advisory programs, with most assets managed on a non-discretionary basis.

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 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of his advisory role, he is involved in raising and selling cattle as a sole proprietor. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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 at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Great Western Bank and Great Western Investments and Insurance. Outside of his advisory role, he is involved as an associate at Capital Wealth Planning LLC and Legacy Financial Group, engaging in client-related business activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

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.