Brian Berkenhoff is the principal advisor at Birch Investment Management, LLC in Brookings, South Dakota. He holds the CFA charter and a Series 65 license, with 21 years of industry experience. Berkenhoff has led Birch Investment Management since 2011. Birch Investment Management is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a modern portfolio theory-based investment process that combines passive and active strategies to tailor asset allocations according to client goals, risk tolerance, and tax considerations.

Tadd Haggerty is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Haggerty has been with Mutual of Omaha since 2004. He also owns and serves as president of Haggerty Financial Services LLC and works as an insurance agent offering a range of insurance products including fixed annuities and life insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and supports a range of account management options.

Abby Gilk is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and recently beginning her career in the industry. Prior to joining the firm in 2026, she held various roles including positions at South Dakota State University and Minnwest Bank. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Tanner Odegaard is a CFP®-certified financial advisor with nine years of industry experience. He is currently with LPL Financial and previously worked at Securities America Advisors, Securities America, Inc., and Summit Brokerage Services, Inc. Outside of his advisory role, he owns 8 Second Media, LLC, a business based in Brookings, SD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory solutions including model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Chad Shields is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over 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 options, separately managed accounts, and affiliated mutual funds.

Bradley Ness is a CFP® with 37 years of experience in the financial services industry, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 32 years. Outside of his advisory role, he works as an associate financial advisor with LFP Consulting, LLC and also monitors the closing of a community swimming pool in the evenings. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, annual recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cameron Jones is a CFP®-designated financial advisor with eight years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones for six years. Outside of his advisory role, Jones is involved in a family nutrition business and a local fitness studio in Brookings, SD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a large network of over 22,800 advisors.

Devan Landmark is a financial advisor at Edward Jones in Brookings, SD, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Hyvee Bookings, Snap Fitness, Daktronics, and First Premier Bank. Outside of finance, he works as a fitness trainer and teaches classes at Snap Fitness, and assists with event setup and teardown at the Dacotah Bank Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated services. The firm is known for its extensive national branch network and comprehensive capabilities, including discretionary and non-discretionary investment strategies, tax-efficient services, and a fiduciary standard of care.

Lori Grundmeier is a financial advisor with Thrivent Investment Management who holds a Series 66 designation. She has been with Thrivent since 2026 and has one year of industry experience. Prior to her current role, she worked at Schade Vineyard and Winery and has been involved with organizations such as the Boys and Girls Club of Brookings and South Dakota State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across various topics. The firm offers planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Hope Hagin is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. She also works as an associate at First Bank & Trust Investment Services, supporting Raymond James offices within the bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to help clients meet their goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Pattie Wilber is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Ameriprise since 2015 and served on the Board of Directors and as Treasurer for Peace Lutheran School. Wilber also teaches group fitness classes outside of her advisory role. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement-income planning advice and written Recommendation Reports focused on dependable income and tax-aware withdrawal strategies.

Rochelle Murphy is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mason Winterboer is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in managing real estate activities through WinProps LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kendra Johnson is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Hy-Vee and South Dakota State University. Outside of her advisory role, she is involved with LFP Consulting, where she completes comprehensive financial plans for advisors and provides payroll benefits services. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Robyn Jensen is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for nine years. Jensen is involved with the Junior Achievement of Brookings County as a board member and serves on the South Dakota State University Consumer Affairs Advisory Council. Ameriprise is an institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service focused on clients approaching or in retirement, combining research-driven recommendations and tax-efficient strategies typically for individuals with significant investable assets.

Whalen Rother is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. Rother has been in the industry since 2023, with prior experience at Calmwater Financial Group, Wells Fargo, and Caesars Entertainment. Outside of financial services, Rother has worked in education at multiple schools, including St. Michael's Catholic School and Boone Central High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning across various financial topics without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Tracy Odegaard is a financial advisor at LPL Financial with 36 years of industry experience. She holds the CFP® and ChFC® designations and has worked previously at Securities America Advisors and Summit Financial Group, as well as operating Odegaard Financial since 2005. Outside of advising, she serves as a board member for the nonprofit King & Winge Inc. and owns a media business, 8 Second Media, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced advisor tools.

Jeffrey Fish is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is a part owner of an LLC and owns pasture land in South Dakota. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients with a large network of financial advisors and branch offices across the United States.

Jennifer Everson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, she worked at Daktronics, Inc. for seven years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.