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Alan M

Series 66

Mitchell, SD

Colliers Securities LLC

Alan Miller is a financial advisor at Colliers Securities LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Colliers Securities since 2014. Colliers Securities LLC serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers both brokerage and advisory services, employing a combination of non-discretionary and discretionary accounts managed in partnership with third-party firms.

Active portfolio management
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Christopher P

CFP®, Series 63, Series 65

Mitchell, SD

Calton & Associates, Inc.

Christopher Peitz is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Calton & Associates, Inc. since 2019. He previously worked at Capital Financial Services, Inc. for nine years. In addition to his advisory role, he is an owner and insurance representative of Independent Financial Center, offering annuities, life, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options tailored to client goals and operates multiple program structures, including firm-managed wrap programs and separate account platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Spencer B

Series 66

Mitchell, SD

OSAIC

Spencer Boyd is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and has been involved with Boyd Financial Services since 2021. Outside of his advisory role, he assists with operations at a local boutique in Mitchell, SD. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Trenton K

Series 66

Mitchell, SD

Edward Jones

Trenton Koehn is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for nineteen years at Koehn Bros. Funeral Home. Outside of advising, he owns and operates a 32-unit storage facility in Armour, SD. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Real estate investing General retirement planning Self-Employed
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Michael S

Series 66

Mitchell, SD

Raymond James Financial

Michael Steffen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to his current role, he has been associated with CorTrust Wealth Management and CorTrust Bank since 2015. Outside of his advisory work, he owns farm ground which he rents to family. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through its advisory programs and partnerships.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew M

Series 66

Mitchell, SD

STIFEL

Matthew Mc Manus is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2025, he worked as an athletic trainer at Dakota Wesleyan University and Sanford Health. He also provides sports coverage as a PRN athletic trainer at Dakota Wesleyan University. Stifel serves a wide range of clients, including individuals and institutions, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Jeffery T

Series 66

Mitchell, SD

Thrivent Investment Management

Jeffery Tveit is a financial advisor with Thrivent Investment Management in Mitchell, SD, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is involved in several community activities, including chairing local events like the annual Christmas Carousel and participating in educational programs through Junior Achievement. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports clients through comprehensive analyses and ongoing reviews while providing the option to combine planning with managed-account programs under a consolidated billing structure.

Business ownership considerations
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Ryan H

Series 66

Mitchell, SD

OSAIC

Ryan Huber is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 14 years. In addition to his advisory role, he serves as Regional President managing the Mitchell branch of Bankwest, Inc. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to provide customized portfolio management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kyle G

Series 63, Series 66

Mitchell, SD

Thrivent Investment Management

Kyle Gerlach is a financial advisor with Thrivent Investment Management in Mitchell, SD, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Thrivent in 2020, he worked at Midwest Concrete and managed Gerlach Farms, where he was involved in crop production and marketing for 20 years. He serves as a board member of the Mount Vernon Economic Development Group, contributing to community improvement efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach combines planning with a managed-account program under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Jesse W

Series 66

Mitchell, SD

STIFEL

Jesse Wright is a Series 66-licensed financial advisor at Stifel with 20 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Stifel in 2020. Outside of his advisory role, Wright serves as president of a local homeowners association and is a board member of the Dakota Alliance Soccer Club. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Melody H

Series 66

Mitchell, SD

Raymond James Financial

Melody Hohn is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2015, alongside her role at First National Bank since 2005. In addition to her advisory work, she is involved in a support company, First Investments & Planning, where she serves as an advisor within a bank branch. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jerauld G

CFP®, Series 63, Series 65

Mitchell, SD

OSAIC

Jerauld Garry is a CFP®-designated financial advisor with over 41 years of industry experience. He currently works at OSAIC Wealth, Inc. and has held positions at Dice Financial Investment Advisory, LLC, Dice, Thomas Joel, and Royal Alliance Associates, Inc. He serves as a board member of the Mitchell Prehistoric Indian Village Preservation Society, a nonprofit focused on the preservation of a National Historic Landmark. OSAIC Wealth, Inc. serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, providing both discretionary and non-discretionary management options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Milo N

Series 66

Mitchell, SD

STIFEL

Milo Nelson is a financial advisor at Stifel with 22 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

General retirement planning Income planning
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Michael R

Series 63, Series 65

Mitchell, SD

Thrivent Investment Management

Michael Reimer is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Thrivent since 2002 and has been self-employed since 1987. Outside of his advisory role, he serves as an elder at Zion Lutheran Church, participating in church governance and communion duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics and offers a consolidated billing option for planning combined with managed accounts, while maintaining separation between these services.

Business ownership considerations
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Ryan B

Series 66

Mitchell, SD

OSAIC

Ryan Boyd is a financial advisor with Osaic Wealth, Inc. based in Mitchell, South Dakota, holding a Series 66 designation and six years of industry experience. He has worked at firms including Woodbury Financial Services and founded Boyd Financial Services. Outside of his advisory roles, he serves as secretary for Plains Aviation, Inc., a corporation that owns and operates an aircraft for its shareholders. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions and offers integrated brokerage and advisory services. The firm employs various tools and platforms to construct and manage portfolios across multiple asset classes, supporting both discretionary and non-discretionary accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Julie F

Series 63, Series 66

Mitchell, SD

Edward Jones

Julie Frederick is a financial advisor with Edward Jones in Mitchell, South Dakota, holding Series 63 and Series 66 licenses and having 35 years of industry experience. She has been with Edward Jones since 1987. Outside of her advisory work, she manages an office building property in Mitchell. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retired Founder/Business Owner Executive
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Teresa H

Series 63, Series 66

Mitchell, SD

OSAIC

Teresa Hart is a financial advisor at Osaic with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. for 11 years. She serves as a board member of Boss Women United, a scholarship fund supporting the advancement of women in financial services. Osaic Wealth, Inc. serves a diverse client base, including individual and institutional investors, with integrated brokerage, advisory, and retirement consulting services. The firm utilizes a range of portfolio construction tools and offers access to multiple advisory platforms and third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael L

CFP®, Series 63, Series 65

Mitchell, SD

OSAIC

Michael Lebrun is a CFP® professional with 26 years of industry experience. He has been with Osaic since 2000 and previously worked at Dice, Thomas Joel and Dice Financial Investment Advisory, LLC. He serves as a board member for Abbott House, a nonprofit supporting at-risk children. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kelly B

CFP®, Series 66

Mitchell, SD

Edward Jones

Kelly Buche is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has been with Edward Jones since 2015. The firm serves more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its large nationwide network of financial advisors and branch offices, as well as its affiliated trust company and securities-based lending options.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jacquelyn J

CFP®, Series 66

Mitchell, SD

OSAIC

Jacquelyn Johnson is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Osaic Wealth, Inc. and has previously worked at Dice Financial Investment Advisory, LLC, Dice, Thomas Joel, and Royal Alliance Associates, Inc. Johnson serves on multiple nonprofit boards, including the Abbott House Foundation, Dakota Wesleyan University, the University of South Dakota Foundation, Mitchell Area United Way, Avera Health, and the Mitchell Area Development Corporation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, offering customized portfolios with a range of asset classes and access to various third-party investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Deryk T

Series 66

Mitchell, SD

STIFEL

Deryk Thomsen is a Series 66-licensed financial advisor with STIFEL in Mitchell, SD, bringing eight years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2017, following five years in the retail sporting goods business as part owner of Sun Gold Sports. Thomsen also serves on the board of Mitchell Christian School. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Craig F

Series 63, Series 65

Mitchell, SD

STIFEL

Craig Freidel is a financial advisor with Stifel in Mitchell, South Dakota, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Stifel since 2009. Outside of his financial advisory role, he is also involved in owning rental properties through Freidel Properties. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Jesse T

Series 66

Mitchell, SD

OSAIC

Jesse Tolsma is a financial advisor with OSAIC Wealth, Inc. in Mitchell, South Dakota, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Royal Alliance and Dice Financial Investment Advisory, among others. He serves on the board of directors for First Circuit CASA, a nonprofit organization in his community. OSAIC Wealth, Inc. serves a diverse client base, including individual investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a broad network of affiliated advisors. The firm employs various asset-allocation tools and multiple advisory platforms to construct and manage portfolios with a wide range of investment options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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