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Kathleen B

Series 63, Series 66

Spearfish, SD

Hightower Advisors

Kathleen Barlow is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Journey Strategic Wealth LLC, Women’s Inspired Network, and Raymond James Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds through a model focused on manager selection and multi-manager solutions.

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

Series 63, Series 65

Spearfish, SD

Eagle Strategies (NY Life)

Tamara Burke is a financial advisor with Eagle Strategies (NY Life) in Spearfish, SD, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has been with Eagle Strategies since 2008 and has longstanding ties to New York Life and its affiliated entities beginning in 2003. Burke serves on the board of the Black Hills State University Foundation and is an officer of Deadwood History Inc., which manages several historical museums. 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 institutional retirement plans. The firm delivers solutions through multiple program types with an emphasis on tailoring advice to client objectives and maintains a predominantly non-discretionary asset management approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Clint M

Series 63, Series 65

Spearfish, SD

VOYA Financial Advisors, Inc.

Clint Meyer is a financial advisor with VOYA Financial Advisors, Inc. in Spearfish, SD, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also owns Spearfish Insurance Brokerage, where he has worked since 2004. Outside of his advisory work, Meyer is involved in farm ownership for hunting purposes and is a partner in a commercial property entity. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers a variety of financial planning and portfolio management services delivered through multiple program structures, often providing non-discretionary advice that clients must approve before implementation.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Ryan A

Series 66

Spearfish, SD

Edward Jones

Ryan Aalbu is a financial advisor with Edward Jones in Spearfish, South Dakota. He holds the Series 66 license and began his advisory role at Edward Jones in 2025. Prior to this, he spent 18 years with Northern Hills Training Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Emily R

Series 66

Spearfish, SD

LPL Financial

Emily Robison is a financial advisor with LPL Financial in Spearfish, South Dakota, holding a Series 66 license and five years of industry experience. She has been affiliated with LPL Financial since 2007. Outside of her advisory work, she is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic, tactical, and alternative investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Caleb M

CFP®, Series 66

Spearfish, SD

LPL Financial

Caleb Montag is a CFP® with 12 years of experience in the financial services industry, currently affiliated with LPL Financial. His prior experience includes roles at Securities America Advisors and Sii Investments. Outside of his advisory work, he is a business owner of Bird Dog Distribution, LLC and Flyover Precision AG. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Gwen M

Series 66

Spearfish, SD

LPL Financial

Gwen Martin is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Ameriprise Financial Services, Inc., Diane Chamberlain, and Waddell & Reed, Inc. Martin also works as an insurance agent through various insurance carriers associated with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bryan G

Series 66

Spearfish, SD

Ameriprise

Bryan Gohn is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. Before joining Ameriprise in 2025, he held roles at Dakota Supply Group, Andersen Windows Corporation, and Rouzer Group. He is also involved with LFP Consulting, LLC, an operating entity for payroll and benefits management. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax and withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Bradley S

Series 66

Spearfish, SD

Thrivent Investment Management

Bradley Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and integrates planning with managed-account programs, while keeping these services separate and focusing on planning rather than portfolio management for institutional clients.

Business ownership considerations
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Megan B

Series 66

Spearfish, SD

Edward Jones

Megan Berberick is a financial advisor at Edward Jones in Spearfish, SD, holding a Series 66 designation with 11 years of industry experience. She 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jonathan P

Series 63, Series 65

Spearfish, SD

Ameriprise

Jonathan Pochop is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he serves on the board of the Spearfish Community Coalition and manages a business involved in movie creation and real estate. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Melissa H

Series 66

Spearfish, SD

LPL Financial

Melissa Hampton is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years. Outside of her advisory role, Hampton coaches volleyball for the Black Hills Juniors and is an author of an educational investment course and book. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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David D

CFP®, Series 66

Spearfish, SD

LPL Financial

David Donat is a CFP®-designated financial advisor with LPL Financial, where he has worked since 2005. He has 29 years of industry experience and holds the Series 66 license. Outside of his advisory role, he is a partner in Legacy Village, LLC, which manages a senior living facility and leases townhomes in Spearfish, SD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, with investment strategies implemented on both discretionary and non-discretionary bases.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeffrey P

Series 66

Spearfish, SD

LPL Financial

Jeffrey Partridge is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with LPL Financial. He has held roles at firms including Securities America Advisors, Purple Wealth, Merrill, and has operated Partridge Financial since 2007. He serves on the South Dakota Board of Regents as a non-profit board member. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of advisors with diverse investment platforms and operational tools while overseeing a substantial asset base and a large advisor network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Collin C

Series 63, Series 66

Spearfish, SD

Edward Jones

Collin Cantalope is a financial advisor at Edward Jones in Spearfish, South Dakota, holding Series 63 and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns a commercial property management business and is involved as a limited partner in an oil and gas venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and offices.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nicholas N

Series 66

Spearfish, SD

OSAIC

Nicholas Nachbur is a Series 66-credentialed financial advisor at OSAIC with 25 years of industry experience. He previously worked at Ameriprise and American Portfolios Financial Services. Outside of advising, he is a partner in LA DOLCE VITA LLC, a business through which he and his wife occasionally rent homes to friends. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

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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Harlan S

Series 66

Spearfish, SD

LPL Financial

Harlan Stephens is a financial advisor with LPL Financial in Spearfish, SD, holding a Series 66 credential and 20 years of industry experience. He has been with LPL Financial since 2007, following a year at A. G. Edwards & Sons, Inc. Stephens is also involved with Pioneer Bank & Trust in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tiffany E

Series 66

Spearfish, SD

Ameriprise

Tiffany Even is a financial advisor with Ameriprise in Spearfish, South Dakota, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2007. Outside of her advisory role, she serves on the Board of Directors for Northern Hills Court Appointed Special Advocates. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with detailed planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kristen G

CFP®, Series 63, Series 65

Spearfish, SD

LPL Financial

Kristen Gullickson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Her prior roles include positions at Northwestern Mutual, Raymond James, and KRH Consulting. She is also involved as a presenter with the SD CEO West: Women's Business Center and works with Omnitracks, assisting sales and communications. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, and institutional platforms, supported by extensive resources and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christa C

Series 66

Spearfish, SD

Edward Jones

Christa Cantalope is a financial advisor at Edward Jones in Spearfish, SD, holding a Series 66 designation with seven years of industry experience. She previously worked at Farm Bureau Financial Services and Leavitt Heartland Insurance Services. Outside of her advisory role, she is the owner of Cantalope Property Management LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Thomas E

Series 66

Spearfish, SD

LPL Financial

Thomas Engen is a Series 66-credentialed financial advisor with LPL Financial, based in Spearfish, South Dakota, with 11 years of industry experience. He has been with LPL Financial since 2015. Engen is also involved with Financial Advisors of the Black Hills and AM Securities, Inc. in capacities related to investment and tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice services delivered through a large network of advisers using both model portfolios and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher M

Series 66

Spearfish, SD

Edward Jones

Christopher Mitchell is a Series 66-licensed financial advisor with Edward Jones in Spearfish, SD, where he has worked since 2015. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andrew K

Series 66

Spearfish, SD

LPL Financial

Andrew Koistinen is a financial advisor with LPL Financial holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and ownership of AKH & H LLC. Koistinen has been involved with community organizations such as the Spearfish Optimist Club and Spearfish Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary account management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sava D

Series 66

Spearfish, SD

LPL Financial

Sava Dukic is a financial advisor with LPL Financial, holding a Series 66 designation and based in Spearfish, South Dakota. Dukic has two years of industry experience, including roles at Pioneer Wealth Management and Pioneer Bank and Trust. Prior to entering the financial industry, Dukic spent five years affiliated with Black Hills State University in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through its large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kasey R

Series 66

Spearfish, SD

Ameriprise

Kasey Russell is a financial advisor with Ameriprise in Spearfish, SD, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Russell worked at Your Financial Guide and Smithfield. Outside of Ameriprise, Russell is an associate financial advisor at LFP Consulting, LLC, where they assist with client financial planning and advisory business management. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan M

CFP®, Series 66

Spearfish, SD

Edward Jones

Ryan Meredith is a CFP® professional with 18 years of experience in the financial services industry, all with Edward Jones since 2008. He holds the Series 66 designation and is based in Spearfish, 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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