Jason Cohrs is a financial advisor at Blue Line Capital with a Series 65 designation and one year of industry experience. He has been a self-employed commodity trader since 2010, currently operating under Blue Line Futures in Dakota Dunes, SD. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm combines fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.

Vernon Henjes is a Series 65-licensed financial advisor with Steele Capital Management, Inc., where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, Henjes serves as President and Director of Midwest Better Trucking Bureau Inc. and is a Director on the board of Siouxland Ethanol. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach emphasizing low-fee, tax-advantaged, and passive investments, supplemented by selective active management.

Leon Rozeboom is a financial advisor with Advisory Services Network holding a Series 65 designation. He has one year of industry experience, having worked at Advisory Services Network since 2026 and previously at Liberty National Bank for 17 years. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large platform of independent advisors. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting with a flexible engagement approach.

Jordan Rozeboom is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has prior experience at Liberty National Bank, Lieber Construction Incorporated, and PwC, totaling several years in various roles before beginning his advisory career in 2026. Advisory Services Network serves individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of investment advisory and planning services, employing various securities and third-party managers based on clients’ objectives and risk tolerances.

Patrick Berger is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2008. Berger serves as a board member for the Holy Spirit Retirement Home and is involved with Heelan Youth Athletics as a Board Member and Girls Basketball Chair. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Austin Janssen is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 18 years of industry experience and has been affiliated with Eagle Strategies since 2018. Janssen also operates Janssen Financial Group, where he brokers non-registered insurance products, and serves as a board member of Siouxland Business Network, a local networking group. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, and plan sponsors. The firm delivers tailored advice through multiple program types and manages the majority of its regulatory assets on a non-discretionary basis.

Tyler Kruse is a financial advisor with Eagle Strategies (New York Life) based in Dakota Dunes, SD, holding a Series 66 designation and 11 years of industry experience. He serves as president of the North Sioux City Fire Department board of directors and acts as treasurer for the St. Florian Fire & Burn Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm offers multiple program types and emphasizes non-discretionary advisory services delivered within an integrated New York Life affiliate structure.

Joseph Kruse Jr. is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 36 years of industry experience, including long-term roles at Eagle Strategies since 2000, Kruse Financial Group since 1998, Nylife Securities Inc. since 1989, and New York Life Insurance Company since 1988. Outside of his advisory work, he serves as an investor and board member of NYLARC Holding Company Inc., a reinsurance business affiliated with New York Life, and is involved in a corporation that owns a private airplane. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Heath Greene is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been affiliated with Principal Life Insurance Company since 2007 and Principal Securities Inc. since 2016. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Trever Dodd is a financial advisor with Eagle Strategies (NY Life) based in Dakota Dunes, SD. He holds a Series 66 designation and has four years of industry experience. Trever also operates under the DBA Kruse Financial Group to service insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives.

Mary Sterk is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 29 years of industry experience. She worked at Woodbury Financial Services for 27 years prior to joining OSAIC in 2024. Outside of her advisory role, she is involved in motivational speaking and is an author of books she sells independently. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple platforms and third-party solutions for portfolio management.

Daniel Camarigg is a financial advisor at Raymond James & Associates with 37 years of industry experience. He has previously worked at RBC Capital Markets Corporation for 16 years before joining his current firm. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele—including individuals, institutional and pension plans, and municipal entities—and offers financial planning and consulting services that typically involve non-discretionary implementation decisions.

Colton Irlbeck is a CFP®-credentialed financial advisor at Edward Jones with three years of industry experience. He has worked primarily at Edward Jones since 2022, with prior roles in financial services and education, including positions at Vision Financial Group and Morningside University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors across over 15,000 branch offices.

Wendy Clark is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus since 2018, with prior experience at Security National Bank from 2008 to 2018. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jason Kleis is a financial advisor with RBC Capital Markets, LLC, holding Series 63, Series 65, and Series 66 registrations and with 29 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, Kleis coaches boys basketball for the Dakota Valley School District. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, pension, corporate, and charitable clients. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Mary Ann Kelly is a CFP®-certified financial advisor at Stifel with five years of industry experience. Prior to joining Stifel in 2021, she worked in healthcare and logistics, including roles at Dunes Surgical Hospital and Cloverleaf Cold Storage. She serves on the board and service committee of the Rotary Club of Sioux City, a charitable organization involved in community projects. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Kimberly Kletschke is a financial advisor at Stifel with 29 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2010. Kimberly holds Series 63, 65, and 66 licenses. She serves on the finance committee of the Dakota Dunes Country Club and is a trustee of the University of South Dakota Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

John Spies is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and leverages both in-house and third-party investment managers.

Amy Heaton is a Series 66-licensed financial advisor at Osaic with two years of industry experience. She is also a partner and COO at Sterk Financial Services, where she has worked since 2007. Amy serves on the Pelican Ridge Lot Owners Association board in Arnolds Park, Iowa, and is a member of Osaic's Women’s Advisory Board, which focuses on advancing women in the financial industry. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a wide range of investment types.

Julianne Chadwick is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Sterk Financial Services and Woodbury Financial Services. In addition to her advisory role, she is involved in insurance and employee benefits sales through Sterk Financial Services. OSAIC serves a broad range of retail and institutional clients with integrated brokerage and investment advisory services, employing various portfolio construction tools and offering access to third-party money managers and managed-account solutions.

Cole Horacek is a financial advisor at Osaic Wealth Inc with one year of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo and First National Bank of Omaha. Outside of his advisory role, Horacek is involved with Sterk Financial Services, where he provides service related to fixed annuities and non-variable insurance. Osaic Wealth Inc serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across various asset classes.

Erin Sautter is a financial advisor with Stifel and holds a Series 66 designation. She has five years of industry experience, including prior roles at RBC Wealth Management and Bankers Life. Outside of her advisory work, Erin serves as a board member for the Crittenton Center, a child welfare organization, and is a co-owner of Frosted, a local cupcake and cake business. Stifel serves a broad range of clients, including individuals, institutions, and municipalities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Eric Peters 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, following two years at Decker Truck Line. 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 and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Timothy Van Peursem is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. He has been with Cetera since 2016 and has prior experience at Cetera Investment Services LLC and Security National Bank. He coaches youth basketball for Siouxland Sports Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment solutions, supported by over 10,000 advisors and $256 billion in assets under management.

Benjamin Fegenbush is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 credential and has previously worked at L&L Distributing and other firms in a variety of roles. Fegenbush serves as Treasurer for the Siouxland Growth Organization, where he prepares monthly finance reports and participates in board meetings. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Matthew Dendinger is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2013. Outside of his advisory role, he serves as a board member for Highlands Oaks Golf Course, participating in governance and decision-making for the local course. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across multiple areas but does not include implementation, and it does not manage portfolios for institutional clients.

Jordan Ireland is a financial advisor with Osaic Wealth, Inc. based in Dakota Dunes, SD. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at Prudential Insurance Company of America and Princor Financial Services Corp. Ireland serves as a board member for the Siouxland Humane Society and the Unity Point Health Foundation, and he is involved with the Sergeant Bluff Community Foundation. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm offers integrated financial services and employs asset-allocation tools and third-party solutions to construct portfolios across a range of investment types.

Michelle Lessmann is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and eight years of industry experience. She has been with Thrivent in various capacities since 2016. Outside of her advisory role, she works as a licensed massage therapist on weekends. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and account management services distinct.

Jon Hauger is a CFP® professional with 26 years of experience at Edward Jones, where he has worked since 2000. He holds Series 63 and Series 66 licenses and is based in Dakota Dunes, SD. Outside of his advisory role, Hauger serves on several local committees and boards, including the Dakota Valley Finance Committee, Saint Teresa of Calcutta Catholic Church finance committee, and the Dakota Dunes Commercial Association. Edward Jones is a full-service wealth management firm serving both 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristi Ver Steeg is a financial advisor with RBC Capital Markets and holds a Series 66 designation. She has three years of prior experience at Farm Bureau Financial Services/Gordon Drive Partners and eight years working in the Lawton-Bronson Community School District. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and access to both in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Dennis Dashner is a financial advisor at Stifel with 43 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Deette Jonas is a financial advisor with RBC Capital Markets in Dakota Dunes, SD, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as an elected officer for her homeowners association, assisting with meeting minutes and resident communications. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of wrap fee advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Robert Shultz is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach includes proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.

Steven Ballard is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he holds leadership positions in local community associations, including serving as treasurer and president of homeowner organizations. Ameriprise is a large institutional firm that offers retirement-income planning services for individuals typically holding at least $1 million in investable assets, providing detailed, research-based recommendation reports that integrate tax-smart strategies and income planning.

Jodi Lamprecht is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for 12 years and Woodbury Financial Services Inc for 3 years. Outside of her advisory role, she has worked as a client service specialist at Sterk Financial Services, assisting with client paperwork and financial professional support. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools and third-party money managers to construct portfolios across various asset classes, managed on discretionary or non-discretionary bases.

Jackson Glodowski is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Ecolab and the University of Minnesota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

James Augustine is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides integrated portfolio management, financial planning, and brokerage services.

Jessica Gonzalez Calderon is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She previously worked in various roles outside the financial sector, including positions at Sioux City Marina, Sioux City Community School District, and several restaurants. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Korey Kletschke is a financial advisor with Stifel, holding CFP® and ChFC® designations and 14 years of industry experience. He previously worked at Principal Financial and Princor Financial before joining Stifel in 2017. Korey serves as president of the Siouxland Estate Planning Council and is on the board and finance committee of the Boys & Girls Clubs of Siouxland. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Deric Redmond is a financial advisor at RBC Capital Markets with 17 years of industry experience and holds a Series 66 designation. He has worked at RBC Capital Markets since 2009 and is currently affiliated with City National Bank. Redmond serves on the board of directors for the Crittenton Center, a nonprofit providing services to children, individuals, and families in need. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs a range of in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Nicholas Nelson is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2019. Prior to his current role, he worked at Briar Cliff University for 12 years. Outside of his financial career, Nelson serves on the board and finance committee of Camp High Hopes, a nonprofit camp for individuals with disabilities, and participates in local educational and charitable foundations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.