Jordan Hejna is a financial advisor at Lakeport Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to founding Lakeport Advisors, he worked at First Dakota National Bank for four years and was affiliated with South Dakota State University for five years. Outside of advisory services, he is involved in seasonal farming and small retail ventures. Lakeport Advisors is an independent firm that provides investment advisory and wealth management services to individuals and high-net-worth clients. The firm constructs diversified portfolios using low-cost mutual funds and ETFs, employs a mix of fundamental and technical analysis, and offers stand-alone hourly financial planning alongside discretionary portfolio management.

Justin Dietrich is a financial advisor at IPI Wealth Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at IPI Wealth Management since 2021. Outside of his advisory role, Dietrich serves as President and Director of Coaching for the Yankton Youth Soccer Association in a voluntary capacity. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes an open-architecture investment platform with proprietary risk-based models and an investment committee framework, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

Jennifer Larson is a CFP® and ChFC® credentialed financial advisor with 17 years of industry experience. She has been with IPI Wealth Management, Inc. since 2008. Outside of her advisory role, Larson is the owner and president of Investment Planners of SD, Inc. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent operational model for trade execution and portfolio management.

Lori Rothenberger is a financial advisor with SPC who holds a Series 66 designation and has 14 years of industry experience. Her prior roles include nine years at Raymond James Financial Services and involvement with Ascend Financial, where she also acts as an insurance agent. She serves as the treasurer and board member of the Large Munsterlander Association of America, maintaining financial accounting and providing reports. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice primarily through Fidelity custodial platforms.

Kaye Cwach is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Hosmer is a CFP® professional with 12 years of experience currently serving at Raymond James Financial Services Advisors, Inc. He has prior experience at Den Herder Law Office, PC, and maintains a legal practice focused on simple estate and trust documents. Hosmer is involved in his community as a finance and investment committee member for Avera Sacred Heart Hospital, serves on the board and finance committee of the local United Way, and produces a podcast series interviewing World War II veterans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes non-discretionary, tailored planning and employs analytical tools to support client goals, while also offering specialized advisory programs and institutional consulting services.

Dillon Lubischer is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has held roles at Thrivent Financial, RentVision, Sandhills Global, McMill CPAs and Advisors, First National Bank of Omaha, and Midwest Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers retirement, tax, estate, business continuation, and special needs topics. The firm delivers these services through a network of financial advisors and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Cory Meng is a financial advisor with Ameriprise in Yankton, SD, holding a Series 66 designation and beginning his advisory career in 2025. Prior to Ameriprise, he worked at Hubbs Agency Inc and Hydro, with additional experience at MAC Factoring LLC. Meng also operates LFP Consulting, LLC, which manages payroll and benefits services. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary recommendations delivered in partnership with advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Colby Kuchta is a Series 66-credentialed financial advisor with Edward Jones in Yankton, SD, possessing three years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at the South Dakota Department of Revenue. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Lori Leader is a financial advisor with Ameriprise in Yankton, South Dakota, holding a Series 63 designation and 37 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves on the Board of Directors for the House of Mary Shrine in Yankton. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Allison Dykstra is a financial advisor with Edward Jones in Yankton, South Dakota. She holds a Series 66 designation and has professional experience at Edward Jones since 2021, as well as prior roles at WW North America Holdings, LLC and Johnson Engineering Company. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Smith is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Vishay and Williams & Company PC, as well as employment at the University of South Dakota and Hy-Vee. 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 solutions, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Stacy Hubert is a financial advisor with Edward Jones in Yankton, SD, holding the ChFC® and Series 66 designations and bringing 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory work, she serves as a general member of the Clay County 4-H Fair Board in Vermillion, SD, supporting local youth programs and organizing events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products and operates under a fiduciary standard with a large national network of financial advisors and branch offices.

William Metheny is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Thrivent since 2002 and concurrently serves in the U.S. Air Force. Outside of his advisory role, Metheny is involved in administrative duties for an office and residential property rental business and also works as a cook at a pheasant hunting lodge and religious retreat. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning on a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Jackie Potts is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Van Gerpen & Associates, Elwood Family Dental Care, and Wohlenberg Ritzman & Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on various topics, allowing clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”

Gavin Zimmerman is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 credential and has been with Thrivent Financial since 2016. Outside of his advisory role, he serves as President and Board Member of the nonprofit Keep Yankton Beautiful and chairs the PTA committee at Stewart Elementary. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses across various financial planning areas without discretionary trading authority.

Kathryn Greeneway is a Certified Financial Planner® with 34 years of industry experience, currently serving at Raymond James Financial in Yankton, South Dakota. She has held various roles including membership on the South Dakota Retirement System and Avera Pooled Investment Committee, and has been active on the Yankton School Board since 2009. Greeneway also serves on the finance and investment committees for Avera Sacred Heart Hospital and Avera Health. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning and uses analytical tools to tailor solutions according to client goals, supporting implementation through its advisory programs or external providers.

Angie Sayler is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2011 and at Legacy Financial Group, Inc. since 2014, where she also serves as a registered sales assistant. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Ashley Leise is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. and CorTrust Bank and Wealth Management since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to project potential outcomes, supporting implementation through advisory programs or other providers.

Randall Johnson is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 20 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2009 and currently serves as an independent contractor providing branch supervision at Legacy Financial Group, Inc. in Yankton, SD. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical and risk-profiling tools to tailor non-discretionary planning and investment consulting to client goals and supports institutional consulting and portfolio management through a large advisor network.

Jerod Ibarolle is a financial advisor at Edward Jones in Yankton, SD, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the sole owner of a real estate business that owns the building his branch office rents. 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, and is notable for its large retail advisor and branch network, as well as affiliated services such as a trust company and securities-based lending.

Heidi Berry is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014. 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 through a nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Devin Anderson is a Series 66 licensed financial advisor with 14 years of industry experience, currently associated with Edward Jones since 2011. He is based in Yankton, SD. Outside of his advisory role, Anderson owns and manages Andersonville LLC, a property management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ty Erwin is a Series 66-registered financial advisor with Thrivent Investment Management, bringing two years of experience within the firm and prior roles including positions at Farmer's Pride and Citizen's State Bank. Outside of his advisory work, he serves as a high school basketball referee for the Nebraska School Activities Association and is a board member of the Laurel Community Chamber. He is also involved in family businesses, assisting with operations and financial management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of Financial Advisors. The firm offers holistic, goal-based planning that covers a wide range of financial topics, with clients able to combine planning services with managed accounts under a consolidated billing option while maintaining distinct service offerings.

Christopher Marlow is a CFP® professional with nine years of industry experience, currently affiliated with Edward Jones. His prior experience includes roles at Raymond James Financial Services and First Bank and Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options, operating through a large nationwide network of financial advisors and branch offices.

Nicole Schnabel is a Series 66 licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in Yankton, SD. She has four years of industry experience and has held roles at Raymond James and First Dakota National Bank. Schnabel also works with First Dakota Investment Services Inc. as an Investment Services Advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and tailored planning to support client goals and offers specialized programs including municipal and public-finance advisory services.

Nicole King is a financial advisor with Thrivent Investment Management in Yankton, South Dakota. She holds a Series 66 designation and has nine years of industry experience. Prior to joining Thrivent, King worked at Neighborhood Dental for five years. She is a board member of the Yankton Girls Softball Association, participating in organizational and event-related activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on 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.”