Kelly Joneson is a CFP® and ChFC® with 38 years of industry experience. He is the founder of Optimum Wealth Management, LLC, where he has worked since 2016. In addition to his advisory role, Joneson owns and operates Optimum Insurance Solutions and runs a fishing guide service, Kelly Joneson Guide Service. Optimum Wealth Management, LLC is an independent, fee-based firm serving primarily individual clients and retirement plans. The firm manages approximately $18.2 million across 21 relationships and offers discretionary asset management, financial planning, retirement-plan consulting, and account aggregation services using model portfolios and third-party sub-advisors.

Tobin Morris is a financial advisor with Colliers Securities LLC in Pierre, SD, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Colliers Securities since 2011. Outside of his advisory work, Morris serves on the boards of Capital Area Counseling, a nonprofit focused on mental health and foster care, and the Boys & Girls Club of the Capital Area. Colliers Securities serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.

Kristy Hight is a Series 65-licensed advisor at Wealth Management with five years of industry experience. She has held roles at Acorn Trust Company since 2020, Rice & Associates, Inc. since 2019, and American Bank & Trust from 2014 to 2019. Outside of advisory work, she serves as a senior accountant at Clausen & Rice LLP, focusing on tax preparation, bookkeeping, consulting, and tax planning, and as a trust officer at Acorn Trust Company, managing trust administration and office operations. Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, corporations, and government entities. The firm’s investment approach centers on passive, no-load mutual funds and ETFs, applying Modern Portfolio Theory with a long-term, buy-and-hold strategy and periodic rebalancing.

Daniel Rice is a Series 65–licensed financial advisor with Wealth Management, based in Pierre, South Dakota, and has five years of industry experience. He has been a partner at Rice & Associates, Inc. since 2004. Outside of his advisory role, Rice is involved as a partner in an accounting firm and is a member of a liquor store business. Wealth Management serves a diverse client base, including individuals, pension plans, trusts, and government entities, managing approximately $3.7 billion in assets. The firm’s investment approach focuses on passive mutual funds and ETFs, employing a long-term, buy-and-hold strategy based on Modern Portfolio Theory, and provides fiduciary retirement-plan services as well as back-office support to other advisers.

Robert Gray is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Investment Centers of America. Outside of his advisory role, he is a co-owner of a property development business in Pierre, South Dakota. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Nicole Neal is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses and four years of industry experience. She has previously worked at Edward Jones Investments and LPL Financial. Neal also provides administrative support to NewEdge Advisors. NewEdge Advisors serves a wide range of clients, including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Matthew Brakke is a financial advisor with Eagle Strategies (NY Life) in Pierre, South Dakota, holding the ChFC® designation and Series 63 license. He has 25 years of industry experience and has been with Eagle Strategies since 2009. He also operates Brakke Financial Services and has been affiliated with New York Life and Nylife Securities since 1999 and 2000, respectively. Outside of his advisory work, he serves on the Pierre Fort Pierre Community Foundation Board of Directors, the Lutheran Memorial Church Board of Trustees, and is chairperson of the South Dakota Inaugural Committee. 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. The firm provides tailored advice through multiple program types, including fee-based financial plans, retirement plan consulting, and advisory services tied to insurance and annuity products.

Scott Neu is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 10 years of industry experience, including roles at LPL Financial and Investment Centers of America. Neu provides investment advisory services through NewEdge Advisors, LLC, an independent registered investment advisor. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, combining in-house and third-party solutions supported by technology and centralized due diligence.

Jared Fodness is an advisor at NewEdge Advisors with four years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at LPL Financial, Reinke Gray Wealth Management, Clausen & Rice LLP, Boen & Associates, and Trident Trust. Outside of advising, he has employment with Swenson & Cowan Dental in Pierre, SD. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and access to third-party managers, employing multiple program structures and technology-enabled solutions including artificial intelligence in some business operations.

Bradley Reinke is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at LPL Financial and Investment Centers of America. Outside of advising, he co-owns a restaurant franchise business with his son. NewEdge Advisors serves a wide range of clients, including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm employs diversified asset allocation and multiple analytic approaches, conducting regular portfolio reviews and rebalancing.

Ricky Jensen is a financial advisor with Wells Fargo Advisors in Pierre, South Dakota, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2007. Outside of his advisory work, Jensen is involved in agricultural operations as owner of a farm and ranch, as well as several property management and hospitality ventures. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning areas including retirement, education, and business-owner transition planning. The firm utilizes proprietary research and tools to develop tailored recommendations, delivering services through both brokerage and advisory programs.

Matthew Rounds is a CFP®-designated financial advisor with OSAIC, based in Pierre, South Dakota, and has four years of industry experience. Prior to joining OSAIC in 2022, he operated Rounds Financial Services and worked in construction. Outside of his advisory work, he officiates high school football and wrestling games as an independent contractor. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Richard Dockter is a financial advisor with Ameriprise in Pierre, South Dakota, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of advising, Dockter serves on the Pierre City Planning Commission and is involved in oil and mineral leasing activities in North Dakota. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Lacy Beebout is a financial advisor at Edward Jones with Series 66 registration and four years of industry experience. Prior to her current role starting in 2022, she held positions at Maurices, Christopher & Banks, and JCPenney. 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 solutions supported by a large national network of advisors and branch offices.

Angela Tieszen is a financial advisor with Ameriprise in Pierre, South Dakota, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at the Boys and Girls Club of the Capitol Area, American Greetings, Red Rosa Italian Restaurant, and two school districts. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendation reports in partnership with its financial advisors.

Rebecca Benson is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at Avera St. Mary's Hospital and held positions at the University of South Dakota and South Dakota State University. Outside of her advisory role, she is the owner of Benson Financial LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, utilizing analytical tools and tailored strategies to support client goals across individual, institutional, and corporate sectors.

Samuel Missal is a financial advisor with Thrivent Investment Management in Pierre, South Dakota, holding a Series 66 designation and five years of industry experience. He previously worked at AAA Insurance for four years before joining Thrivent in 2020. Outside of his advisory role, he serves as a board member at Resurrection Lutheran Church and is president of the Fraternal Benefits Society of South Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority.

Scott Collison is a financial advisor at Edward Jones with 41 years of industry experience, having worked at the firm since 1985. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for multiple farming operations in Rushmore, MN, Norfolk, NE, and Worthington, MN. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets through a wide range of advisory programs, offering both discretionary and non-discretionary strategies with an emphasis on fiduciary standards and affiliated investment capabilities.

Rebecca Mikel is a financial advisor at Osaic with 25 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services, Inc. for 14 years. Outside of advising, she is involved in several family-owned businesses including a taxidermy operation, a storage facility, and farming, where she assists with bookkeeping and farm work. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a variety of financial services and utilizes asset-allocation tools, risk tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes, including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Douglas Rounds is a financial advisor with Osaic Wealth, Inc. in Pierre, South Dakota, holding a Series 66 designation and bringing 14 years of industry experience. He has worked with Osaic since 2018 and concurrently operates Rounds Financial Services since 2016. Outside of his advisory work, he serves as chairperson for his high school’s 50th reunion committee. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports multiple advisory platforms to construct portfolios that include a broad range of investment options.

Sallie Doty is a CFP®-certified financial advisor with eight years of industry experience, currently with Raymond James Financial Services Advisors, Inc. in Pierre, SD. She has worked with multiple firms including American Portfolios Financial Services and Avera Health Plans. Outside of her advisory role, Doty has contributed as an author reviewing products for local businesses. 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 tailored non-discretionary planning and consulting using analytical tools, supporting clients through its advisory programs and affiliated firms.

Joshua Bauer is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 credential and has worked at Edward Jones since 2014, with a brief tenure at EMIT Technologies, Inc. Outside of advising, he is the owner of Four-Way Enterprises, LLC, an entity involved in managing residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Marc Ulmen is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 2002 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves on the Board of Trustees for the Benevolent & Protective Order of ELKS in Pierre, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets, and maintains a large network of financial advisors and branch offices.

Zachary Hebbert is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Raymond James Financial Services and Cornerstone Financial Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Scott Bacon is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and OSAIC. Outside of his advisory role, he is involved with Prairie Legacy Financial, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting supported by research and model portfolios.

Carol Gengler is a financial advisor with Edward Jones in Pierre, SD, 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 offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Megan Murphy is a Series 66-licensed financial advisor with Edward Jones, based in Pierre, South Dakota. She has four years of industry experience, all with Edward Jones, where she has worked since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Renae Wolf is a Series 66-licensed financial advisor with Ameriprise in Pierre, South Dakota, where she has worked since 2015. She has three years of industry experience. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a program that integrates algorithmic automation with advisor review.