Lee Rycraft is a financial advisor at Midwest Financial Strategies with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Visionpoint Advisory Group, LPL Financial, and Axa Advisors. Rycraft is also a licensed insurance agent. Midwest Financial Strategies provides portfolio management, financial planning, and retirement plan consulting for individuals, trusts, and employer plans. The firm uses individualized portfolios based on model allocations, incorporating charting and technical analysis with a long-term trading approach, and offers services including discretionary management and tailored Investment Policy Statements.

Terry Peschl is the principal of Terry Peschl & Associates, Inc., a state-registered investment advisory firm based in Watertown, South Dakota. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has operated his advisory firm since 1973 and also manages a rental property business. Terry Peschl & Associates provides financial planning, third-party money manager selection, and retirement plan services to individuals and employer SIMPLE plans. The firm focuses on planning and advisory services while relying on recommended third-party managers for investment implementation, without directly managing client portfolios.

Thomas Mattingly is a financial advisor at Big Sioux Wealth Management in Watertown, SD, holding a Series 65 license with three years of industry experience. Before joining Big Sioux Wealth Management, he worked for 14 years with the Watertown School District. He also serves as a basketball and football coach at Watertown High School. Big Sioux Wealth Management provides asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines adviser-led relationship management with a platform operated by GeoWealth, offering tailored investment strategies and ongoing portfolio monitoring.

Nancy Linneman is a financial advisor at Colliers Securities LLC with 19 years of industry experience. She holds a Series 66 designation and has been with Colliers Securities since 2010. Outside of her advisory role, she serves as a board member for the Watertown Community Foundation/Women & Giving, involved in grant dispensing. Colliers Securities LLC 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 and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.

Connie Streff is a financial advisor at Big Sioux Wealth Management in Watertown, SD, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Big Sioux Wealth Management, she worked at Peschl & Associates, Inc. and spent over a decade with the South Dakota Division of Insurance and Securities. Big Sioux Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary and non-discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning services. The firm uses a combination of adviser-led relationship management and support from GeoWealth’s asset management platform, offering tailored investment strategies and portfolio monitoring based on clients’ goals and risk tolerance.

Dustin Padgett is a CFP® with 27 years of experience in the financial services industry. He is currently with Big Sioux Wealth Management, where he has worked since 2019, and previously spent 19 years at Raymond James Financial Services. Padgett also holds Series 63 and Series 65 licenses. Big Sioux Wealth Management provides portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis with tailored investment programs and serves over 1,100 clients with approximately $200.7 million in assets under management.

Thomas Beadnell is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Colliers Securities since 2010. Outside of his advisory role, Beadnell serves as a board member for the Watertown Community Foundation, where he reviews and votes on assistance applications. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services. The firm operates 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 strategies.

Aidynn Suter is a financial advisor at Big Sioux Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked in insurance and banking roles. Outside of finance, he has worked part-time at Cattail Crossing Golf Course in customer service. Big Sioux Wealth Management provides asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines adviser-led relationship management with a turnkey platform operated by GeoWealth, offering both discretionary and non-discretionary investment solutions.

Mc Kay Parr is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Big Sioux Wealth Management in Watertown, SD. His career includes roles at Raymond James Financial Services and Charles Schwab prior to joining Big Sioux. Mc Kay is one of five advisors at the firm, which operates with a team-based approach. Big Sioux Wealth Management provides discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines adviser-led client relationships with portfolio management support from GeoWealth, offering tailored investment strategies aligned with client goals and risk tolerance.

Matthew Niederbaumer is a CFP® professional with 24 years of industry experience, currently serving at NorthRock Partners, LLC since 2026. His prior experience includes roles at Vantage Financial Partners, LLC; Thrivent Advisor Network, LLC; and THRIVENT FINANCIAL for Lutherans, where he worked from 2002 to 2020. Outside of his advisory work, Niederbaumer is the head golf and boys basketball coach at James Valley Christian School, overseeing programs for high school students. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, while integrating private market investments and utilizing AI tools for portfolio monitoring and tax-aware investing.

Scott Munger is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with VisionPoint Advisory Group, LPL Financial, and operates The Scott Munger Agency, Inc., which he founded. Outside of advising, he is involved in developing and managing real estate through entities such as Midwest Business Condos LLC. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and businesses. The firm employs a core-and-tactical investment approach with discretionary portfolio management and integrates third-party models and sub-advisors to tailor solutions to client goals.

Adam Walter is a CFP® with six years of experience in financial services. He currently works at NorthRock Partners, LLC and previously held roles at Vantage Financial and Thrivent Financial. Outside of his advisory work, he owns and operates Red Arrow Bowfishing, a bow fishing guide business in South Dakota. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that includes diversification, asset allocation, and private market strategies, supported by AI tools alongside human oversight.

Abram Collaguazo is a financial advisor at NorthRock Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Vantage Financial Partners, LLC, along with teaching roles at South Dakota State University, West High School, North West Junior High School, and Wickham Elementary. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a tailored, holistic investment approach that includes diversified asset allocation, private market investments, and AI-supported portfolio management.

Brandon Hooth is a financial advisor with Balefire, LLC and holds a Series 65 designation. He has one year of experience in the financial industry, having previously worked for eleven years with the Watertown School District. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in assets.

Amy Batta is a financial advisor at Stratos Wealth Advisors LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Terry Peschl & Assoc Inc for 26 years and Hi-Line Capital Management LLC for three years. Outside of her advisory role, she teaches yoga at Salt Studio in Watertown, SD. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Timothy Kattke is a financial advisor with Eagle Strategies (NY Life) holding a ChFC® designation and Series 63 license, with 42 years of industry experience. His prior career includes long-tenured roles at New York Life and Nylife Securities Inc. Outside of advisory work, he is the owner of Redfield Auto Sales. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis through an integrated New York Life affiliate structure.

Brent Keyes is a financial advisor with AE Wealth Management, LLC in Watertown, SD, holding a Series 65 designation and five years of industry experience. He has also been affiliated with Millennium Financial Services, Inc. since 2004, serving as an insurance agent and vice president. Additionally, Keyes is president of Brent Keyes, LLC, a firm involved in real estate ownership and fee collection related to AE Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model portfolios and platform services, managing approximately $49.8 billion for over 127,000 clients through a network of advisors.

Melissa Gilbert is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with New York Life Insurance Company and its affiliated entities since 2011. Gilbert is based in Watertown, SD. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of advisory solutions tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Karla Christensen is a financial advisor with Eagle Strategies (NY Life) based in Watertown, SD, holding Series 65 and Series 63 licenses with 13 years of industry experience. She has worked with Brueggeman Insurance and NYLIFE Securities LLC since 2013. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through various program types, primarily managing assets on a non-discretionary basis.

Kari Harr is a financial advisor with Eagle Strategies (NY Life) in Watertown, SD, holding Series 63 and Series 65 designations and having 14 years of industry experience. She has been with Eagle Strategies since 2015 and affiliated with New York Life and Nylife Securities LLC since 2011. In addition to her advisory role, she is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis.

Merle Tschakert is a financial advisor with Edward Jones in Watertown, SD, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he owns and operates a travel agency in Watertown. 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 products supported by a large nationwide network of financial advisors and branch offices.

Kristin Hill is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. She has eight years of industry experience and has been with Ameriprise since 2018. Outside of her advisory work, she serves on the Board of Directors for United Way Heartland Region, is a Regional Champion for Watertown Junior Achievement, and acts as Chairwoman for the Watertown Chamber of Commerce. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Maria Geerdes is a financial advisor at Edward Jones in Watertown, SD, holding the CFP® designation and Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2019, she worked at Great Western Bank and was an independent distributor for Senegence International Inc, a multi-level marketing skincare company. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of net worth levels. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Erich Olson is a financial advisor with Thrivent Investment Management in Watertown, SD, holding a Series 66 designation and over 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, Olson volunteers as a 4-H instructor teaching shooting sports to youth and has served as president and program chair of the Rotary Club of Brookings, SD. 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 planning without discretionary trading authority and allows integration of planning with managed-account services under a consolidated billing option called “WealthPlan.”

Katherine Danforth is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2022. Outside of her advisory role, she has been involved with the Watertown Convention & Visitors Bureau since 2018. 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 operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Joshua Hanson is a Series 66-credentialed financial advisor with Edward Jones in Watertown, SD, where he has worked since 2013, totaling 13 years of industry experience. In addition to his advisory role, Hanson owns several manufacturing and entertainment businesses, including Midwest Dakota Dumpsters, Dakota Containers & Rentals, and Madjik LLC, where he provides financial oversight. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a nationwide network of over 23,700 advisors.

Matthew Johnson is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of finance, he served as president and CEO of MrJohnson Furnishings, a home furnishings business co-owned with his wife, and is a board member of Brookings Behavioral Health and Wellness, a nonprofit mental health organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. The firm offers planning on a one-time or ongoing basis, addressing a broad range of topics including retirement, tax, and estate planning.

Scott Dagel is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is the CEO of Alchemy Partners, LLC, and serves on the Investment Committee for the South Dakota State University Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, using a centralized consulting team to deliver tailored, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Cory Herzog is a CFP® professional with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages approximately $1.01 trillion in assets through a wide network of advisors and offers a range of advisory programs under a fiduciary standard.

Adam Fox is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is the managing partner of Alchemy Partners, L.L.C., where he provides management and strategic support for the Ameriprise Financial practice. Ameriprise offers a retirement-income planning service primarily for clients approaching or in retirement with substantial investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes the use of Ameriprise-managed accounts within its program.

Bailey Van Sickle is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2024, Van Sickle worked at Purshe Kaplan Sterling Investments and VisionPoint Advisory Group, among other firms. Outside of finance, Van Sickle has a background that includes work with a monastery and a small 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 programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Megan Fannin is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Aflac and Prairie Green Golf Course. Outside of her advisory role, she has experience managing a business in property-related activities for a decade. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Zach Heins is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, he trained for the NFL and was affiliated with the Los Angeles Chargers. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with offerings from its bank and insurance affiliates.

Bailey Sage is a financial advisor at Thrivent Investment Management with one year of industry experience. They hold Series 63 and Series 66 licenses and previously worked at Daktronics and Coach Rozy Performance. 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 planning on a broad range of topics, with the option to combine planning and managed-account services under a consolidated billing arrangement called WealthPlan.

Timothy Sprung is a financial advisor at Edward Jones in Watertown, SD, with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of his advisory role, he manages a farm rental business in Corona, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Nolan Nuttall is a Series 66 credentialed advisor with Thrivent Investment Management, bringing one year of industry experience. Prior to his advisory role, he worked for Corteva Pioneer for 17 years. Outside of his financial career, he serves as President of the Church Council at the Lutheran Church of Our Redeemer and is a board member of the Kiwanis Club of Watertown. 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 planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Scott Hardie is a financial advisor with Ameriprise in Watertown, South Dakota, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, Hardie owns and manages Individuals for the Back Nine of Life, Inc., a business related to his Ameriprise activities. 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 tailored retirement income planning, utilizing proprietary research and algorithmic tools to support asset allocation and withdrawal strategies.

David Falconer is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019. Outside of his advisory role, Falconer owns and manages Trusted Choice Services, LLC, an occupational therapy business. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm provides integrated advisory, brokerage, and insurance solutions, combining research and modeling techniques to deliver tailored retirement income recommendations.

Lucas Simon is a financial advisor at Edward Jones in Watertown, SD, holding a Series 66 designation with approximately three years of industry experience. He previously worked at Dacotah Bank before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Dawson Tschakert is a CFP® professional at Edward Jones with two years of industry experience. His background includes roles at Puthoff Insurance and several local businesses before joining Edward Jones. He also has experience working in education and community recreation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Max Evans is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Aflac and was engaged in full-time education for several years. Outside of his advisory role, he creates content on YouTube. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a wide range of advisory programs and maintains a large network of advisors and branch offices nationwide.

Mitchell Anderson is a Series 66-licensed financial advisor with LPL Financial, based in Watertown, SD. He has experience working at Wells Fargo, First Dakota Title, and First Interstate Bank. Anderson began his advisory role at LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational tools and a large network of over 22,800 advisors.

Dennis Mears is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he serves as a referee for basketball and football games in the Milbank and Watertown School Districts. Ameriprise is a large institutional firm offering a retirement-income planning service designed for individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Stefanie Smykowski is a CFP® and Series 66-licensed financial advisor with Edward Jones in Watertown, SD, bringing 10 years of industry experience. She has been with Edward Jones since 2016 and also owns a storage facility business, RV's and More Storage. Smykowski serves as a junior board member for Barnes-Jewish Progress West Hospital, contributing to marketing and event planning efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.