CFP®-certified financial advisors in Brookings, SD

Tanner Odegaard is a CFP® professional with nine years of experience in the financial industry. He is currently with LPL Financial and previously worked at Securities America Advisors, Securities America, Inc., and Summit Brokerage Services, Inc. Outside of his advisory work, he owns 8 Second Media, LLC, a non-investment-related business based in Brookings, SD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with investment management supported by in-house research, third-party subadvisors, and various model portfolio approaches.

Bradley Ness is a CFP® with 37 years of experience in the financial services industry, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 32 years. Outside of his advisory role, he works as an associate financial advisor with LFP Consulting, LLC and also monitors the closing of a community swimming pool in the evenings. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, annual recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Hope Hagin is a Series 66 credentialed financial advisor with Raymond James Financial, based in Brookings, SD, and has two years of industry experience. She has also worked with First Bank & Trust and has been involved with several other ventures including The Lie'brary and Craft Fusion. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Rochelle Murphy is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jennifer Everson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, she worked at Daktronics, Inc. for seven years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.