Top general retirement planning financial advisors working with high-net-worth individuals in South Dakota

Darwyn Sprik is a financial advisor at Eagle Strategies (New York Life) with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Eagle Strategies since 2016. Sprik is also the owner of Sprik Financial Group, LLC, through which he brokers non-registered insurance products. In addition, he serves on the board of the Fearless Foundation, a nonprofit organization focused on connecting donors to charitable causes. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm emphasizes tailored recommendations and offers various program types, including fee-based advice and retirement plan consulting, with most assets managed on a non-discretionary basis.

Deidre Budahl is a financial advisor at Cetera Planning Partners with 10 years of industry experience. She holds a Series 65 credential and has worked with Casey Peterson & Associates, LTD for over 20 years. Budahl is also a partner and accountant at a regional CPA firm, serves as a board member for Monument Health - Rapid City Hospital, and is the board chair for the South Dakota Board of Accountancy. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement-related advice. The firm integrates comprehensive offerings such as tax planning, bookkeeping, and estate planning services within a larger Cetera network.

Alex Parker is a financial advisor at Edward Jones with four years of industry experience. He previously worked at First Bank & Trust for six years and had a brief tenure at Learfield Sports - Jackrabbit Sports Properties. Outside of advising, he is a co-owner of Parkwin LLC, which holds a vacation property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kris Pearson is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 21 years of industry experience. His work history includes roles at Investment Centers of America, LPL Financial, and GWM Advisors. He is based in Aberdeen, South Dakota. 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 advisers. The firm provides comprehensive portfolio management, financial planning, and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Douglas Hortness is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including GWFS Equities, Selectquote, and Intervest International Equities Corp. He has also been affiliated with the University of South Dakota and Fringe Benefit Design. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.