Seasoned financial advisors in Vermillion, SD

Matthew Dresden is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Summit Financial Group and operated his own insurance and wealth strategy firms. Outside of his advisory roles, Dresden serves on the boards of Holy Trinity Catholic Church and Northeast Community College Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 advisors and serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and third-party managers.

Crystal Hekrdle is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Abenov LLC for six years. Outside of her advisory role, she serves as Treasurer for the Vermillion Youth Soccer League. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Matthew Dendinger is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2013. Outside of his advisory role, he serves as a board member for Highlands Oaks Golf Course, participating in governance and decision-making for the local course. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across multiple areas but does not include implementation, and it does not manage portfolios for institutional clients.

Matthew Glenn is a Series 65-licensed financial advisor with RDA Financial Network in Cedar Falls, Iowa, and has three years of industry experience. He is also a manager and 20% owner of Palmers Family Fun, an amusement center he has been involved with since 2010. RDA Financial Network serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, retirement plan fiduciary services, and access to model portfolios and sub-advisors. The firm employs a combination of quantitative and fundamental analysis with a long-term investment orientation, managed through a network of independent advisers.

Thomas Overby is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his career in financial advising, he worked at Amgen Inc for thirteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds and separately managed accounts.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

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.

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.