Kathryn Wilson

Kathleen Barlow is a financial advisor with Journey Strategic Wealth LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Raymond James and Edward Jones. Journey Strategic Wealth provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, using a combination of ETFs, mutual funds, individual equities, and bonds. The firm’s investment approach is long-term and tailored to client goals, incorporating fundamental and technical analysis alongside strategic asset allocation and portfolio construction.

Tamara Burke is a financial advisor with Eagle Strategies (NY Life) based in Spearfish, SD, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has worked with Eagle Strategies since 2008 and has prior experience with NYLife Securities LLC and New York Life Insurance Company dating back to 2003. Outside of her advisory role, she serves as a board member for the Black Hills State University Foundation and is involved with Deadwood History Inc., a nonprofit dedicated to preserving local cultural heritage. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Clint Meyer is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at VOYA since 2014 and owns Spearfish Insurance Brokerage, a life and health insurance agency. Outside of advisory work, Meyer is involved in farming for hunting purposes through Ringneck Valley Farms, LLC. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of investment programs including model portfolios and unified managed accounts, with an emphasis on non-discretionary advice alongside discretionary offerings.

Lisa Nelson is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory work, she is involved in cosmetic and personal care product sales through her ownership of BlueStone Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Cheryl Kunstle is a CFA® charterholder and holds a Series 63 license with 25 years of industry experience. She is currently affiliated with Cetera and has also been involved with Tartan Financial Services, LLC and Cetera Wealth Services, LLC. Outside of her advisory work, she owns and operates a business consulting service focused on office efficiencies, technology, business development, marketing, and staffing, as well as providing tax preparation services through a separate accounting and tax advisory firm. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to third-party managers. The firm combines retirement and fiduciary capabilities with a broad advisory platform, supported by multiple program structures and custodial arrangements.

Emily Robison is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has been associated with LPL Financial since 2007. Outside of her advisory role, she is a commissioned notary in Spearfish, SD, and is involved with Hometown Girl Securities, LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.