Todd Dathe

Jeffery Skinner is a CFP® professional with 24 years of industry experience. He is the principal of Skinner Financial Services in Sioux Falls, SD, where he has worked since 2004. Prior to that, he was associated with Parkland Securities for 20 years. Skinner Financial Services serves individual and high-net-worth clients by providing financial planning, insurance-based investment management, and portfolio oversight through recommended third-party advisers. The firm employs a largely non-discretionary advisory approach, using cyclical and fundamental analysis alongside elements of modern portfolio theory, and focuses on directing clients to outside managers who typically follow buy-and-hold strategies.

Denis Paquette is a financial advisor at Soaring Investment Management, LLC with 12 years of industry experience. He holds the Series 65 designation and previously served in the U.S. Air Force for 21 years. Outside of advisory work, Paquette is president of Fantastic Escapades, LLC, an eCommerce company. Soaring Investment Management provides discretionary asset management, comprehensive financial planning, and ERISA retirement-plan services to individual investors and plan sponsors. The firm serves both individual and corporate clients, emphasizing client-specific investment policies, fundamental analysis, and long-term portfolio management.

Adam Halverson is a financial advisor and managing member of Adrionic Technologies LLC with four years of industry experience. He holds a Series 65 designation and concurrently works as an embedded software engineer in the aerospace division of Raven Industries. In addition to his advisory role, he provides engineering design and media production consultation services through his firm. Adrionic Technologies LLC offers discretionary investment management to individuals, high net worth clients, small businesses, charitable organizations, and institutional clients. The firm’s investment approach integrates quantitative research in optimal control theory and applied artificial intelligence, using internal analytical tools to guide portfolio construction while tailoring strategies to client-defined objectives and risk parameters.

Joshua Yang is a CFA® charterholder and principal of Lapistone Advisors LLC with experience beginning in 2024. He previously practiced law at Faegre Drinker Biddle & Reath LLP, K&L Gates, and Winston & Strawn LLP. Yang is also the founder and chairman of Lapistone Trust LLC and practices law through Lapistone Law LLC. Lapistone Advisors LLC provides portfolio management and asset allocation services primarily for pooled vehicles and institutional clients. The firm employs a flexible investment approach that includes fundamental, technical, and cyclical analysis, and it facilitates the use of third-party managers while also overseeing affiliated legal and trust services.

Paul Malcolm is the principal of Malcolm Capital Management LLC and holds Series 65 and Series 66 licenses with 16 years of industry experience. His prior work includes roles at Westward Prospect Inc., Marathon Investment Programs, and currently Ballard Asphalt Paving and Maintenance, where he performs administrative and clerical duties. Malcolm Capital Management LLC is a small portfolio management firm offering discretionary separately managed accounts to individuals, trusts, investment companies, and pension plans. The firm employs active, tactical strategies using exchange-traded products, U.S. Treasury securities, and money market funds, including specialized instruments such as bitcoin ETPs and volatility futures.

Jeremy Tims is a CFP® professional with 25 years of experience in the financial industry. He is the owner of Tallgrass Wealth Management, Inc. and has held roles at Silver Oak Securities, Inc., Purshe Kaplan Sterling Investments, and Sutterfield Financial Group. Outside of his advisory work, he manages a hunting dog stud service and serves as a director for the Tenfold Foundation, which focuses on charitable giving. He is also a board member of First Savings Bank and participates in local educational endowment fund committees. Tallgrass Wealth Management provides pension and employee benefit plan consulting and standalone financial planning, focusing on plan-level advice rather than discretionary account custody. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods to guide investment recommendations and does not take custody of client assets, billing clients on a fee-for-service basis.