Trey Ortman

Craig Cheeseman is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory work, he serves on the Sun Praire Township Board and is involved with the Salem Baseball Association and Salem Unite Church Hospitality Committee. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Isaac Anderson is a financial advisor with Ameriprise in Salem, SD, holding a Series 66 designation. He has been with Ameriprise since 2023 and has a background that includes farming and construction, as well as educational work. Anderson serves on the boards of the McCook Country Club and the Salem Summer Youth and Rec, and he co-owns and operates a family farm raising corn and soybeans. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet certain asset criteria, providing detailed recommendation reports that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Megann Murphy is a financial advisor at Primerica Advisors with credentials including Series 63 and Series 65 and five years of industry experience. She has held roles with Arlington School District and its school board, and has been affiliated with PFS Investments Inc. and Primerica Financial Services for several years. Outside of her advisory work, she manages a commercial kitchen services business and owns two farms in South Dakota. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees rather than fixed fees.

Koltan Lindstrom is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. He has worked in various roles including positions at Cheeseman Financial and Eide Bailly, and he is also an assistant football coach for the Montrose School District. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions.