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.

Alex Klocker is the sole advisor at Klocker Investment Advisers in Sioux Falls, SD. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he worked at FedEx for five years and was involved with Klockers Mattress World Inc. for 19 years. Klocker Investment Advisers provides discretionary investment management primarily for pooled and institutional accounts, as well as hourly advice for clients who prefer self-management. The firm employs a tactical, actively managed approach that adjusts allocations based on sector outlooks and client risk tolerances, with frequent account reviews and the use of option strategies for clients with aggressive risk profiles.

Jason Erickson is the president and sole advisor at Alternative Strategies Group, Inc. in Sioux Falls, SD, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has operated his own life insurance agency since 1993 and manages rental property and acreage leased for oil and gas wells. Alternative Strategies Group provides personalized financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $64 million in assets. The firm tailors investment programs based on client objectives and risk tolerance, employing fundamental, technical, and cyclical analysis in security selection and monitoring.

Brock Hyde is the sole advisor at Hyline Wealth with 24 years of industry experience. He holds a Series 66 designation and has been with Hyline Wealth Solutions, LLC since 2010. In addition to his advisory role, he is an independent insurance agent and an author of financial-related books and e-books. Hyline Wealth provides portfolio management, financial planning, investment analysis, and retirement plan consulting to individuals, employer, and institutional clients. The firm employs a range of investment strategies across various securities and offers discretionary account management with regular reviews and rebalancing, while also providing retirement plan consulting services that include ERISA fiduciary responsibilities.

Pradeep Jayaraman is the principal of Intelligent Investments in Sioux Falls, SD, with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various legal roles since 2017, currently serving as an attorney at Glinert Jay. In addition to his advisory work, he is a licensed insurance agent involved in evaluating and recommending life and health insurance policies. Intelligent Investments provides non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a range of investment strategies and analytical methods, including fundamental and technical analysis, while maintaining custody through Charles Schwab.

Paul Curley is the principal advisor at Pathway Investments, LLC in Milwaukee, WI, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his independent insurance agency since 2008. In addition to financial advising, he started a tax preparation business in 2023. Pathway Investments offers personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a client-specific investment approach that includes quarterly reviews and uses various analytical methods, while also providing ERISA plan services and management of variable annuity and life products.

Grant Hoefert is a financial advisor at Wealthier Way, LLC in Sioux Falls, SD, holding a Series 65 designation with six years of industry experience. His prior work includes six years at the Federal Deposit Insurance Corporation and a year at HealthPro Financial Planning. Wealthier Way, LLC is a fee-only, state-registered investment adviser offering comprehensive wealth management through its Full Experience Wealth Program, project-based financial planning, and continuous portfolio management. The firm serves healthcare professionals, individuals, families, trusts, and pension and profit-sharing plans, emphasizing long-term passive investment strategies focused on asset allocation, diversification, tax efficiency, and periodic rebalancing.

Michael Bonander is a CFA® charterholder and principal of Castellum Capital Management LLC in Sioux Falls, SD, with four years of advisory experience. Prior to founding Castellum Capital in 2021, he worked at Security Savings Bank for seven years and serves on its Board of Directors. Castellum Capital Management provides discretionary portfolio management and investment advisory services to individual and institutional clients, employing an Opportunistic Value Investment Strategy developed and initially funded by the principal. The firm distinguishes itself through its owner-funded strategy track record, public performance disclosure, and use of leverage, derivatives, and performance-based fee arrangements for certain accounts.

Raymond Thompson is the principal of Thompson Private Wealth in Sioux Falls, SD, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has operated Thompson Private Wealth since 2014. In addition to his advisory role, he provides professional accounting and tax preparation services through his firm. Thompson Private Wealth offers discretionary asset management and financial planning to individuals, high-net-worth clients, and employer retirement plans, including ERISA 3(21) advisory services. The firm’s investment strategies are customized to client goals and risk tolerance, incorporating fundamental and technical analysis along with Modern Portfolio Theory, and it also provides pension consulting and participant education services.

Todd Taylor is a financial advisor at TDT Financial Inc with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Command Financial Services and First Command Advisory Services. TDT Financial Inc is an independent registered investment adviser serving individuals and high-net-worth clients with portfolio management and financial planning, focusing on mutual-fund-based portfolios. The firm emphasizes long-term holding strategies and manages nearly all assets on a non-discretionary basis, requiring client approval for trades.

Randy Dooyema is a financial advisor at Frontier Financial Partners, LLC with five years of industry experience. He holds a Series 65 designation and has worked in the insurance and financial services sector since 1995, including roles at Fidelity and Guarantee, Allianz, Athene, and Aflac. In addition to his advisory work, he is the CEO and owner of Financial Benefit Corp, an insurance agency offering health, life, and annuity products. Frontier Financial Partners provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, supplemented by active funds or alternatives in satellite positions, with a focus on global diversification.

Donald Olson is a financial advisor at Resolve Capital Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Resolve Capital Management since 2010. The firm provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. Resolve Capital Management emphasizes diversified asset allocation across multiple asset classes and investment styles, managing most accounts on a discretionary basis and integrating financial planning into managed accounts without a separate charge in many cases.

Gabriel Nelson is a CFP® professional with 21 years of industry experience, operating through his firm, Gabe Nelson Financial, Inc. He has served as the sole advisor at the firm since 2008. Outside of financial advising, Nelson is a 25% owner of Sioux Falls City FC, LLC, which owns a pre-professional women's soccer team, and he is the author of the book *Solopreneur's Money Manifesto: How to Master Your Finances and Create the Life You Want*. Gabe Nelson Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages approximately $80 million in assets, primarily on a discretionary basis, utilizing both fundamental and technical analysis along with strategies such as options writing and short-term trading.

Bryce Andersen is a CFP®, ChFC®, and holds a Series 66 license, with 20 years of experience in the financial services industry. He has worked at firms including Merrill Lynch and Wells Fargo Advisors before joining Impact Wealth Management in Sioux Falls, SD. Andersen is also the CEO and president of RISE Wealth Resources, a coaching and consulting business focused on therapy practice growth and financial education. Impact Wealth Management serves individual and high-net-worth clients with investment management and comprehensive financial planning services. The firm employs a largely passive, Modern Portfolio Theory–based investment approach and offers educational programs, socially conscious investment options, and specialized planning such as special-needs financial planning.

Richelle Hofer is a financial advisor at Impact Wealth Management with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Graber & Associates and Raymond James Financial Services Advisors. Impact Wealth Management serves individual and high-net-worth clients with investment management and comprehensive financial planning services. The firm employs a largely passive, Modern Portfolio Theory–based approach and offers socially conscious investment options, educational seminars, and a special needs financial planning service.