Lee Rycraft is a financial advisor with Midwest Financial Strategies, holding Series 65 and Series 66 credentials and 15 years of industry experience. He previously worked at Visionpoint Advisory Group, LPL Financial, and Axa Advisors. Outside of his advisory role, Rycraft operates as a licensed insurance agent. Midwest Financial Strategies provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and employer plans. The firm uses tailored Investment Policy Statements and a long-term trading approach, frequently delegating implementation through third-party services.

Terry Peschl is the principal of Terry Peschl & Associates, Inc., a state-registered investment advisory firm based in Watertown, South Dakota. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has operated his advisory firm since 1973 and also manages a rental property business. Terry Peschl & Associates provides financial planning, third-party money manager selection, and retirement plan services to individuals and employer SIMPLE plans. The firm focuses on planning and advisory services while relying on recommended third-party managers for investment implementation, without directly managing client portfolios.

Thomas Mattingly is a financial advisor at Big Sioux Wealth Management with two years of industry experience. He holds a Series 65 credential and previously worked for 14 years with the Watertown School District. Mattingly also serves as a basketball and football coach at Watertown High School. Big Sioux Wealth Management provides portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers tailored investment programs and educational seminars, serving over 1,100 clients with approximately $200.7 million in assets under management.

Nancy Linneman is a financial advisor at Colliers Securities LLC with 19 years of industry experience. She holds a Series 66 designation and has been with Colliers Securities since 2010. Outside of her advisory role, she serves as a board member for the Watertown Community Foundation/Women & Giving, involved in grant dispensing. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.

Connie Streff is a financial advisor at Big Sioux Wealth Management in Watertown, SD, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Big Sioux Wealth Management, she worked at Peschl & Associates, Inc. and spent over a decade with the South Dakota Division of Insurance and Securities. Big Sioux Wealth Management offers portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm uses a tailored investment approach combining fundamental and technical analysis and supports a large client base through a scaled servicing model.

Dustin Padgett is a CFP® with 27 years of experience in the financial services industry. He is currently with Big Sioux Wealth Management, where he has worked since 2019, and previously spent 19 years at Raymond James Financial Services. Padgett also holds Series 63 and Series 65 licenses. Big Sioux Wealth Management provides portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis with tailored investment programs and serves over 1,100 clients with approximately $200.7 million in assets under management.

Thomas Beadnell is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Colliers Securities since 2010. Outside of his advisory role, Beadnell serves as a board member for the Watertown Community Foundation, where he reviews and votes on assistance applications. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement strategies.

Aidynn Lenards is a financial advisor at Big Sioux Wealth Management in Watertown, SD, holding a Series 65 credential. He has one year of industry experience, with prior roles at Reliabank Insurance, Aflac, First Bank and Trust, and the Lenards Agency. Outside of finance, he has worked part-time in customer service at Cattail Crossing Golf Course. Big Sioux Wealth Management provides portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm offers tailored investment programs and educational seminars, serving over 1,100 clients with approximately $200.7 million in assets under management.

Mc Kay Parr is a CFP® with nine years of experience in financial services. He has worked at Big Sioux Wealth Management since 2019 and previously held positions at Raymond James Financial Services and Charles Schwab. Big Sioux Wealth Management provides portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers customized investment programs using fundamental and technical analysis, and supports a large client base with a scaled servicing model.

Matthew Niederbaumer is a CFP® professional with 23 years of industry experience, currently serving at Vantage Financial Partners, LLC since 2021. He previously worked at Thrivent Advisor Network, LLC and Thrivent Financial for Lutherans, where he spent 18 years. Outside of his advisory role, Niederbaumer is the head golf coach and head boys basketball coach at James Valley Christian School in Huron, South Dakota. Vantage Financial Partners provides financial planning, consulting, and discretionary investment management to individuals, corporations, and retirement plans. The firm manages approximately $810.7 million and offers customized portfolios emphasizing low-cost mutual funds and ETFs, strategic asset allocation, and tax-aware investment strategies.

Scott Munger is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, Freimark and Associates, Princor Financial Services, and Principal Financial Group. He is also involved in managing The Scott Munger Agency, Inc. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities by providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process with a core-plus-tactical philosophy and uses third-party research and sub-advisors to tailor client portfolios according to risk profiles and goals.

Adam Walter is a CFP® with five years of industry experience, currently serving as a financial advisor at Vantage Financial Partners, LLC since 2021. Prior to this, he worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Walter owns and operates Red Arrow Bowfishing LLC, where he guides clients on bow fishing trips. Vantage Financial Partners provides financial planning, consulting, and discretionary investment management to individuals, corporations, and retirement plans. The firm manages over $800 million in assets and uses customized investment policy statements and model portfolios with a focus on low-cost mutual funds and ETFs, strategic asset allocation, and tax-aware trading.

Abram Collaguazo is a financial advisor at Vantage Financial Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining Vantage Financial Partners, he held roles in education at South Dakota State University and various local schools. Vantage Financial Partners provides financial planning, consulting, and discretionary investment management to individuals, corporations, and retirement plans. The firm manages approximately $810.7 million on a discretionary basis and employs a team of 12 advisors who utilize customized investment policy statements and model portfolios with a primary focus on low-cost mutual funds and ETFs.

Amy Batta is a financial advisor at Balefire, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hi-Line Capital Management LLC since 2023, following a 26-year tenure at Terry Peschl & Assoc Inc. Outside of her advisory role, she teaches yoga at Salt Studio in Watertown, SD. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process with a core-plus-tactical philosophy and employs third-party research and sub-advisors to implement diversified strategies.

Timothy Kattke is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® and Series 63 credentials and has 42 years of industry experience. His career includes long-term roles at New York Life and Nylife Securities Inc., as well as ownership of Kattke Insurance. Outside of financial advising, he owns Redfield Auto Sales and has passive investments in energy and ethanol production ventures. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions through third-party managers and model portfolios, operating as a subsidiary of New York Life with over $25 billion in assets under management.

Brent Keyes is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2021. Additionally, he serves as Vice President and insurance agent at Millennium Financial Services, Inc., where he has been active since 2004. Brent is also President of Brent Keyes, LLC, a real estate ownership entity. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Anthony Letizia is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Transamerica Life Insurance Company, Gradient Investments, and TIAA-CREF. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Melissa Gilbert is a financial advisor with Eagle Strategies (NY Life) based in Watertown, SD. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Gilbert has been with Eagle Strategies since 2021 and has concurrent experience with Nylife Securities LLC and New York Life Insurance Company since 2011. 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 operates through a large network of investment adviser representatives and emphasizes client-directed solutions using third-party managers and model portfolios.

Kari Harr is a financial advisor with Eagle Strategies (NY Life) based in Watertown, SD, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Eagle Strategies since 2015 and has concurrent experience with New York Life and Nylife Securities LLC since 2011. Harr is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 advisors. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

Merle Tschakert is a financial advisor with Edward Jones in Watertown, SD, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he owns and operates a travel agency in Watertown. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment products supported by a large nationwide network of financial advisors and branch offices.

Kristin Hill is a Series 66 licensed financial advisor with Ameriprise in Watertown, SD, with seven years of industry experience. She has been with Ameriprise and its related entities since 2018. Hill serves on the Board of Directors for United Way Heartland Region, is a Regional Champion for Watertown Junior Achievement, and chairs the local Chamber of Commerce. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Maria Geerdes is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Great Western Bank from 2013 to 2019. In addition to her advisory role, she is an independent distributor for Senegence International Inc, a multi-level marketing skincare company, selling products to a small group of family and friends. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and supports a nationwide network of over 23,000 advisors and 15,000 branch offices.

Erich Olson is a financial advisor with Thrivent Investment Management in Watertown, SD, holding a Series 66 designation and over 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, Olson volunteers as a 4-H instructor teaching shooting sports to youth and has served as president and program chair of the Rotary Club of Brookings, SD. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows integration of planning with managed-account services under a consolidated billing option called “WealthPlan.”

Katherine Danforth is a Series 66-credentialed financial advisor with Edward Jones, based in Watertown, SD, and has three years of industry experience. Prior to joining Edward Jones, she worked at Pivotal Health Solutions and the University of South Dakota. Outside of financial advising, she has been involved with the Watertown Convention & Visitors Bureau since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branch offices, as well as for providing additional services such as a trust company and securities-based lending.

Joshua Hanson is a Series 66-credentialed financial advisor with Edward Jones in Watertown, SD, where he has worked since 2013, totaling 13 years of industry experience. In addition to his advisory role, Hanson owns several manufacturing and entertainment businesses, including Midwest Dakota Dumpsters, Dakota Containers & Rentals, and Madjik LLC, where he provides financial oversight. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a nationwide network of over 23,700 advisors.

Matthew Johnson is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of finance, he served as president and CEO of MrJohnson Furnishings, a home furnishings business co-owned with his wife, and is a board member of Brookings Behavioral Health and Wellness, a nonprofit mental health organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. The firm offers planning on a one-time or ongoing basis, addressing a broad range of topics including retirement, tax, and estate planning.

Scott Dagel is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is the CEO of Alchemy Partners, LLC, and serves on the Investment Committee for the South Dakota State University Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, using a centralized consulting team to deliver tailored, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Cory Herzog is a CFP® professional with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages approximately $1.01 trillion in assets through a wide network of advisors and offers a range of advisory programs under a fiduciary standard.

Adam Fox is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is the managing partner of Alchemy Partners, L.L.C., where he provides management and strategic support for the Ameriprise Financial practice. Ameriprise offers a retirement-income planning service primarily for clients approaching or in retirement with substantial investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes the use of Ameriprise-managed accounts within its program.

Bailey Van Sickle is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones, Van Sickle worked at Purshe Kaplan Sterling Investments and VisionPoint Advisory Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including access to affiliated mutual funds and tax-efficient services.

Megan Fannin is a financial advisor with Edward Jones in Watertown, SD, holding a Series 66 designation. She has experience working at Edward Jones since 2021, with prior roles at Aflac and Prairie Green Golf Course. Outside of her advisory work, she has been involved with AC Properties for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions with a nationwide network of financial advisors and branch offices.

Timothy Sprung is a financial advisor at Edward Jones in Watertown, SD, with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of his advisory role, he manages a farm rental business in Corona, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Nolan Nuttall is a Series 66 credentialed advisor with Thrivent Investment Management, bringing one year of industry experience. Prior to his advisory role, he worked for Corteva Pioneer for 17 years. Outside of his financial career, he serves as President of the Church Council at the Lutheran Church of Our Redeemer and is a board member of the Kiwanis Club of Watertown. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Scott Hardie is a financial advisor with Ameriprise in Watertown, South Dakota, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he owns and manages Individuals for the Back Nine of Life, Inc., a business established to handle aspects of his Ameriprise practice. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

David Falconer is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019. Outside of his advisory role, Falconer owns and manages Trusted Choice Services, LLC, an occupational therapy business. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm provides integrated advisory, brokerage, and insurance solutions, combining research and modeling techniques to deliver tailored retirement income recommendations.

Dawson Tschakert is a CFP® professional at Edward Jones with two years of industry experience. His background includes roles at Puthoff Insurance and several local businesses before joining Edward Jones. He also has experience working in education and community recreation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Max Evans is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Aflac and was engaged in full-time education for several years. Outside of his advisory role, he creates content on YouTube. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a wide range of advisory programs and maintains a large network of advisors and branch offices nationwide.

Dennis Mears is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he serves as a referee for basketball and football games in the Milbank and Watertown School Districts. Ameriprise is a large institutional firm offering a retirement-income planning service designed for individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Stefanie Smykowski is a CFP® and Series 66-licensed financial advisor with Edward Jones in Watertown, SD, bringing 10 years of industry experience. She has been with Edward Jones since 2016 and also owns a storage facility business, RV's and More Storage. Smykowski serves as a junior board member for Barnes-Jewish Progress West Hospital, contributing to marketing and event planning efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.