Agatha Johnson is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Willkate Wealth Management, LLC in Aberdeen, SD. Her background includes roles at Generations To Generations LLC and Prosperity Wealth Management LLC, as well as trustee and conservator duties dating back to 2003. She is also involved in family and closely held business transition consulting through her ownership of Generations To Generations. Willkate Wealth Management provides fee-only financial planning and investment management to individuals, executives, professionals, business owners, retirees, and families. The firm emphasizes strategic, passive asset allocation with a primarily non-discretionary investment approach and requires clients to complete a written financial plan before accessing investment services.

Lloyd Hodgin is a financial advisor with Wealth Plus of the Dakotas, Inc., holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Wealth Plus of the Dakotas since 2016 and previously at firms including Saxony Securities and Capital Financial Services. Outside of investment advising, he is vice president and part owner of Premier Tax and Bookkeeping, which provides tax preparation and bookkeeping services. Wealth Plus of the Dakotas is a fee-based investment adviser serving individual clients and retirement plans, offering portfolio management and financial planning with a focus on modern portfolio theory and technical analysis. The firm provides both discretionary and non-discretionary asset management and acts as a liaison with third-party money managers.

John Schwan is a financial advisor with Schwan Financial Advisors, LLC in Aberdeen, SD, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has worked at Kovack Securities, Inc. since 2010 and has been involved with Schwan Financial Advisors, LLC and Schwan Financial Group since the early 2000s. Outside of advising, he serves on the board of Farmers State Bank and holds leadership roles in several family and business ventures, including a food and service bar and an agricultural startup. Schwan Financial Advisors serves a diverse client base including individual households, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on financial planning and pension consulting, recommending and monitoring third-party investment advisers rather than directly managing client assets.

Trevor Begeman is a financial advisor at Wealth Plus of the Dakotas, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Optimized Investments LLC and Mutual of Omaha Insurance Company. In addition to his advisory role, he is involved in tax and accounting services through Premier Tax Service, Inc. Wealth Plus of the Dakotas is a fee-based investment adviser serving individual clients and retirement plans, offering portfolio management and financial planning services. The firm employs modern portfolio theory and technical analysis, providing both discretionary and non-discretionary asset management with ongoing portfolio monitoring.

Dalton Lehnen is a CFP® professional with four years of industry experience, currently affiliated with Schwan Financial Advisors, LLC in Aberdeen, SD. His prior roles include positions at Kovack Securities, Inc., Onegroup Wealth Partners, Inc., Hand Securities, Inc., and Merrill Lynch. Outside of financial services, he serves as a baseball coach for the Harrisburg Baseball Association. Schwan Financial Advisors serves individual clients—including high-net-worth and non-HNW households—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on financial planning and pension consulting, referring clients to third-party investment advisers for portfolio management rather than directly managing assets.

Anthony Schwab is a financial advisor at Elysium Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Elysium, he worked at Eide Bailly LLP for five years and Primrose Retirement Communities, LLC for four years. Outside of advisory work, he is an officer at Schwab Audiology, Inc., an audiology clinic in Aberdeen, South Dakota. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets. The firm employs a model-based investment approach combining in-house strategies and third-party sub-advisers, and supports clients with financial planning, portfolio management, retirement plan advice, and educational seminars through an eight-advisor team across six offices.

Kyle Schwan is a financial advisor with Kovack Advisors, Inc. based in Aberdeen, South Dakota, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has worked with Schwan Financial Group and Kovack Securities since 2016 and was previously employed at Game Ready, Inc. from 2014 to 2016. Outside of his advisory work, Schwan serves as a member of the Presentation College Foundation, contributing to academic affairs. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, employing a diversified investment approach primarily through mutual funds and ETFs.

Ryan Patnoe is a financial advisor at Kovack Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Schwan Financial Advisors, LLC since 2020, as well as with Kovack Advisors Inc and Schwan Financial in prior roles. Outside of his advisory work, he has experience managing operations at Pine Hills Golf Course. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a broad range of clients, including individuals, corporations, pension plans, and banking institutions. The firm offers diversified asset management primarily through mutual funds and ETFs, along with third-party manager recommendations and financial planning services.

Jon Mesmer is a financial advisor with BFC Planning, Inc. in Aberdeen, SD, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Berthel Fisher & Company Financial Services, Inc. since 2002. Outside of his advisory role, he serves as a committee member assisting with fundraising banquets for the Rocky Mountain Elk Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and sub-advisors, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Kory Schwan is a financial advisor with Kovack Advisors, Inc. in Aberdeen, SD, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Kovack Advisors since 2019 and Kovack Securities since 2020, and he also operates Schwan Financial, a financial planning and client services firm. In addition to advisory work, he is involved in tax preparation and planning through SFG Accounting LLC. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and offers continuous asset management, third-party manager recommendations, financial planning, and account aggregation services.

Andrew Rohrbach is a financial advisor at Kovack Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Schwan Financial Group and Northern State. Rohrbach also spent seven years at Aberdeen Christian School prior to his financial services career. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and institutions, with a focus on diversified asset-class exposure primarily through mutual funds and ETFs.

Jacob Cramond is a financial advisor at Kovack Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, U.S. Bank, and JP Morgan Chase. Outside of his advisory work, he serves as a board member for the United Way and Aberdeen Parks & Recreation, and is the head coach for a youth hockey program in Aberdeen, SD. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers third-party asset manager recommendations, and provides financial planning and retirement account aggregation services.

Kris Pearson is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Investment Centers of America, Inc. and LPL Financial. Pearson is also involved in providing investment advisory services through GWM Advisors, LLC, an independent investment advisory firm. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment vehicles and analytic approaches with regular portfolio reviews.

Ramsey Johnsen is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and two years of industry experience. His prior roles include positions at Legacy Financial Partners and NYLIFE Securities, alongside work in educational and community recreation settings. Johnsen also operates under the DBA Sprik Financial Group, LLC, providing insurance and financial product services. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by offering financial planning, investment advisory, and retirement plan consulting through a large network of advisers. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, coordinating investment advice with affiliated insurance and broker-dealer entities.

Joshua Hellwig is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 63 and Series 66 registrations. Outside his advisory role, he serves as the part-time drummer for the worship band at Bethlehem Lutheran Church in Aberdeen, 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 across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Matthew Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing six years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2019. Outside of his advisory role, Scott participates in the worship band at Bethlehem Lutheran Church in Aberdeen, South Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial topics. The firm delivers these services through a network of financial advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Kenneth Krause is a financial advisor with Ameriprise in Aberdeen, SD, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Krause serves on the boards of the Alexander Mitchell Library Foundation and the Charles Howard Foundation and is involved in managing real estate through several LLCs. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research-driven, model-based recommendations with a broad range of advisory, brokerage, and insurance solutions.

Dale Nelsen is a financial advisor with LPL Financial in Aberdeen, SD, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior work includes roles at First Interstate Bank, Great Western Investment and Insurance, Raymond James Financial Services, and Cetera. Nelsen is also a notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with insurance, annuity products, and other financial offerings.

Joshua Bowen is a financial advisor at Ameriprise with 20 years of industry experience. He has been with Ameriprise and its affiliated firms since 2013. Outside of his advisory role, Bowen serves as Vice President on the Board of Directors for the Aberdeen Community Theatre and is involved in several real estate and consulting business activities. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to support client planning and maintains a broad range of advisory, brokerage, and insurance solutions.

Jennifer Jones is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2017 and previously worked for the State of South Dakota from 2001 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, and it operates under a fiduciary standard.