Kelly Joneson is a CFP® and ChFC® with 37 years of experience in financial advising. He has been with Optimum Wealth Management, LLC since 2016 and also owns Optimum Insurance Solutions. Outside of finance, he operates a fishing guide service, Kelly Joneson Guide Service, which accounts for a portion of his annual income. Optimum Wealth Management, LLC is an independent, fee-based advisory firm serving individual clients and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA consulting, utilizing model portfolios and third-party sub-advisors while maintaining supervisory authority over client accounts.

Tobin Morris is a financial advisor with Colliers Securities LLC in Pierre, SD, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Colliers Securities since 2011. Outside of his advisory work, Morris serves on the boards of Capital Area Counseling, a nonprofit focused on mental health and foster care, and the Boys & Girls Club of the Capital Area. Colliers Securities 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 programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.

Kristy Hight is a financial advisor at Wealth Management with five years of industry experience. She holds a Series 65 designation and has worked at Acorn Trust Company since 2020 and Clausen & Rice LLP since 2019, where she serves as a senior accountant involved in tax return preparation, bookkeeping, consulting, and tax planning. Prior to these roles, she was employed at American Bank & Trust from 2014 to 2019. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm employs a portfolio approach based on modern portfolio theory, utilizing passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Daniel Rice is a financial advisor with Wealth Management who holds a Series 65 designation and has five years of industry experience. He has been a partner at Clausen & Rice, an accounting firm in Pierre, South Dakota, since 2004. Outside of advisory work, he is also involved as a member in a local liquor store and a real estate venture. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory approach, primarily using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Nicole Neal is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses and four years of industry experience. She has previously worked at Edward Jones Investments and LPL Financial. Neal also provides administrative support to NewEdge Advisors. NewEdge Advisors serves a wide range of clients, including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Matthew Brakke is a ChFC® credentialed financial advisor with 25 years of industry experience, currently affiliated with Eagle Strategies (New York Life) since 2009. He also operates Brakke Financial Services and has been associated with New York Life and its related entities since 1999. Outside of his advisory work, he serves on the board of the Pierre Fort Pierre Community Foundation, volunteers on the Lutheran Memorial Church Board of Trustees, and chairs the South Dakota Inaugural Committee. 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 emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with over $25 billion in regulatory assets under management.

Scott Neu is a financial advisor at NewEdge Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Investment Centers of America prior to joining NewEdge Advisors in 2020. Outside of his advisory roles, he has experience in administrative support for independent investment advisory firms and non-variable insurance. 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 strategies and periodic portfolio reviews.

Jared Fodness is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at LPL Financial, Reinke Gray Wealth Management, Clausen & Rice LLP, Boen & Associates, and Trident Trust. Outside of finance, he has held employment at Swenson & Cowan Dental in Pierre, SD. 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 approaches and regular portfolio reviews.

Bradley Reinke is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at LPL Financial and Investment Centers of America. Outside of advising, he co-owns a restaurant franchise business with his son. NewEdge Advisors serves a wide range of clients, including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm employs diversified asset allocation and multiple analytic approaches, conducting regular portfolio reviews and rebalancing.

Ricky Jensen is a financial advisor with Wells Fargo Advisors in Pierre, South Dakota, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2007. Outside of his advisory work, Jensen is involved in agricultural operations as owner of a farm and ranch, as well as several property management and hospitality ventures. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning areas including retirement, education, and business-owner transition planning. The firm utilizes proprietary research and tools to develop tailored recommendations, delivering services through both brokerage and advisory programs.

Matthew Rounds is a CFP® with three years of industry experience, currently affiliated with OSAIC. He also operates Rounds Financial Services and owns Rounds Global Services LLC. Outside of his financial advisory work, he serves as a game official for the South Dakota High School Activities Association, officiating football and wrestling matches. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Richard Dockter is a financial advisor with Ameriprise in Pierre, South Dakota, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of advising, Dockter serves on the Pierre City Planning Commission and is involved in oil and mineral leasing activities in North Dakota. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Angela Tieszen is a financial advisor with Ameriprise in Pierre, South Dakota, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at the Boys and Girls Club of the Capitol Area, American Greetings, Red Rosa Italian Restaurant, and two school districts. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendation reports in partnership with its financial advisors.

Rebecca Benson is a financial advisor with Raymond James Financial in Pierre, South Dakota. She holds a Series 66 designation and began her financial advisory career in 2025. Prior to joining Raymond James, she held positions at Avera St. Mary's Hospital and various academic institutions. Benson is also the owner of Benson Financial LLC, where she serves as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes tailored financial plans developed through risk profiling and asset-allocation analysis, offering a range of implementation options and maintaining a significant non-discretionary advisory business.

Samuel Missal is a financial advisor with Thrivent Investment Management in Pierre, SD, holding a Series 66 designation and five years of industry experience. Prior to joining Thrivent in 2020, he worked at AAA Insurance from 2016 to 2020. Outside of advising, he serves as president of a fraternal benefits society and is a board member at Resurrection Lutheran Church. 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 that addresses a wide range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Scott Collison is a financial advisor with Edward Jones in Pierre, South Dakota, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Outside of his advisory role, Collison is involved in farming and serves as a trustee for multiple farms in Minnesota and Nebraska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Rebecca Mikel is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Inc. for 14 years. Outside of her advisory role, she is involved in several small business activities, including co-ownership of a taxidermy business and a storage company, as well as managing bookkeeping and farm work. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment tools and platforms, offering both advisory and brokerage services through a network of thousands of financial advisors.

Douglas Rounds is a financial advisor with Osaic Wealth, Inc. in Pierre, South Dakota, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc. and Signator Investors, Inc. He is the owner of Rounds Global Services LLC and is involved in organizing his 50th class reunion for Pierre Riggs High School. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Sallie Doty is a financial advisor with Raymond James Financial Services Advisors, Inc. in Pierre, SD, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at several firms including American Portfolios Financial Services, Inc. and Avera Health Plans. Outside of her advisory role, she is an author who reviews products and contributes articles for a local eyewear brand in exchange for product. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations through a collaborative process supported by extensive research and multiple implementation options.

Joshua Bauer is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 credential and has worked at Edward Jones since 2014, with a brief tenure at EMIT Technologies, Inc. Outside of advising, he is the owner of Four-Way Enterprises, LLC, an entity involved in managing residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Marc Ulmen is a financial advisor at Edward Jones with 26 years of industry experience, including 24 years at Edward Jones. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the Board of Trustees for the Benevolent & Protective Order of ELKS in Pierre, SD. 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 programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Zachary Hebbert is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Cornerstone Financial Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Scott Bacon is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. and OSAIC. Outside of his advisory role, he is involved with Prairie Legacy Financial, a business entity for tax and investment purposes. 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 wide range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Carol Gengler is a financial advisor with Edward Jones in Pierre, SD, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Megan Murphy is a Series 66-licensed financial advisor with Edward Jones, based in Pierre, South Dakota. She has four years of industry experience, all with Edward Jones, where she has worked since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Renae Wolf is a Series 66-licensed financial advisor with Ameriprise in Pierre, South Dakota, where she has worked since 2015. She has three years of industry experience. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a program that integrates algorithmic automation with advisor review.