Steven Lindquist is a Wealth Management Advisor with the Lindquist Group at Merrill Lynch Wealth Management. He focuses on building disciplined structures and strategies tailored to the financial goals of individuals, families, and corporate clients. Steven’s expertise includes college and education planning, executive and equity compensation, family wealth management, legacy planning, retirement planning, and portfolio management. For corporate clients, he offers fiduciary services for retirement benefits, assists with private company sales, and supports companies entering the public market. Steven joined Merrill in 2011 after graduating with honors from Augustana University in Sioux Falls, where he earned a Bachelor’s Degree in Business Administration and Philosophy with a minor in Classics. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Steven is involved in his local community through the Sioux Falls Family YMCA and its board of directors, as well as the Leif Ericson Day Camp, where he was both a camper and counselor in his youth. He resides in Sioux Falls with his wife, Nicholle, and their three children. In his free time, Steven enjoys golfing, hunting, cooking, hiking, reading, singing, and traveling.

David Olson is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 1982. Over his 40-year career, he has provided clients with consistent and stable advisory services guided by principles of care, flexibility, competency, and transparency. David holds the Certified Investment Management Analyst® (CIMA®) and Personal Investment Advisor (PIA) designations, reflecting his expertise in wealth management and investment strategies. David is a qualified Portfolio Manager who assists clients in pursuing their financial goals through personalized investment management. His approach may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and approved third-party investment strategies. His client focus areas include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. A graduate of the University of South Dakota, David serves on the board of the Crazy Horse Memorial Foundation as Investment Committee Chair and is involved with the South Dakota Hall of Fame. He has been recognized on Barron’s Top 1,200 Financial Advisors list for 14 consecutive years and Forbes Best-in-State Wealth Advisors list for multiple years. David and his wife, Kay, have two children and four grandchildren. His personal interests include hunting, reading, and traveling.