Trey Ortman is a financial advisor at Ortman Finances, LLC in Canistota, SD, holding a Series 65 designation with one year of industry experience. His background includes roles with the Canistota School District, Sanford Pentagon, and Barn & Barrel. Ortman Finances is an independent, fee-only firm providing investment management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm’s investment approach focuses on asset allocation using passive funds and periodic rebalancing, with discretionary portfolio management and coordination with clients' legal and tax advisors.

Megann Murphy is a financial advisor at Primerica Advisors with credentials including Series 63 and Series 65 and five years of industry experience. She has held roles with Arlington School District and its school board, and has been affiliated with PFS Investments Inc. and Primerica Financial Services for several years. Outside of her advisory work, she manages a commercial kitchen services business and owns two farms in South Dakota. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees rather than fixed fees.

Cole Cheeseman is a financial advisor with Ameriprise in Hartford, SD, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Royal Alliance Associates and First Dakota National Bank, as well as managing his own advisory business, Cheeseman Financial. He serves on the Board of Directors for the Salem Chamber of Commerce and is its current president. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions, with an investment approach that incorporates algorithmic automation and tax-efficiency analysis.