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.

Craig Cheeseman is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory work, he serves on the Sun Praire Township Board and is involved with the Salem Baseball Association and Salem Unite Church Hospitality Committee. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Isaac Anderson is a financial advisor with Ameriprise in Salem, SD, holding a Series 66 designation. He has been with Ameriprise since 2023 and has a background that includes farming and construction, as well as educational work. Anderson serves on the boards of the McCook Country Club and the Salem Summer Youth and Rec, and he co-owns and operates a family farm raising corn and soybeans. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet certain asset criteria, providing detailed recommendation reports that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Koltan Lindstrom is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. He has worked in various roles including positions at Cheeseman Financial and Eide Bailly, and he is also an assistant football coach for the Montrose School District. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions.