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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Matthew N

CFP®, Series 66

Huron, SD

Vantage Financial partners, LLC

Matthew Niederbaumer is a CFP® professional with 23 years of industry experience, currently serving at Vantage Financial Partners, LLC since 2021. He previously worked at Thrivent Advisor Network, LLC and Thrivent Financial for Lutherans, where he spent 18 years. Outside of his advisory role, Niederbaumer is the head golf coach and head boys basketball coach at James Valley Christian School in Huron, South Dakota. Vantage Financial Partners provides financial planning, consulting, and discretionary investment management to individuals, corporations, and retirement plans. The firm manages approximately $810.7 million and offers customized portfolios emphasizing low-cost mutual funds and ETFs, strategic asset allocation, and tax-aware investment strategies.

General tax planning Wealth management Options & derivatives strategies Private / alternative investments
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Adam W

CFP®, Series 66

Huron, SD

Vantage Financial partners, LLC

Adam Walter is a CFP® with five years of industry experience, currently serving as a financial advisor at Vantage Financial Partners, LLC since 2021. Prior to this, he worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Walter owns and operates Red Arrow Bowfishing LLC, where he guides clients on bow fishing trips. Vantage Financial Partners provides financial planning, consulting, and discretionary investment management to individuals, corporations, and retirement plans. The firm manages over $800 million in assets and uses customized investment policy statements and model portfolios with a focus on low-cost mutual funds and ETFs, strategic asset allocation, and tax-aware trading.

General tax planning Wealth management Options & derivatives strategies Private / alternative investments
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Abram C

Series 65

Huron, SD

Vantage Financial partners, LLC

Abram Collaguazo is a financial advisor at Vantage Financial Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining Vantage Financial Partners, he held roles in education at South Dakota State University and various local schools. Vantage Financial Partners provides financial planning, consulting, and discretionary investment management to individuals, corporations, and retirement plans. The firm manages approximately $810.7 million on a discretionary basis and employs a team of 12 advisors who utilize customized investment policy statements and model portfolios with a primary focus on low-cost mutual funds and ETFs.

General tax planning Wealth management Options & derivatives strategies Private / alternative investments
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Jacob L

Series 66

Huron, SD

Edward Jones

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Gordon W

CFP®, ChFC®, Series 63, Series 65

Huron, SD

Raymond James Financial

Gordon Wollman is a financial advisor with Raymond James Financial Services, holding CFP® and ChFC® designations and possessing 32 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as a trustee for Huron Christian Church and is an author currently writing a book. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through comprehensive client assessments and supported by a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Daniel R

Series 63, Series 66

Huron, SD

Raymond James Financial

Daniel Reinders is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he was involved in the food service industry as the owner of Aroma Coffee And Cafe from 2014 to 2020 and currently serves as president of CenterPoint Wealth Planning, an S Corporation he owns that operates his Raymond James branch. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored advice and a variety of implementation pathways.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Alyssa B

Series 66

Huron, SD

Raymond James Financial

Alyssa Ball is a financial advisor with Raymond James Financial in Huron, South Dakota, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Kirpatrick's, and US Bank. Outside of her advisory work, she is involved with Ryans Hangar Restaurant. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through comprehensive risk profiling and firm research.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Ryan K

Series 63, Series 65

Huron, SD

LPL Financial

Ryan Krome is a financial advisor with LPL Financial in Aberdeen, SD, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at American Bank & Trust, Purshe Kaplan Sterling Investments, and VisionPoint Advisory Group. He is also active as a non-variable insurance agent with Graber & Associates. 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 delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Sherman G

CFP®, Series 63, Series 66

Huron, SD

Wells Fargo Advisors

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Steven G

CFP®, Series 63, Series 66

Huron, SD

Wells Fargo Advisors

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