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Guiding Your Financial Journey with Purpose

We offer wealth management services tailored to support your financial goals and aspirations. Our approach focuses on crafting personalized strategies designed to help you reach your goals. We are committed to taking a hands-on approach to each client relationship and bringing clarity and purpose as you navigate your financial journey.

Our Services

We provide a comprehensive range of financial services to address your unique needs and priorities. We are committed to offering adaptable strategies that align with your evolving financial picture, focusing on key areas like retirement, investment, and business planning. Each service is focused on supporting your financial stability and aimed at promoting long-term growth.

Financial Planning

We are dedicated to helping clients manage their finances, offering strategies aimed at evolving with their lives and goals.

Investing

We offer thoughtfully designed strategies aimed at fostering growth and stability, aligned with clients’ goals and comfort with risk.

401(k) Plan Services

We are dedicated to offering comprehensive support for businesses providing 401(k) plans, with strategies aimed at addressing the needs of both employers and employees.

Business Owners

We strive to create strategies that address the unique financial needs of business owners, with an emphasis on wealth management and succession planning.

Retirement Planning

We strive towards assisting clients in shaping a retirement plan suited to their lifestyle and future aspirations.

Retirement Plan Consulting

We are committed to guiding clients in establishing and managing retirement plans, focusing on helping support their financial security and that of their teams.

Multi-Generational Families

We are committed to tailoring financial planning for families, focusing on legacy preservation and facilitating wealth transfer across generations.

Entrepreneurs

We aim to provide resources designed to empower entrepreneurs, supporting business growth and financial health at every stage.

Why Choose Our Team?

We prioritize building trust and transparency in every client relationship. We are committed to understanding each client’s financial landscape and thoughtfully exploring strategies that address their unique priorities. Our core values—integrity, clarity, purpose, adaptability, and support—shape our approach as we strive to deliver a financial experience rooted in purpose and support.

Integrity

We are dedicated to fostering honesty and transparency, striving to build trust in every client relationship.

Clarity

We strive to provide straightforward guidance aimed at helping clients understand their financial journey.

Purpose

We are dedicated to aligning strategies with clients’ specific goals, striving to make clients’ financial decisions purposeful and strategic.

Adaptability

We aim to develop strategies that adjust as clients’ circumstances and priorities evolve.

Support

We are dedicated to being a reliable partner and providing consistent, personalized assistance every step of the way.

Our Team

Our team is committed to thoughtful guidance tailored to each client’s financial journey. We understand that every client’s goals and challenges are unique and aim to deliver solutions that align with their priorities and objectives.

Senior Wealth Advisor

James P. Willers, CRPS™

James joined NewEdge Advisors in 2025 with 16 years of experience in the financial services industry. He began his financial services career in 2009 at AXA Advisors and, most recently, had spent 12 years at UBS Financial Services, where he served as both the Market Director and Senior Vice President – Wealth Management. He provides professional knowledge in retirement planning, investing, retirement plans, multigenerational wealth planning, and business owners planning through his years of experience and the foundation of trust that he puts at the forefront of each of his relationships.

James is a passionate leader who provides highly personalized wealth management services and financial planning to clients tailored to each individual’s personal and financial goals. He has also earned his CRPS, and as a Chartered Retirement Plans Specialist, James also specializes in working with retirement plans and business owners/entrepreneurs.

A Sioux Falls native and Augustana College graduate, James lives in Sioux Falls, SD, with his wife, Liz, and their two children, Benny and Avery. He spends his free time golfing, playing guitar, watching his kids in their many activities, and supporting the Huskers.

James holds FINRA Series 7, 63, 65, 6, 9, and 10 and SD Life, Health, and Accident Insurance.

Wealth Advisor

Megan Landon, CFP®, AWMA®

Megan Landon joined NewEdge Advisors as a Wealth Advisor in January 2025. She began her career in the financial services industry in 2020 at TD Ameritrade as a broker. There, she received her Series 7, 63, and 66 licenses. She moved to UBS in 2022, where she became an Accredited Wealth Management Advisor (AWMA) and Certified Financial Planner (CFP). At UBS, she was a wealth planner for the Midwest Region, where she provided advisors from 9 states and 22 branches with meaningful financial plans for clients to reach their personal and financial goals.

Megan is passionate about helping young professionals realize their potential through wealth management and financial planning strategies. She is a Sioux Falls native who graduated from Michigan State University in 2020 with a Bachelor’s degree in Journalism and minors in Spanish and Sports Journalism. In her free time, she enjoys running with her dog, Cash, playing pickleball with her family, and cheering for the Spartans.

Megan holds Series 7, 63, and 66 licenses.

Wealth Advisor

Eric Looby

Eric joined Sioux Falls Advisors with James and Megan in 2025. He started his career with UBS, where he gained valuable experience servicing clients, working alongside multiple advisors, and directing branch operations. Through relentless attention to detail and deliberate communication, Eric works hard to protect the trust of his clients and their families.

While attending Occidental College in Los Angeles, Eric earned his degree in economics. He was a long jumper on the Track and Field team, serving as team captain from 2020–2022. Eric earned All-Conference honors in the long jump and received the 2019 Jim Harvey Outstanding Jumper Award.

Eric was born and raised in Sioux Falls, graduating from Lincoln High School. Outside the office, Eric enjoys weight training, golfing, bowling in the winter, and spending time with his family.

Eric holds his FINRA Series 7 and 66 licenses, as well as SD Life, Health & Accident Insurance.

Business Support

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Managing Director, Operations

Jenny Kurz

Director of Marketing

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

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