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Lydia Morley Associate | Tax Chamberlain Office Send an Email 316 Sorensen Dr Chamberlain, SD 57325 Phone: 605-234-6055 Fax: 605-234-5417 SERVICES Taxation Client Accounting Services INDUSTRIES Retail Sector Hospitality ABOUT As an Associate, Lydia Morley works within the tax and client account services practices. Her duties/responsibilities include preparing tax returns, preparing audit workpapers, and assisting clients with business accounting services. EDUCATION B.A., Accounting – Northwestern College, Orange City, IA B.A., Business Administration, emphasis in Finance – Northwestern College, Orange City, IA ​ ​ ​ ​

Julie Peterson Manager I Client Accounting Services Sioux Falls Office Send an Email 6300 S Old Village Pl Sioux Falls, SD 57108 Phone: 605-271-1302 Fax: 605-339-4991 SERVICES Client Accounting Services Payroll Processing and Reporting Multistate Sales & Use Tax Controller CFO Consulting and Support INDUSTRIES Non-profit Finance/Admin Healthcare Finance/Admin Software Design & Development Retail/Franchising Tier one automotive manufacturing Job-shop and Process Manufacturing Banking and Card Processing Congressional Staff Agriculture/Crop Research Technology and ERP Consulting Family Business Owner ABOUT Julie joins the firm as a member of the Client Accounting Services team in Sioux Falls. During her career, she has worked in a variety of industries in all levels of accounting, technology, finance and leadership. She is skilled in transactional, tactical and transformational work and measures her success from the perspective of how she contributes to the success of others. She and her husband live in rural Canton, where they both enjoy gardening, cooking, and entertaining friends and family. EDUCATION B.A., Accounting – University of Sioux Falls B.A., Business Administration/ Computer Science – University of Sioux Falls/Augustana University Graduate Studies, University of South Dakota, Vermillion" CERTIFICATIONS & LICENSURES Certified Microsoft Business Solutions Consultant (inactive) Certified Sage/MAS90 Consultant(inactive) Notary Public -South Dakota " ASSOCIATIONS & COMMUNITY INVOLVEMENT "Institute of Management Accountants Association of Information Technology Professionals Association of Record Managers & Administrators Sioux Falls Society for Human Resource Management Board member and Chair Emeritus of multiple community non-profits ASCAP Member"

Adam Bormann, CPA Associate | Agribusiness Mitchell Office Send an Email 1820 N Sanborn Blvd PO Box 249 Mitchell, SD 57301 Phone: 605-996-7717 Fax: 605-996-4091 SERVICES Agribusiness Taxation Individual/Entity Taxation Agribusiness Assurance Farm Financial Analysis & Consulting INDUSTRIES Agribusiness ABOUT As an Associate in Agribusiness Adam strives to partner with farm operations to provide them with the financial tools and visibility to be able to manage the farm’s finances with confidence to ensure financial sustainability. EDUCATION B.S., Accounting – Dakota Wesleyan University, Mitchell, SD B.A., Exercise Science – Dakota Wesleyan University, Mitchell, SD CERTIFICATIONS & LICENSURES Certified Public Accountant (CPA) ASSOCIATIONS & COMMUNITY INVOLVEMENT Higher Power Sports, Board Member

Samantha Flatten Administrative Assistant Lead Mitchell Office Send an Email 1820 N Sanborn Blvd PO Box 249 Mitchell, SD 57301 Phone: 605-996-7717 Fax: 605-996-4091 SERVICES ​ INDUSTRIES ​ ABOUT As Administrative Assistant Lead in the Mitchell office, Samantha Flatten’s responsibilities include providing direction, instruction and guidance to the administrative team, in addition to client interaction, providing support to the professional team, accounts receivable, and other general office duties. EDUCATION B.S., Advertising – North Dakota State University, Fargo, ND ​ ​ ASSOCIATIONS & COMMUNITY INVOLVEMENT Mitchell Area Optimist Club Member

Codi Kafka, CPA Associate | Tax Mitchell Office Send an Email 1820 N Sanborn Blvd PO Box 249 Mitchell, SD 57301 Phone: 605-996-7717 Fax: 605-996-4091 SERVICES Taxation Client Accounting Services Employee Benefit Plan Audits INDUSTRIES All Industries ABOUT As an Associate within our Tax practice, Codi Kafka not only works with tax clients, but also provides services through our client accounting services practice. She provides a variety of tax and other accounting services for ELO clients. Her duties/responsibilities include preparing tax returns, preparing workpapers, and assisting with client's business accounting needs. EDUCATION B.S., Accounting – Dakota Wesleyan University, Mitchell, SD CERTIFICATIONS & LICENSURES Certified Public Accountant (CPA) ASSOCIATIONS & COMMUNITY INVOLVEMENT South Dakota Certified Public Accountants (SDCPA) American Institute of Certified Public Accountants (AICPA)

Alyssa Larson, CPA Manager | Tax Sioux Falls Office Send an Email 6300 S Old Village Pl Sioux Falls, SD 57108 Phone: 605-271-1302 Fax: 605-339-4991 SERVICES Taxation Audit & Assurance Wealth Management INDUSTRIES Construction Retail Sector Financial & Insurance Services ABOUT As a Tax Manager, Alyssa Larson specializes in individual and entity tax returns as well as compilations and reviews. Her duties/responsibilities include assisting high net worth clients with their financial needs. EDUCATION B.A., Accounting & Business Administration – University of Sioux Falls, Sioux Falls, SD CERTIFICATIONS & LICENSURES Certified Public Accountant (CPA) ASSOCIATIONS & COMMUNITY INVOLVEMENT South Dakota Certified Public Accountants (SDCPA) American Institute of Certified Public Accountants (AICPA) United Way Day of Caring

James Henderson Senior Associate | Business Services Yankton Office Send an Email 118 W 3rd St Yankton, SD 57078 Phone: 605-665-6007 Fax: 605-665-6008 SERVICES Entity/Individual Taxation Client Accounting Services Consulting INDUSTRIES Retail Sector Manufacturing Hospitality Agribusiness Non-Profit Organizations ABOUT As a Senior Associate within our Business Services area, James Henderson works in the tax and client accounting services practices. He provides a variety of tax and client accounting services support for clients along with providing consulting services to support his client's endeavors. His duties/responsibilities include preparing tax returns, preparing workpapers, business consulting and assisting with client's business accounting needs. EDUCATION B.S., Business Administration – University of South Dakota, Vermillion, SD M.S., Professional Accountancy – University of South Dakota, Vermillion, SD ​ ​ ​ ​

Kristie Mueller Administrative Team Leader Sioux Falls Office Send an Email 6300 S Old Village Pl Sioux Falls, SD 57108 Phone: 605-271-1302 Fax: 605-339-4991 SERVICES ​ INDUSTRIES ​ ABOUT As the Administrative Team Leader Kristie manages our administrative team across all of our locations. Kristi's other responsibilities include client interaction, providing support to the professional team, scheduling appointments, organizing and maintaining paper and electronic files, tax return assembly and other general office duties. EDUCATION Stevens High School - Rapid City, SD ​ ​ ​ ​

Wade Van Gerpen, CPA Manager | Tax Yankton Office Send an Email 118 W 3rd St Yankton, SD 57078 Phone: 605-665-6007 Fax: 605-665-6008 SERVICES Taxation Client Accounting Services Consulting INDUSTRIES Construction Retail Sector Real Estate Agribusiness ABOUT As a Tax Manager, Wade Van Gerpen handles the preparation of all types of individual & entity tax returns along with support those same clients with accounting services. With his more than 20 years of experience, Wade provides consulting services to help his clients through difficult business decisions. EDUCATION B.S., Accounting – University of South Dakota, Vermillion, SD CERTIFICATIONS & LICENSURES Certified Public Accountant (CPA) ASSOCIATIONS & COMMUNITY INVOLVEMENT South Dakota Certified Public Accountants (SDCPA) American Institute of Certified Public Accountants (AICPA) Discovery Church, Yankton - Board Member

Nathan Wattier Marketing & Business Development Coordinator Sioux Falls Send an Email 6300 S Old Village Pl Sioux Falls, SD 57108 Phone: 605-271-1302 Fax: 605-399-4991 SERVICES Marketing Consulting Business Development Graphic Design Website Development Copywriting Photography INDUSTRIES All ABOUT I have a passion for growing brands that connect people to quality products and services. I’ve helped hundreds of companies grow their reach through targeted traditional and digital marketing strategies. One thing I’ve learned over my 15 years in the industry is there is no “one size fits all” marketing plan. I can help you build a plan that works for your company and targets the specific clients you want to work with. EDUCATION STI ​ ​ ​ ​

Caity Heying Administrative Assistant Mitchell Office Send an Email 1820 N Sanborn Blvd PO Box 249 Mitchell, SD 57301 Phone: 605-996-7717 Fax: 605-996-4091 SERVICES ​ INDUSTRIES ​ ABOUT As an Administrative Assistant in the Mitchell office, Caity Heying’s responsibilities include client interaction, providing support to the professional team, scheduling appointments, organizing and maintaining paper and electronic files, tax return assembly and other general office duties. EDUCATION Diploma in Health Information – Southeast Technical Institute, Sioux Falls, SD ​ ​ ​ ​

Anna Richter, CPA Associate | Tax Sioux Falls Office Send an Email 6300 S Old Village Pl Sioux Falls, SD 57108 Phone: 605-271-1302 Fax: 605-339-4991 SERVICES Taxation Client Accounting Services INDUSTRIES Construction Retail Sector Financial & Assurance Services ABOUT As an Associate, Anna Richter works in the tax practice where she works on individual and entity tax returns, and assesses and researches difficult tax issues to identify solutions for her various clients. Anna also provides business accounting support for business clients. EDUCATION B.S., Accounting – University of Central Oklahoma, Oklahoma City, OK CERTIFICATIONS & LICENSURES Certified Public Accountant (CPA) ASSOCIATIONS & COMMUNITY INVOLVEMENT South Dakota Certified Public Accountants (SDCPA) American Institute of Certified Public Accountants (AICPA)