Amy Leopold

Chad Klassen is a financial advisor at Cornerstone Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Cornerstone and LPL Financial in 2021. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model with a range of LPL-sponsored programs and integrates advisor-led discretionary management with third-party portfolio managers and algorithm-driven models.

Ryan Mc Namara is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at LPL Financial and SII Investments, Inc. Mc Namara serves as treasurer for the Windom Area Youth Hockey Association, a nonprofit organization. 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, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored strategies, often acting in an advisory and implementation-support role rather than as a delegated manager.

Matthew Steffen is a financial advisor at Edward Jones in Windom, MN, holding a Series 66 designation. He has one year of industry experience, previously working at Leading Edge Credit Union and Clerc Enterprises - McDonald's. Outside of his advisory role, he serves as a Care Pastor at Gathering Church and is a member of the Windom Area School Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brent Anderson is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Citizen Publishing Co. from 2016 to 2018. Outside of his advisory role, he is involved with Bats, LLC, a property management business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Tony Scott is a financial advisor with Edward Jones in Windom, MN, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Edward Jones since 2018 and previously worked at Fortune Transportation for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Justin Espenson is a ChFC® and Series 66 credentialed financial advisor with 18 years of industry experience. He has worked with Thrivent Investment Management since 2018, following prior roles at LPL Financial and INVEST Financial Corp. Outside of his advisory work, Espenson serves on several community boards related to local youth hockey and arena development, and he is an assistant coach for a high school hockey team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary portfolio management. The firm offers holistic, written recommendations across a broad range of planning topics and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”