Andy Allan Boersma

Joel Reimers is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Sage Wealth Advisory in Willmar, MN. He previously worked at Bremer Bank, National Association, from 2003 to 2022, before retiring and then joining Sage Wealth Advisory in 2023. Sage Wealth Advisory provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and government entities. The firm uses fundamental and cyclical analysis along with Modern Portfolio Theory to guide investment decisions under discretionary authority, tailoring strategies to client risk tolerances and investment restrictions.

Jeffrey Schultz is a financial advisor at Sage Wealth Advisory with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Bremer Bank, National Association for sixteen years. Sage Wealth Advisory is a two-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, and government entities. The firm uses fundamental and cyclical analysis combined with Modern Portfolio Theory to build diversified, primarily long-term portfolios tailored to each client's goals and risk tolerance.

Jeremy Willner is a Series 66-licensed financial advisor with 29 years of industry experience. He is currently affiliated with CWM, LLC, where he has worked since 2018. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services. Outside of his advisory work, Willner serves as CEO and President of Mag Insurance Agency, LLC, and is a board member of the Paynesville Area Community Foundation. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios, combines fundamental and technical analysis, and offers a range of retirement-plan services including delegated fiduciary options.

Grant Fuchs is a financial advisor with CWM, LLC, holding a Series 65 designation and two years of industry experience. He has worked at Schlenner Wenner & Co. and currently serves as director of MAG Tax & Accounting, where he prepares tax returns. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, and institutions. The firm employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a range of portfolio management and retirement-plan services.

Daidre Bakke is a financial advisor at GWN Securities Inc. with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has been with GWN Securities since 2016. Outside of her advisory work, she leads worship and coordinates music at The Open Door Christian Church. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm uses a mix of affiliated and unaffiliated sub-advisers and incorporates both strategic asset allocation and tactical, momentum-based investment approaches.

Hayden Willner is a CFP® and ChFC® with five years of industry experience, currently serving as an investment advisory representative at CWM, LLC. He has worked at multiple Cetera-affiliated firms and has a background that includes roles at MAG Wealth Management and Menards. Willner is also an insurance agent with MAG Insurance Agency Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary portfolio management approach using model portfolios overseen by an Investment Committee and offers a wide range of financial planning and retirement plan services.