Chad Michael Budden

Orey Fey is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has previously worked at Waddell & Reed, Inc. and various insurance carriers, and has served as an ambulance driver for the Edgerton Volunteer Ambulance Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Eric Brockberg is a CFP® with 25 years of industry experience and has been advising clients at Raymond James Financial Services Advisors since 2010. He also holds an Associate position at First Bank and Trust in Pipestone, MN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Randall Fey is a financial advisor with LPL Financial in Edgerton, MN, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior work history includes roles at Waddell & Reed, various insurance carriers, and service with the First Christian Reformed Church. He is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options and utilizes advisor-facing tools for operational and research support, serving over 22,800 advisors with oversight of more than $819 billion in discretionary assets.

Kyle Fey is a financial advisor with LPL Financial based in Edgerton, MN, holding a Series 66 designation and five years of industry experience. His work history includes a brief tenure at Waddell & Reed and a decade at Luther College prior to joining LPL Financial. Fey also operates under the name Fey Financial Group for his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, supported by advanced research tools and a diverse suite of affiliated financial services.

Zachary Budden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, he held various roles including positions at Conetic Solutions, Inc. and South Dakota State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory strategies and affiliated financial services.

Lee Tracy is a financial advisor with Ameriprise in Pipestone, MN, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Outside of his advisory role, he has involvement in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven and algorithm-supported recommendations with a focus on tax efficiency and asset management within Ameriprise accounts.