Clint Kenneth Athmann

Brittany Walter is a Certified Financial Planner® at AE Wealth Management, LLC with four years of industry experience. She has worked at several firms, including MSK Insurance Agency LLC, Paradigm Wealth Management, LLC, RehabAuthority, and Ameriprise Financial Services, Inc. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a range of investment strategies through discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.

Jeremy Willner is a financial professional with Carson Wealth, holding a Series 66 designation and 29 years of industry experience. His career includes roles at VOYA Financial Advisors and Cetera Wealth Services, among others. Willner is also CEO of Mag Insurance Agency, LLC, and serves on the board of the Paynesville Area Community Foundation. CWM, LLC, the firm he is associated with, is an SEC-registered investment adviser managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a structured investment committee and providing tailored portfolio solutions through a range of custodial and technology partnerships.

Grant Fuchs is a Series 65 licensed financial advisor with Carson Wealth, based in Paynesville, MN, and has three years of industry experience. He previously worked at Schlenner Wenner & Co. and is currently the director of MAG Tax & Accounting, where he prepares tax returns. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee-driven approach with customized portfolio solutions and extensive custodial and technology integrations.

Hayden Willner is a financial professional at Carson Wealth with CFP® and ChFC® designations and five years of industry experience. He has held advisory roles at Cetera, CWM, LLC, and MAG Insurance Agency Inc, where he also serves as an insurance agent specializing in life and health. Willner is the owner of MAG Holding Company, LLC. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, guided by an Investment Committee that constructs and monitors model portfolios with fundamental and technical inputs.

Rick Wurst is a financial advisor at Carson Wealth with 32 years of industry experience and holds a Series 63 designation. His career includes roles at Cetera, Voya Financial Advisors, and Mag Wealth Management. Outside of his advisory work, he serves as vice-chair on the board of directors for St. Cloud Federal Credit Union and works as a tax preparer for Mag Tax and Accounting, LLC. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of partner offices and more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee that manages model portfolios using both fundamental and technical analysis.

Alexander Tomczik is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial and US Bank. Outside of his advisory roles, his background includes experience at Woodcraft Industries and involvement with the University of St. Thomas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.