Clint Kenneth Athmann

Brittany Walter is a CFP® professional with four years of industry experience, currently with AE Wealth Management, LLC. Her prior roles include positions at Paradigm Wealth Management, LLC and MSK Insurance Agency LLC. 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 manages approximately $49.8 billion for over 127,000 clients, employing a model portfolio and platform approach with a focus on discretionary management and various investment strategies.

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.

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.

Rick Wurst is a financial advisor with CWM, LLC, holding a Series 63 designation and over 32 years of industry experience. 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 also works as a tax preparer at Mag Tax and Accounting, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, utilizing model portfolios, fundamental and technical analysis, and third-party sub-advisors.

Alexander Tomczik is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.