Curtis Baumgard

Michael Purdy is a financial advisor at Wacker & Associates, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and INVEST Financial Corp. Wacker & Associates serves individual and high-net-worth clients as well as retirement plan sponsors and participants, offering portfolio management, financial planning, and ERISA-focused retirement plan consulting. The firm employs a fundamental analysis approach with a variety of strategies and provides both discretionary and non-discretionary supervisory services.

Shadrach Wacker is a financial advisor at Wacker & Associates, Inc. with five years of industry experience. He holds a Series 65 designation and has worked at Wacker & Associates and Resolute Financial LLC since 2019. Outside of his advisory role, he serves as president of Resolute Financial LLC, providing accounting services, and coaches and referees for Jackson County Central Schools. Wacker & Associates serves individual and high-net-worth clients as well as retirement plan sponsors and participants, offering portfolio management, financial planning, and ERISA-focused retirement plan consulting. The firm employs a fundamental analysis approach with a variety of strategies and provides both discretionary and non-discretionary supervisory services.

Wade Wacker is a CFP® with 33 years of industry experience and has been with Wacker & Associates, Inc. since 2011. He is involved in several outside business activities, including ownership of an accounting services firm, participation in start-up company investments, and board membership at a manufacturing company. He also oversees operations for a Christian ministry. Wacker & Associates serves individual and high-net-worth clients as well as retirement plan sponsors and participants, providing portfolio management, financial planning, and ERISA-focused consulting. The firm employs a fundamental analysis-driven investment process incorporating various strategies and offers both discretionary and non-discretionary supervisory services.

Kristie Swenson is a financial advisor at Edward Jones in Jackson, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Farmers State Bank of Trimont for 13 years. Outside of her advisory role, she serves as the treasurer for the Township of Enterprise Alpha, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Adam Wolff is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has worked at LPL Financial since 2018 and previously was with INVEST Financial Corporation from 2016 to 2018. Outside of his advisory role, he serves as a trustee for the Thomas Wolff Trust. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory products.

Brittany Koch is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial and SII Investments, Inc. In addition to her advisory role, she serves as Vice President of Wealth Management and program manager for a wealth program at Midwest Wealth Group, affiliated with Bank Midwest. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans supported by extensive research and a broad affiliate network.