Daidre Jo Bakke

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 at CWM, LLC with three years of industry experience. He holds a Series 65 credential and has worked at MAG Wealth Management, MAG Tax & Accounting, and Schlenner Wenner & Co. His background also includes roles outside finance, such as preparing tax returns in a director position at MAG Tax & Accounting. 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 discretionary portfolio management using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on fiduciary processes 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 30 years of industry experience. His career includes roles at Cetera, Mag Wealth Management, and Voya Financial Advisors. Outside of advisory work, he serves as vice-chair of the board of directors for St. Cloud Federal Credit Union and works as a tax preparer for Mag Tax and Accounting, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.