Hayden Jeremiah Willner

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.

Daidre Bakke is a financial advisor at GWN Securities Inc. with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has been with GWN Securities since 2016. Outside of her advisory work, she leads worship and coordinates music at The Open Door Christian Church. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm uses a mix of affiliated and unaffiliated sub-advisers and incorporates both strategic asset allocation and tactical, momentum-based investment approaches.

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.

Lyle Gerhardson is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked with multiple firms, including Avantax and RGW Wealth Management, where he is also an owner and financial advisor. Outside of his advisory work, Gerhardson serves as a member and director of a CPA firm providing tax preparation and small business consulting, and he participates in local high school football games as a sideline chain crew member. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with various discretionary and non-discretionary program options, managing over $256 billion in assets through a large network of independent advisors.

Jeston Kok is a financial advisor with Edward Jones in Spicer, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Prairie Lakes Youth Programs from 2009 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.