James Richard Kontz

Jeffrey Vandendriessche is a financial advisor at Birath Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and is also a certified public accountant. His work history includes operating Jeff Vandendriessche Tax Services since 2016 and managing Vandendriessche Farms since 1994. Birath Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, corporations, and municipalities, providing portfolio management and financial planning. The firm builds portfolios using fundamental analysis across various asset classes and typically acts with discretionary trading authority while offering ongoing reviews and tailored investment strategies.

Thomas Birath is a financial advisor at Birath Wealth Management, LLC in Marshall, MN, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Birath Wealth Management since 2011. Birath Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, corporations, and municipalities, offering portfolio management and financial planning. The firm constructs portfolios using fundamental analysis across multiple asset classes and typically acts with discretionary trading authority, providing regular account reviews and tailored Investment Policy Statements.

Corey Skogrand is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is an owner of C&C3, LLC, a real estate business. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals with significant investable assets, providing tailored recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Serreyn is a financial advisor with LPL Financial in Marshall, MN, holding a Series 66 designation and 17 years of industry experience. He previously worked at Raymond James Financial Services and Ameriprise Financial Services. Serreyn serves as president of the Marshall Volunteer Fire Department board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing research, model portfolios, and both discretionary and non-discretionary management approaches.

Luke Irmiter is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Bremer Bank, Western Equipment Finance, U.S. Bank, Hy-Vee, and Prairie Community Services. He has also served with the Marshall Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension/profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Lawrence Schiavo is a financial advisor with Ameriprise in Marshall, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor firm since 2002. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.