Loretta Gervais

Chad Conway is a Series 65-licensed financial advisor with six years of industry experience. He is the sole advisor at Avalon Financial LLC, an independent firm based in Slayton, MN, where he has worked since 2020. Prior to this, he operated Conway Financial Consulting, LLC, and was employed at YMCA and Southwest Minnesota State University. Avalon Financial serves private individual clients across taxable, retirement, and education accounts, managing approximately $4.2 million for about 28 clients. The firm employs a discretionary portfolio management approach focused on individualized risk assessment, fundamental analysis, direct stock ownership, and tax-aware holding strategies, supplemented by comprehensive financial planning and regular client communications.

Mary Arnold is a Series 66 licensed financial advisor with Edward Jones in Slayton, MN, having four years of industry experience. She has previously worked at Metabank and Tracy Area Public Schools. Outside of her advisory role, Mary volunteers as secretary/treasurer for the Lake Shetek First Responders and serves as a fundraiser coordinator for the St. Mary's School Scrip Program, as well as a board member of the Tracy Area Education Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.