Lorie Jean Kirtz

Breanna Chapman is a financial advisor at Edward Jones in Hutchinson, MN, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, she worked at Anderson Chemical Company for seven years and Crest Healthcare Supply for one year. Outside of her advisory role, she owns and manages a horse boarding facility and provides respite foster care through Meeker County Social Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Marcus Max is a CFP® with 34 years of industry experience, currently serving with Ameriprise since 2020 and having worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Hutchinson, MN. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes annual planning advice with a focus on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Annie De Meyer is a financial advisor at Edward Jones in Hutchinson, MN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at H Fit 360 as a group fitness instructor and has also been involved with Hutchinson Public Schools as a girls' high school soccer coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors and more than $1 trillion in assets under management.

Nicholas Pederson is a Series 66-credentialed financial advisor with Edward Jones, based in Hutchinson, MN, and has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Kyle Wendling is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. Wendling serves on several nonprofit boards, including the Hutchinson Health Foundation, Hutchinson Area Community Foundation, and the IJ Burich Family Foundation, and holds a municipal board position with the City of Hutchinson. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Joseph Tauer is a financial advisor with Edward Jones in Hutchinson, MN, holding a Series 66 designation and 11 years of industry experience. He has worked at Edward Jones since 2018, following prior roles at Cetera Advisor Networks, LLC and Investment Centers of America, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.