Lorie 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®-designated financial advisor with Ameriprise, based in Hutchinson, MN, and has 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise provides retirement-income planning services for high-net-worth individuals, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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 11 years of industry experience. He has worked with Cetera since 2021 and previously spent four years at VOYA Financial Advisors. Wendling serves as a board member for several nonprofit organizations, including the Hutchinson Health Foundation and the Hutchinson Area Community Foundation, and is involved in local municipal and family foundation boards. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans. The firm offers a range of portfolio management and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed strategies within a comprehensive institutional and trust framework.

Joseph Tauer is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Cetera Advisor Networks, Prairie Plans Asset Management, and Investment Centers of America. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.