Luke D Irmiter

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 with Ameriprise, holding CFP® and ChFC® designations and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Additionally, he owns a business related to real estate in Marshall, MN. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Serreyn is a financial advisor with LPL Financial based in Marshall, MN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Outside of his advisory work, Serreyn serves as president on the board of the Marshall Volunteer Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

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.

James Kontz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 certifications and bringing 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and transitioned to LPL Enterprise in 2024. Outside of advisory work, he manages a farm focused on weed control and drainage. LPL Enterprise, LLC serves individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily implements model-driven investment strategies and offers financial planning, access to third-party asset managers, and non-securities product services, including affiliated trust and insurance offerings.