Shadrach Lee Wacker

Michael Purdy is a financial advisor at Wacker & Associates, Inc. with 30 years of industry experience. He previously worked at LPL Financial for eight years and INVEST Financial Corp for fifteen years. Wacker & Associates, Inc. is an SEC-registered advisory firm managing approximately $180 million for about 172 clients, primarily individuals and retirement plan sponsors. The firm offers investment supervisory services, financial planning, and retirement plan consulting with an approach that includes both discretionary and non-discretionary portfolio management, fundamental analysis, and the use of margin and options strategies.

Wade Wacker is a CFP® with 33 years of industry experience and has been with Wacker & Associates, Inc. since 2011. He is involved in several outside business activities, including ownership of an accounting services firm, participation in start-up company investments, and board membership at a manufacturing company. He also oversees operations for a Christian ministry. Wacker & Associates serves individual and high-net-worth clients as well as retirement plan sponsors and participants, providing portfolio management, financial planning, and ERISA-focused consulting. The firm employs a fundamental analysis-driven investment process incorporating various strategies and offers both discretionary and non-discretionary supervisory services.

Kristie Swenson is a financial advisor at Edward Jones in Jackson, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Farmers State Bank of Trimont for 13 years. Outside of her advisory role, she serves as the treasurer for the Township of Enterprise Alpha, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Curtis Baumgard is a CFP® with 27 years of industry experience, currently serving with Thrivent Investment Management since 2002. He holds Series 63 and Series 65 licenses and has a background primarily within Thrivent Financial for Lutherans. Outside of his advisory role, Baumgard is active as a board member of the Jackson County Developmental Achievement Center and serves as chairman of his local Lutheran church congregation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and broad planning topics. The firm offers these planning services without discretionary trading authority and supports integration with managed-account programs under a consolidated billing option.

Adam Wolff is a financial advisor with LPL Financial in Jackson, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2018, with prior roles at INVEST Financial Corporation and MSI Financial Services. Outside of his advisory work, he serves as a trustee for the Thomas Wolff Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions supported by advanced operational and research tools.

Brittany Koch is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and 15 years of industry experience. She previously worked at LPL Financial and SII Investments, Inc., and has been affiliated with Bank Midwest for over a decade. Outside of her advisory role, she is vice president of wealth management and program manager at Midwest Wealth Group and also serves as a notary public. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and organizational clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains unique affiliations, including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting program.