Tara Lynn Smith

Chad Klassen is a financial advisor at Cornerstone Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Cornerstone and LPL Financial in 2021. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model with a range of LPL-sponsored programs and integrates advisor-led discretionary management with third-party portfolio managers and algorithm-driven models.

Ryan Mc Namara is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes roles at LPL Financial and SII Investments, along with a long tenure at Midwest Bank. Mc Namara is also an officer and treasurer for the Windom Area Youth Hockey Association, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through unique affiliations.

Matthew Steffen is a financial advisor at Edward Jones in Windom, MN, holding a Series 66 designation. He has one year of industry experience, previously working at Leading Edge Credit Union and Clerc Enterprises - McDonald's. Outside of his advisory role, he serves as a Care Pastor at Gathering Church and is a member of the Windom Area School Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brent Anderson is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Citizen Publishing Co. from 2016 to 2018. Outside of his advisory role, he is involved with Bats, LLC, a property management business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Tony Scott is a financial advisor with Edward Jones in Windom, MN, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Edward Jones since 2018 and previously worked at Fortune Transportation for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Justin Espenson is a financial advisor with Thrivent Investment Management in Windom, MN, holding the ChFC® designation and Series 66 license, with 19 years of industry experience. He has worked at Thrivent Financial since 2018 and previously at LPL Financial and INVEST Financial Corp. Outside of his advisory role, he serves on several local community boards related to youth hockey and arena fundraising, and he assists as an assistant boys varsity and JV hockey coach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm offers integrated planning and managed-account options through its network of financial advisors and emphasizes comprehensive, ongoing review of client plans.