Eric Brockberg is a CFP® with 25 years of industry experience and has been advising clients at Raymond James Financial Services Advisors since 2010. He also holds an Associate position at First Bank and Trust in Pipestone, MN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Chad Budden is a financial advisor with Edward Jones in Pipestone, MN, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Zachary Budden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, he held various roles including positions at Conetic Solutions, Inc. and South Dakota State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory strategies and affiliated financial services.

Lee Tracy is a financial advisor with Ameriprise in Pipestone, MN, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Outside of his advisory role, he has involvement in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven and algorithm-supported recommendations with a focus on tax efficiency and asset management within Ameriprise accounts.

Jeff Morgan is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and is based in Pipestone, MN. Prior to his advisory role, Jeff worked in various service positions including at Pipestone Country Club and Pizza Ranch. Outside of his advisory work, he assists his grandfather by cleaning an apartment building in his hometown. Ameriprise is a large institutional firm that offers retirement-income planning services for clients typically with at least $1 million in investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement-income recommendations.

Troy Budden is a financial advisor with Edward Jones in Pipestone, MN, holding CFP® and Series 63 credentials with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, he serves as a firefighter with the Pipestone Volunteer Fire Department and is president of the Pipestone Sportsmen Club, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages over $1 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.