Jeremy Willner is a Series 66-licensed financial advisor with 29 years of industry experience. He is currently affiliated with CWM, LLC, where he has worked since 2018. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services. Outside of his advisory work, Willner serves as CEO and President of Mag Insurance Agency, LLC, and is a board member of the Paynesville Area Community Foundation. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios, combines fundamental and technical analysis, and offers a range of retirement-plan services including delegated fiduciary options.

Grant Fuchs is a financial advisor at CWM, LLC with three years of industry experience. He holds a Series 65 credential and has worked at MAG Wealth Management, MAG Tax & Accounting, and Schlenner Wenner & Co. His background also includes roles outside finance, such as preparing tax returns in a director position at MAG Tax & Accounting. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on fiduciary processes and retirement-plan services.

Daidre Bakke is a financial advisor at GWN Securities Inc. with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has been with GWN Securities since 2016. Outside of her advisory work, she leads worship and coordinates music at The Open Door Christian Church. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm uses a mix of affiliated and unaffiliated sub-advisers and incorporates both strategic asset allocation and tactical, momentum-based investment approaches.

Hayden Willner is a CFP® and ChFC® with five years of industry experience, currently serving as an investment advisory representative at CWM, LLC. He has worked at multiple Cetera-affiliated firms and has a background that includes roles at MAG Wealth Management and Menards. Willner is also an insurance agent with MAG Insurance Agency Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary portfolio management approach using model portfolios overseen by an Investment Committee and offers a wide range of financial planning and retirement plan services.

Rick Wurst is a financial advisor with CWM, LLC, holding a Series 63 designation and over 30 years of industry experience. His career includes roles at Cetera, Mag Wealth Management, and Voya Financial Advisors. Outside of advisory work, he serves as vice-chair of the board of directors for St. Cloud Federal Credit Union and works as a tax preparer for Mag Tax and Accounting, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

Lyle Gerhardson is a Series 66-licensed financial advisor with 19 years of industry experience, currently affiliated with Cetera. His career includes roles at Avantax Investment Services, RGW Wealth Management, and 1st Global Advisors. He is also a member of GMW CPA Advisors, PLLC, a CPA firm specializing in tax preparation and planning. Outside of his advisory work, Gerhardson serves on the football sideline chain crew for New London Spicer Schools. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party managers, providing a range of portfolio management and financial planning services.

Jeston Kok is a financial advisor with Edward Jones in Spicer, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Prairie Lakes Youth Programs from 2009 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jonathan Warner is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Ameriprise Financial Services, among other firms. In addition to his advisory work, he is involved in selling non-variable insurance products including health, disability, and various life insurance annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its extensive network of advisors.

Morgan Mathison is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Gerhardson Warner & Wehmhoff CPAs and Eide Bailly LLP. Mathison serves as treasurer at GMW CPA Advisors, PLLC, where he assists with tax preparation and business consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with both discretionary and non-discretionary program options.

Andy Boersma is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and planning on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning, with an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Aimee Peltier is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at Bremer Bank, Raymond James Financial Services, and a trust associate role spanning from 2009 to 2021. She is also involved with Basketball Class Of 2026 and Class Of 2028 Girls Basketball as an account signer. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.

Clint Athmann is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 credential. His prior work includes roles at Voya Financial Advisors and The Managed Assets Group. Outside of his advisory work, he is a part owner of a land investment involving property maintenance, farming, and recreational use. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program structures through a multi-manager platform that includes affiliated and third-party managers.