Daidre Bakke

Joel Reimers is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Sage Wealth Advisory in Willmar, MN. He previously worked at Bremer Bank, National Association, from 2003 to 2022, before retiring and then joining Sage Wealth Advisory in 2023. Sage Wealth Advisory provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and government entities. The firm uses fundamental and cyclical analysis along with Modern Portfolio Theory to guide investment decisions under discretionary authority, tailoring strategies to client risk tolerances and investment restrictions.

Jeffrey Schultz is a financial advisor at Sage Wealth Advisory with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Bremer Bank, National Association for sixteen years. Sage Wealth Advisory provides discretionary portfolio management and financial planning services for individuals, high-net-worth clients, charitable organizations, corporations, and government entities. The firm uses fundamental and cyclical analysis along with Modern Portfolio Theory to guide investment decisions and prepares individualized Investment Policy Statements tailored to client risk tolerances and restrictions.

Grant Fuchs is a financial advisor with CWM, LLC, holding a Series 65 designation and two years of industry experience. He has worked at CWM, MAG Wealth Management, and Schlenner Wenner & Co., and also serves as Director of MAG Tax & Accounting, where he prepares tax returns. Prior to his advisory career, he worked in public works and education in Paynesville, MN. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of in-house and third-party investment strategies along with institutional custodial platforms.

Rick Wurst is a financial advisor with CWM, LLC, holding a Series 63 designation and 32 years of industry experience. His work history includes roles at Cetera, VOYA Financial Advisors, and Mag Wealth Management, LLC. Outside of advisory services, he serves as Vice-Chair on the Board of Directors for St. Cloud Federal Credit Union and works as a tax preparer for Mag Tax and Accounting, LLC. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management supported by a combination of in-house models, third-party sub-advisors, and technology partners.

Craig Popp is a financial advisor with Raymond James Financial Services Advisors, Inc. in Willmar, MN, holding the CFA® designation and Series 63 license, with 24 years of industry experience. He has been associated with Raymond James since 2016 and also operates support companies Accru Wealth and Popp Capital Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations through detailed client profiling and utilizes both brokerage and advisory account structures.

Scott Olson is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. He has worked with Sagepoint Financial, Inc. and J.D. Kreps Financial Group, where he also serves as a registered assistant supporting client account activities. Prior to his advisory roles, Olson was involved in construction and home inspection businesses. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering a broad range of investment options and advisory programs.