Jeremy Willner

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.

Daidre Bakke is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 66 licenses. She has 22 years of industry experience, including roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory work, Bakke leads worship and coordinates music at The Open Door Christian Church. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts and financial planning through a large network of advisors, utilizing a range of managed-account programs and model portfolios.

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.

Lyle Gerhardson is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Avantax Investment Services, RGW Wealth Management, and GMW CPA Advisors, where he is a member and director. Outside of advising, he is involved in his local community as a football sideline chain crew member for New London Spicer School. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with unique retirement and fiduciary capabilities.

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.

Morgan Mathison is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked with firms including RGW Wealth Management, GMW CPA Advisors, and Avantax Advisory Services. Mathison also serves as treasurer for GMW CPA Advisors, a CPA firm focused on tax preparation and small business consulting. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm combines retirement and fiduciary capabilities with a broad trust and institutional network, providing a range of advisor-managed accounts, model portfolios, and third-party managed solutions.