Lee Turek

Timothy Tuinstra is a financial advisor at Calder Financial Group with five years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Outside of advising, he provides tax planning and tax return preparation as an IRS Enrolled Agent and also assists his son with a residential and small commercial painting business. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, offering discretionary investment management and comprehensive financial planning. The firm uses a model portfolio approach with tactical rebalancing and provides pension consulting and third-party administration services.

Brian Russell is a financial advisor with Avantax Planning Partners, Inc. based in Winona, MN, holding a Series 63 designation and 19 years of industry experience. He has worked with Avantax Planning Partners since 2006 and previously with ProEquities, Inc. Russell also serves as president and CPA of Russell & Associates, LLC, a public accounting and consulting firm. Additionally, he holds trustee and conservator roles in private family trusts. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, leveraging collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based investment approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary portfolio management through centralized trading and reporting.

Melissa Mansfield is a financial advisor with Focus Financial and holds a Series 66 designation. She has 12 years of industry experience and has been with both Focus Financial and OSAIC since 2015. In addition to her advisory role, she works as an insurance agent, assisting clients with policy applications and offers. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Jordan Zimmerman is a financial advisor at OSAIC in Winona, MN, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Securities America Advisors and Ameriprise. He also has experience working with the Los Angeles Angels of Anaheim. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and employs an investment process that integrates risk assessment with portfolio optimization and access to multiple custodial platforms.

Matthew Schroeder is a financial advisor at OSAIC with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America, Inc. and spent eight years at Vantiva. Outside of his advisory role, Schroeder coaches pole vault for the track and field teams at Winona Senior High School and Saint Mary's University of Minnesota. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.