Thomas Birath

Jeffrey Vandendriessche is a financial advisor at Birath Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Birath Wealth Management since 2015. In addition to his advisory role, he has been involved with Vandendriessche Farms since 1994 and is a certified public accountant. Birath Wealth Management serves individuals, trusts, estates, corporations, and municipal organizations by providing discretionary portfolio management and integrated financial planning. The firm’s investment approach emphasizes fundamental analysis and asset allocation across various securities, with client-specific investment policies and regular reviews.

Corey Skogrand is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is an owner of C&C3, LLC, a real estate business. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals with significant investable assets, providing tailored recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Serreyn is a financial advisor with LPL Financial in Marshall, MN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Ameriprise Financial Services, Inc. He serves as president of the Marshall Volunteer Fire Department, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of investment solutions supported by an in-house research team and a variety of delivery options tailored to client needs.

Lawrence Schiavo is a financial advisor with Ameriprise in Marshall, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor firm since 2002. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

James Kontz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he manages farm operations related to weed control and drainage. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a broad range of securities and insurance products.

Carla Ann Goedtke is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at American Portfolios for 17 years. Outside of her advisory role, she serves as president of both the Southwest Minnesota Workforce Development Board and the Lyon and Murray County CEO Board. Cambridge Investment Research Advisors serves a broad range of clients including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals using various account platforms and third-party strategists.