Our team is ready to work with you toward your hopes and dreams. To schedule an appointment, just call or email an Advisor or Consultant. We travel to all Merchants locations to meet with clients frequently. 

Steve McDonald, Financial AdvisorSteve McDonald

Financial Advisor

(507) 457-9387
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Serving these communities in
Minnesota: Winona, Caledonia, Lanesboro, Rushford and St. Charles
Wisconsin: Eau Claire


Based in Winona, MN
102 East Third Street, PO Box 248
Winona, MN 55987

Are you on track with your financial goals?eMoney: Start with a short questionnaire


Check the background of Steve McDonald on FINRA's BrokerCheck.


Andrew Roberts, Financial AdvisorAndy Roberts

Financial Advisor

(507) 529-7302
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Serving the community of Rochester, MN and the surrounding area




Based in Rochester, MN
1600 Greenview Drive SW
Rochester, MN 55902

Are you on track with your financial goals?eMoney: Start with a short questionnaire


Check the background of Andy Roberts on FINRA's BrokerCheck.

Gary Beardmore, Financial ConsultantGary Beardmore

Financial Consultant

(507) 895-9705
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Serving these communities in
Minnesota: Caledonia, La Crescent, Northfield and Spring Grove
Wisconsin: Onalaska


Based in La Crescent, MN
316 Main Street
La Crescent, MN 55947

Check the background of Gary Beardmore on FINRA's BrokerCheck.





Eric Morken, Financial AdvisorEric Morken

Financial Advisor

(507) 459-7058
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Serving these communities in
Minnesota: Caledonia, La Crescent and Spring Grove
Wisconsin: Onalaska


Based in La Crescent, MN
316 Main Street
La Crescent, MN 55947

Are you on track with your financial goals?eMoney: Start with a short questionnaire


Check the background of Eric Morken on FINRA's BrokerCheck.