Meet Our Investment Team
Our team is ready to work with you toward your hopes and dreams. To schedule an appointment, just call or email an Advisor or Professional or fill out our contact us form. We travel to all Merchants locations to meet with clients frequently.

Gary Beardmore
Financial Professional
Serving these communities: Caledonia, MN; La Crescent, MN; Northfield, MN & Spring Grove, MN
Phone: (507) 895-9705
Email: Email Gary

Steve McDonald
Financial Advisor
Serving these communities: Winona, MN; Caledonia, MN; Lanesboro, MN; Rushford, MN, St. Charles, MN & Eau Claire, WI
Phone: (507) 457-9387
Email: Email Steve

Eric Morken
Financial Advisor
Serving these communities: Caledonia, MN; La Crescent, MN; Spring Grove, MN & Onalaska/La Crosse, WI
Phone: (507) 459-7058
Email: Email Eric

Andy Roberts
Financial Advisor
Serving these communities: Rochester, MN; Cannon Falls, MN; Red Wing, MN; Hampton, MN; Northfield, MN; Apple Valley, MN; Cottage Grove, MN; Hastings, MN; Lakeville, MN; Rosemount, MN and surrounding areas
Phone: (507) 529-7302
Email: Email Andy

Mark Swenson
Financial Advisor
Serving these communities: Winona, MN; Caledonia, MN; Lanesboro, MN; Rushford, MN, St. Charles, MN & Eau Claire, WI
Phone: (507) 453-5485
Email: Email Mark