Nathan Lee Hanson

David Ulm is a financial advisor with DAI Wealth, LLC in Mankato, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes nine years at Frontier Asset Management and current roles at DAI Wealth LLC and DAI Securities LLC. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse range of individual and institutional clients, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of advisor-led customization and third-party model solutions to deliver investment management, financial planning, and retirement-plan advisory services.

Katelyn Michaletz is a Series 66-licensed financial advisor with DAI Wealth, LLC, where she has worked since 2023. She has three years of experience in the financial industry, including four years running her own advisory firm prior to joining DAI Wealth. Outside of her advisory work, Katelyn is a consultant and brand advocate for BeautyCounter Brands, LLC. DAI Wealth, LLC is a multi-advisor firm managing approximately $330 million in assets, serving a diverse client base that includes high-net-worth individuals, institutional investors, and various types of retirement plans. The firm combines advisor-led portfolio customization with third-party models and platforms, offering a range of investment management and financial planning services.

Jeremy Herkenhoff is a financial advisor at iWealth with two years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and LPL Financial LLC. Herkenhoff serves as an advisory council member for the Minnesota State University, Mankato Finance Department. iWealth Financial, LLC serves individuals, trusts, pension and profit-sharing plans, and business entities by providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach with regular portfolio monitoring and rebalancing, managing $311.6 million in discretionary assets as of year-end 2025.

Charlotte Rasmussen is a financial advisor at Ascent Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at MML Investors Services, NYLIFE Securities, and MassMutual Life Insurance Company. Outside of her advisory work, she has experience in the hospitality sector and other businesses. Ascent Advisors offers portfolio management, financial planning, and pension and employee benefit plan consulting, serving individuals, pension/profit-sharing plans, and business entities. The firm emphasizes a comprehensive investment process combining quantitative and fundamental analysis with long-term trading under discretionary authority.

Matthew Potter is a financial advisor at iWealth with Series 66 registration and two years of industry experience. His prior work includes roles at LPL Financial, JND Legal Administration, and teaching at Waseca High School. Outside of finance, he is involved in farming through a family business. iWealth Financial, LLC serves individuals, trusts, pension and profit-sharing plans, and business entities by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a variety of analytical methods for portfolio construction and monitors investments regularly, managing $311.6 million in discretionary assets as of the end of 2025.

Robert Tanhoff is a financial advisor at DAI Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance. Tanhoff serves on the board of directors for House of Hope, an organization focused on addiction recovery and mental health counseling. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses third-party managers and platform providers to tailor portfolios to client objectives and offers ERISA fiduciary and non-fiduciary retirement plan services.