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.

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.

Shawn Pomeroy is a financial advisor at iWealth with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with ICA Group Wealth Management, LLC and LPL Financial. Pomeroy is also a commissioned Minnesota notary. 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 variety of analytical methods in constructing portfolios and manages $311.6 million in discretionary assets through a team of five advisors.

Gary Guentzel is a financial advisor with iWealth Financial, LLC, holding a Series 63 designation and over 37 years of industry experience. He previously worked at Triad Advisors, Inc. for ten years and LPL Financial for three years before joining iWealth. Outside of his advisory role, he is co-owner of D&D Enterprises LLC and is involved in farming activities through CR Farms. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and businesses. The firm employs a range of analytical and asset-allocation strategies, uses third-party managers, and offers comprehensive portfolio management tailored to client objectives.

Bradley Connors is a financial advisor with iWealth Financial, LLC, holding Series 63 and Series 65 licenses and over 32 years of industry experience. His career includes roles at ICA Group Wealth Management, LPL Financial, and Investment Centers of America. Connors is also the author of a book on retirement planning and works as a professional speaker. iWealth Financial, LLC serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes asset-allocation frameworks combined with multiple analytical methods to construct portfolios, offering a range of investment options including stocks, bonds, ETFs, and mutual funds, with ongoing monitoring and rebalancing.

Johnathon Eykyn is a financial advisor with iWealth Financial, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at ICA Group Wealth Management and LPL Financial, and he has been affiliated with iWealth since 2021. Outside of finance, he has served with the American Legion since 2018. iWealth Financial, LLC serves individuals, trusts, retirement plans, and business entities with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, quantitative, and sector analysis in portfolio construction and maintains dual registrations that allow for both advisory and commissionable product services.

Ryan Gustafson is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to this, he was employed at Servpro and American Express. Outside of financial advising, Gustafson is involved in web design, ghostwriting, and blogging through his company XG Enterprises LLC, including work on personal branding and resume writing services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its large network of advisors and branch offices.

Stacy Ewert is a financial advisor with LPL Enterprise LLC in Waseca, MN, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, Stacy worked at NAU Country and Dufault CPA for five years each, and Crop Risk Services for six years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes a model-driven investment approach and offers financial planning, third-party asset management access, and wrap programs while also providing affiliated trust, insurance, and lending services.

Jacob Cook is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 23 years of industry experience. Before joining OSAIC in 2024, he spent 21 years at Woodbury Financial Services, Inc. Outside of advisory work, Cook is involved in insurance through his ownership of Compass Insurance Solutions and serves as a head coach for a non-profit youth fastpitch softball team. OSAIC serves a broad range of clients, including individuals, institutions, and charitable organizations, providing integrated brokerage and advisory services, financial planning, retirement consulting, and managed account solutions. The firm utilizes various tools and third-party platforms to construct diversified portfolios tailored to client risk profiles and investment restrictions.

Dawn Macht is a financial advisor with Ameriprise in Owatonna, MN, holding a Series 63 designation and having 21 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2008. 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 these services, primarily for clients with Ameriprise-managed accounts.

Brian Hansen is a financial advisor with Edward Jones in Waseca, MN, holding the Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Hansen coaches youth archery and is involved in a small farm operation focusing on land and habitat management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Nyla Hagen is a financial advisor with Edward Jones in Waseca, MN, holding a Series 63 license and 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. Outside of her advisory role, she serves as Vice President and co-owner of Mairs Hagen LLC and works as a Mary Kay consultant. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Andrew Gonzales is a financial advisor with Edward Jones in Waseca, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Federated Mutual Insurance Company for four years and served in the U.S. Army for seven years. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ryan Ludwig is a CFP® professional with 19 years of industry experience and has been with Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Block 11 Marshall, LLC, an apartment rental business based in Mankato, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonah Drake is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Creighton University's Career Center and Minnesota Valley Action Council. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers these services through a centralized consulting team.

Jacob Butterfield is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he operates the shot clock for Waseca High School basketball games. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Walter is a financial advisor with Ameriprise in Waseca, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Walter serves on the board of the Waseca Area Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations and integrates tax-efficient strategies with a focus on assets managed within Ameriprise accounts.

Kimberly Borst is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and previously worked at Concorde Investment Services, LLC and Discipline Advisors, Inc. She has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Nathan Hanson is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Enterprise and has a longstanding career including over two decades at Prudential Insurance Company of America. Hanson is also a notary public in Waseca, MN. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning, asset management, and insurance products through its network of advisers.