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 Lynds is a financial advisor at Ascent Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses. Her previous roles include positions at MML Investors Services, M&E Catalyst Group, and New York Life Insurance Company. Outside her advisory work, she has experience in hospitality through Omni Hotels and has held roles in the insurance sector. Ascent Advisors provides portfolio management, financial planning, pension consulting, and Delaware Statutory Trust (DST) consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with quantitative and fundamental analysis, emphasizes long-term trading and portfolio monitoring, and integrates specialized DST and 1031 exchange consulting.

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.

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.

Michael O’Toole is a financial advisor with DAI Wealth, LLC, holding a Series 66 designation and bringing 12 years of industry experience. His prior work includes tenures at AEI Securities, Inc. and AEI Fund Management, Inc. Outside of his advisory role, he is a licensed real estate broker involved in residential and land transactions unrelated to his firm. DAI Wealth, LLC is a multi-advisor firm managing approximately $330 million in assets and serving a diverse client base that includes individual, institutional, and high-net-worth clients. The firm combines advisor-led portfolio customization with third-party model and platform solutions, offering a range of investment management and retirement-plan advisory services.

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.

Christopher Bloch is a financial advisor at Ascent Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at OSAIC, Securities America, Inc, and Mutual of Omaha Advisors. In addition to his advisory role, he is also licensed as an insurance salesman, focusing on protecting clients from financial plan exposure. Ascent Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting. The firm employs a comprehensive investment approach incorporating modern portfolio theory and multiple analysis techniques while maintaining a focus on long-term trading and equitable opportunity allocation.

Derrick Girard is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Ascent Advisors, where he has worked since 2025. His prior experience includes roles at AdvisorNet Financial, DgIRARD Consulting, ionlake, LLC, and Roundbank. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust (DST) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a blend of modern portfolio theory and quantitative, fundamental, technical, and charting analysis, focusing on long-term trading and regular portfolio monitoring.

Blake Hahn is a ChFC® with 26 years of industry experience and is currently affiliated with Fortis Group Advisors LLC. He has previously worked at INVEST Financial Corporation and LPL Financial. Hahn also manages a real estate rental business outside of his advisory work. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs diversified, asset-allocation portfolios using institutional share classes, third-party manager evaluation, and risk-profiling technology to tailor client strategies.

Joseph Michaletz is a financial advisor with DAI Wealth, LLC in Mankato, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with DAI Wealth since 2006 and previously worked at Concorde Investment Services and DAI Securities. Outside of his advisory role, Michaletz serves on the board of directors for First National Bank Minnesota and is involved in several business ventures including managing a shooting club and firearms-related enterprises. 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 platforms to tailor portfolios to client objectives, offering services through separately managed accounts, unified managed accounts, and other investment vehicles.

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.

Benjamin Bernard is a financial advisor at Ascent Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC and Triad Advisors. Bernard is also a licensed insurance producer, involved in the sales of health, life, and long-term care insurance products. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with quantitative, fundamental, technical, and charting analysis to guide long-term investment decisions and regularly monitors client portfolios.

Jack Michaletz is a financial advisor at DAI Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at DAI Securities LLC, Concorde Investment Services, LLC, and DAI Wealth LLC. Michaletz is also an investment advisor representative at Waypoint Wealth Strategies, offering fee-based advisory services. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base including individuals and institutions. The firm combines advisor-led portfolio customization with third-party models and platforms, providing a range of investment management and retirement-plan advisory services.

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.

Anthony Workman is a CFP® with 39 years of industry experience, currently serving at Harbour Investments, Inc. since 2001 and operating Workman Retirement Planning, LLC since 2006. His other business activities include acting as an independent insurance agent specializing in equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing both fundamental and technical analysis to create customized strategies across multiple asset classes and investment vehicles.

Gretchen Rehm is a financial advisor at Lincoln Investment with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Horace Mann Investors and Capital Analysts before joining Lincoln Investment. Outside of her advisory role, she serves as a school board member and is involved with a nonprofit foundation that supports school funding. Lincoln Investment Planning, LLC is a large advisory and broker-dealer firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with investment strategies developed by an in-house Investment Management & Research team.

Matthew Norland is a financial advisor with Private Advisor Group, LLC, holding CFP® and Series 66 credentials and offering 20 years of industry experience. He has previously worked at Investors Financial Group, LLC, and LPL Financial LLC. Outside of advisory work, he is a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that includes both discretionary and non-discretionary services and works with a range of strategists and technology platforms to implement client investment strategies.