Iwealth

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.