Cynthia O'meara

Derek Delaney is a financial advisor at PharmD Financial Planning LLC in Owatonna, MN, with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Profinium, Inc. and THRIVENT Financial. PharmD Financial Planning is a solo, state-registered advisory firm serving individual clients, including high-net-worth households, and nonprofit organizations. The firm offers investment management through third-party manager programs and comprehensive financial planning, primarily implementing passive portfolios using index mutual funds and ETFs.

Jeremy Herkenhoff is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Fidelity Investments and held roles in various companies including Post Consumer Brands and Digital River. He serves as an advisory council member for the Minnesota State University, Mankato Finance Department. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Barry Bayles is a financial advisor with Horter Investment Management, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Horter Investment Management since 2018 and also operates Financial Freedom Partners LLC, where he serves as a sole proprietor providing insurance sales. Additionally, he has been self-employed since 2003 in tax preparation, assisting individuals and small businesses with income tax filings. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a broad client base including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios and provides ongoing account oversight with supplemental quarterly reporting.

Matthew Potter is a financial advisor with iWealth Financial, LLC, holding a Series 66 license and two years of industry experience. Prior to joining iWealth, he worked at JND Legal Administration and taught at Waseca High School. Outside of his advisory role, he is involved in farming activities. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm manages discretionary assets over $230 million, employing a diversified investment approach that includes individual securities, ETFs, options, and third-party managers, with a broad planning scope that encompasses tax and retirement-plan consulting.

Shawn Pomeroy is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 14 years of industry experience. He has worked with several firms, including Investment Centers of America, ICA Group Wealth Management, and iWealth Financial, where he provides investment advisory services. Pomeroy is also a Minnesota notary. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment solutions, combining advisory operations with non-advisory product offerings.

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.