Nathan Hanson

David Ulm is a financial advisor with DAI Wealth, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His previous roles include positions at Frontier Asset Management, Cedar Capital, LLC, and Foreside Fund Services, LLC. He is currently based in Wayzata, MN. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs a variety of account structures and uses third-party managers and platform providers, conducting ongoing due diligence and portfolio rebalancing as part of its investment process.

Katelyn Michaletz is a financial advisor at DAI Wealth, LLC with two years of industry experience. She holds a Series 66 designation and previously operated her own advisory firm, J K Michaletz Financial Advisory, LLC, from 2019 to 2023. Outside of her advisory work, she is a consultant and brand advocate for BeautyCounter Brands, LLC. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm uses a multi-advisor platform and a range of investment strategies implemented through third-party managers and various account types.

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.

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.

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 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.