Sarah Berner

Lance Mc Donald is a financial advisor at Lexington Capital, LLC with 8 years of industry experience. He holds a Series 65 designation and has been with Lexington Capital since 2011. In addition to his advisory role, he is a licensed insurance agent in Iowa. Lexington Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and other advisers. The firm employs both tactical and strategic investment strategies and offers discretionary management with documented Investment Policy Statements, working with a mix of quantitative and technical analysis.

Craig Adamson is a financial advisor with TrueWealth Stewardship, LLC, an independent registered investment adviser based in Marion, Iowa. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His career includes a long tenure at LPL Financial since 2000 and leading TrueWealth Stewardship in various forms since 2013. Adamson also serves as a classroom instructor for continuing education through Community Educators LLC. TrueWealth Stewardship, LLC provides fee-based financial planning and consulting primarily to individual clients and select small-to-medium sized businesses. The firm emphasizes written financial plans and ongoing planning engagements rather than discretionary portfolio management, and is notable for offering educational workshops alongside one-on-one planning services.

Michael Tryon Sr. is the sole advisor at Tryon Investments, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cabin Securities, Inc., Modern Equity Services LLC, and Liberty Centre Capital Management, LLC. He also operates Tryon Enterprises, LLC, a business active since 2009. Tryon Investments serves individuals, trusts, pension and profit-sharing plans, and charitable organizations by providing discretionary portfolio management alongside financial planning and consulting. The firm employs a primarily ETF-based, model-driven investment approach with five standard portfolios built mostly from low-cost Vanguard ETFs, managing over 450 client relationships with a small advisory staff.

Robert Penn is the sole advisor at Penn Advisory Group Inc. in Mount Vernon, IA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Broker Dealer Financial Services Corp. Outside of advising, Penn is involved as a referring individual for Legal Shield and serves as a notary public. Penn Advisory Group Inc. offers financial planning, investment management, and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach integrates fundamental and technical analysis with third-party research and quantitative data, advising on a broad range of securities and implementing strategies tailored to client objectives, including corporate and pension consulting services.

Daniel Brooks is a CFP® professional with 25 years of industry experience. He currently leads Penn Advisory Group Inc. after spending 20 years at The Vanguard Group, Inc. Brooks serves as treasurer on the board of the Sunrise Mountain High School Girls Basketball Booster Club in Peoria, AZ. Penn Advisory Group Inc. provides financial planning, investment management, and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines fundamental and technical analysis with third-party research and quantitative data to guide investment decisions across a broad range of asset classes, including corporate and retirement clients with services such as pension consulting and business succession planning.

Andrew Tuecke is a CFP® professional with 17 years of experience in financial advising. He has been with Stewards Advisory Services, formerly Lifespring Wealth Management LLC, since 2018 and previously worked at Believers Stewardship Services, Inc. from 2001 to 2020. Stewards Advisory Services provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses with a focus on biblical stewardship. The firm employs a strategic asset allocation approach using primarily passively managed mutual funds and ETFs, complemented by select active funds, and serves clients with a faith-based orientation and specialized policies for ministry and charitable clients.