David Ballheim is the sole advisor at Ballheim Financial LLC in Leclaire, Iowa, holding a Series 65 designation with 15 years of industry experience. He founded Ballheim Financial LLC in 2012 and has led the firm since its inception. Outside of his advisory work, he is a 20% partner in a farm rental business through CRB LLC. Ballheim Financial LLC serves individual and high-net-worth clients as well as employer-sponsored pension and profit-sharing plans, providing portfolio management, financial planning, and retirement plan administration. The firm integrates insurance products into its offerings and focuses on discretionary, long-term portfolio management supported by third-party analytics, managing approximately $26 million in assets.

Frederick Palen is the sole advisor at Palen Financial LLC in Davenport, IA, holding a Series 63 designation with 27 years of industry experience. He has operated Palen Financial since 2010 and has also been involved with Cargill Hybrid Seed Inc. since 1982. In addition to his advisory work, he offers non-variable insurance products, including group benefits and Medicare-related insurance. Palen Financial provides investment supervisory services, financial planning, and retirement plan administration to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm integrates insurance and annuity products alongside traditional securities in portfolio construction, tailoring advice to clients' income, tax situation, time horizon, and risk tolerance.

Darlene Steffen is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. She is the sole advisor and owner of Life Planning Solutions, LLC, an independent firm she founded in 2006. Steffen has focused her career on providing comprehensive financial planning and investment management services. Life Planning Solutions, LLC serves individuals, trusts, and small businesses through a fee-only advisory model. The firm employs a strategic asset allocation approach with core-and-satellite portfolios primarily composed of passive mutual funds and ETFs, emphasizing global diversification and ongoing portfolio monitoring.

Brennen Schmertmann is a financial advisor at St. Therese Financial LLC with four years of industry experience. He previously worked at LPL Financial and Mutual of Omaha Investor Services. Schmertmann holds Series 63 and Series 65 licenses and is based in Bettendorf, IA. St. Therese Financial provides discretionary asset management and financial planning to individuals, high-net-worth individuals, nonprofit clients, and other investment advisers. The firm combines fundamental analysis, technical methods, and Modern Portfolio Theory with a documented moral-screening policy that influences investment choices based on non-financial criteria.

Evin Ersan is a financial advisor at Passage Global Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously spent ten years in full-time education before joining Passage Global Capital Management. Outside of his advisory role, Ersan manages Evin Ersan Merchandise LLC, a business that donates a portion of its proceeds to suicide prevention. Passage Global Capital Management serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm uses proprietary quantitative models, including machine learning and behavioral finance techniques, to manage private investment portfolios and provides pension consulting and sub-advisory services.

Michael Bridgford is a financial advisor at Bridgford Wealth Advisory, LLC in Rock Island, IL, holding Series 63 and Series 65 credentials with three years of industry experience. He has worked at Bridgford Wealth Advisory since 2022 and also operates Michael Bridgford Consulting, a non-investment related consulting business. Bridgford Wealth Advisory serves individuals, high-net-worth clients, trusts, estates, and state or municipal government clients, managing approximately $14.6 million across 43 client relationships. The firm provides discretionary wealth management and comprehensive financial planning, primarily using low-cost, diversified mutual funds and ETFs, with a long-term investment approach tailored to client goals and risk tolerance.

Patrick Reid is a financial advisor at Plan2Thrive Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Eagle Strategies, and New York Life. Outside of advising, he owns The Vault Coffee & Cafe, a local coffee shop and cafe. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm follows long-term, fundamentally driven strategies and may allocate assets to third-party managers while acting as a fiduciary on retirement accounts.

Oguz Ersan is a CFA® charterholder with 18 years of industry experience. He is currently with Passage Global Capital Management, LLC, where he has worked since 2006. Passage Global Capital Management serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary quantitative models, including machine learning and behavioral finance techniques, to manage private investment portfolios and provide pension consulting and sub-advisory services.

Todd Potter is a financial advisor at Greatdane Investment LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Western International Securities, Inc. for 16 years before joining Greatdane Investment in 2022. Greatdane Investment LLC provides advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm focuses on asset allocation and diversification using ETFs, mutual funds, and other securities, and emphasizes formal portfolio reviews and client-specific investment guidelines.

Amanda Kelley is a financial advisor at Plan2Thrive Financial with one year of industry experience. She holds a Series 65 designation and previously worked at the Department of Human Services for 12 years. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients, managing approximately $119 million for about 237 clients. The firm offers portfolio management, financial planning, pension and 401(k) consulting, and selection of third-party money managers, generally pursuing long-term, fundamentally driven strategies with fiduciary oversight on retirement accounts.

Scott Bridgford is a Series 66-licensed financial advisor with 26 years of industry experience. He is the principal of Bridgford Wealth Advisory, LLC in Rock Island, IL, where he has worked since 2017. Prior to that, he was with Stonefield Investment Advisory and Cetera Advisors LLC. Outside of advising, he is the owner of Scott Bridgford Farms, a contract farming operation. Bridgford Wealth Advisory serves individuals, high-net-worth clients, trusts, estates, and some municipal government clients. The firm provides discretionary wealth management and comprehensive financial planning, typically using low-cost mutual funds and ETFs, and operates as a fiduciary with a long-term, fundamental investment approach.

Christopher Funaro is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been with Passage Global Capital Management, LLC since 2016 and has prior experience in education at the University of Iowa. Passage Global Capital Management serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary quantitative models combined with fundamental and technical analysis to manage private investment portfolios and offers pension consulting and sub-advisory services.

Jeff Newburn is a CFP® professional with 25 years of experience in the financial services industry. He is currently a financial advisor at Plan2Thrive Financial, where he has worked since 2021, and has been associated with related entities since 2010. Outside of his advisory role, he is involved in life coaching through Plan2Thrive Life Coaching. Plan2Thrive Financial is a three-advisor firm managing approximately $119 million for about 237 individual and high-net-worth clients. The firm offers portfolio management, financial planning, pension and 401(k) consulting, and access to third-party money managers, focusing on long-term, fundamentally driven strategies documented in written Investment Policy Statements.

Drue Kampmann is a financial advisor at TFP Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has been affiliated with multiple firms, including DK Wealth Management, Inc., Metro Valley Partners, LLC, AlphaStar Capital Management, LLC, and True Financial Partners. Outside of advisory work, he is involved in the distribution of health-related products through a non-investment business in which his spouse primarily manages operations. TFP Management, LLC provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm employs an asset allocation framework incorporating fundamental and technical analysis and offers retirement plan consulting while managing approximately $217.7 million in discretionary assets.

Thomas Stahle is a financial advisor at TFP Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at TFP Management since 2016, with concurrent experience at AlphaStar Capital Management, LLC. Prior to his advisory roles, he was employed at HyVee for two years. TFP Management, LLC provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as business entities. The firm manages approximately $217.7 million in discretionary assets and employs proprietary model portfolios and customized allocations within an asset allocation framework that incorporates fundamental and technical analysis.

David Elizondo is a CFP® with 25 years of industry experience and is currently with TFP Management, LLC. He has worked at AlphaStar Capital Management, LLC and has been a partner at Metro Valley Partners, LLC since 2000. Outside of his advisory role, he is involved as a partner in Metro Valley Partners, which owns a commercial investment property. TFP Management, LLC provides discretionary investment management and financial planning services to individuals and business entities, managing approximately $217.7 million in discretionary assets. The firm employs proprietary model portfolios and customized allocations, incorporating fundamental and technical analysis, and offers retirement plan consulting while sometimes utilizing sub-advisers for portfolio management.

John Rock is a financial advisor at Matheson & Rock Wealth Management, LLC in Davenport, IA, holding a Series 66 designation with nine years of industry experience. He has worked at several firms including Private Client Services and Sentry Insurance. Outside of his advisory role, he is involved with PRS 2322, LLC, a real estate ownership and bookkeeping business. Matheson & Rock Wealth Management serves individuals, high-net-worth clients, and qualified retirement plans, managing approximately $435 million across about 400 client relationships. The firm offers tailored investment programs and is notable for its ERISA 3(21) limited-scope fiduciary services to plan sponsors.

Caraline Stenslik is a CFP® professional with experience at several advisory firms, including Cerity Partners, Gresham Partners, and United Capital Financial Advisers. She is currently with The Planning Center, Inc. and has been in the industry since 2014. The Planning Center, Inc. provides fee-only investment advisory and financial planning services to individuals, retirement plans, trusts, and small businesses. The firm uses a personalized planning approach and implements portfolios using mutual funds, ETFs, model portfolios, and separately managed accounts, managing assets on both a discretionary and non-discretionary basis.

Matthew Sivertsen is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with The Planning Center, Inc. since 2003, where he serves as secretary and is a minority owner. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses. The firm offers personalized financial planning and investment management using mutual funds, ETFs, model portfolios, and separately managed accounts, with a multi-office presence and proprietary cash-management software licensed to other advisers.

Brian Nikulski is a CFP® with 30 years of industry experience and has been with Nikulski Financial, Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Bettendorf, IA. Outside of his advisory role, he serves on the board of Scott County Catholic Schools, where he participates in the finance committee and leads the investment sub-committee. Nikulski Financial serves individuals, including high-net-worth clients, as well as corporations, trusts, and retirement plans, offering discretionary asset management, financial planning, and retirement plan consulting. The firm employs an active, supervised portfolio management approach using individual securities and specialized funds, supported by quantitative trading systems and periodic rebalancing.