Mc Carroll Zevenbergen

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.

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.

Todd Potter is a financial advisor with Greatdane Investment LLC in Moline, IL, holding a Series 66 designation and 26 years of industry experience. He previously worked for Western International Securities, Inc. for 16 years before joining Greatdane Investment LLC in 2022. Greatdane Investment LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio construction and comprehensive planning, using a disciplined investment process that includes asset allocation, fundamental and cyclical analysis, and diversification.

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.