Robert Penn Sr. is a financial advisor with Penn Advisory Group Inc. in Mount Vernon, Iowa, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Broker Dealer Financial Services Corp. He is also a notary public and participates as a referring individual for Legal Shield. Penn Advisory Group serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations, offering discretionary and non-discretionary portfolio management and financial planning. The firm integrates fundamental and technical analysis with third-party research and quantitative modeling to customize asset allocation, with accounts typically custodied through Schwab.

Daniel Brooks is a CFP® with 25 years of industry experience. He has been with Penn Advisory Group Inc. since 2025 and previously worked for The Vanguard Group, Inc. for 20 years. Brooks serves as Treasurer on the board of the Sunrise Mountain High School Girls Basketball Booster Club in Peoria, AZ. Penn Advisory Group provides portfolio management, financial planning, and consulting services to individual investors, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis, third-party research, and quantitative modeling to tailor asset allocation according to client objectives and risk tolerance.