user avatar

Eric Scovill

Advisor at Storehouse Wealth Management, LLC — Peoria, IL

Updated today

Credentials

Series 66

Experience

7 years

Location

Peoria, IL 61614

Storehouse Wealth Management, LLC logo

Storehouse Wealth Management, LLC

Supported

Total advisors

2

Clients per advisor

40 Typical

Avg AUM per client

$241,260 Very Low

HNW client ratio

23% Typical

About

Eric Scovill is a financial advisor at Storehouse Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Bedrock Digital Asset Management, MML Investors Services, and Mass Mutual Life Insurance. Outside of advising, Scovill is co-owner of Bedrock Digital Asset Management and YouAre Launched LLC, a business consulting and syndication company. Storehouse Wealth Management provides multi-family office services, investment management, and fee-based financial planning primarily to high-net-worth individuals, trusts, and small business owners. The firm uses computer models, economic research, and ongoing monitoring to manage diversified portfolios and offers family-office services including estate and tax planning, philanthropic guidance, and business consulting.

Client services

Based on Storehouse Wealth Management, LLC

Financial planning Portfolio management

Expertise

Based on Storehouse Wealth Management, LLC

Family Business Business exit / sale strategy Charitable giving & philanthropy

Occupation focus

Based on Storehouse Wealth Management, LLC

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

1.20% annually (negotiable)

Project-based

Hourly fees possible for Business Consulting and Financial Planning services, as agreed upon

Subscriptions

Family Office Services fees generally payable monthly in advance; fees negotiable based on services and complexity

Other

Fee-only: Fees for Business Consulting and Financial Planning determined based on complexity and scope; may be project basis, recurring retainer, or hourly; fees are non-refundable and may be discounted

Location

Peoria, IL

5901 N Prospect Rd, Ste 7 D

Peoria IL 61614

Advisors at this office

2

Most active in

Illinois

Work history

7 years of industry experience

Bedrock Digital Asset Management

2021 - Present • 5 years

Peoria, IL

Storehouse Wealth Management LLC

2021 - Present • 5 years

Peoria, IL

Mass Mutual Investors Services

2018 - 2021 • 3 years

Peoria, IL

Mass Mutual Life Insurance Co

2018 - 2021 • 3 years

Peoria, IL

Menold Construction and Restoration

2011 - 2018 • 7 years

Morton, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brett D

Series 65

East Peoria, IL

Douglas Capital Management, LLC

Brett Douglas is the sole advisor at Douglas Capital Management, LLC, an independent firm based in East Peoria, IL. He holds a Series 65 designation and has 18 years of industry experience. Brett has managed Douglas Capital Management since 2007 and has also been involved with Douglas Fund Management LLC since 2013. Douglas Capital Management is an SEC-registered investment adviser that provides fee-based, discretionary portfolio management through separately managed accounts to individuals, high-net-worth clients, retirement plans, charitable organizations, and other institutional clients. The firm uses a quantitative, model-driven investment process incorporating statistical factor models and AI-enabled tools for stock selection, asset allocation, and market timing.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Executive Founder/Business Owner
user avatar

Omar Y

Series 65

Peoria, IL

Fountaindale, LLC

Omar Yunus is a financial advisor at Fountaindale, LLC based in Peoria, IL. He holds a Series 65 designation and has been with Fountaindale since 2023. Prior to this, he worked at Wrp, Turbulence, and Bosna Bank International. Fountaindale, LLC provides portfolio management and investment advice under a wrap-fee program to individuals, small businesses, and nonprofit organizations. The firm operates primarily through an online platform that uses algorithm-based questionnaires to deliver customized investment solutions, employing a Modern Portfolio Theory approach focused on diversified, long-term strategies.

Wealth management
user avatar

Gregory J

CFA®, Series 65

Peoria, IL

Johnston Investment Counsel, Ltd.

Gregory Johnston is a CFA® charterholder with 28 years of industry experience. He has been the sole advisor at Johnston Investment Counsel, Ltd. in Peoria, IL since 1997. Johnston Investment Counsel is an independent, fee-only firm serving individuals, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm manages approximately $125 million for under 100 clients, offering discretionary portfolio management, comprehensive financial planning, retirement plan services, and institutional consulting, with a focus on combining multiple investment analyses and risk control strategies.

Retirement income strategy Social Security optimization Roth conversion strategy Concentrated stock management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Collin R

ChFC®, Series 63, Series 65

Peoria, IL

Reatherford Wealth Management LLC

Collin Reatherford is a financial advisor at Reatherford Wealth Management LLC in Peoria, IL, holding a ChFC® designation with eight years of industry experience. His prior roles include positions at MML Investors Services, LLC, Mass Mutual Life Insurance Company, and Northwestern Mutual. In addition to his advisory work, he provides life, disability, and long-term care insurance services. Reatherford Wealth Management offers asset management and comprehensive financial planning to individuals, high-net-worth clients, families, and business entities. The firm emphasizes diversified, long-term asset allocation and provides ERISA consulting and advisory support for corporate retirement plans, including access to alternative investments and third-party portfolio management.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive

Rockie Z

CFP®, EA

Peoria, IL

RP Zeigler Investment Services

Hi, my name is Rockie Zeigler III. I’m a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria in the summer of 2000 and I’ve been here ever since. I graduated from Bradley University in 2003 and I also completed studies at the College For Financial Planning. I have an amazing family. A beautiful, patient, and fun-loving wife. Four kids, Astrid (14), Murphy (12), Clarke (10) and Crosby (10). Alright, what else? I love Notre Dame football, basketball and golf. I’m also one of the foremost experts on 90's music in the Midwest. I’ve been featured in media outlets such as CNBC, US News & World Report, The Huffington Post, The Peoria Journal Star, WYZZ Fox 43 Peoria and WMBD TV. I'm also a contributor to the new financial blog MoneyGeek. I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional. Roughly 70% of 'financial advisors' ARE NOT certified in financial planning. Think about that for a second. I'm also an Enrolled Agent with the IRS. Yes, that IRS. It's the highest credential the IRS awards. I'm a member of The XY Planning Network (obviously, right?). We don't have minimum asset requirements, we don't accept commissions, we don't have pushy sales tactics and we're all sworn fiduciaries. Here's some more street cred: Professional licenses/designations: FINRA Series 63 (obtained in 2004) FINRA Series 66 (obtained in 2007) CERTIFIED FINANCIAL PLANNER™ Board of Standards Certificate (obtained in 2016) IRS Enrolled Agent Certificate (obtained in 2021)

Wealth management General tax planning General retirement planning Gen X (Born 1965-1980)
user avatar

Todd H

Series 63, Series 65

Peoria, IL

Nash-Hasty Private Wealth Management

Todd Hasty is the principal advisor and president of Nash-Hasty Private Wealth Management in Peoria, Illinois. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 26 years at LPL Financial. Outside of his advisory work, he serves as president of the board for FamilyCore, a nonprofit organization, and is a board governor for the Creve Coeur Club. Nash-Hasty Private Wealth Management provides discretionary investment management, financial planning, and qualified retirement plan consulting to individuals, families, trusts, estates, businesses, and charitable organizations. The firm uses a strategic asset allocation framework supported by multiple analytical tools to manage diversified portfolios and also offers plan-level and participant-level advisory services for qualified retirement plans.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")