Ian M Koch

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.

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.

Gregory Johnston is a CFA® charterholder and holds a Series 65 license, with 28 years of experience in the financial industry. He has been with Johnston Investment Counsel, Ltd., an independent firm based in Peoria, IL, since 1997. Johnston Investment Counsel provides comprehensive financial planning, discretionary wealth and portfolio management, and retirement-plan and institutional consulting for individuals, trusts, endowments, qualified plan sponsors, and business entities. The firm operates on a fee-only, fiduciary basis and combines model and customized portfolios utilizing mutual funds, ETFs, stocks, bonds, and derivatives, including options for downside risk management.

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.

James Wolf is the principal of Wolf Financial Advisors LLC in Pekin, Illinois. He holds the ChFC® designation and Series 65 license and has 25 years of industry experience, including 18 years with his current firm. In addition to providing financial advisory services, he is a Certified Public Accountant who also delivers income tax preparation and accounting services, primarily during the tax season. Wolf Financial Advisors LLC offers financial planning and investment advisory services to individuals, high-net-worth clients, and certain retirement plans. The firm utilizes a passive, index-based investment approach with diversified portfolios of low-cost mutual funds and ETFs and integrates tax and accounting services alongside its advisory practice.

John Antrobus is a financial advisor with Milestone Advisory Group, LLC, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Cambridge Investment Research and Miles Franklin, LTD. He also operates as an independent insurance agent and is involved in precious metal solicitation. Milestone Advisory Group is an independent registered investment adviser managing approximately $18.3 million for about 137 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan services, utilizing fundamental analysis and a range of implementation strategies including third-party managers and derivatives.