Richard Kirk

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 with over a decade of experience, including prior roles at Wrp and Bosna Bank International. He holds a Series 65 designation and has been with Fountaindale since 2023. Fountaindale provides portfolio management and investment advice through an online, interactive platform that uses algorithm-based questionnaires to deliver automated investment solutions. The firm serves individuals, high-net-worth clients, small businesses, and nonprofit organizations, employing a Modern Portfolio Theory-based approach with discretionary trading authority.

Gregory Johnston is a CFA® charterholder and holds a Series 65 license, with 27 years of experience in financial advising. He has been with Johnston Investment Counsel, Ltd. in Peoria, IL since 1997. Johnston Investment Counsel provides comprehensive financial planning, discretionary investment management, and retirement-plan and institutional consulting to individuals, trusts, and plan sponsors. The firm employs a diversified asset-allocation strategy incorporating active and passive funds, individual securities, and tax-aware management, with a distinctive use of options and derivatives for risk control within separately managed accounts.

Collin Reatherford is a financial advisor at Reatherford Wealth Management LLC with eight years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding his independent firm in 2022, he worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company. Outside of advisory services, he is a licensed insurance agent providing life, disability, and long-term care insurance products. Reatherford Wealth Management offers asset management, comprehensive financial planning, and consulting services to individuals, high-net-worth households, and small businesses. The firm’s investment approach uses a long-term asset allocation framework informed by Modern Portfolio Theory and combines fundamental, technical, and cyclical analyses.

James Wolf is a ChFC® credentialed financial advisor with 25 years of industry experience. He has led Wolf Financial Advisors LLC since 2008, an independent firm based in Pekin, IL. Wolf Financial Advisors LLC provides financial planning and investment advisory services primarily to individual clients, including high-net-worth individuals, certain retirement plans, and charitable organizations. The firm emphasizes a passive, long-term investment approach using index mutual funds and ETFs, integrates accounting and tax-preparation services with advisory work, and manages accounts on a non-discretionary basis.

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 (11), Murphy (9), Clarke (7) and Crosby (7). 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, I guess) which is a national network of financial planners. 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)