John Foley is a CFP® and ChFC® with over 40 years of experience in financial advising. He currently works at LifeWise Wealth Advisors in Champaign, IL, a firm he has been associated with under various entities since 2016. Foley also serves as a trustee for family trusts and holds a role as an insurance agent offering life, disability, annuities, and long-term care insurance. LifeWise Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, retirement plans, and corporations. The firm customizes portfolios based on each client’s financial situation and risk profile, using a long-term investment approach that incorporates mutual funds, ETFs, equities, and government securities.

Daniel Witherspoon is a financial advisor at LifeWise Wealth Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors and Busey Bank. His early career includes roles in education and healthcare. LifeWise Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, retirement plans, and corporations. The firm customizes portfolios based on each client’s financial condition and risk profile, using a long-term investment approach complemented by fundamental analysis.

Andrew Mcdowell is a CFP® with 10 years of experience in financial services, currently associated with LifeWise Wealth Advisors in Champaign, IL. His prior roles include positions at Cetera and Investment Planners, Inc. In addition to his advisory work, he holds an insurance license and sells life, disability, and annuity products on a limited basis. LifeWise Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, qualified retirement plans, and corporations. The firm customizes portfolios based on clients’ financial conditions and risk profiles, employing a long-term investment approach with fundamental analysis, and maintains an institutional custodial relationship with Goldman Sachs.

John Kennedy is a CFP® with 8 years of industry experience, currently serving at LifeWise Wealth Advisors. His previous experience includes roles at Cetera, IPI Wealth Management, and Investment Planners, Inc. He is also licensed to sell fixed insurance products such as life, disability, annuities, and long-term care insurance. LifeWise Wealth Advisors provides financial planning, consulting, and investment management services to clients including trusts, estates, retirement plans, and corporations. The firm emphasizes customized portfolios tailored to clients’ financial situations, using a long-term investment approach combined with fundamental analysis.

Caleb Smoes is a financial advisor at LifeWise Wealth Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and IPI Wealth Management. In addition to his advisory role, he owns a tax and accounting business, LifeWise Tax Advisors. LifeWise Wealth Advisors offers financial planning and investment management services to individuals, trusts, estates, retirement plans, and corporations. The firm tailors portfolios based on clients’ financial conditions and risk profiles, using a long-term investment approach combined with fundamental analysis.