Andrew Hooley is a CFP® and CFA® with 11 years of experience in financial advisory roles. He is currently with Mowery & Schoenfeld Wealth Management, LLC, having joined in 2025. His prior experience includes positions at Badgley Phelps, Apella Wealth, Vestory LLC, and Charles Schwab. Mowery & Schoenfeld Wealth Management offers discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and plan sponsors. The firm uses customized investment strategies that include model portfolios, mutual funds, ETFs, fixed income, and alternatives, and may incorporate third-party money managers and advanced strategies such as options and cryptocurrency advisory.

Cole Toennies is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Mowery & Schoenfeld, he worked at Googins Advisors and Oxford Global Resources. He also has experience related to recreation and wellbeing from the University of Wisconsin-Madison. Mowery & Schoenfeld Wealth Management offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm customizes investment advice according to clients’ goals and risk tolerance, using a range of investment vehicles including firm-developed model portfolios, institutional mutual funds, ETFs, fixed income, and cryptocurrency advisory without discretionary authority.

Keith Schoenfeld is a Series 65-registered advisor with Mowery & Schoenfeld Wealth Management, LLC, where he has worked since 1999, accumulating 27 years of industry experience. He is also a member of Mowery & Schoenfeld, LLC, a CPA firm in Lincolnshire, IL, and holds life and health insurance licenses. Mowery & Schoenfeld Wealth Management provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm tailors investment advice to clients’ goals and risk tolerance, utilizing model portfolios, institutional mutual funds, ETFs, fixed income, and pooled vehicles, and may recommend third-party money managers.

Kristen Mc Cullough is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at RMB Capital Management, LLC and Vennwell, LLC. Mowery & Schoenfeld Wealth Management serves individuals, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses quantitative tools and model portfolios tailored to clients’ risk tolerance and circumstances, managing approximately $389 million in assets across 161 client relationships.

Jeffery Mowery is a CFP® professional with 27 years of experience, currently serving as a managing member at Mowery & Schoenfeld Wealth Management, LLC. He has been with Mowery & Schoenfeld since 1996 and also manages an affiliated CPA firm. Mowery & Schoenfeld Wealth Management provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm offers tailored investment advice utilizing model portfolios, institutional mutual funds, ETFs, fixed income, and other vehicles, with services that include third-party money manager recommendations and retirement participant solutions.

Krassimira Marinkova is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at RMB Capital LLC and VennWell LLC. Mowery & Schoenfeld Wealth Management advises individuals, including high-net-worth clients, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios using quantitative tools and a mix of mutual funds, ETFs, and individual securities, serving approximately 161 client relationships with $389 million in assets under management.

Michael Deering is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with four years of industry experience. He holds the PFS™ designation and has been associated with Mowery & Schoenfeld since 2011, working in both wealth management and as a tax partner involved in tax preparation and planning. Mowery & Schoenfeld Wealth Management advises individuals, including high-net-worth clients, and retirement plans, providing discretionary portfolio management, financial planning, and retirement consulting. The firm customizes portfolios based on client circumstances and risk tolerance, using a combination of mutual funds, ETFs, individual securities, and third-party money manager oversight.