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.

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.

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.

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.

Philip Wegman is a CFP® and holds a Series 66 license, with five years of industry experience. He is currently an advisor at Journey Beyond Wealth, joining the firm in 2025, and previously worked at Investment Planners Inc. and The Vanguard Group. Outside of his advisory role, he is involved in bookkeeping for a local coffee shop, FaireCoffee, in Washington, Illinois. Journey Beyond Wealth provides financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm employs a passive, asset-class-focused approach using low-cost mutual funds and ETFs and offers specialized Family Office services including intergenerational education and facilitated family meetings.

Cynthia Streid is a financial advisor at Macro Wealth Management, Inc. with two years of industry experience. She holds the ChFC® designation and Series 65 license. Prior to joining Macro Wealth Management, she worked at Jones Lang LaSalle and Willis Towers Watson, and spent 27 years with State Farm Insurance. Macro Wealth Management serves individual and high-net-worth clients as well as retirement and profit-sharing plans, focusing on comprehensive financial planning and asset allocation. The firm employs third-party money managers to implement investment strategies and supports clients through periodic reviews and documented investment policy statements.

Lisa Stephens is a Series 65-licensed financial advisor with Storehouse Wealth Management, LLC in Peoria, IL. She has two years of industry experience and previously worked at DeMarco Sciaccotta Wilkens & Dunleavy, LLP and LS Consulting LLC. Outside of her advisory role, she has experience with the Frankfort Public Library District. 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 employs computer models and ongoing research to construct flexible portfolios and offers additional family-office services such as estate and tax planning, philanthropic guidance, and business consulting.

Michael Mahoney is a CFP® with 24 years of industry experience, currently serving at Cypress Asset Management, Inc. He has been with Cypress since 2007 and also operates D. J. Mahoney Co., Inc., a business he has been involved with since 1975. Cypress Asset Management provides discretionary portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, trusts, foundations, not-for-profits, and corporations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing passive, asset-class diversification through low-cost mutual funds and ETFs, supported by third-party research and model portfolios.

I'm a CERTIFIED FINANCIAL PLANNER™ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.

Ryan Mahoney is a financial advisor at Cypress Asset Management, Inc. with three years of industry experience. He holds a Series 65 designation and has been with Cypress Asset Management since 2019. Prior to that, he worked at Southern Methodist University and Active Network. Cypress Asset Management provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, foundations, not-for-profits, and corporations. The firm emphasizes a passive, asset-class diversified investment approach rooted in Modern Portfolio Theory and offers both high-touch wealth management and automated digital advice through its “Compass” platform.

Seth Huling is a financial advisor at Macro Wealth Management, Inc. in Peoria, IL, holding a Series 65 credential with three years of industry experience. His work history includes roles at Trillium Staffing, Chipotle Mexican Grill, Home Advisor, Imperial Service Systems, and Qdoba Mexican Grill prior to joining Macro Wealth Management. Macro Wealth Management serves individual and high-net-worth clients as well as certain retirement and profit-sharing plans, providing financial planning and advisory services. The firm uses comprehensive financial plans developed with L.E.A.P. software and generally directs clients to third-party money managers, employing fundamental, technical, and cyclical analysis to inform asset allocation and risk profiles.

Ronald Kirby is a financial advisor at Guardian Wealth Management Inc. in Peoria, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Wealth Management since 2010, Purshe Kaplan Sterling Investments since 2013, and Summit Financial Advisors since 1997. He is the president and sole owner of both Guardian Wealth Management and Summit Financial Advisors, dedicating significant time to both entities. Guardian Wealth Management is a team of four advisors managing approximately $250 million for about 138 clients, including individuals, trusts, qualified plans, charities, and businesses. The firm provides discretionary and non-discretionary portfolio management and investment planning, emphasizing individualized investment policies, asset allocation, security selection, and coordination of tax and estate planning with clients’ other advisors.

Daryl Surber is a financial advisor at Chapin Davis with three years of industry experience. Prior to joining Chapin Davis, he worked at Caterpillar Inc. and FAM International Logistics. Outside of his advisory role, he volunteers as a physical safety and security advisor on a local school safety committee. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets and employs a combination of fundamental and technical analysis, offering discretionary and non-discretionary portfolio management through a multi-advisor team.

James Anderson is a CFP® professional with nine years of industry experience, currently serving at Creekmur Asset Management, LLC since 2020. His prior roles include positions at Mundane Apparel and Madison Avenue Securities, LLC. Anderson is also an insurance agent with Creekmur, Inc., a role he has held since 2016. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm employs a quantitative investment process combined with third-party research and utilizes various investment vehicles, including ETFs, institutional mutual funds, and alternative products.

Brian Bozzer is a financial advisor at Guardian Wealth Management Inc. in Peoria, IL, with four years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, MWA Financial Services Inc., Modern Woodmen of America, and Principal Financial Group. Guardian Wealth Management Inc. is a team of four advisors managing approximately $250 million for around 138 clients, including individuals, trusts, qualified plans, charities, and businesses. The firm provides discretionary and non-discretionary portfolio management and one-time investment planning, using individualized Investment Policy Statements and a combination of fundamental and technical analysis in its investment process.

Andrew Creekmur is a financial advisor at Creekmur Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Madison Avenue Securities, AE Wealth Management, and CFD Investments. In addition to his advisory role, he is an insurance agent licensed through Creekmur, Inc., where he provides insurance products. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a quantitative investment process combined with third-party research and offers tiered planning services, including subscription-based programs for younger clients.

Darcie Phillips is a financial advisor at Guardian Wealth Management Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Illinois Central College and Riverplex. Guardian Wealth Management is a team of four advisors managing approximately $250 million for about 138 clients, including individuals, trusts, qualified plans, charities, and businesses. The firm provides discretionary and non-discretionary portfolio management as well as one-time investment planning, focusing on individualized Investment Policy Statements and a combination of fundamental and technical analysis.