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 with 28 years of industry experience. He has been the sole advisor at Johnston Investment Counsel, Ltd. in Peoria, IL since 1997. Johnston Investment Counsel is an independent, fee-only firm serving individuals, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm manages approximately $125 million for under 100 clients, offering discretionary portfolio management, comprehensive financial planning, retirement plan services, and institutional consulting, with a focus on combining multiple investment analyses and risk control strategies.

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.

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 (14), Murphy (12), Clarke (10) and Crosby (10). 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, right?). 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)

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® with six years of industry experience, currently serving as an advisor at Journey Beyond Wealth. His prior experience includes roles at Investment Planners Inc. and The Vanguard Group, Inc. Outside of his advisory work, he is involved with FaireCoffee, a coffee shop in Washington, Illinois, where he handles bookkeeping. Journey Beyond Wealth provides ongoing financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm employs a structured, passive allocation 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 for two years. Cypress Asset Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, qualified retirement plans, trusts, foundations, not-for-profits, and corporations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, diversified portfolios primarily using passively managed funds and ETFs, supported by a layered outsourcing model that includes third-party providers for sub-advisory, operations, and automated digital services.

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.

Philip Cooper is a financial advisor at 210 Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and Creative Financial Designs. Outside of advisory work, he is involved in real estate through ownership of CKH Holdings. 210 Financial provides discretionary investment advisory and portfolio management services along with financial planning to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm manages approximately $145 million in assets and utilizes model portfolios overseen by financial professionals and implemented through third-party sub-advisers.

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.

Brendan Kaar is a CFA® charterholder with 10 years of industry experience. He has worked at Total Clarity Wealth Management, Inc since 2022 and previously spent six years at RSM US Wealth Management LLC. Outside of his advisory role, he is the owner of BK Capital Management, an entity established for securities business operations and tax purposes. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management through multiple programs, implementing customized asset allocations with a variety of investment vehicles.

Kendall Stahl is a financial advisor with 10 years of industry experience, currently serving at 210 Financial since 2020. He holds a Series 65 designation and has previously worked with AE Wealth Management and Kingdom Purposes. Outside of his advisory role, Stahl is the owner and operator of Stahl Farms, a farming business. 210 Financial provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm employs model-based portfolio management with third-party sub-advisers and integrates financial planning into its advisory services.