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 and holds a Series 65 license, with 28 years of experience in the financial industry. He has been with Johnston Investment Counsel, Ltd., an independent firm based in Peoria, IL, since 1997. Johnston Investment Counsel provides comprehensive financial planning, discretionary wealth and portfolio management, and retirement-plan and institutional consulting for individuals, trusts, endowments, qualified plan sponsors, and business entities. The firm operates on a fee-only, fiduciary basis and combines model and customized portfolios utilizing mutual funds, ETFs, stocks, bonds, and derivatives, including options for downside risk management.

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.

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.

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.

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.

Ronald Kirby is a financial advisor at Guardian Wealth Management Inc. in Peoria, IL, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Purshe Kaplan Sterling Investments since 2013, while also leading Guardian Wealth Management since 2010 and Summit Financial Advisors since 1997. Kirby is the president and sole owner of both Guardian Wealth Management and Summit Financial Advisors. Guardian Wealth Management provides investment advisory and one-time planning services to individuals, trusts, qualified plans, charities, and businesses. The firm uses tailored Investment Policy Statements and combines fundamental, technical, and mutual fund analysis with a focus on asset allocation and portfolio construction, managing both discretionary and non-discretionary accounts.

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.

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.

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.

Kyle Gilmore is a CFA® charterholder with three years of industry experience. He has worked at Guardian Wealth Management Inc. since 2022 and previously held roles at State Farm Insurance Company and GCM Grosvenor. He also attended the University of Illinois at Urbana-Champaign from 2015 to 2019. Guardian Wealth Management 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 as well as one-time investment planning, employing a process that emphasizes individualized Investment Policy Statements, asset allocation, and both fundamental and technical analysis.

Joshua Kirby is a financial advisor with Guardian Wealth Management Inc. in Peoria, IL, holding Series 65 and Series 63 credentials and six years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Galt and Company, Goldman Sachs, Tesla, and Anheuser-Busch. Guardian Wealth Management provides investment advisory and planning services to individuals, trusts, qualified plans, charities, and businesses, using a tailored investment approach based on an Investment Policy Statement. The firm manages a diverse mix of account types through discretionary and non-discretionary mandates, employing fundamental, technical, and mutual fund analysis with an emphasis on asset allocation and portfolio construction.

Joshua Miller is a CFP® professional with 24 years of industry experience. He has worked at Midwestern Securities Trading Company, LLC since 2006 and currently serves as a financial consultant at John Graham and Associates. Miller holds Series 63 and Series 65 licenses and has been involved in several volunteer roles, including as past president of the Astoria Lions Club and co-chair of the finance committee for Graham Health Systems. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with representative recommendations and third-party management, offering a range of financial planning and portfolio management services.