LifeWise Wealth Advisors

John Foley is a CFP® and ChFC® with 42 years of industry experience. He is currently a team member at LifeWise Wealth Advisors in Champaign, IL, where he has worked since 2026. His prior experience includes roles at Cetera and IPI Wealth Management, among others. Foley serves as a trustee for family trusts and has been involved in local government as a township trustee. LifeWise Wealth Advisors offers financial planning, consulting, and investment management services to individuals, trusts, estates, retirement plans, and corporations. The firm customizes portfolios based on clients’ financial situations and utilizes fundamental analysis with a long-term investment approach, often integrating financial planning with investment management.

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.

John Vanderburgh is a financial advisor at LifeWise Wealth Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera and Avantax Investment Services. Outside of advisory work, Vanderburgh serves as treasurer for a local school district, manages a farming operation, and is president of a forensic accounting firm. 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 client-specific financial and tax situations, primarily employing a long-term investment approach with flexibility for shorter-term trading.

Andrew Mcdowell is a CFP® and holds the Series 66 designation, with 10 years of industry experience. He is currently with LifeWise Wealth Advisors in Champaign, IL, where he has been part of the team since 2023. Prior to this, he worked at Cetera and Investment Planners, Inc. Mcdowell is also licensed to sell fixed insurance products, including life, disability, and annuities. 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 each client’s financial condition, risk profile, tax situation, and liquidity needs, employing fundamental analysis and a long-term investment approach while incorporating mutual funds, ETFs, equities, and government securities.

John Kennedy is a CFP® certificant with eight years of industry experience, currently serving at LifeWise Wealth Advisors in Champaign, IL. His prior roles include positions at Cetera, IPI Wealth Management, and Sherwin Williams. Outside of investment advisory, he is 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 individuals, trusts, estates, retirement plans, and corporations. The firm customizes portfolios based on clients’ financial profiles, typically employing fundamental analysis and a long-term investment approach while accommodating shorter-term trades as needed.

Caleb Smoes is a financial advisor with LifeWise Wealth Advisors in Champaign, IL, holding a Series 66 designation and 13 years of industry experience. He has held roles at Cetera and IPI Wealth Management, among others. In addition to his advisory work, he owns and manages a tax and accounting business, LifeWise Tax Advisors. LifeWise Wealth Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering customized financial planning and investment management. The firm employs a fundamental, long-term investment approach and maintains an institutional custodial relationship with Goldman Sachs.

Joshua Nuss is a financial advisor at LifeWise Wealth Advisors in Champaign, IL, with three years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining LifeWise, he worked at Cetera and Fastenal Company. LifeWise Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, retirement plans, and corporations. The firm tailors portfolios to clients’ financial situations using a long-term investment approach with flexibility for shorter-term trades and maintains an institutional custodial relationship with Goldman Sachs.