user avatar

John Antrobus

Advisor at Milestone Advisory Group, LLC

Updated today

Location

Washington, IL

Credentials

Series 63, Series 65

Industry experience

28 years

About

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.

Client services

Based on Milestone Advisory Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Milestone Advisory Group, LLC

Student loan debt College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning flat fees, negotiable, max $4,500 for single consultation

Percentage

$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% Over $2,000,001+: Negotiable

Other

Fee-only: Financial planning fixed fees up to $4,500 for single consultation; ongoing consultations up to $6,000 annually

Location

Washington, IL

Most active in

Illinois · Texas

Work history

Miles Franklin, LTD

2021 - Present (5 years)

Milestone Advisory Group, LLC

2020 - Present (6 years)

John Antrobus, Sole Proprietor

2010 - Present (16 years)

CAMBRIDGE INVESTMENT RESEARCH Advisors, INC

2010 - 2020 (10 years)

Cambridge Investment research, Inc

2010 - 2020 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brett D

Series 65

East Peoria, IL

Douglas Capital Management, LLC

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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Executive Founder/Business Owner
user avatar

Omar Y

Series 65

Peoria, IL

Fountaindale, LLC

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.

Wealth management
user avatar

Gregory J

CFA®, Series 65

Peoria, IL

Johnston Investment Counsel, Ltd.

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.

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management Options & derivatives strategies
user avatar

Collin R

ChFC®, Series 63, Series 65

Peoria, IL

Reatherford Wealth Management LLC

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive
user avatar

James W

ChFC®, Series 65

Pekin, IL

Wolf Financial Advisors LLC

James Wolf is a ChFC® credentialed financial advisor with 25 years of industry experience. He has led Wolf Financial Advisors LLC since 2008, an independent firm based in Pekin, IL. Wolf Financial Advisors LLC provides financial planning and investment advisory services primarily to individual clients, including high-net-worth individuals, certain retirement plans, and charitable organizations. The firm emphasizes a passive, long-term investment approach using index mutual funds and ETFs, integrates accounting and tax-preparation services with advisory work, and manages accounts on a non-discretionary basis.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Rockie Z

CFP®, EA

Peoria, IL

RP Zeigler Investment Services

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 (11), Murphy (9), Clarke (7) and Crosby (7). 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, I guess) which is a national network of financial planners. 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)

Passive / index investing Active portfolio management General tax planning Young Professionals Gen X (Born 1965-1980)
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")