John Cagle

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.

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.

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.