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.

Philip Wegman is a CFP® and holds a Series 66 license, with five years of industry experience. He is currently an advisor at Journey Beyond Wealth, joining the firm in 2025, and previously worked at Investment Planners Inc. and The Vanguard Group. Outside of his advisory role, he is involved in bookkeeping for a local coffee shop, FaireCoffee, in Washington, Illinois. Journey Beyond Wealth provides financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm employs a passive, asset-class-focused approach using low-cost mutual funds and ETFs and offers specialized Family Office services including intergenerational education and facilitated family meetings.

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.

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.

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.

James Anderson is a CFP® professional with nine years of industry experience, currently serving at Creekmur Asset Management, LLC since 2020. His prior roles include positions at Mundane Apparel and Madison Avenue Securities, LLC. Anderson is also an insurance agent with Creekmur, Inc., a role he has held since 2016. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm employs a quantitative investment process combined with third-party research and utilizes various investment vehicles, including ETFs, institutional mutual funds, and alternative products.

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.

Andrew Creekmur is a financial advisor at Creekmur Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Madison Avenue Securities, AE Wealth Management, and CFD Investments. In addition to his advisory role, he is an insurance agent licensed through Creekmur, Inc., where he provides insurance products. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a quantitative investment process combined with third-party research and offers tiered planning services, including subscription-based programs for younger clients.

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.

Jesse Psinas is a financial advisor with 210 Financial in Morton, Illinois, holding a Series 65 designation and four years of industry experience. He has worked at AE Wealth Management and 210 Financial since 2021 and has prior experience in the automotive finance industry. Outside of advisory work, he is involved with Premier Dealer Services, where he handles finance products related to extended warranty and maintenance. 210 Financial provides discretionary investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm uses model portfolios managed by third-party sub-advisers and integrates financial planning into its advisory services, with a notable affiliated insurance agency offering insurance products as part of client plans.

Connor Creekmur is a financial advisor at Creekmur Asset Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Creekmur Wealth Advisors since 2019. Outside of advising, he is also an insurance sales agent. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm combines quantitative portfolio construction with third-party research and offers tiered planning services, including subscription-based programs for younger clients.

Andrew Pisel is a financial advisor at Creekmur Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Savant Wealth Management, TD Ameritrade Investment Management, and Victory Capital Advisers. In addition to his advisory role, he is licensed as an insurance agent. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm combines quantitative portfolio construction and third-party research with risk profiling tools and access to independent managers, offering a range of planning services and investment options tailored to client needs.

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.

Neal Woollard is a financial advisor at Creekmur Asset Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creekmur Asset Management, Neal worked at JPMorgan Securities, LLC and was involved with Hinson Baptist Church for several years. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a quantitative investment process combined with third-party research and offers a range of planning services, including subscription-based programs and participant account management for retirement plans.