Gary Swearingen, CFP
Managing Partner
PIM Portfolio Manager
Gary Swearingen
, CFP
Gary Swearingen, a seasoned veteran in the financial industry, holds the esteemed positions of Managing Partner and PIM Portfolio Manager at SC3F Wealth Management Group, amassing a wealth of experience spanning over 28 years. Graduating from Eastern Illinois University with a bachelor’s degree in finance, he furthered his academic prowess by attaining a Master of Science Degree from the College of Financial Planning.
Gary's commitment to excellence is underscored by his prestigious CERTIFIED FINANCIAL PLANNER™ certification, showcasing his dedication to providing top-tier financial guidance. Notably, he has achieved significant milestones in his career, being recognized as both a Platinum Council Manager* (in 2010, 2012-2015, & 2018), a Platinum Council Advisor from 2011- 2023**, the Emerald level of the Platinum Council Program in 2024, and the Ruby level of the Platinum Council Program in 2025 and 2026.*** These accolades, acknowledged by Wells Fargo Advisors Financial Network, attest to his exceptional proficiency. Adding to his impressive accolades, Gary has been featured in the Forbes Best-in-State Wealth Advisor list for the years 2018, 2021, 2022, 2023, 2024, 2025 and 2026****
In his personal life, Gary finds joy in family, residing in Neoga with his wife, Jenny, and their two daughters, Kyra and Ella. Excitingly, Kyra excitedly joined SC3F Wealth Management full time after college while Ella also started an internship with the practice. This wholesome family unit forms the foundation of his dedication to both his professional and community-oriented pursuits.
Outside of his professional commitments, Gary is deeply entrenched in community service, exemplified by his active membership and past presidency of the Mattoon Rotary Club, where he was also honored 2003 Rookie of the Year and the Rotarian of the Year in 2013*****. His extensive volunteer efforts and leadership were recognized in 2020 when he received the prestigious Golden Deeds Award****** from the Mattoon Exchange Club. Gary has also served in various capacities, including the board of the Douglas-Hart Nature Center, demonstrating his dedication to environmental causes. He remains connected to his roots as an alumnus of Eastern Illinois University, actively participating in the Alumni Association. His involvement in charitable activities includes disaster recovery with the Red Cross and home rebuilding efforts following Hurricane Katrina. Gary also shares his love for arts and sports, having served as the past President of the Little Theater on the Square and the St. Anthony Bass fishing coach.
CA Insurance License #0D65412. Resident State FL
*The 2010, 2012-2015, & 2018 Platinum Council Manager (previously Premier Manager) distinction is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives.
**The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
*** Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 10 Financial Advisors, Ruby – Next 40, Emerald – Next 75, and Sapphire – Next 125.
**** 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). Review Award Disclosures.
*****The 2003 Rookie of the Year was bestowed because of a member who has been a Rotarian for less than 4 years and has shown outstanding effort on behalf of the Rotary Club of Mattoon. 2013 Rotarian of the Year was bestowed by the Mattoon Rotary Club as a result of philanthropic efforts, unrelated to the business of the firm.
******The 2020 Golden Deeds Award was bestowed by the Mattoon Exchange Club as a result of philanthropic efforts, unrelated to the business of the firm.
Managing Partner
PIM Portfolio Manager
CFP
Chris Considine
Christopher Considine, a distinguished Senior Partner at SC3F Wealth Management Group, brings over two decades of unparalleled experience to the financial industry. As a seasoned Financial Advisor, Chris has consistently demonstrated excellence, earning the esteemed Platinum Council Advisor* recognition from 2012 to 2022 by Wells Fargo Advisors Financial Network, showcasing his unwavering dedication to providing exceptional financial guidance. Adding to his impressive accolades, Chris was named to the Forbes Best-in-State Wealth Advisor list in 2023.**
Beyond his professional achievements, Chris is a vibrant contributor to his local community, recognized with the prestigious Citizen of the Year*** award by the Mattoon Chamber of Commerce. His commitment to community service extends to various boards, including the Mattoon Tourism Board, where his valuable input makes a lasting impact. With over 25 years of service, Chris remains an integral member of the local Babe Ruth Board, showcasing his enduring dedication to youth development through sports. Additionally, he has played instrumental roles on boards such as the Mattoon Pride Softball Board and the Mattoon T-Ball Board. Chris's active involvement extends to the YMCA May Merriment annual event, where he has served as the past Chairman. Notably, he's contributed his expertise to the Board of Directors for the Sarah Bush Lincoln Health System and the Camp New Hope Advisory Board.
Educated at Eastern Illinois University, where he earned a Bachelor’s of Science degree in Business with a minor in Economics, Chris is a proud alumnus of Mattoon High School. Alongside his wife, Kerry, they cherish family life in Mattoon and take immense pride in their three wonderful children – Courtney, Kasey, and Camdyn. Committed members of the Immaculate Conception Parish in Mattoon, Chris and Kerry's dedication to their community and family echoes through every aspect of their lives.
**2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices, and team structures.
*** The 2003 Citizen of the Year Award by Mattoon Chamber of Commerce was bestowed by the Mattoon Chamber of Commerce as a result of community efforts, unrelated to the business of the firm.
Beyond his professional achievements, Chris is a vibrant contributor to his local community, recognized with the prestigious Citizen of the Year*** award by the Mattoon Chamber of Commerce. His commitment to community service extends to various boards, including the Mattoon Tourism Board, where his valuable input makes a lasting impact. With over 25 years of service, Chris remains an integral member of the local Babe Ruth Board, showcasing his enduring dedication to youth development through sports. Additionally, he has played instrumental roles on boards such as the Mattoon Pride Softball Board and the Mattoon T-Ball Board. Chris's active involvement extends to the YMCA May Merriment annual event, where he has served as the past Chairman. Notably, he's contributed his expertise to the Board of Directors for the Sarah Bush Lincoln Health System and the Camp New Hope Advisory Board.
Educated at Eastern Illinois University, where he earned a Bachelor’s of Science degree in Business with a minor in Economics, Chris is a proud alumnus of Mattoon High School. Alongside his wife, Kerry, they cherish family life in Mattoon and take immense pride in their three wonderful children – Courtney, Kasey, and Camdyn. Committed members of the Immaculate Conception Parish in Mattoon, Chris and Kerry's dedication to their community and family echoes through every aspect of their lives.
**2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices, and team structures.
*** The 2003 Citizen of the Year Award by Mattoon Chamber of Commerce was bestowed by the Mattoon Chamber of Commerce as a result of community efforts, unrelated to the business of the firm.
Senior Partner
Craig Cunningham
, CFP
Craig Cunningham, Senior Partner at SC3F Wealth Management, joined Wells Fargo Advisors in 2012. Since then, Forbes magazine has repeatedly recognized him as a “Top Next-Gen Wealth Advisor*”. (2017, 2019, and 2020). Similarly, Wells Fargo Advisors Financial Network recognized him as a “Platinum Council Advisor**” from 2017 to 2019 and in 2021-2022. Craig has also earned the CERTIFIED FINANCIAL PLANNER® certification. Prior to becoming an advisor, Craig practiced law in Indianapolis, where he clerked for a federal judge and worked in the litigation department of a prominent law firm that has been listed in Am Law 100 rankings. Given that he is no longer practicing law, Craig cannot give legal advice, but he feels that the law helped provide a great analytical framework for his current work.He earned his law degree from the University of Illinois College of Law, where he graduated in the top 10 percent of his class and sat on the Illinois Law Review. Prior to law school, he attended DePauw University, where he graduated summa cum laude with an economics degree and was selected as the "Economics Student of the Year" both his junior and senior years.Craig is actively engaged in the community, serving as a member of the Charleston Rotary Club and prior member of the CCAR Board. He lives in Charleston with his wife, Rachael, and their sons, Griffin and Max. Outside of work, Craig enjoys spending time with his family, seeing new cities, attending concerts, and occasionally pretending to exercise while listening to podcasts.
*2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17. 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Forbes.com)The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices, and team structures.
*2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17. 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Forbes.com)The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices, and team structures.
Senior Partner
CFP
Keith L. Kinsey
, CFP
Since 1986, Keith has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Keith has dedicated his career to delivering the personalized investment planning services his clients deserve.
Keith began his career as a Financial Advisor with Shearson Lehman Brothers in LaSalle, IL – where he developed his fundamental investment knowledge. He joined A. G. Edwards and Sons (a predecessor firm of Wells Fargo Advisors) in 1991 to take a team approach in providing personalized investment advice for individuals and families.
In 1998, Keith earned the CERTIFIED FINANCIAL PLANNERTM certification by completing an approved educational program, passing a rigorous examination, and meeting the stringent experience requirements. In January of 2023, Kinsey Wealth Management joined SC3F Wealth Management Group, where Keith is a Senior Partner.
Keith has always had a desire to serve the greater good. He enjoyed two terms as President of the St. John Lutheran Church Council. He has been a member of the Peoria Downtown Kiwanis since 1994 and is a Past-President of the organization. Additionally, due to his father’s 8-year battle with the disease, Keith served as a member of the Board of Directors for the Illinois Chapter of the Alzheimer’s Association.
In response to a heroic stranger coming to the aid of Keith’s wife during a random attack in 2007, Keith and his wife Karen, founded the Karing Angel Award. This award recognizes people who put themselves in harm’s way to help a stranger at risk.
Away from the office, Keith spends his free time with his family. He and his high-school sweetheart, Karen, grew up outside of Chicago, and married in 1979. In 1985, they relocated to central Illinois and enjoy living on the lake Keith’s family visited regularly in his youth. There, they have had the pleasure of raising their two daughters: Kristen, a partner at Kinsey Wealth Management of SC3F Wealth Management Group; and Kimberly, a speech language pathologist in Bloomington, IL. Kim relocated back home to the lake after living in Brooklyn, NY through Graduate School, and the beginning of her career. Now Lake Wildwood is home to the entire family once again.
Keith enjoyed coaching the girls’ basketball teams when they were younger, and rarely missed any of their sporting or academic events. Today, he thoroughly enjoys spending time with grandsons, Oliver and Tobbe, and considers it a great blessing to have them growing up just down the street.
As a family, the Kinseys are very active. They enjoy boating, watersports and traveling. They have covered much of the United States, Europe, and the Caribbean. Thanks to a client’s recommendation, they have also enjoyed many cruises together. Whether visiting historical sites and museums, horseback riding on the beach or zip lining through the jungle, they truly enjoy the time they spend together.
Keith began his career as a Financial Advisor with Shearson Lehman Brothers in LaSalle, IL – where he developed his fundamental investment knowledge. He joined A. G. Edwards and Sons (a predecessor firm of Wells Fargo Advisors) in 1991 to take a team approach in providing personalized investment advice for individuals and families.
In 1998, Keith earned the CERTIFIED FINANCIAL PLANNERTM certification by completing an approved educational program, passing a rigorous examination, and meeting the stringent experience requirements. In January of 2023, Kinsey Wealth Management joined SC3F Wealth Management Group, where Keith is a Senior Partner.
Keith has always had a desire to serve the greater good. He enjoyed two terms as President of the St. John Lutheran Church Council. He has been a member of the Peoria Downtown Kiwanis since 1994 and is a Past-President of the organization. Additionally, due to his father’s 8-year battle with the disease, Keith served as a member of the Board of Directors for the Illinois Chapter of the Alzheimer’s Association.
In response to a heroic stranger coming to the aid of Keith’s wife during a random attack in 2007, Keith and his wife Karen, founded the Karing Angel Award. This award recognizes people who put themselves in harm’s way to help a stranger at risk.
Away from the office, Keith spends his free time with his family. He and his high-school sweetheart, Karen, grew up outside of Chicago, and married in 1979. In 1985, they relocated to central Illinois and enjoy living on the lake Keith’s family visited regularly in his youth. There, they have had the pleasure of raising their two daughters: Kristen, a partner at Kinsey Wealth Management of SC3F Wealth Management Group; and Kimberly, a speech language pathologist in Bloomington, IL. Kim relocated back home to the lake after living in Brooklyn, NY through Graduate School, and the beginning of her career. Now Lake Wildwood is home to the entire family once again.
Keith enjoyed coaching the girls’ basketball teams when they were younger, and rarely missed any of their sporting or academic events. Today, he thoroughly enjoys spending time with grandsons, Oliver and Tobbe, and considers it a great blessing to have them growing up just down the street.
As a family, the Kinseys are very active. They enjoy boating, watersports and traveling. They have covered much of the United States, Europe, and the Caribbean. Thanks to a client’s recommendation, they have also enjoyed many cruises together. Whether visiting historical sites and museums, horseback riding on the beach or zip lining through the jungle, they truly enjoy the time they spend together.
Senior Partner
CFP
Joseph Fearday
, CFA
Joe Fearday, Senior Partner at SC3F Wealth Management, is a seasoned professional in the financial services industry, boasts an impressive tenure of over 20 years. His journey began at Eastern Illinois University, where he earned a Bachelor’s Degree in Finance, setting the foundation for his successful career. Demonstrating his dedication to professional growth, Joe achieved the prestigious Chartered Financial Analyst (CFA®) designation, further solidifying his expertise.
Notably, Joe was recognized by Forbes as one of the Top Next-Gen Wealth Advisors* in 2018, a testament to his unwavering commitment to excellence within the financial domain. With a rich history at Wells Fargo Advisors, starting in 2009, and prior experience as a financial analyst for an investment group in Mattoon, Joe's expertise spans various facets of finance.
Joe, alongside his wife, Racheal, has made Effingham, IL his home. As active members of St. Anthony Parish, their lives are deeply rooted in community and family. Proud parents of three wonderful children – Rylee, Eva, and William – the Fearday family invests their time and energy in church activities, school engagements, and Rotary involvement, both locally and regionally. Joe's community commitment extends to the board of the Ballard Nature Center, as well as prior leadership roles with the Community Foundation, St. Anthony Hospital Foundation, United Way, and YB Next. Through his professional expertise and genuine dedication to community service, Joe continues to make a meaningful impact in both the financial sector and the lives of those he serves.
*2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Notably, Joe was recognized by Forbes as one of the Top Next-Gen Wealth Advisors* in 2018, a testament to his unwavering commitment to excellence within the financial domain. With a rich history at Wells Fargo Advisors, starting in 2009, and prior experience as a financial analyst for an investment group in Mattoon, Joe's expertise spans various facets of finance.
Joe, alongside his wife, Racheal, has made Effingham, IL his home. As active members of St. Anthony Parish, their lives are deeply rooted in community and family. Proud parents of three wonderful children – Rylee, Eva, and William – the Fearday family invests their time and energy in church activities, school engagements, and Rotary involvement, both locally and regionally. Joe's community commitment extends to the board of the Ballard Nature Center, as well as prior leadership roles with the Community Foundation, St. Anthony Hospital Foundation, United Way, and YB Next. Through his professional expertise and genuine dedication to community service, Joe continues to make a meaningful impact in both the financial sector and the lives of those he serves.
*2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Senior Partner
CFA
Dan Cunningham
Dan Cunningham, Senior Partner at SC3F Wealth Management, boasting more than 35 years of experience in the financial services industry, has continually exemplified excellence and dedication. Acknowledged as a Platinum Council Advisor* from 2009 to 2022 by Wells Fargo Advisors Financial Network, Dan's commitment to providing exceptional service stands as a cornerstone of his career. In 2018, his expertise and dedication were further recognized when he earned a spot on the esteemed Forbes Best-in-State Wealth Advisor** list.
Before transitioning into financial advisory, Dan honed his skills in tax and audit work as a CPA, enriching his understanding of the financial landscape. Subsequently, he held pivotal roles within a local bank, ranging from overseeing the trust department to managing the investment center, eventually attaining the esteemed position of Community President.
Dan's altruistic spirit is mirrored in his extensive community involvement, spanning previous leadership roles in various esteemed organizations such as the Mattoon Chamber of Commerce, Mattoon Kiwanis Club, Mattoon Area Family YMCA, and Sarah Bush Lincoln Health Center Foundation. He's been a dedicated contributor to his alma mater, Eastern Illinois University, and has remained active in his church, serving in multiple capacities.
Educated at Effingham High School, Eastern Illinois University, and Northwestern Graduate Trust School, Dan's commitment to continuous growth and education has been a constant in his life. He and his wife, Jeanne, call Mattoon home and take immense pride in their two sons, Jay and Craig, as well as their sons' spouses, Mary and Rachael. The true joy of Dan's life comes from his five cherished grandchildren - Lyla, Kai, Reese, Griffin, and Max - a testament to the love and fulfillment he finds in both his professional and personal pursuits.
*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
**2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Before transitioning into financial advisory, Dan honed his skills in tax and audit work as a CPA, enriching his understanding of the financial landscape. Subsequently, he held pivotal roles within a local bank, ranging from overseeing the trust department to managing the investment center, eventually attaining the esteemed position of Community President.
Dan's altruistic spirit is mirrored in his extensive community involvement, spanning previous leadership roles in various esteemed organizations such as the Mattoon Chamber of Commerce, Mattoon Kiwanis Club, Mattoon Area Family YMCA, and Sarah Bush Lincoln Health Center Foundation. He's been a dedicated contributor to his alma mater, Eastern Illinois University, and has remained active in his church, serving in multiple capacities.
Educated at Effingham High School, Eastern Illinois University, and Northwestern Graduate Trust School, Dan's commitment to continuous growth and education has been a constant in his life. He and his wife, Jeanne, call Mattoon home and take immense pride in their two sons, Jay and Craig, as well as their sons' spouses, Mary and Rachael. The true joy of Dan's life comes from his five cherished grandchildren - Lyla, Kai, Reese, Griffin, and Max - a testament to the love and fulfillment he finds in both his professional and personal pursuits.
*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
**2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Senior Partner
Matthew Grahn
, CFP
With over 20 years of experience in wealth management, Matt began his journey in 2005 with A.G. Edwards & Sons, Inc. Prior to relocating his family to Illinois in 2019, he managed the Anaheim, Brea, and Manhattan Beach offices of Wells Fargo Advisors in southern California. He also consulted more than 500 Financial Advisors and teams across the region, honing his expertise in serving high-net-worth families with complex financial needs.
Today, Matt is part of a collaborate team of Financial Advisors including Andrew Grahn, Dan Cunningham, Chris Considine, and Craig Cunningham. Drawing from his experience in consulting, he has tailored his practice to serve a select number of business owners and professionals, enabling him to devote ample time to each family’s unique financial situation. This specialized approach is particularly beneficial for those with intricate tax* and estate concerns. His clientele extends across the country, from California to Florida.
Outside of the office, Matt and his wife Joslyn volunteer as pro bono taxi drivers, transporting their 5 children to various school, sports, and social events. The family also has a black poodle, Shadow, who enjoys eating and running in circles. When time allows, Matt enjoys pickleball, golf, and moderate levels of exercise. Matt invites you to schedule an in person or Zoom meeting to explore if he can be of service to your family.
*Wells Fargo Advisors Financial Network is not a tax or legal advisor.
CA Insurance License #0K66367. Resident State IL.
Today, Matt is part of a collaborate team of Financial Advisors including Andrew Grahn, Dan Cunningham, Chris Considine, and Craig Cunningham. Drawing from his experience in consulting, he has tailored his practice to serve a select number of business owners and professionals, enabling him to devote ample time to each family’s unique financial situation. This specialized approach is particularly beneficial for those with intricate tax* and estate concerns. His clientele extends across the country, from California to Florida.
Outside of the office, Matt and his wife Joslyn volunteer as pro bono taxi drivers, transporting their 5 children to various school, sports, and social events. The family also has a black poodle, Shadow, who enjoys eating and running in circles. When time allows, Matt enjoys pickleball, golf, and moderate levels of exercise. Matt invites you to schedule an in person or Zoom meeting to explore if he can be of service to your family.
*Wells Fargo Advisors Financial Network is not a tax or legal advisor.
CA Insurance License #0K66367. Resident State IL.
Senior Partner
CFP
Kristen L. Kinsey-Gordon
, CFP
When Kristen was in 7th grade, she told her dad she wanted to follow in his footsteps and become a Financial Advisor. She set this goal early on and began creating a path to get her there. Throughout high school and college she focused her academic path on joining Kinsey Wealth Management Group of Wells Fargo Advisors. While at Butler, it became even more clear the career path she had chosen back in 7th grade was still the right path for her. Kristen fell in love with the idea of helping people and truly getting to know them as individuals and understand their motivations and purpose in life.
While attending Butler University, she interned with UBS Financial Services as a Financial Planning Intern. During her senior year at Butler, she was given the opportunity to join OurHealth, LLC, a high growth startup company with a unique and innovative business concept. At OurHealth, she was able to work on the Finance team alongside the Executive Vice President of Finance to understand the ins and outs of running a small business from the financial aspect. She also had the opportunity to work with Kinsey Wealth Management during the summer months.
Inspired by her internship opportunities, Kristen started the internship program with Kinsey Wealth Management. She truly enjoys working alongside students while they learn the business world. Kristen graduated from Butler University with a degree in Business - focusing on finance, as well as marketing.
In 2018, Kristen earned the CERTIFIED FINANCIAL PLANNERTM certification by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements. In January of 2023, Kinsey Wealth Management joined SC3F Wealth Management Group, where she is a Partner.
Kristen currently serves as a member of the Kiwanis Club of Peoria and Kiwanis Club of Peoria Heights and is very involved with the Club’s snack pack program. She helps lead the group, packing 200 bags of food each week and bring them to a local grade school. This project provides the students with food for weekends and holidays.
Kristen also helps with various youth events for St. John’s Lutheran Church in Toluca, where she grew up going with her family. During the summers, she has dedicated many hours to organizing the Church’s Vacation Bible School - serving over 80 children of all ages from the small community.
In August 2014, Kristen married Christopher, whom she calls her best friend. Kristen’s whole life she has had a love for water and the lake. It was actually lifeguarding in college which led her to meet Chris. Kristen and Chris were given the opportunity to purchase their dream home on the lake where Kristen grew up. Kristen and Chris have two sons Oliver - born in September of 2020, and Tobias (Tobbe), who they welcomed in August of 2022.
They now spend much of their time chasing around a toddler, a baby and a puppy. During the summer, you will most likely find them with family and friends out on the boat, wakeboarding and enjoying time together. The Gordons enjoy traveling and visiting family all over the country. Kristen and Chris also have a passion for exploring Europe and the South Pacific. They cannot wait to bring Oliver and Tobbe along on their next adventure! Kristen and Chris feel truly blessed for what life has brought them thus far and are very excited for what the future holds for their growing family.
While attending Butler University, she interned with UBS Financial Services as a Financial Planning Intern. During her senior year at Butler, she was given the opportunity to join OurHealth, LLC, a high growth startup company with a unique and innovative business concept. At OurHealth, she was able to work on the Finance team alongside the Executive Vice President of Finance to understand the ins and outs of running a small business from the financial aspect. She also had the opportunity to work with Kinsey Wealth Management during the summer months.
Inspired by her internship opportunities, Kristen started the internship program with Kinsey Wealth Management. She truly enjoys working alongside students while they learn the business world. Kristen graduated from Butler University with a degree in Business - focusing on finance, as well as marketing.
In 2018, Kristen earned the CERTIFIED FINANCIAL PLANNERTM certification by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements. In January of 2023, Kinsey Wealth Management joined SC3F Wealth Management Group, where she is a Partner.
Kristen currently serves as a member of the Kiwanis Club of Peoria and Kiwanis Club of Peoria Heights and is very involved with the Club’s snack pack program. She helps lead the group, packing 200 bags of food each week and bring them to a local grade school. This project provides the students with food for weekends and holidays.
Kristen also helps with various youth events for St. John’s Lutheran Church in Toluca, where she grew up going with her family. During the summers, she has dedicated many hours to organizing the Church’s Vacation Bible School - serving over 80 children of all ages from the small community.
In August 2014, Kristen married Christopher, whom she calls her best friend. Kristen’s whole life she has had a love for water and the lake. It was actually lifeguarding in college which led her to meet Chris. Kristen and Chris were given the opportunity to purchase their dream home on the lake where Kristen grew up. Kristen and Chris have two sons Oliver - born in September of 2020, and Tobias (Tobbe), who they welcomed in August of 2022.
They now spend much of their time chasing around a toddler, a baby and a puppy. During the summer, you will most likely find them with family and friends out on the boat, wakeboarding and enjoying time together. The Gordons enjoy traveling and visiting family all over the country. Kristen and Chris also have a passion for exploring Europe and the South Pacific. They cannot wait to bring Oliver and Tobbe along on their next adventure! Kristen and Chris feel truly blessed for what life has brought them thus far and are very excited for what the future holds for their growing family.
Partner
CFP
Briana Whitley
, CFP
With over ten years of dedicated experience in the financial services industry, Briana Whitley has honed her expertise and made significant contributions to her clients’ well-being. She has spent the last eight years as a financial advisor, collaborating with Gary Swearingen, Managing Partner, CFP® to accomplish their mission of providing top-tier financial guidance.
Briana graduated from Eastern Illinois University with a bachelor’s degree in finance. Additionally, she furthered her education after graduating by earning the CERTIFIED FINANCIAL PLANNER certification in 2017, showcasing her commitment to excellence.
Briana resides in Coles County alongside her husband, Zachary, and their two children. Together they cherish the shared journey of life in this vibrant community.
CA Insurance License #0N10229. Resident State IL.
Briana graduated from Eastern Illinois University with a bachelor’s degree in finance. Additionally, she furthered her education after graduating by earning the CERTIFIED FINANCIAL PLANNER certification in 2017, showcasing her commitment to excellence.
Briana resides in Coles County alongside her husband, Zachary, and their two children. Together they cherish the shared journey of life in this vibrant community.
CA Insurance License #0N10229. Resident State IL.
Partner
CERTIFIED FINANCIAL PLANNER®
CFP
Amanda Gatewood
, CFP
Amanda Gatewood, a valued member of the SC3F Wealth Management Group since 2015, stands as a testament to the power of education and experience in shaping a successful career in the financial services industry. Amanda commenced her journey into finance after achieving a Bachelor’s degree in finance from Eastern Illinois University, providing her with a strong foundation for her career ahead.
Now, as a proficient financial advisor, Amanda holds an impressive array of FINRA Series 7, 9, 10, and 66 registrations, showcasing her dedication to professional growth and expertise. Beyond registrations, she has also earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification, underlining her commitment to excellence and providing top-notch service to her clients. Amanda's education, coupled with her hands-on experience, has molded her into the competent and compassionate Financial Advisor she is today.
In her role, Amanda has the privilege of partnering with Joe Fearday, embodying her passion for assisting clients in crafting a financial future that perfectly aligns with their unique goals and aspirations. Beyond the office walls, Amanda finds joy in the company of her husband, Josh, and both their families, cherishing quality moments spent together. Actively involved in their community and church, First Church of God in Vandalia, Amanda has demonstrated her dedication by serving in leadership capacities with YBNext and Big Brothers Big Sisters. Their home in Beecher City is shared with their lovable dog, Piper. Amanda's story reflects a genuine commitment to both her clients' financial well-being and her community, making her a standout professional in the finance realm.
Now, as a proficient financial advisor, Amanda holds an impressive array of FINRA Series 7, 9, 10, and 66 registrations, showcasing her dedication to professional growth and expertise. Beyond registrations, she has also earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification, underlining her commitment to excellence and providing top-notch service to her clients. Amanda's education, coupled with her hands-on experience, has molded her into the competent and compassionate Financial Advisor she is today.
In her role, Amanda has the privilege of partnering with Joe Fearday, embodying her passion for assisting clients in crafting a financial future that perfectly aligns with their unique goals and aspirations. Beyond the office walls, Amanda finds joy in the company of her husband, Josh, and both their families, cherishing quality moments spent together. Actively involved in their community and church, First Church of God in Vandalia, Amanda has demonstrated her dedication by serving in leadership capacities with YBNext and Big Brothers Big Sisters. Their home in Beecher City is shared with their lovable dog, Piper. Amanda's story reflects a genuine commitment to both her clients' financial well-being and her community, making her a standout professional in the finance realm.
Senior Financial Advisor
CFP