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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LIFEWISE WEALTH ADVISORS

CENTRAL ILLINOIS GROUP, LLC, CRD 341748

CHAMPAIGN, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3613e67f-9222-313f-7863-8940e1e64638

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Jun 17, 2026 to Sep 11, 2026
2 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

4 advisors left Cetera Investment Advisers LLC (Bethany, IL) for Lifewise Wealth Advisors within 4 days

Dated 2026-07-23 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

LIFEWISE WEALTH ADVISORS · destination firm

Advisor Recruiting IntelligenceJul 23, 2026 · seen 5 days ago

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $492MItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $488M
Private client RAUM: $488MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $98.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,123
Individual clients: 300
High net worth clients: 133
SEC number: 801-136469
CRD: 341748
Filings on the tape: 2
First filed: Jun 17, 2026
Latest filed: Sep 11, 2026
Organised: Limited Liability Company, IL
Website: lifewisewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
JOHN DAVID FOLEY	Certified Financial Planner\|Chartered Financial Consultant	CHAMPAIGN, IL	34	9	no
CALEB JONATHAN SMOES	n/a	CHAMPAIGN, IL	13	3	no
JOHN RYAN KENNEDY	Certified Financial Planner	CHAMPAIGN, IL	14	3	no
Daniel Joseph Witherspoon	n/a	CHAMPAIGN, IL	17	1	no
ANDREW JAMES MCDOWELL	Certified Financial Planner	CHAMPAIGN, IL	10	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FOLEY, JOHN, DAVID	FOUNDING PARTNER & CERTIFIED FINANCIAL PLANNER	C	yes	01/2025	Sep 11, 2026	Sep 11, 2026
KENNEDY, JOHN, RYAN	MANAGING PARTNER & CERTIFIED FINANCIAL PLANNER	B	yes	01/2025	Sep 11, 2026	Sep 11, 2026
MCDOWELL, ANDREW, JAMES	PARTNER & CERTIFIED FINANCIAL PLANNER	B	yes	01/2025	Sep 11, 2026	Sep 11, 2026
Elfenbein, Lonny, Scott	CHIEF COMPLIANCE OFFICER	Na	no	08/2026	Sep 11, 2026	Sep 11, 2026

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
5	0	5	0.0%	5	0	0	5	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CETERA INVESTMENT ADVISERS LLC	4	Jul 23, 2026	Jul 29, 2026	CHAMPAIGN, IL	Team lift out	Ibd to new firm	0.0%

Relationships

Controls (3)

← FOLEY, JOHN, DAVIDOwnerFOUNDING PARTNER & CERTIFIED FINANCIAL PLANNER, ownership code C, individual
Sep 11, 2026 to presentfactForm ADV
← MCDOWELL, ANDREW, JAMESOwnerPARTNER & CERTIFIED FINANCIAL PLANNER, ownership code B, individual
Sep 11, 2026 to presentfactForm ADV
← KENNEDY, JOHN, RYANOwnerMANAGING PARTNER & CERTIFIED FINANCIAL PLANNER, ownership code B, individual
Sep 11, 2026 to presentfactForm ADV

Owns (1)

← Elfenbein, Lonny, ScottOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 11, 2026 to presentfactForm ADV

Registered with (5)

← ANDREW JAMES MCDOWELLAdvisorregistration: current employment
Jul 29, 2026 to presentfactForm ADV
← JOHN DAVID FOLEYAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← CALEB JONATHAN SMOESAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← JOHN RYAN KENNEDYAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← Daniel Joseph WitherspoonAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV

Moved with (1)

← CETERA INVESTMENT ADVISERS LLCRegistered adviser4 advisors, team lift out
Jul 23, 2026 to Jul 29, 2026factForm ADV

Dated events

Occurred
Jul 23, 2026
Team lift-out
4 advisors left Cetera Investment Advisers LLC (Bethany, IL) for Lifewise Wealth Advisors within 4 days
Form ADVobserved 5 days ago
4 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3613e67f-9222-313f-7863-8940e1e64638
First observed: Jun 17, 2026
Last observed: Sep 11, 2026 10 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIFEWISE WEALTH ADVISORS

CENTRAL ILLINOIS GROUP, LLC, CRD 341748

CHAMPAIGN, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3613e67f-9222-313f-7863-8940e1e64638

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN DAVID FOLEY

Certified Financial Planner|Chartered Financial Consultant

CHAMPAIGN, IL

CALEB JONATHAN SMOES

n/a

CHAMPAIGN, IL

JOHN RYAN KENNEDY

Certified Financial Planner

CHAMPAIGN, IL

Daniel Joseph Witherspoon

n/a

CHAMPAIGN, IL

ANDREW JAMES MCDOWELL

Certified Financial Planner

CHAMPAIGN, IL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FOLEY, JOHN, DAVID

FOUNDING PARTNER & CERTIFIED FINANCIAL PLANNER

yes

01/2025

Sep 11, 2026

KENNEDY, JOHN, RYAN

MANAGING PARTNER & CERTIFIED FINANCIAL PLANNER

yes

01/2025

Sep 11, 2026

MCDOWELL, ANDREW, JAMES

PARTNER & CERTIFIED FINANCIAL PLANNER

yes

01/2025

Sep 11, 2026

Elfenbein, Lonny, Scott

CHIEF COMPLIANCE OFFICER

08/2026

Sep 11, 2026

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CETERA INVESTMENT ADVISERS LLC

Jul 23, 2026

Jul 29, 2026

CHAMPAIGN, IL

Team lift out

Ibd to new firm

0.0%