We are thrilled to announce that Kristy McCullough, Partner and Managing Director at Mowery & Schoenfeld Wealth, has been recognized as one of the Top Women Wealth Advisors by Forbes for 2025, ranking #26 in Illinois. This prestigious recognition highlights Kristy’s outstanding expertise in wealth management and her commitment to delivering exceptional financial services to her clients.
Forbes, in partnership with SHOOK Research, compiles this annual list to honor the top women wealth advisors across the United States. The rankings are determined by a combination of both qualitative and quantitative factors, including service models, investment strategies, compliance records, client satisfaction, and assets under management. This year, many of the ranked advisors, like Kristy, have demonstrated an ability to navigate market volatility with a disciplined, conservative approach.
“I am incredibly honored to be recognized among such a distinguished group of professionals,” said Kristy McCullough. “This accolade is a shared achievement with both my team and everyone who has trusted Mowery & Schoenfeld Wealth to lead them toward greater financial security and abundance.”
Mowery & Schoenfeld Wealth—led by Kristy McCullough—has earned a strong reputation for delivering personalized financial strategies, combining wealth management with comprehensive tax services through Mowery & Schoenfeld, LLC. By offering a full range of tax, estate planning, and wealth management solutions under one roof, the firm is dedicated to guiding individuals, families, and businesses toward financial success with integrity, expertise, and care.
Kristy’s position in the top 100 women wealth advisors reflects her exceptional track record in wealth management, strong client relationships, and proven ability to help clients navigate complex financial markets.
Disclosure
The 2025 Top Women Wealth Advisors ranking was provided by Forbes in partnership with SHOOK Research. The ranking was provided on February 12, 2025. Mowery & Schoenfeld Wealth did not pay any compensation to be considered for this award, but did pay compensation to be able to advertise and display it. Methodology and licensing information can be found at https://www.forbes.com/sites/rjshook/2025/02/11/methodology-americas-top-women-wealth-advisors-2025/.