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Joshua M
CFP®, Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
Joshua Miller is a CFP®-designated financial advisor with 25 years of industry experience. He is currently affiliated with Midwestern Securities Trading Company, LLC and John Graham and Associates. Miller has held roles at both firms since 2006 and 2024 respectively. Outside of his advisory work, he serves as head football coach for South Fulton Rebels Football and participates in several community and nonprofit organizations, including serving as president of the Astoria Lions Club and co-chairing the finance committee for Graham Health Systems. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, school districts, and charitable organizations. The firm combines discretionary model portfolios managed by an internal investment committee with non-discretionary recommendations and third-party discretionary managers, offering financial planning, portfolio management, and fiduciary services.
Michael G
Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
Michael Graham is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Midwestern Securities since 1999 and also operates John Graham & Associates, a financial consulting business started in 1996. Graham serves as President of the Board for Princeville State Bank/Main Street Bancorp Inc and is a board member of the Peoria Riverfront Museum Foundation. Midwestern Securities Trading Company serves individual investors, retirement plans, municipalities, and community institutions with financial planning and portfolio management. The firm uses discretionary model portfolios combined with third-party managers and advisory recommendations, maintaining a dual broker-dealer and investment adviser registration with a notable client-to-advisor ratio.
Winfield E
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Winfield Ellis is a financial advisor at Midwestern Securities Trading Company, LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Midwestern Securities, he worked at John Graham and Associates and Equitable Advisors LLC, among others. He also serves as a pastor at East Peoria Bible Missionary Church. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with third-party management and advisory recommendations, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services.
Caleb S
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Caleb Scholl is a financial advisor at Midwestern Securities Trading Company, LLC with a Series 66 designation and no prior industry experience. His work history includes roles at John Graham and Associates, Taylor University, Designer Concepts, AMC, Christian Center, and Peoria Christian School. Midwestern Securities Trading Company serves a broad client base including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm combines discretionary model portfolios with non-discretionary advisor recommendations and third-party discretionary management, offering a range of financial planning and portfolio management services.
Jason S
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Jason Stadsholt is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Midwestern Securities since 2017 and previously spent nine years with infinex Investments, Inc. Stadsholt also serves as a financial advisor at Havana National Bank and is involved as the treasurer for the Athens Youth Sports Association. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, discretionary and non-discretionary investment services, and ERISA 3(38) fiduciary support, combining internal model portfolios with third-party management platforms.
Ian T
Series 66
Breese, IL
Midwestern Securities Trading Company, LLC
Ian Timimmermann is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bradford National Bank and Knights of Columbus. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and fiduciary services, utilizing a combination of discretionary model portfolios and advisory recommendations supported by fundamental and technical research.
Brady H
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Brady Huber is a Series 66-registered financial advisor with five years of industry experience, currently with Midwestern Securities Trading Company, LLC and Bradford National Bank. His prior background includes roles with the Gateway Grizzlies and positions at Lindenwood University. Outside of his advisory work, he serves as a football game commentator for WGEL. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, utilizing a combination of discretionary model portfolios, advisory recommendations, and third-party managers.
Cody L
CFP®, Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Cody Leach is a CFP® professional with 11 years of experience, currently serving as a financial advisor at Midwestern Securities Trading Company, LLC and State Bank of Graymont since 2014. In addition to his advisory role, he is involved in community theater as an actor and serves as a member of the church council at St. Paul Lutheran Church. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and community financial institutions, providing financial planning and portfolio management through a combination of discretionary model portfolios and third-party managers. The firm operates with dual broker-dealer and advisory registrations and maintains brokerage and insurance activities alongside its advisory services.
Scott F
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Scott Fisher is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and nine years of industry experience. He has worked with John Graham & Associates and Midwestern Securities since 2017 and spent a year at the University of Illinois. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, employing a combination of discretionary model portfolios and third-party management platforms.
Elizabeth W
Series 66
Pittsfield, IL
Midwestern Securities Trading Company, LLC
Elizabeth White is a financial advisor at Midwestern Securities Trading Company, LLC with four years of industry experience. She holds a Series 66 designation and also serves as Vice President of Operations at Eagle Valley Bank, where she has worked since 2001. Additionally, she is an Alderman for Ward 2 in the City of Pittsfield and serves on the board of the Pike County Chamber of Commerce. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, ERISA 3(38) fiduciary services, and access to both internal model portfolios and third-party money managers.
Nicholas K
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Nicholas Kuhlman is a Series 66-credentialed financial advisor at Midwestern Securities Trading Company, LLC with under one year of industry experience. His prior roles include positions at John Graham & Associates Inc and work in community-oriented businesses such as Corner Stone Tavern. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios and third-party managerial platforms with a supervisory structure that integrates fundamental and technical research alongside brokerage and insurance services.
Robert M
Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
Robert Minor is a financial advisor with Midwestern Securities Trading Company, LLC, based in East Peoria, IL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked concurrently at Sauk Valley Bank since 2011 and serves as vice treasurer for the Whiteside County United Way. Additionally, he coaches and teaches baseball and softball lessons and is a board member of the Sterling Rock Falls Community Trust. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning and portfolio management through a combination of discretionary model portfolios, non-discretionary representative recommendations, and third-party management, while maintaining both broker-dealer and advisory registrations.
Michael D
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Michael Doublin is a financial advisor at Midwestern Securities Trading Company, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Midwestern Securities since 2018. Prior to this, he was briefly employed at T. Rowe Price and worked in non-financial roles including at the University of Northern Colorado and Greeley Country Club. Midwestern Securities Trading Company serves a wide range of clients, including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with non-discretionary and third-party investment management, and maintains a dual broker-dealer and investment adviser registration.
Tate H
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Tate Hartman is a financial advisor at Midwestern Securities Trading Company, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked concurrently at Heartland Credit Union since 2015. Outside of his advisory roles, he is active in community organizations including the Rotary Club of Springfield South and serves as treasurer and board member for the nonprofit 100+ People Who Care in Springfield. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm employs a combination of discretionary model portfolios and third-party manager platforms, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services.
Dana T
Series 63, Series 66
Luxemburg, WI
Midwestern Securities Trading Company, LLC
Dana Tupper is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Midwestern Securities in 2024, Dana worked eight years at Raymond James Financial Services Advisors Inc. and has been an associate at Bank of Luxemburg since 2016. Dana also serves as a clerk on the Kewaunee Public School District Board of Directors. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, and charitable organizations. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, combining discretionary model portfolios, advisory recommendations, and third-party manager platforms in its investment approach.
Molly G
ChFC®, Series 63
East Peoria, IL
Midwestern Securities Trading Company, LLC
Molly Gadbury is a ChFC® credentialed financial advisor with three years of industry experience. She is currently with Midwestern Securities Trading Company, LLC and previously worked at Trader Wealth Management and COUNTRY Financial, among other firms. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm combines discretionary model portfolios, non-discretionary recommendations, and third-party management to offer financial planning and portfolio management services.
Ahlden H
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Ahlden Harms is a financial advisor at Midwestern Securities Trading Company, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at The Frederick Community Bank since 2016, where he also serves as Vice President and Loan Officer. Outside of his advisory role, Harms is involved in sports officiating for the Illinois High School Association and serves on the Paxton Grand Old Flag committee with financial responsibilities. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, combining internal model portfolios with third-party management and advisory recommendations.
Cassandra T
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Cassandra Taraboletti is a Series 66 licensed advisor at Midwestern Securities Trading Company, LLC with 19 years of industry experience. She has been with Midwestern Securities since 2010. Outside of her advisory role, she has served as president of the Kiwanis Club of Peoria (Downtown) and as a board member of the Peoria YWCA. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with non-discretionary recommendations and discretionary third-party management, offering financial planning, portfolio management, and ERISA 3(38) investment fiduciary services.
Eric B
Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
Eric Benes is a financial advisor with Midwestern Securities Trading Company, LLC in East Peoria, Illinois. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at John Graham & Associates and Charles Schwab & Co., Inc. Midwestern Securities Trading Company serves individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm combines discretionary model portfolios managed by an internal committee with advisory recommendations and third-party manager oversight, offering financial planning, portfolio management, and fiduciary services.
Andrew R
Series 66
Tallmadge, OH
Midwestern Securities Trading Company, LLC
Andrew Reed is a financial advisor at Midwestern Securities Trading Company, LLC, holding a Series 66 designation with nine years of industry experience. He has been with Midwestern Securities since 2016. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, using a combination of discretionary model portfolios and third-party managers along with non-discretionary recommendations from advisors.
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