Harrisen Harms is a Series 65-credentialed financial advisor with one year of industry experience, currently affiliated with Midwestern Securities Trading Company, LLC. His prior work experience includes roles in education and retail, such as at Illinois State University and Dick’s Sporting Goods. 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 fiduciary services using a combination of discretionary model portfolios, non-discretionary recommendations, and third-party management platforms.

Sarah Gritzmacher is a financial advisor at Midwestern Securities Trading Company, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at John Graham & Associates. 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 third-party manager oversight, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services.

Nikolas Adams is a financial advisor at Midwestern Securities Trading Company, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at John Graham and Associates since 2021. His prior experience includes roles in wealth management and broadcasting. 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 third-party management, maintaining both broker-dealer and advisory registrations.

Adam Carlson is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and with 12 years of industry experience. He has been with Midwestern Securities since 2013 and also works as a financial advisor and trust officer at Midwest Bank of Western Illinois. Outside of his advisory roles, Carlson serves as a volunteer treasurer for the Monmouth-Roseville Educational Foundation and the Warren County Housing Authority and is president of the nonprofit Maple City Field of Dreams. 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 provides financial planning, portfolio management, fiduciary services for retirement plans, and access to model and wrap programs, combining discretionary internal models with recommendations from advisory representatives and selected third-party managers.

Kendall Cox is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and two years of industry experience. He has held positions at Midwestern Securities since 2023 and at The Frederick Community Bank since 2022. Outside of finance, Cox is a licensed funeral director and embalmer, co-owner of Cox-Knapp Funeral Home, serves as a deputy coroner for Ford County, and coaches junior high school basketball. 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 fiduciary services, utilizing a combination of discretionary model portfolios, non-discretionary advisor recommendations, and third-party management platforms.

Troy Martina is a financial advisor at Midwestern Securities Trading Company, LLC with eight years of industry experience. He holds a Series 66 designation and has been with Midwestern Securities since 2017. Outside of his advisory role, Martina is involved in eBay sales, dedicating time monthly outside of trading hours. 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 advisory recommendations and third-party management, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services.

Luke Corrigan is a financial consultant at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and also manages an Outback Steakhouse location outside of his investment-related work. Prior to his advisory roles, he spent six years at Coca-Cola. 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, model and wrap programs, and ERISA 3(38) fiduciary services, combining discretionary internal model portfolios with non-discretionary advisory recommendations and third-party management.

Melody Terrell is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Cetera Investment Advisers, LLC and CETERA Financial Specialists LLC since 2016 and currently also serves as a financial advisor at The First National Bank in Tremont. Outside of her advisory roles, she is a marketing executive director for Melaleuca Wellness Company and a notary public. Midwestern Securities Trading Company serves a broad client base including individual investors, retirement plans, municipalities, and charitable organizations. The firm combines discretionary model portfolios with non-discretionary recommendations and third-party managed accounts, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services.

Marc Theien is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at The Harvard State Bank since 2021 and has prior experience with Northwest Bank of Rockford and Cetera Investment Services. Outside of his advisory work, he serves as treasurer for Trinity Lutheran Church in Rockford, IL. 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 services, utilizing a combination of discretionary model portfolios, advisor recommendations, and third-party managers in its investment process.

Michael Ennen is a Series 66 credentialed financial advisor with five years of experience at Midwestern Securities Trading Company, LLC. He also serves as CEO of The Bradford National Bank of Greenville, a position he has held since 2004, and is treasurer of the Bond County Public Building Commission. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and community financial institutions, offering financial planning, portfolio management, and fiduciary services. The firm combines discretionary model portfolios managed internally with non-discretionary advisory recommendations and third-party management platforms.

Jeffrey Schumacher is a financial advisor at Midwestern Securities Trading Company, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at both Midwestern Securities Trading Company and Goodfield State Bank since 2007. Outside of his advisory work, he serves on finance and board committees for local retirement communities and a church in the East Peoria area. 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, non-discretionary advisory recommendations, and third-party manager platforms in its investment approach, while maintaining dual broker-dealer and investment adviser registrations.

Monika O Brien is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work history includes roles at Gary K Craig, LLC dba Charles Schwab Independent Branch and various service industry positions. 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 management with non-discretionary recommendations, maintaining both broker-dealer and investment adviser registrations alongside advisory services.

Mark Montes De Oca is a financial advisor at Midwestern Securities Trading Company, LLC with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including JP Morgan Chase Bank, JP Morgan Securities, and TD Ameritrade. He is also affiliated with Fisher National Bank as a financial advisor. 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 management, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services.

Monica Vinson is a Series 65-licensed advisor with Midwestern Securities Trading Company, LLC, based in East Peoria, IL. She has worked at Midwestern Securities since 2022 and has previous experience at Regions Bank, JP Morgan Chase, and other firms dating back to 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, combining discretionary model portfolios with non-discretionary advice and third-party management through platforms such as Envestnet.

Joshua Janssen is a financial advisor at Midwestern Securities Trading Company, LLC with a Series 66 designation and two years of industry experience. His prior work history includes roles at Goodfield State Bank, Equitable Advisors, and Western Illinois University. In addition to his advisory role, he is also a financial advisor at Goodfield State Bank. 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 combines discretionary model portfolios with non-discretionary recommendations and third-party discretionary management, and maintains dual broker-dealer and investment adviser registrations alongside brokerage and insurance activities.

Anne Schutt is a financial advisor at Midwestern Securities Trading Company, LLC with seven years of industry experience. She holds the CFP® and ChFC® designations, along with a Series 66 license. Prior to joining Midwestern Securities, she worked at Northwestern Mutual Wealth Management Company and Genentech. Outside of her advisory role, Schutt serves as the 2nd Vice President of Membership for the Peoria Women's Club and contributes as a writer for Construction Beauty Magazine. 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 from advisors, and third-party manager oversight in its investment process.

Josiah Springer is a financial advisor at Midwestern Securities Trading Company, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Illini State Bank. His background includes roles in public and community organizations. 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 advisory recommendations and third-party management, maintaining dual broker-dealer and investment adviser registration while offering brokerage and insurance services alongside advisory solutions.

Eric Grant is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He previously worked at COUNTRY FINANCIAL before joining Midwest Bank and Midwestern Securities Trading Co. LLC in 2017. Outside of his advisory role, Mr. Grant serves as a scoreboard operator for Monmouth College football games and coaches basketball at Immaculate Conception School. 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 fiduciary services, combining discretionary model portfolios with advisor recommendations and third-party manager oversight.

John Fierst is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Jewelers Mutual Group and CSAA Insurance Group. In addition to his role at Midwestern Securities, he serves as a financial advisor at Bank of Luxemburg. Midwestern Securities Trading Company serves a wide range of clients including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, ERISA 3(38) fiduciary services, and access to model and wrap programs, combining internal discretionary management with third-party platforms and advisory recommendations.

Tirzah Renkes is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at Sauk Valley Bank for four years. Outside of advising, she serves on the board of the Granny Rose Animal Foundation and acts as treasurer for the Nicole Olinger Benefit event. 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, non-discretionary recommendations, and third-party managers.