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Nathan W

Series 63, Series 65

Bradenton, FL

Midwestern Securities Trading Company, LLC

Nathan White is a financial advisor at Midwestern Securities Trading Company, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with John Graham & Associates since 2001. 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 advisory recommendations and third-party management, offering financial planning, portfolio management, and fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Emily B

Series 66

East Peoria, IL

Midwestern Securities Trading Company, LLC

Emily Bruington is a financial advisor at Midwestern Securities Trading Company, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at John Graham & Associates and in various other roles including at Starbucks and the University of Illinois. 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, combining discretionary model portfolios and third-party management with advisory recommendations.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Drew R

Series 66

East Peoria, IL

Midwestern Securities Trading Company, LLC

Drew Rowley is a financial advisor at Midwestern Securities Trading Company, LLC, holding a Series 66 designation with no prior industry experience. Before joining the financial sector, he held positions at Sterling Federal Bank and various automotive groups. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, and community financial institutions, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services. The firm combines discretionary model portfolios with non-discretionary advisory recommendations and uses both internal and third-party management platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Sean B

Series 66

East Peoria, IL

Midwestern Securities Trading Company, LLC

Sean Baldwin is a Series 66 licensed advisor with Midwestern Securities Trading Company, LLC in East Peoria, IL. He has held roles at Heartland Credit Union and Midwestern Securities Trading Company, with previous work experience in various industries including contracting, retail, and food service. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning and portfolio management using a combination of discretionary model portfolios, third-party management platforms, and advisory recommendations.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Jason M

Series 66

East Peoria, IL

Midwestern Securities Trading Company, LLC

Jason Musgrave is a financial advisor with Midwestern Securities Trading Company, LLC in East Peoria, IL. He holds a Series 66 designation and has experience working at Fairfield National Bank and Wayne County State's Attorney. Prior to his financial career, he was employed at Fairfield Community High School and Fairfield Ready Mix. 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 recommendations and third-party discretionary management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Luke H

Series 66

East Peoria, IL

Midwestern Securities Trading Company, LLC

Luke Harl is a Series 66-credentialed financial advisor with six years of industry experience, currently with Midwestern Securities Trading Company, LLC. He has also worked with Fairfield National Bank since 2019 and has prior experience at Illinois Eastern Community College and the University of Illinois-Springfield. Outside of his advisory roles, Harl serves on the Board of Directors for the Greater Fairfield Area Chamber of Commerce, acts as treasurer for Fairfield First Baptist Church, and is president of the Frontier Community College Foundation. Midwestern Securities Trading Company serves a diverse client base that includes individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm combines discretionary internal model portfolios with recommendations from advisory representatives and third-party managers, offering financial planning, portfolio management, and fiduciary services for retirement plans.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Brian C

Series 63, Series 65

East Peoria, IL

Midwestern Securities Trading Company, LLC

Brian Card is a financial advisor with Midwestern Securities Trading Company, LLC in East Peoria, IL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Card has worked at Princeville State Bank and Midwestern Securities Trading Company since 2010. Outside of his advisory roles, he serves as the finance chairman for the Princeville Historical Association, a nonprofit museum. 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 and portfolio management through a combination of discretionary model portfolios, non-discretionary recommendations, and third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Mark G

ChFC®, Series 66

St. Louis, MO

Midwestern Securities Trading Company, LLC

Mark Gregor is a financial advisor with Midwestern Securities Trading Company, LLC in St. Louis, MO. He holds the ChFC® designation and Series 66 license and has 18 years of industry experience. His prior roles include financial advisor positions at Members 1st Credit Union and First Missouri Credit Union. Outside of his advisory work, Gregor serves as a pastor at Owensville Christian Church and is treasurer and a board member of Mission to Russia. 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, ERISA 3(38) investment fiduciary services, and access to third-party money managers through discretionary and non-discretionary investment approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Connor R

Series 66

East Peoria, IL

Midwestern Securities Trading Company, LLC

Connor Reinarman is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Midwestern Securities, he worked at Bradford National Bank and Horstmann Premier Financial. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and community financial institutions. The firm combines discretionary model portfolios with non-discretionary advisory recommendations and third-party management, offering financial planning, portfolio management, and fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Michael V

Series 66

East Peoria, IL

Midwestern Securities Trading Company, LLC

Michael Vogt is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at both Midwestern Securities and Teutopolis State Bank since 2015, where he also manages the bank’s bond portfolio. 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, utilizing a combination of discretionary model portfolios, advisor recommendations, and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Nathaniel M

Series 66

St Louis, MO

Midwestern Securities Trading Company, LLC

Nathaniel Mayes is a financial advisor at Midwestern Securities Trading Company, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Midwestern Securities, Neighbors Credit Union, and Thrivent Financial. Outside of his advisory roles, he has a background that includes involvement with the Contemporary Art Museum and several local businesses in St. Louis, MO. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning and portfolio management services, combining discretionary model portfolios with non-discretionary recommendations and third-party management through platforms like Envestnet.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Trace G

Series 66

East Peoria, IL

Midwestern Securities Trading Company, LLC

Trace Gold is a financial advisor at Midwestern Securities Trading Company, LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he held roles at Goodfield State Bank, Chipotle, Culvers, and in education at Grant Community High School and Big Hollow Middle School. Gold also maintains a role as a financial advisor with Goodfield State Bank. 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, offering financial planning, portfolio management, and ERISA fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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