Carl Williams Jr. is a financial advisor with Prospera Financial Services, Inc. He holds Series 65 and Series 63 licenses and has 33 years of industry experience. His prior roles include positions at LPL Financial, Chapin Davis, Inc., and Williams Investment Network, Inc. Outside of his advisory work, he serves as a board member for the Peoria Players Theater. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

Johnathan Timko is a CFP® and holds a Series 66 license, with 19 years of industry experience. He has worked at David Vaughan Investments, Inc. since 2016 and previously at Charles Schwab starting in 2007. David Vaughan Investments provides discretionary investment management along with wealth management, financial planning, consulting, and OCIO services to a range of clients including individuals, high-net-worth clients, trusts, estates, foundations, retirement plans, corporations, and other business entities. The firm employs a value-oriented, income-producing equity approach combined with a conservative fixed-income strategy, using proprietary quantitative and qualitative methods in portfolio construction.

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 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.

Richard Kirk is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Peace of Mind Wealth Management, Virtue Capital Management, LLC, and Horter Investment Management. In addition to advisory work, he is involved with Lifeguard Retirement Planning as an insurance broker, focusing on annuities, life insurance, long-term care, and senior health products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform for independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Timothy Whisler is a financial advisor at Foundations Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Simplicity Wealth, LLC and USA Financial Securities. Outside of advisory work, he is the owner and independent insurance agent of The Whisler Agency and serves as an instructor for the Council of Financial Educators, a nonprofit focused on retirement education. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and integrates model portfolios with an asymmetric rebalancing strategy.

Jade Laverdiere is a Series 65-licensed financial advisor with David Vaughan Investments, LLC, based in Peoria, IL. They have one year of industry experience and have been with David Vaughan Investments since 2023. Prior to their advisory role, Jade was a full-time student for several years. David Vaughan Investments provides discretionary investment management and wealth planning services to a diverse client base including individuals, estates, foundations, and corporate entities. The firm’s approach focuses on value-oriented, income-producing equities and conservative fixed-income strategies, utilizing proprietary quantitative and qualitative methods in portfolio construction.

Meghan Jackson is a financial advisor at David Vaughan Investments, LLC in Peoria, IL, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has been with David Vaughan Investments since 2008. David Vaughan Investments provides discretionary investment management and ancillary wealth services to individual and institutional clients, utilizing a value-oriented equity strategy combined with conservative fixed-income management and customized asset-allocation to meet client needs.

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.

Craig Ruffolo is a CFP® with 26 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Peoria, IL. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, offering strategic asset allocation through model portfolios and multidisciplinary planning in coordination with tax, estate, and risk professionals.

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.

Patrick Smarjesse is a financial advisor at David Vaughan Investments, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with David Vaughan Investments, Inc. since 1995. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to a diverse client base, including high-net-worth individuals, trusts, estates, foundations, qualified retirement plans, and corporations. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.

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.

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 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.

Thomas Jester II is a financial advisor at Prospera Financial Services, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Chapin Davis Inc. and Morgan Stanley in various capacities. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

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 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.

Stephanie Ricketts is a financial advisor at David Vaughan Investments, LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with David Vaughan Investments since 2007. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to a diverse client base including individuals, trusts, foundations, and institutional clients. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to address client cash-flow needs.