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 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.

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.

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 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 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.

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.

Kelly Holloway is a financial advisor with Thrivent Advisor Network, LLC, holding the CFP®, ChFC®, and Series 65 credentials, and has six years of industry experience. Prior to joining Thrivent Advisor Network in 2020, Holloway worked for Weight Watchers International from 2006 to 2020. Outside of advisory services, Holloway is involved in insurance sales. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified portfolios using low-cost mutual funds and ETFs.

Scott Mccord is a financial advisor with Independent Wealth Network, Inc. in Peoria, IL, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ausdal Financial Partners Inc. and currently serves as a mental game coaching professional with Elite Performance Coaching. Outside of finance, he is a board member of the nonprofit Impact Peoria and volunteers as a youth baseball coach for Canes Baseball Central Illinois. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies to client goals through a combination of fundamental and technical analysis, trading techniques, and ongoing portfolio oversight.

Nikolas Adams is a financial consultant with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at John Graham and Associates since 2021 and previously held roles at Macro Wealth Management, Nexstar Broadcasting, and Adams Outdoor Advertising. Midwestern Securities Trading Company serves a wide range of clients including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm provides financial planning, portfolio management, ERISA 3(38) fiduciary services, and access to model and wrap programs, combining internal discretionary portfolios with third-party management and advisory recommendations.

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 advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds Series 65 and Series 63 registrations. Prior to joining Midwestern Securities, he worked at Coca-Cola for six years and has managerial experience outside the financial industry at Outback Steakhouse. 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 third-party management and advisor recommendations.

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.