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.

Alyssa Marks is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at Geneos Wealth Management since 2006 and has been associated with Trifecta Financial LLC since 2020. Marks is also a notary public and an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic investment approaches and strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Ryan Knapp is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Advisors' Pride, Inc. and LPL Financial, llc. Knapp provides administrative services through Advisors' Pride, Inc., an independent investment advisor firm. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers.

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.

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.

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.

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.

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.

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.

Christine Bulfer is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors since 2012. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive strategies, and coordinates planning by integrating wealth, tax, estate, and insurance professionals across its parent organization.

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.

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.

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.

Ian Swafford is a CFP® with 10 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. His prior roles include positions at MissionSquare Retirement, MissionSquare Investment Services, LPL Financial, and Edward Jones. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a combination of strategic asset allocation through model portfolios and third-party managed programs, integrating multidisciplinary planning with fiduciary and broker-dealer services.

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.

Tyler Rasmuson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and having four years of industry experience. He has worked at Ameritas Investment Company, LLC since 2022 and operates Rasmuson Financial LLC. Additionally, he is licensed as an independent insurance agent to sell fixed insurance products, including life and disability insurance. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs utilizing in-house model portfolios and third-party managers, with a platform integrated alongside Ameritas affiliates to serve a broad range of client needs.

Kyle Sheets is a financial advisor at OSAIC Institutions, Inc. with nine years of industry experience. He previously worked at Wayne Hummer Investments LLC for eight years and currently holds a Series 66 designation. Sheets is also associated with Morton Community Bank in a financial advisor role. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services. The firm offers a broad range of solutions including financial planning, ERISA plan services, alternative investments, and lending options, delivered primarily through a network of investment adviser representatives.

Jeffrey Engelbrecht is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2023. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only employee pilot. The firm’s investment approach relies on algorithmic risk assessments and third-party managed model strategies executed with mutual funds and ETFs.

William King is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2017 and was previously with WFG Investments Inc from 2009 to 2017. King serves as Managing Director at KB Elliott Financial Advisors and is active in portfolio management and client advisory roles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support tailored investment solutions.