Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Michael E
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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 S
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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.
Monica V
Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
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 J
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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 S
CFP®, ChFC®, Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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 S
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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.
Karen S
Series 66
Peoria Heights, IL
Thrivent Advisor Network, LLC
Karen Strickler is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked with several firms within the Thrivent organization and Purshe Kaplan Sterling Investments, Inc. She also serves as an insurance agent selling and servicing fixed insurance contracts. 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 long-term portfolios using a range of investment vehicles.
Alyssa M
Series 66
East Peoria, IL
Geneos Wealth Management, Inc.
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 K
Series 66
Washington, IL
Gateway Wealth Partners, LLC
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 G
Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
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 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.
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.
Matthew R
Series 65
Peoria Heights, IL
Thrivent Advisor Network, LLC
Matthew Rupert is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Thrivent Advisor Network, LLC and has previously worked with Thrivent Investment Management Inc and State Farm Insurance. Outside of his advisory role, he owns and operates a personal income tax preparation service as a registered CPA. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm employs a diversified investment approach that includes mutual funds, ETFs, equities, bonds, and alternative investments.
Keith H
Series 63, Series 66
Peoria Heights, IL
Thrivent Advisor Network, LLC
Keith Hubble is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments, with current service at Thrivent Advisor Network and Thrivent Investment Management. Outside of advisory work, he manages two LLCs related to business operations and expense management. 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 alongside other investment vehicles.
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.
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.
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.
Christine B
Series 66
Peoria, IL
CliftonLarsonAllen Wealth Advisors, LLC
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 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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Terms of Service and Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide