Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Molly G
ChFC®, Series 63
East Peoria, IL
Midwestern Securities Trading Company, LLC
Molly Gadbury is a ChFC® credentialed financial advisor with three years of industry experience. She is currently with Midwestern Securities Trading Company, LLC and previously worked at Trader Wealth Management and COUNTRY Financial, among other firms. 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, and third-party management to offer financial planning and portfolio management services.
Ahlden H
CFP®, Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Ahlden Harms is a CFP® with 10 years of industry experience, currently with Midwestern Securities Trading Company, LLC. He has worked at The Frederick Community Bank since 2016 and has held roles including Vice President and Loan Officer. Outside of his financial advisory work, Harms is involved in sports officiating for the Illinois High School Association and serves on the Paxton Grand Old Flag committee. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plans, municipalities, school districts, charitable organizations, and community financial institutions. The firm combines discretionary model portfolios managed internally with advisor recommendations and third-party management, and it integrates brokerage and advisory services alongside insurance offerings.
Andrew B
Series 65
Peoria, IL
David Vaughan Investments, LLC
Andrew Bryant is a Series 65–licensed advisor at David Vaughan Investments, LLC with one year of industry experience. Prior to joining David Vaughan Investments, he held positions at Citizen's Equity First Credit Union and has worked in various roles including at Augustana College and Brown Animal Hospital. David Vaughan Investments provides discretionary investment management and related wealth planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes value-oriented, income-producing equities combined with conservative fixed-income strategies and employs both quantitative and qualitative methods in portfolio construction.
Cassandra T
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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 B
Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
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 H
Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
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 G
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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 H
CFP®, ChFC®, Series 65
Peoria, IL
Thrivent Advisor Network, LLC
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 M
Series 66
Peoria, IL
Independent Wealth Network, Inc.
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.
Lawrence W
Series 65
Peoria, IL
David Vaughan Investments, LLC
Lawrence Williams is a financial advisor at David Vaughan Investments, LLC with 31 years of industry experience. He holds a Series 65 designation and has been with David Vaughan Investments, Inc. since 1991. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients, including high-net-worth individuals, trusts, estates, foundations, and qualified retirement plans. The firm uses a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.
Nikolas A
Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
Nikolas Adams is a financial advisor at Midwestern Securities Trading Company, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at John Graham and Associates since 2021. His prior experience includes roles in wealth management and broadcasting. 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, maintaining both broker-dealer and advisory registrations.
Lucas S
Series 66
Peoria, IL
Victory Financial
Lucas Staub is a financial advisor at Victory Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Outside of advisory services, he is involved in fixed insurance and fixed annuity sales as an insurance agent. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and combines fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.
Adam C
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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.
Dalton M
Series 65
Peoria, IL
David Vaughan Investments, LLC
Dalton Mellon is a financial advisor at David Vaughan Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with David Vaughan Investments since 2013. David Vaughan Investments provides discretionary investment management, financial planning, consulting, and OCIO services to a range of clients including individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach combines value-oriented, income-producing equities with a conservative fixed-income strategy, utilizing both proprietary quantitative ranking and qualitative research in portfolio construction.
Kendall C
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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.
Johnathan B
Series 65, Series 66
Peoria, IL
Victory Financial
Johnathan Blumeyer is a financial advisor at Victory Financial with Series 65 and Series 66 credentials. He has been with Victory Financial Group since 2025 and has prior work experience at KDJ Sales & Service Inc. from 2018 to 2025. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach, combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to create tailored model portfolios across risk profiles.
Troy M
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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.
Deanna B
CFP®, Series 63, Series 65
Peoria, IL
David Vaughan Investments, LLC
Deanna Baele is a CFP® with 23 years of industry experience and has been with David Vaughan Investments, LLC since 2000. She holds Series 63 and Series 65 licenses and is based in Peoria, IL. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients, including high-net-worth individuals and qualified retirement plans. 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.
Luke C
Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
Luke Corrigan is a financial consultant at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and also manages an Outback Steakhouse location outside of his investment-related work. Prior to his advisory roles, he spent six years at Coca-Cola. 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, model and wrap programs, and ERISA 3(38) fiduciary services, combining discretionary internal model portfolios with non-discretionary advisory recommendations and third-party management.
Brian C
Series 63
Peoria, IL
David Vaughan Investments, LLC
Brian Christensen is a financial advisor at David Vaughan Investments, LLC with 27 years of industry experience. He holds the Series 63 designation and has been with the firm since 1993. David Vaughan Investments provides discretionary investment management and wealth services to a diverse client base, including high-net-worth individuals, trusts, and institutional clients. The firm employs a value-oriented equity strategy paired with a conservative fixed-income approach, utilizing proprietary quantitative and qualitative research to customize asset allocation and meet client cash-flow needs.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our 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