Cassandra Taraboletti is a Series 66 credentialed financial advisor with 18 years of industry experience. She has been with Midwestern Securities Trading Company, LLC 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, school districts, charitable organizations, and community financial institutions. The firm provides financial planning, portfolio management, and ERISA 3(38) fiduciary services, combining discretionary internal model portfolios with non-discretionary advisory recommendations and selected third-party management.

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.

Griffin Kliewer is a financial advisor at Midwestern Securities Trading Company, LLC, holding a Series 66 designation. He has less than one year of industry experience and previously worked at First Security Bank and Beyond Wealth Advisors. His background also includes roles at Indiana Wesleyan University and Summit Christian Academy. 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, using a combination of discretionary model portfolios, advisory recommendations, and third-party management platforms.

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 CFP®, ChFC®, and Series 65 credentials and five years of industry experience. Prior to joining Thrivent Advisor Network in 2020, she worked for Weight Watchers International for 14 years. Holloway is also involved in insurance sales, dedicating approximately 10% of her time to this activity. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations, utilizing low-cost mutual funds, ETFs, fixed-income securities, and alternative investments where appropriate.

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 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 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.

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 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 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 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 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 previously worked at KDJ Sales & Service Inc. from 2018 to 2025. Victory Financial Group serves a diverse range of clients including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach based on Modern Portfolio Theory and integrates fundamental, cyclical, and behavioral analysis to manage portfolios tailored to client risk profiles.

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 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 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.

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.

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.