Melody Terrell is a financial advisor with Midwestern Securities Trading Company, LLC and holds the Series 66 designation. She has nine years of industry experience, including roles at Cetera Investment Advisers, LLC and The First National Bank in Tremont. Outside of advisory work, she serves as a marketing executive director for Melaleuca Wellness Company and is a licensed notary public. 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 advisory recommendations and third-party manager oversight, offering financial planning, portfolio management, and 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.

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 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.

Jeffrey Walker is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 66 designations and has 15 years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. He is also licensed as an insurance agent, offering life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through Envestnet and Pershing platforms and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Michael Flaherty is a CFP®, ChFC®, and Series 63-licensed financial advisor with 17 years of industry experience. He has worked at David Vaughan Investments, LLC since 2018 and previously held roles at ValMark Advisers, Inc., Valmark Securities, Inc., and Investment Professionals, Inc. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, utilizing a value-oriented equity strategy combined with a conservative fixed-income approach and customized asset allocation. The firm serves high-net-worth individuals, trusts, foundations, retirement plans, and other entities.

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.

Stuart Breeden is a financial advisor with Creative Financial Designs, Inc. in Peoria, IL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He is president of Breeden & Associates, Ltd., where he also works as an accountant/CPA, and he is involved in independent insurance sales. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers strategies from passive to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

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.

John Cagle is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and has five years of industry experience. He has worked at The O.N. Equity Sales Company since 2021 and Ohio National Financial Services since 2020. Outside of his advisory role, he is an independent agent licensed to sell health and life insurance products. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary arrangements, often combining broker-dealer activity with advisory services.

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.

Andrew Lister is a CFA® charterholder with 19 years of industry experience. He has been with David Vaughan Investments, LLC since 2005. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, including high-net-worth individuals and foundations. The firm employs a value-oriented, income-producing equity strategy combined with a conservative buy-and-hold fixed-income approach and customized asset allocation to meet client cash-flow needs.

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.

Harry Johnson is a financial advisor with Packerland Brokerage Services, Inc. and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, having worked at several firms including CreativeOne Securities, Brokers International Financial Services, and ProEquities, Inc. In addition to his advisory role, he owns Johnson Financial, which offers fixed and life insurance products. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors and manages $1.358 billion in assets. The firm provides financial planning, portfolio management, and retirement-plan consulting, utilizing a variety of investment programs and third-party money managers on the Hilltop/Hilltop-cleared Envestnet platform.

Josiah Springer is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and six years of industry experience. He has previously worked at Edward Jones and Illini 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 offers financial planning, portfolio management, ERISA 3(38) fiduciary services, and access to third-party money managers, combining discretionary model portfolios with non-discretionary recommendations and selected third-party management.

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 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.

Diane Buchanan is a financial advisor at Prospera Financial Services, Inc. with 43 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at LPL Financial, Chapin, Davis, and Morgan Stanley. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.