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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.
Stephen H
Peoria, IL
David Vaughan Investments, LLC
Stephen Hinrichs is a financial advisor at David Vaughan Investments, LLC in Peoria, IL, with 27 years of industry experience. He has been with David Vaughan Investments since 1998. David Vaughan Investments provides discretionary investment management and ancillary wealth services to a diverse client base, including high-net-worth individuals, trusts, foundations, and institutional clients. 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.
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.
Connor R
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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.
Anthony R
Series 66
Peoria Heights, IL
Thrivent Advisor Network, LLC
Anthony Rummans is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has two years of industry experience and previously worked at Thrivent Investment Management. In addition to his advisory role, he serves as a Lieutenant for the Peoria Illinois Police Department. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios utilizing a range of investment vehicles and offers access to independent managers and model portfolios.
Darrin A
CFP®
Peoria, IL
David Vaughan Investments, LLC
Darrin Autry is a CFP® professional affiliated with David Vaughan Investments, LLC in Peoria, IL, with nine years of industry experience. He has worked at Morton Community Bank since 2016. David Vaughan Investments offers discretionary investment management and ancillary wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm emphasizes value-oriented, income-producing equities combined with a conservative fixed-income strategy, employing both proprietary quantitative models and qualitative research in its portfolio construction.
Michael V
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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.
Todd S
Series 63
Peoria, IL
David Vaughan Investments, LLC
Todd Sheridan is a financial advisor at David Vaughan Investments, LLC with 26 years of industry experience. He has been with David Vaughan Investments since 1999. Todd holds a Series 63 designation. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients, including high-net-worth individuals, trusts, and foundations. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach, offering customized asset allocation and comprehensive performance reporting.
Ian S
CFP®, Series 66
Peoria, IL
CliftonLarsonAllen Wealth Advisors, LLC
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.
Alexis M
Series 66
Peoria, IL
David Vaughan Investments, LLC
Alexis Morey is a financial advisor with David Vaughan Investments, LLC in Peoria, IL, holding a Series 66 designation and three years of industry experience. Prior to joining David Vaughan Investments, Alexis worked at Silver Oak Securities and Migration Risk Management. David Vaughan Investments provides discretionary investment management and ancillary wealth services to individual and institutional clients, employing a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation.
Ryan S
Series 66
Peoria, IL
David Vaughan Investments, LLC
Ryan Sewell is a financial advisor with David Vaughan Investments, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Allworth Financial, Wealth Enhancement Group, and E*TRADE Capital Management. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, employing a value-oriented equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client needs.
Trace G
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
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.
Damon T
ChFC®, Series 66
Peoria, IL
Ameritas Advisory Services, LLC
Damon Tomeo is a ChFC® and Series 66 credentialed financial advisor with five years of industry experience. He is currently with Ameritas Advisory Services, LLC and has prior experience at National Financial Group and The ISI Companies. Tomeo is based in Peoria, IL, and partners with a local tax office on some client matters. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.
Austin K
Series 66
Peoria, IL
PNC Wealth Management
Austin Krohe is a Series 66-licensed financial advisor at PNC Wealth Management with one year of industry experience. He previously worked at Hughes Tenney Postlewait & Coale, LLC for five years before joining PNC Bank and subsequently moving to PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an online discretionary model account available by invitation to certain employees. The firm utilizes approved model strategies executed via mutual funds and ETFs, with annual rebalancing and algorithm-driven portfolio recommendations.
Mark B
CFP®, ChFC®, Series 63, Series 65
Peoria, IL
Commonwealth Financial Network
Mark Burnham is a financial advisor with Commonwealth Financial Network in Peoria, IL, holding CFP® and ChFC® designations and possessing 39 years of industry experience. He has been with Commonwealth and Masterplan Financial Group since 2005, where he also serves as vice president and partial owner. Outside of his advisory work, Burnham is the sole owner of a custom rifle-making company and acts as a trustee of an Illinois land trust for a family farm. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a comprehensive platform offering advisory programs, investment management, technology, compliance, and practice-management support.
Tyler R
Series 65, Series 63
Peoria, IL
Ameritas Advisory Services, LLC
Tyler Rasmuson is an advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and having four years of industry experience. He has worked with Ameritas Investment Company, LLC since 2022 and has operated Rasmuson Financial LLC since 2020. He is also licensed as an independent insurance agent selling fixed insurance products, including life and disability insurance, through the Carillon Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.
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