Midwestern Securities Trading Company, LLC

Joshua Miller is a CFP® professional with 25 years of industry experience. He has been with Midwestern Securities Trading Company, LLC since 2006 and currently serves as a financial consultant at John Graham and Associates. Outside of his advisory work, he is involved in community activities including serving as a past president of the Astoria Lions Club, co-chairing the finance committee of Graham Health Systems Board of Trustees, and coaching youth football. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plans, municipalities, and charitable organizations. The firm offers financial planning and portfolio management services, utilizing a combination of discretionary model portfolios, non-discretionary advisor recommendations, and third-party management platforms.

Michael Graham is a financial advisor at Midwestern Securities Trading Company, LLC with 30 years of experience. He holds the Series 63 and Series 65 licenses and has worked at Midwestern Securities since 1999 and John Graham & Associates since 1996. He serves as president of the board for Princeville State Bank/Main Street Bancorp Inc. and is a board member of the Peoria Riverfront Museum Foundation. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm employs a combination of discretionary model portfolios, non-discretionary advisor recommendations, and third-party management to provide financial planning and portfolio management services.

Winfield Ellis is a financial advisor at Midwestern Securities Trading Company, LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Midwestern Securities, he worked at John Graham and Associates and Equitable Advisors LLC, among others. He also serves as a pastor at East Peoria Bible Missionary Church. 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 third-party management and advisory recommendations, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services.

Caleb Scholl is a financial advisor at Midwestern Securities Trading Company, LLC with a Series 66 designation and no prior industry experience. His work history includes roles at John Graham and Associates, Taylor University, Designer Concepts, AMC, Christian Center, and Peoria Christian School. Midwestern Securities Trading Company serves a broad 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 advisor recommendations and third-party discretionary management, offering a range of financial planning and portfolio management services.

Jason Stadsholt is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Midwestern Securities since 2017 and previously spent nine years with infinex Investments, Inc. Stadsholt also serves as a financial advisor at Havana National Bank and is involved as the treasurer for the Athens Youth Sports Association. 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, discretionary and non-discretionary investment services, and ERISA 3(38) fiduciary support, combining internal model portfolios with third-party management platforms.

Ian Timimmermann is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bradford National Bank and Knights of Columbus. 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 fiduciary services, utilizing a combination of discretionary model portfolios and advisory recommendations supported by fundamental and technical research.

Brady Huber is a Series 66-registered financial advisor with five years of industry experience, currently with Midwestern Securities Trading Company, LLC and Bradford National Bank. His prior background includes roles with the Gateway Grizzlies and positions at Lindenwood University. Outside of his advisory work, he serves as a football game commentator for WGEL. 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, utilizing a combination of discretionary model portfolios, advisory recommendations, and third-party managers.

Cody Leach is a CFP® professional with 11 years of experience, currently serving as a financial advisor at Midwestern Securities Trading Company, LLC and State Bank of Graymont since 2014. In addition to his advisory role, he is involved in community theater as an actor and serves as a member of the church council at St. Paul Lutheran Church. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and community financial institutions, providing financial planning and portfolio management through a combination of discretionary model portfolios and third-party managers. The firm operates with dual broker-dealer and advisory registrations and maintains brokerage and insurance activities alongside its advisory services.

Scott Fisher is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and nine years of industry experience. He has worked with John Graham & Associates and Midwestern Securities since 2017 and spent a year at the University of Illinois. 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 ERISA 3(38) fiduciary services, employing a combination of discretionary model portfolios and third-party management platforms.

Elizabeth White is a financial advisor at Midwestern Securities Trading Company, LLC with four years of industry experience. She holds a Series 66 designation and also serves as Vice President of Operations at Eagle Valley Bank, where she has worked since 2001. Additionally, she is an Alderman for Ward 2 in the City of Pittsfield and serves on the board of the Pike County Chamber of Commerce. 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, ERISA 3(38) fiduciary services, and access to both internal model portfolios and third-party money managers.

Nicholas Kuhlman is a Series 66-credentialed financial advisor at Midwestern Securities Trading Company, LLC with under one year of industry experience. His prior roles include positions at John Graham & Associates Inc and work in community-oriented businesses such as Corner Stone Tavern. 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 managerial platforms with a supervisory structure that integrates fundamental and technical research alongside brokerage and insurance services.

Robert Minor is a financial advisor with Midwestern Securities Trading Company, LLC, based in East Peoria, IL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked concurrently at Sauk Valley Bank since 2011 and serves as vice treasurer for the Whiteside County United Way. Additionally, he coaches and teaches baseball and softball lessons and is a board member of the Sterling Rock Falls Community Trust. 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 through a combination of discretionary model portfolios, non-discretionary representative recommendations, and third-party management, while maintaining both broker-dealer and advisory registrations.

Michael Doublin is a financial advisor at Midwestern Securities Trading Company, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Midwestern Securities since 2018. Prior to this, he was briefly employed at T. Rowe Price and worked in non-financial roles including at the University of Northern Colorado and Greeley Country Club. 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 and third-party investment management, and maintains a dual broker-dealer and investment adviser registration.

Tate Hartman is a financial advisor at Midwestern Securities Trading Company, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked concurrently at Heartland Credit Union since 2015. Outside of his advisory roles, he is active in community organizations including the Rotary Club of Springfield South and serves as treasurer and board member for the nonprofit 100+ People Who Care in Springfield. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm employs a combination of discretionary model portfolios and third-party manager platforms, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services.

Dana Tupper is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Midwestern Securities in 2024, Dana worked eight years at Raymond James Financial Services Advisors Inc. and has been an associate at Bank of Luxemburg since 2016. Dana also serves as a clerk on the Kewaunee Public School District Board of Directors. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, and charitable organizations. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, combining discretionary model portfolios, advisory recommendations, and third-party manager platforms in its investment approach.