East Peoria, IL Office

Joshua Miller is a CFP® professional with 24 years of industry experience. He has worked at Midwestern Securities Trading Company, LLC since 2006 and currently serves as a financial consultant at John Graham and Associates. Miller holds Series 63 and Series 65 licenses and has been involved in several volunteer roles, including as past president of the Astoria Lions Club and co-chair of the finance committee for Graham Health Systems. 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 representative recommendations and third-party management, offering a range of financial planning and portfolio management services.

Michael Graham is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Midwestern Securities since 1999 and also operates John Graham & Associates, a financial consulting business started in 1996. Graham 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 individual investors, retirement plans, municipalities, and community institutions with financial planning and portfolio management. The firm uses discretionary model portfolios combined with third-party managers and advisory recommendations, maintaining a dual broker-dealer and investment adviser registration with a notable client-to-advisor ratio.

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. Ellis also serves as a pastor at East Peoria Bible Missionary Church, an outside activity that accounts for significant time commitment outside market hours. 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, model and wrap programs, and ERISA 3(38) fiduciary services, utilizing a combination of internally managed discretionary portfolios, non-discretionary advisor recommendations, and discretionary third-party management.

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.

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.

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.

Ahlden Harms is a financial advisor at Midwestern Securities Trading Company, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at The Frederick Community Bank since 2016, where he also serves as Vice President and Loan Officer. Outside of his advisory role, Harms is involved in sports officiating for the Illinois High School Association and serves on the Paxton Grand Old Flag committee with financial responsibilities. 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 internal model portfolios with third-party management and advisory recommendations.

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.