Regan Frazier is a CFP® professional with three years of industry experience, currently serving at Cozad Asset Management, Inc. since 2021. Prior to this, Regan worked for ten years at Martin Hood, LLC. In addition to financial advising, Regan is involved in tax preparation and consulting through Managed Tax Services, LLC. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification, a disciplined buy/sell process, and tailors portfolios to client goals, managing the vast majority of assets on a discretionary basis.

Ronald Kiddoo is a financial advisor with Cozad Asset Management Inc in Champaign, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Cozad Asset Management since 1982 and previously spent 12 years at M HOLDINGS SECURITIES, Inc. Kiddoo also serves as chairman of the board of First Federal Savings Bank and holds director positions at Park Avenue Service Corporation and Great American Bancorp. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined buy/sell process tailored to client goals, managing the majority of assets on a discretionary basis, and integrates tax and trust capabilities through its ownership of Managed Tax Services, LLC.

Kaitlin Buerkett is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cozad Asset Management Inc. She has previously worked at Bank of America Corporation and M Holdings Securities, INC. In addition to her advisory role, Kaitlin manages a tax preparation and consulting business, Managed Tax Services, LLC, and is also an independent insurance professional. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined investment process, offering tailored portfolios and integrated tax and insurance services through its subsidiaries and licensed staff.

Mary McGrath is a financial advisor with Cozad Asset Management Inc. in Champaign, IL, holding CFP® and PFS™ designations and over 40 years of industry experience. She has worked at Cozad Asset Management since 1985 and was previously with M HOLDINGS SECURITIES, Inc. from 2009 to 2021. Outside of her advisory role, she serves as board president of the Carle Center for Philanthropy and operates Managed Tax Services LLC, a tax preparation and planning business. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm’s approach emphasizes diversification and disciplined portfolio management tailored to client goals, and it integrates tax and trust services through its subsidiary and strategic interests.

Dae Woung Kang is a financial advisor at Cozad Asset Management Inc with four years of industry experience. He holds a Series 65 designation and previously worked at Martin Hood, LLC for 19 years before joining Cozad Asset Management. Outside of his advisory role, Kang manages a tax preparation and consulting business and serves on the boards of local nonprofits, including Champaign County CASA and Salt and Light, as well as leading the finance committee of Covenant Fellowship Church. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined investment process while tailoring portfolios to client goals, managing the majority of assets on a discretionary basis, and integrating tax and trust services through its subsidiary Managed Tax Services, LLC.

Anne Storsved is a CFP®, CFA®, and holds a Series 66 license with 25 years of industry experience. She has been with Cozad Asset Management Inc since 1998 and previously worked at M HOLDINGS SECURITIES, Inc. from 2009 to 2021. Outside of her advisory role, she provides tax preparation services through Managed Tax Services, LLC. Cozad Asset Management serves individuals, trusts, retirement plans, corporations, and investment companies with portfolio management, financial and estate planning, and insurance consultations. The firm emphasizes diversification and a disciplined investment process, managing the majority of assets on a discretionary basis while also offering tax preparation through its subsidiary and acting as a sub-adviser for other investment firms.

Stephen Kiddoo is a financial advisor at Cozad Asset Management Inc with 14 years of industry experience. He holds a Series 66 designation and has worked at M Holdings Securities, Inc. for 12 years. Outside of investment advisory, Kiddoo is involved in tax preparation and consulting through his roles with Managed Tax Services, LLC and as a licensed insurance professional. Cozad Asset Management serves individuals, trusts, charitable organizations, municipal retirement plans, corporations, investment companies, and employer retirement plans by providing portfolio management, financial and estate planning, and insurance consultation. The firm emphasizes diversification and disciplined investment decisions while managing most assets on a discretionary basis and integrates advisory and accounting services through its ownership of Managed Tax Services, LLC.

Adrienne Olson is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving as an advisor at Cozad Asset Management Inc since 2019. Prior to this, she was affiliated with Mattis Avenue Free Methodist Church for 12 years. She is also a licensed insurance professional, engaging in fixed insurance sales on a part-time basis. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined investment process, tailoring portfolios to client goals while integrating tax and trust capabilities through its subsidiary and strategic interests.

Stuart Meacham is a financial advisor at Cozad Asset Management Inc with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Cozad Asset Management since 1982, as well as at M HOLDINGS SECURITIES, Inc. from 2009 to 2021. Outside of his advisory role, Meacham serves as a director for CU Christian Church and its supporting charitable organization. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined buy/sell process, managing most assets on a discretionary basis, and integrates tax and trust capabilities through its subsidiary Managed Tax Services, LLC.

Brett Anderson is a CFP® with seven years of industry experience, currently serving as an advisor at Cozad Asset Management Inc. He previously worked at M Holdings Securities from 2014 to 2018. Outside of his advisory role, Anderson is a senior accountant at Managed Tax Services, LLC, and serves as board treasurer for DREAAM House as well as a trustee at Lincoln Christian University. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification, a disciplined buy/sell process, and tailoring portfolios to clients’ goals, while also integrating tax and trust capabilities through its ownership of Managed Tax Services, LLC.

Peggy Schluter is a CFP® professional with 35 years of industry experience, currently serving at Cozad Asset Management Inc. She has worked at Cozad since 1991 and spent 12 years at M Holdings Securities, Inc. prior to that. Cozad Asset Management advises a diverse client base including individuals, trusts, charitable organizations, and municipal retirement plans, providing continuous portfolio management, financial and estate planning, and insurance consultation. The firm emphasizes diversification, disciplined buy/sell decisions, and customized portfolios, managing the majority of assets on a discretionary basis.

Gregory Cozad is a CFP® with 43 years of industry experience and has been with Cozad Asset Management Inc since 1993. He previously worked at M HOLDINGS SECURITIES, Inc. for 12 years. He serves as a director of the Cozad Foundation and trustee of the V Dale Cozad Trust. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined buy/sell process, managing the majority of assets on a discretionary basis, and also offers integrated tax and insurance services.

Trenton Meacham is a financial advisor with Cozad Asset Management Inc, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Cozad in 2019, he worked in professional basketball roles including coaching and broadcasting, and he continues to operate Trent Meacham Coaching, offering basketball training and speaking. He is also active as a realtor in Champaign, Illinois. Cozad Asset Management serves individuals, trusts, and various institutional clients by providing portfolio management, financial and estate planning, and insurance consultation. The firm’s investment approach focuses on diversification and disciplined trading, with a majority of assets managed on a discretionary basis, and it supports managed accounts through proprietary model strategies and partnerships with other advisors and platforms.

Brent Schluter is a CFP® at Cozad Asset Management Inc with three years of industry experience. He has been with Cozad Asset Management since 2019 and previously worked at Vision Fitness and the University of Illinois. Outside of his advisory work, Brent is involved with Managed Tax Services, LLC, providing tax preparation and consulting services. Cozad Asset Management serves individuals, trusts, charitable organizations, municipal retirement plans, corporations, investment companies, and employer retirement plans. The firm offers portfolio management, financial and estate planning, and insurance consultation, emphasizing diversification and disciplined investment decisions tailored to client goals.

Steven Gardner is a CFP® with 18 years of industry experience, currently serving at Cozad Asset Management Inc since 2010. He previously worked at Merrill from 2008 to 2010 and M Holdings Securities Inc. from 2010 to 2021. Gardner is also a licensed insurance professional involved in fixed insurance products. Cozad Asset Management advises individuals, trusts, charitable organizations, municipal retirement plans, corporations, investment companies, and employer retirement plans with services including portfolio management, financial and estate planning, and insurance consultation. The firm emphasizes diversification and disciplined portfolio management while offering managed accounts and sub-advisory services to other firms and platforms.

Jack Earley is a CFP® with 41 years of industry experience. He has been with Cozad Asset Management Inc since 2012 and previously worked at M Holding Securities, Inc. from 2012 to 2021. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined buy/sell process, tailoring portfolios to clients’ goals while managing the majority of assets on a discretionary basis.

John Evans is a financial advisor with Cozad Asset Management Inc in Champaign, IL, holding a Series 66 credential and 25 years of industry experience. He has worked at Cozad Asset Management since 2002 and spent 12 years at M HOLDINGS SECURITIES, Inc. outside of his advisory role, he serves as president of the Champaign County Table Tennis Club. Cozad Asset Management advises individuals, trusts, charitable organizations, municipal retirement plans, corporations, investment companies, and employer retirement plans, providing portfolio management, financial and estate planning, and insurance consultation. The firm emphasizes diversification, disciplined buy/sell decisions, and portfolio customization, managing the majority of assets on a discretionary basis and offering model portfolio strategies through Unified Managed Accounts and Separately Managed Accounts.

William Buerkett is a financial advisor at Cozad Asset Management Inc in Champaign, IL, holding a Series 66 designation with nine years of industry experience. He worked at UBS Financial Services from 2014 to 2019 before joining Cozad Asset Management in 2020. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification, a disciplined buy/sell process, and tailoring portfolios to client goals, managing the majority of assets on a discretionary basis.

Donald Casper is a financial advisor at Cozad Asset Management Inc in Champaign, Illinois, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has worked at Cozad Asset Management since 1982 and previously was with M Holdings Securities from 2009 to 2021. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification, a disciplined buy/sell process, and portfolio customization, managing the majority of assets on a discretionary basis while also offering tax preparation services through its subsidiary, Managed Tax Services, LLC.

Raymond Heinrich is a financial advisor with Cozad Asset Management Inc in Champaign, IL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Cozad Asset Management since 1989 and at M HOLDINGS SECURITIES, Inc. since 2009. Outside of investment advising, he operates as an independent insurance agent offering insurance products. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined buy/sell process, managing the vast majority of assets on a discretionary basis, and integrates tax and trust capabilities through its subsidiary and ownership interests.