Sharon Allen is a Certified Financial Planner® with 22 years of experience at Sterling Wealth Management, Inc. in Champaign, IL, where she has worked since 2004. She serves as a board member of the University of Illinois Employees Credit Union and lectures within the Certified Financial Planning curriculum at the University of Illinois, Urbana. Additionally, she participates in several community and professional organizations related to financial planning and nonprofit governance. Sterling Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, and business entities through Wealth Management and Asset Management programs. The firm employs an evidence-based investment approach focused on long-term, globally diversified asset allocation using mutual funds and ETFs, and offers both discretionary account management and non-discretionary financial consulting.

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.

Timothy Lee is a CFP® professional with three years of experience at Bluestem Financial Advisors, LLC and previous work experience at Costco Wholesale and Chipotle. He is based in Savoy, Illinois. Bluestem Financial Advisors is a fee-only firm providing comprehensive financial planning and discretionary portfolio management to individuals and families, focusing on young professionals, pre-retirees, and university professionals. The firm emphasizes strategic asset allocation using low-cost, passive index funds and ETFs, offers ESG investment options, and includes tax preparation in its comprehensive retainer agreements.

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.

Daniel Witherspoon is a financial advisor at LifeWise Wealth Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors and Busey Bank. His early career includes roles in education and healthcare. LifeWise Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, retirement plans, and corporations. The firm customizes portfolios based on each client’s financial condition and risk profile, using a long-term investment approach complemented by fundamental analysis.

Nicholas Vogel is a CFP® with six years of industry experience, currently serving as a financial advisor at Bluestem Financial Advisors, LLC since 2018. Prior to this, he worked at Martin Hood LLC for six years. Bluestem Financial Advisors is a fee-only firm providing comprehensive financial planning and discretionary portfolio management to individuals and families, including young professionals, pre-retirees, and university professionals. The firm employs a strategic asset allocation approach using primarily low-cost, passive index funds and ETFs, offers ESG fund options upon client request, and acts as a fiduciary for retirement accounts under written retainer agreements.

Jenna Woods is a CFP® professional with three years of experience at Sterling Wealth Management, Inc. in Champaign, IL. Prior to her career in financial advising, she worked at Style & Grace Salon & Day Spa and Stephens Family YMCA. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs an evidence-based investment philosophy focused on long-term, globally diversified asset allocation and cost minimization, offering services through Wealth Management and Asset Management programs.

John Vanderburgh is a financial advisor at LifeWise Wealth Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera and Avantax Investment Services. Outside of advisory work, Vanderburgh serves as treasurer for a local school district, manages a farming operation, and is president of a forensic accounting firm. LifeWise Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, retirement plans, and corporations. The firm customizes portfolios based on client-specific financial and tax situations, primarily employing a long-term investment approach with flexibility for shorter-term trading.

Andrew Mcdowell is a CFP® with 10 years of experience in financial services, currently associated with LifeWise Wealth Advisors in Champaign, IL. His prior roles include positions at Cetera and Investment Planners, Inc. In addition to his advisory work, he holds an insurance license and sells life, disability, and annuity products on a limited basis. LifeWise Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, qualified retirement plans, and corporations. The firm customizes portfolios based on clients’ financial conditions and risk profiles, employing a long-term investment approach with fundamental analysis, and maintains an institutional custodial relationship with Goldman Sachs.

James Panzer Jr. is a financial advisor with Investment Research Corporation in Champaign, Illinois, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Investacorp Inc. and Safety-Kleen Systems. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management across a broad range of investment products.

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.

Daly Andersson is a CFP® and CFA® with 16 years of experience in financial advising. He is currently a Wealth Advisor at Sterling Wealth Management, Inc. and has previously worked at Sanctuary Advisors, Busey Bank, and Raymond James Financial Services. Andersson contributes to the University of Illinois as an independent contractor helping to develop and teach a course focused on financial planning issues affecting women. Sterling Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs an evidence-based, fundamentally informed investment approach emphasizing long-term, globally diversified asset allocation and cost minimization through mutual funds and ETFs.

Jacob Kuebler is a CFP® with 16 years of industry experience, currently serving at Bluestem Financial Advisors, LLC since 2011. He is also a part-time lecturer at the University of Illinois at Urbana-Champaign. Bluestem Financial Advisors is a fee-only firm that provides comprehensive financial planning and discretionary portfolio management to individuals and families, focusing on young professionals, pre-retirees, and university professionals. The firm emphasizes strategic asset allocation using low-cost, passive index funds and ETFs, offers ESG options, and delivers integrated planning across multiple financial areas under retainer agreements tailored to client objectives.

Kane Walag is a financial advisor at Sterling Wealth Management, Inc. in Champaign, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sterling, he held positions at Icon Hospitality, the University of Illinois, and Jackson Hewitt Tax Service. Sterling Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs an evidence-based, globally diversified investment approach focused on long-term asset allocation and cost minimization.

John Kennedy is a CFP® with 8 years of industry experience, currently serving at LifeWise Wealth Advisors. His previous experience includes roles at Cetera, IPI Wealth Management, and Investment Planners, Inc. He is also licensed to sell fixed insurance products such as life, disability, annuities, and long-term care insurance. LifeWise Wealth Advisors provides financial planning, consulting, and investment management services to clients including trusts, estates, retirement plans, and corporations. The firm emphasizes customized portfolios tailored to clients’ financial situations, using a long-term investment approach combined with fundamental analysis.