Paul Ruedi is a financial advisor at Ruedi Wealth Management, Inc. in Champaign, Illinois, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ruedi Wealth Management since 2014. Ruedi Wealth Management, Inc. is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations. The firm manages approximately $432 million in assets and constructs diversified, buy-and-hold portfolios primarily using passive mutual funds and ETFs, while employing tax-sensitive strategies and utilizing the Pontera platform for held-away accounts.

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.

Johnathan Frerichs is a CFP® professional with experience at Bluestem Financial Advisors, LLC and Busey Wealth Management. He has a background that includes work at the University of Illinois - Champaign-Urbana and Rantoul City Schools. Bluestem Financial Advisors is a fee-only firm serving individuals and families, particularly young professionals, pre-retirees, and university staff. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing strategic asset allocation with low-cost, passive index funds and ETFs.

Seth Elam is a CFP® professional with 6 years of industry experience, currently serving as an advisor at Sterling Wealth Management, Inc. in Champaign, IL. He joined Sterling Wealth Management in 2018 after working for Busey Wealth Management from 2016 to 2018. Sterling Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, business entities, and certain qualified retirement plans. The firm offers Wealth Management and Asset Management programs focused on long-term, globally diversified, evidence-based investment strategies using mutual funds and ETFs.

Peggy Schluter is a CFP® with 34 years of industry experience and is affiliated with Cozad Asset Management Inc in Champaign, IL. She has worked at Cozad Asset Management since 1991 and was previously with M Holdings Securities, Inc. 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 and a disciplined buy/sell process, managing the vast majority of assets on a discretionary basis while integrating tax and trust capabilities through its subsidiary and partnerships.

Ryan Repko is a financial advisor at Ruedi Wealth Management, Inc. in Champaign, IL, holding CFP® and Series 65 credentials with nine years of industry experience. He has been with Ruedi Wealth Management since 2017 and previously worked at MSDSonline for nine years. Ruedi Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, and corporations, typically working with clients at or above $1 million. The firm employs a buy-and-hold investment strategy using primarily passively managed mutual funds and ETFs, incorporates professional judgment alongside model outputs, and offers discretionary portfolio management and financial planning services.

Raymon Brown is a CFP® with 25 years of industry experience, currently serving at Sterling Wealth Management, Inc. since 2012. He also maintains a longstanding role at Erwin Martinkus & Cole, Ltd., an attorney at law and estate planning firm where he is a director and shareholder. Sterling Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, business entities, and certain qualified retirement plans. The firm employs an evidence-based, globally diversified investment approach, primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary financial consulting.

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 at Cozad Asset Management Inc with six years of industry experience. He holds Series 65 and Series 63 designations and has been with Cozad Asset Management since 2019. Prior to his advisory career, Meacham worked in professional basketball and coaching, and he is also involved in broadcasting for the Big Ten Network and runs basketball camps and training through his own coaching business. Additionally, he works as a realtor in Champaign, IL. 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, disciplined buy/sell decisions, and tailored portfolios, managing the majority of assets on a discretionary basis and offering various model portfolio strategies to other advisers and platform providers.

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.

Joshua Cutler is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Bluestem Financial Advisors, LLC since 2014. 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 upon client request, and delivers integrated planning across multiple financial areas through tailored retainer agreements.

Steven Gardner is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Cozad Asset Management Inc since 2010. He previously worked at M Holdings Securities Inc. from 2010 to 2021. Gardner is also a licensed insurance professional specializing in fixed 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 minority interests.

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.

David Ruedi is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Ruedi Wealth Management, Inc. since 2014, where he serves as part of a five-advisor team. The firm provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, and corporations. Ruedi Wealth Management, Inc. manages approximately $432 million in assets and focuses on diversified, buy-and-hold portfolios using primarily passive mutual funds and ETFs. The firm is noted for its use of the Pontera platform to manage held-away plan participant accounts while avoiding custody and offers financial planning at no additional cost in most cases.

Caleb Smoes is a financial advisor at LifeWise Wealth Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and IPI Wealth Management. In addition to his advisory role, he owns a tax and accounting business, LifeWise Tax Advisors. LifeWise Wealth Advisors offers financial planning and investment management services to individuals, trusts, estates, retirement plans, and corporations. The firm tailors portfolios based on clients’ financial conditions and risk profiles, using a long-term investment approach combined with fundamental analysis.

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.

Pablo Jimenez Zamora is a financial advisor at Sterling Wealth Management, Inc. in Champaign, IL, holding a Series 65 designation with one year of industry experience. Prior to joining Sterling Wealth Management, he worked at the University of Illinois at Urbana Champaign, University of Illinois Community Credit Union, and Busey Bank. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans with private wealth management and asset management services. The firm follows an evidence-based, long-term investment philosophy emphasizing fundamental analysis, global diversification, asset allocation, and cost minimization.

Samuel Wesley is a CFP® and holds a Series 65 license, currently serving at Bluestem Financial Advisors, LLC. He has experience in financial services roles since 2020, including positions at Safe Retirement Systems, Inc. and Tammy Goodman Financial. Wesley’s background also includes four years at the University of Illinois and prior work at St. Joseph - Ogden High. Bluestem Financial Advisors is a fee-only firm offering comprehensive financial planning and discretionary portfolio management to individuals and families, including young professionals, pre-retirees, and university staff. The firm emphasizes strategic asset allocation primarily via low-cost, passive index funds and ETFs, and provides integrated planning services covering investments, tax, estate, insurance, retirement, education funding, and small-business needs.