Cory Kleiss

Daniel Sappenfield is a CFP®-certified financial advisor with 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at Transamerica Financial Advisors, Inc. for 25 years. Outside of his advisory work, he serves as a varsity girls' basketball coach and part-time school bus driver for Villa Grove Schools and prepares tax returns. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Jeffrey Jacobson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Voya Financial Advisors and Securities America. Outside of advisory work, he serves as a board member of the Cottleville-Weldon Spring Chamber of Commerce and owns a tax preparation service that assists clients during tax season. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm employs a range of investment strategies supported by advanced portfolio management tools and offers access to multiple custodial platforms along with institutional and alternative investment solutions.

Jessica Hanner is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She worked previously for Tuscola Community Unit School District #301 from 2015 to 2021 before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

John Bennett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2016 and previously worked at Transamerica Financial Advisors. Outside of his advisory role, Bennett owns Boyer and Sappenfield Investment Advisors and is involved in tax planning and independent insurance sales. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan advisory, with investment advice delivered at the advisor level using various platforms and strategies.

Lisa Boyer is a CFP® professional with 42 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. Prior to this, she worked for Transamerica Financial Advisors, Inc. for 25 years and has been involved with Boyer & Sappenfield Investment Advisors since 1983. She serves on the boards of MacMurray College and Parkland College Foundation and is active in local community roles including coaching girls basketball and participating in the Arcola Economic Development Committee. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a range of investment strategies.

Drew Sappenfield is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 10 years of industry experience, including roles at Cambridge Investment Research Advisors since 2017 and Transamerica Financial Advisors in 2015-2016. Outside of his advisory work, he serves as a varsity basketball coach in Villa Grove, Illinois. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing multiple account platforms and third-party strategists.