Jessica Hanner

Daniel Sappenfield is a CFP® with 35 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2016. His background includes tax preparation services dating back to 2006 and longstanding roles in insurance and education. Outside of financial advisory, he coaches varsity girls' basketball and works as a part-time school bus driver for the Villa Grove School District. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through a network of independent advisors and employs both proprietary and third-party strategies across multiple platform arrangements.

Jeffrey Jacobson is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at multiple firms, including Bridgehead Financial Group, LLC, Securities America, Inc., and Voya Financial Advisors. Jacobson also serves as a board member of the Cottleville-Weldon Spring Chamber of Commerce, contributing to local business initiatives. Osaic Wealth, Inc. serves a broad client base, including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs advanced portfolio construction tools and supports a range of investment platforms and third-party services.

John Bennett is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge since 2016. Outside of his advisory role, Bennett is involved with Boyer and Sappenfield Investment Advisors as an owner and also provides tax planning and independent insurance services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers a comprehensive range of financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary strategies and third-party solutions.

Lisa Boyer is a CFP® credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2016. She has 42 years of industry experience and has been co-owner of Boyer & Sappenfield Investment Advisors since 1983. Boyer serves on the boards of MacMurray College and the Parkland College Foundation, and coaches girls basketball for the Arcola School District. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Drew Sappenfield is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 10 years of industry experience. He has been with Cambridge since 2016 and also operates Sappenfield Investment Advisors. Outside of his advisory work, he serves as a varsity basketball coach in Villa Grove, Illinois. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Ryan Kleiss is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where he has worked since 2016. He has 19 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.