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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

8 advisors near 61956

Out of 400,000+ nationwide

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Daniel S

CFP®, Series 63, Series 65

Villa Grove, IL

Cambridge Investment Research Advisors

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Jessica H

Series 66

Tuscola, IL

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John B

Series 63, Series 66

Arcola, IL

Cambridge Investment Research Advisors

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Lisa B

CFP®, Series 63

Arcola, IL

Cambridge Investment Research Advisors

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Drew S

Series 66

Villa Grove, IL

Cambridge Investment Research Advisors

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Stan B

Series 66

Arcola, IL

Cambridge Investment Research Advisors

Stan Boyer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 license and 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and previously at Transamerica Financial Advisors, Inc. from 2009 to 2016. Boyer also serves on the board of the Arcola Museum. 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, discretionary and non-discretionary portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Maxwell G

Series 63, Series 65

Villa Grove, IL

Cambridge Investment Research Advisors

Maxwell Gensler is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sams/Hockaday and Associates, IPI Wealth Management, and Decatur Earthmover Credit Union. Gensler serves as a board member of the Decatur Macon County Animal Shelter Foundation. Cambridge Investment Research Advisors serves a diverse client base including 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 various account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Cory K

CFP®, Series 66

Tuscola, IL

Edward Jones

Cory Kleiss is a CFP® and Series 66-registered financial advisor with Edward Jones in Tuscola, IL, bringing 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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