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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 credentials and 14 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, following a year at Transamerica Financial Advisors. Outside of his advisory role, Bennett is an independent insurance agent and is involved in tax planning services. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, 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 a range of portfolio management strategies and platform options tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Lisa B

CFP®, Series 63

Arcola, IL

Cambridge Investment Research Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Stan B

Series 66

Arcola, IL

Cambridge Investment Research Advisors

Stan Boyer is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2016. He has 17 years of industry experience and also operates Boyer & Sappenfield Investment Advisors, where he has been involved since 2004. Boyer serves on the board of the Arcola Museum in Illinois. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services using a variety of strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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