Brian Dreier is a financial advisor with Cambridge Investment Research Advisors in Quincy, Illinois, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Cambridge since 2016. Outside of his advisory work, he serves as Finance Council Chair at St. Francis Church and is involved in local religious and educational organizations, including as a board member for Quincy Catholic Schools. Cambridge Investment Research Advisors is a large 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 through a network of independent professionals, utilizing various custody platforms and proprietary and third-party investment strategies tailored to client objectives.

Jeffrey Tweedell is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and is also a partner and producer at Winters LLP, where he has been active since 1991. In addition, he serves as a board member for the Transitions Foundation. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using a variety of portfolio management and investment implementation options tailored to client objectives.

Andrew Eaton is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. He has also worked with Winters Insurance Group and held roles in education prior to his advisory career. Additionally, Eaton acts as an independent insurance agent, representing various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using multiple custody and platform arrangements, with both discretionary and non-discretionary investment strategies.