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.

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.

Maxwell Gensler is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He previously worked at Sams/Hockaday and Associates, IPI Wealth Management, and Decatur Earthmover Credit Union. He serves as a board member of the Decatur Macon County Animal Shelter Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers multiple investment implementation strategies through various custody and platform arrangements, with both discretionary and non-discretionary options tailored to client objectives.