FAIRFIELD, IA – September 17, 2026 — Cambridge Investment Research, Inc. (“Cambridge”) is proud to announce that advisors Greg Raines, Lisa Sappenfield Boyer, and Mike Quirk, along with associates Ali Den Hartog and Stacey McReynolds, have been named 2026 Spirit of Cambridge Award honorees. Each year, Cambridge associates vote to select three advisors and two associates who exemplify the values, service, and people-first spirit Cambridge is known for. In recognition of each honoree’s impact on the Cambridge community, the firm also makes a donation on their behalf to a charity of their choice.

Financial Professional Recipients

Greg Raines is CEO of TAG Advisors¹, based in Glen Allen, Virginia. With more than 40 years of leadership experience in financial services, Raines leads the firm’s vision and strategy with a continued focus on improving the support and resources available to its advisors. Under his leadership, TAG has grown to more than 450 financial professionals who oversee more than $21 billion in assets. Affiliated with Cambridge for 15 years, Raines chose the Matt Eggar Memorial Scholarship for his Spirt of Cambridge donation. Established in memory of Matt Eggar, a former OSJ at TAG Advisors, the program awards two $2,500 scholarships annually to students or young professionals pursuing careers in financial services.

Lisa Sappenfield Boyer is the Founder of Boyer and Sappenfield Investment Advisors², with multiple office locations in Illinois. She established the firm in 1984 and has spent more than four decades helping individuals, families, and business owners navigate complex financial decisions. A CERTIFIED FINANCIAL PLANNER^® professional and Investment Advisor Representative, she specializes in comprehensive financial planning, retirement income strategies, and business owner exit planning. Sappenfield Boyer joined Cambridge in 2016 and chose to direct her Spirit of Cambridge donation to the Arcola Community Organization, a charitable organization in Arcola, Illinois that supports and promotes the arts, culture, and humanities for local residents.

Mike Quirk is an Owner and Chief Financial Officer (CFO) at Strategic Financial Services³ in Norwell, Massachusetts. Affiliated with Cambridge for more than 14 years, he joined Strategic Financial in 2012 to partner with his wife, Regina, and today oversees the firm’s financial health. As the firm’s OSJ, he also ensures its advisors and administrative staff meet regulatory requirements. For his Spirit of Cambridge donation, Quirk selected the Jared Lewis Quirk Good Guy Scholarship, a program established by his firm to honor the memory of his late son, Jared. The scholarship is awarded annually to graduating seniors in the firm’s local community who exemplify the qualities of a supportive friend and an all-around "good guy.”

Associate Recipients

Ali Den Hartog is a Practice Management Senior Liaison who has been with Cambridge for more than 14 years. In her role, she helps advance the firm’s Practice Management initiatives and works directly with advisors as a strategic coach through Cambridge’s Real Practice Management (RPM) program. A longtime contributor to Cambridge’s Community of Women (CCW), Den Hartog selected the Central College Journey Scholarship Fund for her Spirit of Cambridge donation. The scholarship program helps provide Central College students with financial support to pursue educational opportunities.

Stacey McReynolds joined Cambridge in 2012 and serves as a Senior Product Owner. As a member of the firm’s Service Experience department, she helps lead initiatives focused on data quality, operational excellence, and enhancing the associate and advisor experience. A former member of Community Engagement Committee, McReynolds selected the Southeast Iowa Flaming Marshmallows Special Olympics Team for her Spirit of Cambridge donation. The team supports athletes from counties across Southeast Iowa and competes in a variety of sports, including softball, football, bowling, basketball, cheerleading, soccer, and more.

About Cambridge

Cambridge is a financial solutions firm focused on serving independent advisors and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent advisors regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Learn more at JoinCambridge.com.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080

About the Spirit of Cambridge Award

The Spirit of Cambridge Awards are given annually to independent advisors and associates who are dedicated to service while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Each year, Cambridge associates select three advisors and two associates from a pool of outstanding candidates who have been affiliated with Cambridge for at least 10 years. The awards are presented during Ignite, Cambridge’s annual national conference, along with a donation by Cambridge to a qualified charity of each recipient’s choice to further honor their spirit and dedication to their clients, Cambridge, and the industry. Past honorees include:

2025 Spirit of Cambridge Honorees: April Booth, Janelle Lind, Kelly Cartier, Mark Thornton, Whitney Pacha
2024 Spirit of Cambridge Honorees: Rocco Scarsella, Larry Qvistgaard, Judi Griffin, Cindy Lowe, Jason Conner
2023 Spirit of Cambridge Honorees: Kay Black, Morae Metcalf, Regina Quirk, Josh Schwartz, Traci Shughart
2022 Spirit of Cambridge Honorees: Kristen Hafner, David Nelson, Jen Schaefer
2021 Spirit of Cambridge Honorees: Dawn Baker, John Fenwick, and Kim Gaxiola
2020 Spirit of Cambridge Honorees: Denny Gustin-Piazza, Jimmy Williams, and Shane Westhoelter
2019 Spirit of Cambridge Honorees: Parker Consaul, Steve James, and Wanda Delgado
2018 Spirit of Cambridge Honorees: Kay Knuth, Michael Curtis, and Monte Ferguson
2017 Spirit of Cambridge Honorees: David Wheat, Ed Kohlhepp, Jr., and Jim Regitz
2016 Spirit of Cambridge Honorees: Ed Kohlhepp, Sr., Ray Castaldi, and Scott Marshall
2015 Spirit of Cambridge Honorees: Cheryl Patterson, Mark Mitchell, and Steve Przewlocki
2014 Spirit of Cambridge Honorees: John Rathbun, Karl Elsass, and Tom Bode
2013 Spirit of Cambridge Honorees: Bryan Kelly, Gerry Steffes, and Tim Shmidl
2012 Spirit of Cambridge Honorees: Gary Wargo, Lisa Heath, and Robert Pugliese

¹Cambridge and TAG Advisors and its subsidiaries are separate entities
²Cambridge and Boyer and Sappenfield Investment Advisors are not affiliated
³Strategic Financial Services and Cambridge are not affiliated