Daniel Wesley Bentz

Edward Goydas is a Series 65-credentialed advisor at Goydas Capital Investment Management, LLC with seven years at the firm and five years in the industry. Prior to his current role, he was with Goydas Capital LLC for eleven years. He is also a managing member of a private pooled investment fund focused on real property, dedicating time to this activity outside of trading hours. Goydas Capital Investment Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, and financial planning. The firm employs a range of analytic methods and may recommend a related private pooled real estate vehicle to qualifying investors.

Sarah Gilner is a financial advisor at Goydas Capital Investment Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Goydas Capital since 2019, following roles as an independent contractor and at First Citizens Community Bank. In addition to her advisory work, she is a licensed insurance producer. Goydas Capital Investment Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $18.8 million for about 19 clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and access to private pooled investments, including real-estate funds and REITs, using a variety of analytical approaches and investment strategies.

Mark Lewis is a financial advisor with Rise Advisors, LLC and holds a Series 65 designation. He has over 19 years of industry experience, including academic roles at Alfred University from 2010 to 2026 and since 2026. Lewis serves as a trustee for the Seventh Day Baptist Memorial Fund, overseeing charitable activities. Rise Advisors, LLC provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs strategic asset allocation with an emphasis on ETFs and uses a combination of model and custom strategies to align portfolios with client objectives.

Winfred Jacob is a CFP® and ChFC® with 37 years of industry experience. He has worked at Level Financial Advisors, Inc. since 2016 and previously held roles at Cadaret, Grant & Co., Inc., Frontier Financial Group, LLC, and operated as a self-employed insurance agent. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans by offering financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs an asset-allocation approach using diversified mutual fund and ETF models and incorporates tax-sensitive strategies and technology tools, including direct indexing and AI-supported data aggregation, to support client outcomes.

Shawn Derrick is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He previously worked at Community BANK and INVEST Financial Corp before joining Commonwealth in 2018 and later Cedarwood Financial Partners. In addition to his advisory work, he is involved in tax preparation services through Wheat & Fitzpatrick, CPA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing advisors discretion in portfolio construction and access to managed model portfolios.

Benjamin Hardy is a financial advisor at Principal Financial Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company and Principal Securities Inc. since 2020. Outside of his advisory role, he is an agent for fixed insurance products including life, annuity, disability, health, long-term care, and Medicare-related coverages. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.