Daniel Bentz

Edward Goydas is a Series 65-licensed advisor with Goydas Capital Investment Management, LLC, where he has worked since 2019. He has 4 years of industry experience and has been involved with Goydas Capital LLC since 2008. Outside of advisory work, he is a managing member of 222 OCR GC LLC, a private pooled investment fund focused on real estate. 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 provides discretionary portfolio management, financial planning, and access to private pooled investments, including real estate funds and REITs, using a range of analytical approaches and investment strategies.

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.

Winfred Jacob is a CFP® and ChFC® with 37 years of experience in financial services. 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 is a fee-only firm serving individuals, families, trusts, non-profits, and small-business retirement plans. The firm uses a diversified asset-allocation approach with mutual funds and ETFs, providing discretionary portfolio management, comprehensive financial planning, and specialized 401(k) plan services that include participant education and employee workshops.

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.

Curtis Corkey is a ChFC®-designated financial advisor with 28 years of industry experience. He is currently affiliated with Principal Financial Services and has worked with Principal Securities since 2016 and Principal Life Insurance since 2001. Outside of his advisory role, Curtis owns a small community hardware store intended for succession by his son and serves as treasurer on the board of the Wellsville Full Gospel Church. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm specializes in financial planning, retirement plan consulting, and providing access to third-party money manager asset allocation and separately managed account solutions.

Summer Sawdey is a Series 66-licensed financial advisor with four years of industry experience, currently with Kestra Advisory. She has held previous roles at Financial Advocates Investment Management, LPL Financial, and Citigroup, among others. Sawdey is based in Hornell, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.