Matthew Stroup

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.

Deborah Jackson is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. She has held roles at multiple firms including Avantax and Fox Financial, where she continues to provide financial services. Outside of advisory work, she manages tax preparation and bookkeeping activities as an office manager at Fox Holdings Inc, which operates under H&R Block. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Daniel Bentz is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2017, previously working at Axa Advisors, LLC. Outside of his advisory role, he serves as power of attorney for his father's TIAA-CREF account. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Geralyn Gough is a CFP®-certified financial advisor with 25 years of industry experience. She currently works at OSAIC and previously spent 17 years at FSC Securities Corporation. Gough is also the managing member of GEM Wealth Planning Group LLC, where she serves as accounting manager for the investment business. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process that incorporates risk tolerance, asset allocation, and portfolio optimization tools.