Shawn Flint Derrick

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.

Matthew Stroup is a Series 66-licensed financial advisor with LPL Financial, based in Genesee, PA, and has 13 years of industry experience. He has worked concurrently at First Citizens Community Bank and LPL Financial since 2013. Outside of advisory services, he holds a non-variable insurance license with Cincinnati Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Daniel Bentz is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2017, previously associated with Axa Advisors. Outside of his advisory role, he serves as Power of Attorney for his father's TIAA-CREF account. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm employs a network of Investment Adviser Representatives and utilizes a variety of third-party advisory programs and discretionary management models to serve a broad client base.