Thomas Beers

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.

Nicholas Kelley is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret Grant & Co., Inc. He is also involved in accounting and tax preparation, and serves as secretary on the board of St. James Hospital, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charities. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Raymond Auman is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Maple City Financial Services, PM Research Inc., Arthur J Gallagher, and Evans Agency LLC. Outside of his advisory work, he is a business owner of Auman Adventures LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, charities, and institutions. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.