Daniel Bennett is a CFP® with 16 years of experience in the financial services industry. He is currently with Lake Water Advisory, LLC and has previously worked at Cambridge Investment Research Advisors, Cambridge Investment Research, MML Investor Services, LLC, and Mass Mutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent representing various insurance companies. Lake Water Advisory provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, businesses, and retirement plans. The firm focuses on customized portfolios using low-cost mutual funds and ETFs, with a long-term, tax-sensitive investment approach managed by a small team of two advisors.

Eric Kinsey is a financial advisor at Lake Water Advisory, LLC with a Series 65 designation and approximately one year of industry experience. His background includes roles at Labaton Keller Sucharow, Ranch Capital Advisors, and Wilmington Trust, as well as legal and accounting experience through his own law and CPA firms. Outside of advising, he operates Kinsey's Kitchen, LLC. Lake Water Advisory serves individuals, businesses, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm manages around $60.5 million for approximately 162 client relationships, utilizing low-cost, diversified mutual funds and ETFs alongside individual securities, with a long-term investment approach.