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.

Shawn Derrick is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He previously worked at Community BANK and INVEST Financial Corp before joining Commonwealth in 2018 and later Cedarwood Financial Partners. In addition to his advisory work, he is involved in tax preparation services through Wheat & Fitzpatrick, CPA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing advisors discretion in portfolio construction and access to managed model portfolios.

Lyndsey Jones is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at UPMC Cole and Blake Dentistry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs supported by a large network of financial advisors and branch offices across the country.

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.

Benjamin Howe is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has worked at LPL Financial since 2023 and previously held roles at Cetera Investment Advisor LLC and Cetera Investment Services LLC. Howe is also employed by Citizens & Northern Bank and has upcoming roles with Northern Tioga School District and Cummins Cider Mill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to both proprietary and third-party investment strategies.

Geralyn Gough is a CFP® professional with 25 years of industry experience, currently with Osaic Wealth, Inc. since 2023. Prior to joining Osaic, she spent 17 years at FSC Securities Corporation. She is also managing member of GEM Wealth Planning Group LLC, an accounting business related to investments. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated portfolio management across a range of investment vehicles and maintains multiple platforms and third-party arrangements.

Ryan Jones is a financial advisor at Edward Jones in Coudersport, PA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he teaches a non-credit continuing education course on the stock market and investing at Indiana University of Pennsylvania. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.