Daniel Goodwin

Jerad Sorgenfrei is a CFA® charterholder and holds a Series 66 license, with 17 years of experience in the financial industry. He has worked at Primus Wealth Advisors LLC since 2018 and previously at Bedrock Investment Advisors from 2015 to 2018. Primus Wealth Advisors LLC provides discretionary asset management and fee-based financial planning to individual and high-net-worth clients. The firm focuses on tailored financial plans and long-term investment strategies, emphasizing fundamental analysis and client-specific goals without selling commissioned products.

Edward Larkin is a financial advisor with D.H. Hill Advisors, Inc. in York, NE, holding a Series 66 designation and 26 years of industry experience. He has been with D.H. Hill Securities, LLLP since 2016. Outside of his advisory role, Larkin is involved in farming as seasonal help on his family farm. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of investment approaches and supports independent Investment Adviser Representatives through platforms that combine committee oversight with customized portfolio management.

Benjamin Santo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with multiple firms including Envision Wealth Management, Benjamin Wealth Group, and Good Life Financial. Santo is involved in insurance sales and provides a range of securities and insurance solutions through his own Benjamin Wealth Group. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, financial planning, and retirement-plan advisory services using model portfolios, third-party sub-advisers, and custom strategies.

Eugene Buhman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 35 years of industry experience. He has been affiliated with Ameritas-related entities since 1990 and is also involved with G B Financial Services, LLC and BGS Financial Strategies LLC. In addition to advisory services, he is licensed as an independent insurance agent selling fixed insurance products to individuals and small businesses. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Diego Korol Diaz is a financial advisor at SPC with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Goodwin Financial Services and Commscope, as well as academic positions at York University. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers managing approximately $5.66 billion in assets. The firm provides both discretionary and nondiscretionary investment management and maintains unique corporate affiliations that support a broad range of fiduciary and non-fiduciary retirement services.

Benjamin Garrett is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has worked in various capacities across multiple entities, including founding Benjamin Wealth Group and serving as a partner at BGS Financial Strategies LLC. Garrett is also licensed as an independent insurance agent and actively manages administrative duties for his advisory practice. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and customized strategies.