Beverly Ann Barr

Robert Parks is a CFP® professional with 30 years of experience in financial advising. He is a partner at Parks & Company, a CPA firm, where he dedicates significant time alongside his role at WealthQuest, Ltd., an independent financial planning firm he has been associated with since 1995. WealthQuest, Ltd. provides fee-only financial planning primarily to individuals and businesses, focusing on retirement and investment planning without selling commission-based products. The firm’s approach integrates tax considerations through its close affiliation with Parks’s CPA practice and emphasizes personalized advice delivered on an hourly basis without managing client assets directly.

Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.

Thomas Poltersdorf is the sole advisor at GT Wealth LLC in Lebanon, PA, with 16 years of industry experience. He holds the Series 66 designation and previously worked at Beyond Your Exit Wealth Management LLC and MML Investors Services/MassMutual from 2015 to 2021. GT Wealth LLC provides financial planning and portfolio management primarily to near-retirees, including federal employees covered by FERS and CSRS, as well as employee benefit plan advisory services to plan sponsors. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, utilizing low-cost index funds and ETFs to implement diversified, tax-aware allocations.

David Niggel is a ChFC® credentialed financial advisor with 15 years of industry experience. He has been the principal advisor at Key Wealth Partners, LLC since 2010 and also serves as CFO of Fluid Conditioning Products, a non-financial company based in Lititz, PA. Key Wealth Partners provides investment management, financial planning, and retirement plan advisory services to individuals, corporations, and legacy trusts. The firm emphasizes customized strategies based on fundamental analysis and maintains a focus on both long-term investment orientation and pension consulting, managing institutional-style plan assets uncommon for single-advisor independent practices.

Edward Thomas is a financial advisor with Watchtower Wealth Management, Inc. in Elizabethtown, PA, holding Series 66 and Series 63 licenses and 19 years of industry experience. Prior to founding his independent firm, he worked for Waddell & Reed for 12 years. Outside of finance, he serves as a junior high wrestling coach for the Elizabethtown Area School District. Watchtower Wealth Management is a small, independent firm serving individuals and high-net-worth clients through portfolio management and financial planning. The firm employs a combination of charting, fundamental, quantitative, and technical analysis, and manages accounts on both discretionary and non-discretionary bases, with services that include retirement and small 401(k) plan advising.

Craig Sigeti is a financial advisor at CES Investment Strategies with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Penn Advisors from 2015 to 2023. Since 2023, he has been with CES Investment Strategies, an independent firm based in Lititz, PA. CES Investment Strategies serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm’s investment approach combines fundamental, quantitative, and technical analysis with modern portfolio theory to construct diversified portfolios tailored to client goals and risk tolerances.