Chad M Stauffer

Jeremy Stahl is a financial advisor with Stahl Wealth Management, LLC based in Lancaster, PA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Dimensional Wealth Advisors, Fma Advisory, Wheatland Advisors, BB&T Bank, and M&T Securities. Stahl Wealth Management provides discretionary portfolio management and financial planning to individual and charitable clients, as well as corporate/business clients and pension or profit-sharing plans. The firm offers tailored, objective-driven investment management using a combination of fundamental and technical methods, and it manages approximately $65 million in discretionary client assets.

Zuri Idoeta is a financial advisor at Eagleview Asset Management, LLC with 32 years of industry experience. Prior to founding Eagleview in 2025, Idoeta spent over 20 years with Insight Securities, Inc. Outside of advising, Idoeta is the sole owner of Wampum LLC, an e-commerce business focused on reselling home goods and medical instruments. Eagleview Asset Management provides discretionary and non-discretionary portfolio management services primarily to individuals and high net worth clients. The firm employs a combination of fundamental, technical, and charting analysis, offering long- and short-term positions, options strategies, and periodic rebalancing.

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.

Steven Maher is a financial advisor at Cool Creek Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Domani Wealth, EHD Advisory Services, Global Retirement Partners, and LPL Financial. Cool Creek Financial is an independent, fee-only investment adviser serving individuals, charitable organizations, small businesses, and employer-sponsored pension and profit-sharing plans. The firm provides customized wealth management, retirement plan consulting, and develops client-specific investment policies using a combination of passive and active strategies.

Jeremy Walter is a CFP® professional with 19 years of experience in financial advising. He has been with Fident Financial, LLC since 2017 and previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, inc., and Bare Financial Services, Inc. from 2007 to 2017. Fident Financial is a fee-only independent advisor serving individuals, high-net-worth clients, business entities, and employee benefit plans. The firm focuses on passive portfolio construction using index funds and ETFs, incorporates factor exposures when appropriate, and provides pension consulting services alongside personalized financial planning and discretionary investment management.

Ben Strubel is the principal and sole advisor at Strubel Investment Management, LLC in Lancaster, PA. He holds a Series 65 designation and has 17 years of industry experience, all with his own firm since 2009. In addition to his advisory work, he owns Stmt.ai, a business focused on developing financial data subscription software. Strubel Investment Management is an independent, fee-only registered investment adviser managing approximately $55.18 million across 75 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan management, utilizing a blend of low-cost index funds, individual stocks, and bonds tailored to client risk profiles. It also serves several non-typical client types, including 401(k) plans and charitable organizations.