John Lewis Good

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.

Paul Fair is the principal of Paul Fair Associates, LLC, an independent advisory firm, and holds Series 63 and Series 65 designations. He has 22 years of industry experience and has operated his own firm since 2000. In addition to advisory services, he is licensed to sell fixed insurance and fixed annuity products. Paul Fair Associates, LLC provides investment advisory services primarily to individuals and high-net-worth clients, offering managed accounts and one-time financial planning. The firm customizes asset allocation and investment strategies based on client objectives, risk tolerance, and time horizons, employing various approaches including discretionary and non-discretionary management.

Stephen Elliker is a CFP®-credentialed financial advisor with five years of industry experience, currently serving clients through his independent firm, Elliker Financial. Before founding his firm in 2025, he worked at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of finance, he is co-owner of Elliker Cookie Company, where he manages scheduling, business development, and sales. Elliker Financial provides wealth management and financial planning services to individuals, high-net-worth households, and small businesses. The firm’s investment approach combines active and passive strategies based on modern portfolio theory and incorporates ESG portfolios, managing accounts on a discretionary basis tailored to clients’ risk tolerance and goals.

Ben Strubel is the owner of Strubel Investment Management, LLC in Lancaster, PA, with 16 years of industry experience. He holds a Series 65 designation and has led his independent advisory firm since 2009. Outside of advisory work, he is also the owner of Stmt.ai, a financial data subscription software development business. Strubel Investment Management provides fee-only advisory services primarily to individual households, including some high-net-worth clients, managing approximately $55 million across 224 accounts. The firm offers discretionary portfolio management, financial planning, and retirement-plan management, employing a mix of low-cost index funds, individual equities, bonds, and REITs tailored to client preferences and risk tolerance.

Michael Shearer is the sole advisor at WealthPenn.com LLC, an independent advisory firm based in Sinking Spring, PA. He holds a Certified Public Accountant credential and has four years of industry experience. Outside of advisory services, he maintains accounting-related business activities. WealthPenn.com LLC provides online, fee-based investment advisory and financial planning services to high-net-worth families, individuals, trusts, pension and profit-sharing plans, corporations, and other business entities. The firm’s investment approach uses fundamental analysis and a long-term purchase orientation tailored to each client’s financial circumstances, objectives, and risk tolerance.

Scott Foster is the sole advisor at Foster Investment Management, LLC, an independent advisory firm based in Wyomissing, PA. He holds a Series 65 designation and has 16 years of industry experience. Prior to founding his firm, Foster briefly worked at Backcountry Edge in 2016. Foster Investment Management is a state-registered, fee-only firm providing investment management services to individuals and trusts. The firm uses a core-and-satellite approach combining passively managed index funds with actively managed satellite holdings, offering both discretionary and non-discretionary account management tailored to client objectives.