Matthew Barket

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 a financial advisor at Beyond Your Exit Wealth Management in Lebanon, PA, with 15 years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services and MassMutual. Beyond Your Exit Wealth Management serves individual clients, focusing on business owners and employer plan sponsors. The firm provides financial planning, tailored portfolio management, and employee benefit plan advisory services, using a Modern Portfolio Theory-based approach with primarily passive, asset-class portfolios complemented by third-party managers when appropriate.

The driving force behind my work as a financial planner is empowering clients to build a meaningful financial plan, one that aligns with their core values and purpose. My Journey: After receiving entry-level training from a large brokerage firm back in 2012, I ultimately decided that an independent firm was more in alignment with my values as a planner. After dedicating nine years to a mid-sized firm in central Pennsylvania, I leveraged my invaluable experience and expertise to embark on a new journey by founding my own firm, First Light Wealth, LLC in 2023. Professional Growth: Throughout my career, I've embraced continuous learning and professional growth to stay at the forefront of the ever-evolving financial landscape. In 2021, I embarked upon the challenging journey of earning the CERTIFIED FINANCIAL PLANNER™ mark, a designation held by less than 30% of financial advisors. Who I Work WIth: I specialize in delivering comprehensive financial planning services tailored to the unique needs of attorneys, small business owners, and families. By understanding the distinct financial challenges and opportunities each group faces, I help them navigate their financial journey with confidence, ensuring a secure and prosperous future. Areas of Expertise: - Retirement planning - Investment management - Debt strategies - Insurance planning - Estate planning - Tax optimization Let's Connect: I'm excited to connect with professionals who share my passion for finance, whether you're an attorney, business owner, or an individual looking to secure your financial future.

Ruston Wolfe is a CFP® professional with two years of industry experience, currently serving as an advisor at Apricus Wealth LLC. Prior to joining Apricus Wealth, he spent 12 years at Bryn Mawr Trust. Apricus Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process that integrates fundamental and technical analysis with long-term strategies, delivering personalized portfolio management and integrated financial planning through a four-advisor team.

Marc Bowman is a financial advisor at Stout Bowman with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fortune Financial Services and Purshe Kaplan Sterling Investments. Outside of advisory work, he is also an independent insurance agent specializing in various life insurance products. Stout Bowman serves individual and high-net-worth clients through a team of five advisors managing approximately $103 million across 340 relationships. The firm offers discretionary and non-discretionary asset management as well as standalone financial planning and consulting, utilizing a combined fundamental and technical investment approach tailored to each client.