Matthew Dawson Berry

Jeremy Stahl is a financial advisor at Stahl Wealth Management, LLC in Lancaster, PA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dimensional Wealth Advisors, Fma Advisory Inc, Wheatland Advisors, BB&T Bank, and M&T Securities. Stahl Wealth Management serves individual and charitable clients, as well as corporate and business clients, providing discretionary portfolio management and financial planning. The firm employs a tailored, objective-driven approach, utilizing both fundamental and technical methods, and offers services including pension and profit-sharing plan sponsorships.

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.

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.

Jeffrey Guindon is a financial advisor at Carriage Hill Investment Associates LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Carriage Hill since 2019, following roles at RKL Wealth Management LLC and ParenteBeard Wealth Management LLC. He serves on the board and chairs the investment committee of the Lancaster County Community Foundation. Carriage Hill Investment Associates LLC is an independent registered investment adviser that provides discretionary portfolio management and hourly financial planning to individuals, charitable organizations, and some corporate clients. The firm manages approximately $41.3 million in assets, using a combination of economic and fundamental analysis along with Modern Portfolio Theory to create model and customized portfolios.

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.