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Ryan Ruark

Advisor at Candlelight Financial Solutions

Updated today

Location

Lincoln University, PA

Credentials

Series 66

Industry experience

2 years

About

Ryan Ruark is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Integrity Alliance, he worked at Cambridge Investment Research and Lion Street Financial. He serves as a volunteer board member for the JT Dorsey Foundation and is a committee member for The Foundation for Enhancing Communities. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm provides a range of investment management and financial planning services, employing various portfolio construction approaches and offering access to multiple custodial platforms and third-party manager programs.

Client services

Based on Candlelight Financial Solutions

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Based on Candlelight Financial Solutions

Options & derivatives strategies Concentrated stock management College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning

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Fee options

Fixed

Fixed fees for financial planning between $500 and $15,000

Percentage

$0 - $249,999: 1.25% $250,000 - $749,999: 1.00% $750,000 - $999,999: 0.90% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $2,999,999: 0.60% $3,000,000 - AND UP: 0.50%

Project-based

Hourly fees for financial planning between $200 and $750

Other

Fee-only: Hourly fees between $200 and $750

Location

Lincoln University, PA

Most active in

Pennsylvania

Work history

Candlelight Financial Solutions

2026 - Present (1 year)

Integrity Alliance, LLC

2025 - 2026 (1 year)

Lion Street Advisors

2025 - 2025 (1 year)

Cambridge Investment Research, Inc.

2022 - 2024 (2 years)

Cambridge Investment Research, Inc.

2022 - 2024 (2 years)

Messiah University

2019 - 2022 (3 years)

Unemployed

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Paul Kobilka is a CFP® and ChFC® with 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Michael K

CFA®, Series 63, Series 65

Landenberg, PA

WHTG Wealth Management, LLC

Michael Kwiatkowski is a CFA charterholder and financial advisor with two years of industry experience. He is the principal of WHTG Wealth Management, LLC, an independent firm he founded in 2025. Prior to establishing WHTG, he worked for eight years at The Board of Pensions - PC USA. In addition to his advisory role, he is a licensed insurance professional who dedicates a portion of his time to insurance sales. WHTG Wealth Management provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a long-term investment approach that includes fundamental and cyclical analysis to build diversified portfolios of low-cost mutual funds, ETFs, individual bonds, and occasionally closed-end funds and cryptocurrency ETFs.

Private / alternative investments Tax-loss harvesting Wealth management
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Kevin C

CFP®, ChFC®, Series 63, Series 65

Coatesville, PA

Buckler Wealth Management, LLC

Kevin Cornish is a CFP® and ChFC® with three years of experience in the financial industry. He is the principal advisor at Buckler Wealth Management, LLC, where he has worked since 2025. Prior to this, he managed Cornish Family Office Investments and Tax for over two decades. Buckler Wealth Management, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and comprehensive financial planning. The firm combines passive and active strategies based on modern portfolio theory and offers educational seminars, newsletters, and discretionary trading tailored to client needs, including socially conscious investment options.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance
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Alexander E

Series 66

Coatesville, PA

Ace Wealth Management, llc

Alexander Eschborn is the sole advisor at Ace Wealth Management, LLC, an independent firm based in Coatesville, PA. He holds a Series 66 designation and has 18 years of industry experience. Since 2007, he has managed client portfolios at Ace Wealth Management and also holds a Pennsylvania insurance producer license, providing insurance services as part of his client offerings. Ace Wealth Management serves individuals, high-net-worth clients, and pension or profit-sharing plan clients with ongoing portfolio management and financial planning. The firm’s investment approach combines client-specific Investment Policy Statements with fundamental and technical analysis, using third-party research and employing both discretionary authority and a range of trading strategies.

Options & derivatives strategies
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Bryan S

Series 65

Coatesville, PA

Stirling Investment Management

Bryan Stirling is the sole advisor at Stirling Investment Management in Coatesville, PA. He holds a Series 65 credential and has one year of experience in investment management. Prior to founding his firm in 2025, he worked in various roles at companies including Amerihealth Caritas and Davita Kidney Care. Stirling Investment Management is a newly formed, state-registered adviser providing fee-based portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a tactical allocation approach using a wide range of instruments, including higher-risk options and over-the-counter securities, and offers custom, non-discretionary recommendations requiring client approval before trading.

Options & derivatives strategies
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John G

Series 65

Hockessin, DE

Kendall James Advisors

John Gulli is a financial advisor at Kendall James Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at John Paul Gulli since 2006. Kendall James Advisors provides discretionary portfolio management focused on equity-oriented portfolios for qualified clients. The firm employs a value-oriented investment approach based on fundamental analysis and manages accounts on a discretionary basis, offering ongoing supervision, rebalancing, and performance reporting.

Active portfolio management
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