Valerie Mcbride

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.

Dennis Grier is a financial advisor with Csa Financial Management, Inc. in Hummelstown, PA, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with Csa Financial Management, Inc. since 2003 and Csa Financial Group, LLC since 2002. Csa Financial Management provides asset management and financial planning services to individuals, including high-net-worth clients, trusts, and estates, managing approximately $33.2 million in assets for about 70 clients. The firm focuses on strategic asset allocation using mutual funds and ETFs, maintaining a long-term buy-and-hold approach with non-discretionary account management that requires client approval for transactions.

Stephen Wingert is the sole advisor at Wingert Investment Management, LLC, an independent firm based in Hummelstown, PA. He holds Series 63 and Series 65 credentials and has 24 years of industry experience, having led his firm since 2001. Wingert Investment Management provides portfolio management services to individual clients, offering both discretionary and non-discretionary management for taxable and retirement accounts. The firm employs a value-oriented investment approach with a focus on listed equities, options, ETFs, and fixed income, managing a small client base with approximately $2.47 million in assets under management.

Erik Schoener is a financial advisor at BrightPath Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at McClure Company for eight years. Outside of advising, he is CEO and owner of FTF Holdings, LLC, where he actively engages in day trading and market analysis. BrightPath Financial Advisors, LLC provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs diversified asset-allocation models and integrates insurance analysis within its financial planning services, serving a client base that includes employer-sponsored plans and held-away institutional accounts.

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.