Eric Koselak is a financial advisor with Kestrel Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been with Kestrel Wealth Management since 2010. Kestrel Wealth Management serves individual clients, trusts, estates, small businesses, and charities, providing discretionary asset management and financial planning. The firm combines fundamental and cyclical analysis in an active management approach, including strategies such as rebalancing, tax-loss harvesting, and the use of derivatives, while maintaining policies to mitigate conflicts of interest.

Ryan Koselak is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Kestrel Wealth Management since 2024 and previously held roles at Advyzon, Grand Wealth Management, and Brookstone Capital Management. Before his financial advisory career, he was employed for seven years at Juday Creek Golf Course. Kestrel Wealth Management serves individual clients—including non‑HNW and high‑net‑worth households—as well as trusts, estates, small businesses, and charities. The firm provides discretionary asset management and financial planning tailored to each client’s goals and risk tolerance, employing fundamental and cyclical analysis alongside active portfolio management techniques such as rebalancing and tax‑loss harvesting.