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.

Jared Bowman is a financial advisor at Stout Bowman with a Series 65 designation and one year of industry experience. Prior to entering the financial sector, he served with the Pennsylvania State Police for four years and worked in the hospitality industry. Stout Bowman is a team of five advisors managing approximately $103 million for around 340 individual and high-net-worth clients. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental and technical analysis to create tailored investment portfolios.

Javan Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Martin, Javan Von since 2025. He previously worked at THE Vanguard Group, Inc. for 15 years and operates several small businesses, including a seed supply company and a decal printing firm. Outside of his advisory role, he is involved in farming and agricultural activities. Martin, Javan Von provides wealth management, financial planning, and retirement plan consulting to individuals, employer plans, charitable organizations, and businesses. The firm offers tailored investment policies and asset allocation strategies, primarily managing accounts on a non-discretionary basis and utilizing fee arrangements based on hourly, reserved, or fixed/project fees.

Kellie Chandler is a financial advisor at Synergy Asset Management, LLC with two years of industry experience and holds a Series 65 designation. Her background includes roles at Messiah University and LifeGuide Financial Advisors, as well as experience in various positions outside finance including at The Hershey Company and Isaac's Restaurants. Synergy Asset Management provides personalized wealth management and financial planning to a diverse client base including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across multiple active and tactical investment strategies, managing approximately $1.05 billion in regulatory assets.

Joseph Leon is a financial advisor at Silver Oak Securities, Incorporated with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Ambassador Advisors, LLC and American Portfolios Financial Services, Inc. Outside of his advisory role, he is involved in insurance sales through Leon Insurance Group and assists clients with Medicare decisions as a Medicare agent. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management and unified managed accounts through both internal and third-party strategies, delivering investment advice primarily on a discretionary basis.

Mark Skolka is a financial advisor at Merit Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investment and OSAIC. Prior to his advisory roles, he worked in educational and restoration businesses. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by an Investment Committee and central management team.

Christopher Cassel is a financial advisor at Apollon Wealth Management, LLC, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at SevenBridge Financial Group, LLC and Kuntz Lesher Capital LLC. Outside of his advisory work, he serves on finance and investment committees for nonprofit organizations including the United Way of the Capital Region and Vista School for Autism, and he is involved in ownership and occasional financial consulting for several hospitality businesses. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm employs a multi-layered investment process combining centrally managed strategies with local portfolio oversight, utilizing both fundamental and tactical approaches alongside tax-aware tools and independent sub-managers.

Thomas Gerhart is a CFP® with 25 years of industry experience, currently serving at Founders Financial Securities LLC since 2006. He is involved in several outside activities, including serving as president and director of The Anne Fund, a nonprofit focused on cancer research and local family aid, and participating in youth football camps through Pro Sports Experience, sharing his former NFL player insights. Founders Financial Securities serves a diverse client base including individual, high-net-worth, retirement plan, charitable, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple advisory platforms and combining advisory, broker-dealer, and insurance capabilities.

Gregory Richards is a CFP® with 26 years of industry experience, currently advising at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, Triad Advisors, and operating his own firm, Gregory Richards, LLC. Outside of financial advising, he serves as an attorney specializing in estate planning and holds leadership roles in nonprofit organizations, including as Judge Advocate for the Hershey American Legion Post 386 and Treasurer for the Valle del Sol Phase 6 Homeowners Association. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and nonprofit organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central Investment Management team and emphasizes specialized fiduciary and financial wellness services.

Scott Lumbatis is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Scottrade, Inc., Triad Advisors, Inc., and OSAIC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors. The firm serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a long-term, diversified investment approach implemented through model portfolios and customizable strategies.

Arthur Vignoli is a financial advisor at Lifemark Securities Corp. with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Coastal Equities, Inc., LPL Financial, and Invest Financial Corp. Outside of advisory work, Vignoli is involved in business brokering, assisting small business owners with sales. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice with programs including Unified Managed Accounts and Separately Managed Accounts, managing client assets on both discretionary and non-discretionary bases.

Aaron Barr is a financial advisor with SPC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience and has worked at Parkland Securities and SPC since 2014, as well as operating Barr Associates Inc. since 2001. Outside of his advisory work, he serves as team director of a youth mountain bike racing team and is vice president and board member of a youth mountain bike nonprofit. SPC serves individual clients, charitable organizations, corporations, and retirement plans through over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies typically through discretionary management with options for nondiscretionary arrangements.

Alexander Tyson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. He has worked at several firms including PALANZO FINANCIAL SERVICES, Inc. and The Cincinnati Life Insurance Company. Tyson is involved in life insurance services, matching prospects and clients with suitable life insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and custom strategies, serving clients through discretionary and non-discretionary portfolio management.

Scott Bilheimer is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and PFM Fund Distributors, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its planning approach.

Michael Waverka is a financial advisor with Valic Financial Advisors in Hershey, PA, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.