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.

Stephen Elliker is a CFP®-certified financial advisor with four years of industry experience. He is the principal of Elliker Financial, which he founded in 2025, after previously working at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of financial advising, he is co-owner of Elliker Cookie Company, a business involved in scheduling, business development, and sales. Elliker Financial serves individuals and high-net-worth households by providing wealth management and comprehensive financial planning, including investment management, retirement and college planning, business planning, and risk and tax considerations. The firm uses a discretionary approach emphasizing asset allocation based on Modern Portfolio Theory, combining both passive and active investment vehicles and offering socially responsible investing options upon request.

Scott Foster is the sole advisor at Foster Investment Management, LLC, an independent advisory firm based in Wyomissing, PA. He holds a Series 65 designation and has 16 years of industry experience. Prior to founding his firm, Foster briefly worked at Backcountry Edge in 2016. Foster Investment Management is a state-registered, fee-only firm providing investment management services to individuals and trusts. The firm uses a core-and-satellite approach combining passively managed index funds with actively managed satellite holdings, offering both discretionary and non-discretionary account management tailored to client objectives.

Isaac Eisenhauer is a financial advisor at CedarLine Capital with five years of industry experience. He holds Series 63, 65, and 66 licenses and is also the managing member and owner of IvyLine Capital Advisors and IvyLine Capital Group. CedarLine Capital provides portfolio management and limited pension consulting for individual, high-net-worth, corporate, and pooled investment clients. The firm uses a mix of fundamental, quantitative, technical, and modern portfolio theory analyses, and offers discretionary account management with strategies that may include leverage, options, and both long- and short-term trading.

Francis Post is a financial advisor at GuidePost Capital Management Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tompkins Trust Company, LPL Financial LLC, Berkshire Advisors, Inc., and Purshe Kaplan Sterling Investments. GuidePost Capital Management Group is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing fundamental and technical analysis alongside modern portfolio theory to align portfolios with client objectives and risk tolerance.

I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/

Kenneth Ray is the sole advisor at Global Steward Advisors, LLC in Leola, PA, with 16 years of industry experience. He holds a Series 63 designation and has managed EPG Agency, LLC, an insurance agency, since 2009. He also manages a marketing brand known as Safe IRA. Global Steward Advisors provides discretionary portfolio management to individuals, trusts, and retirement plans through two growth-focused strategies involving diversified ETFs and individual stocks. The firm manages approximately 36 client relationships and $5.6 million in assets, employing active management with a focus on relative return, risk, and fundamental criteria.

David Niggel is a ChFC® credentialed financial advisor with 15 years of industry experience. He has been the principal advisor at Key Wealth Partners, LLC since 2010 and also serves as CFO of Fluid Conditioning Products, a non-financial company based in Lititz, PA. Key Wealth Partners provides investment management, financial planning, and retirement plan advisory services to individuals, corporations, and legacy trusts. The firm emphasizes customized strategies based on fundamental analysis and maintains a focus on both long-term investment orientation and pension consulting, managing institutional-style plan assets uncommon for single-advisor independent practices.

Michael Miller is a financial advisor at Millers Financial Group, LLC in Lancaster, PA, with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Fortune Financial Services, Wheatland Advisors, Orrstown Bank, and Cetera Advisor Networks. Miller is also a licensed insurance agent and registered representative, involved in the sale and servicing of insurance policies and mutual funds. Millers Financial Group provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental and quantitative analysis alongside momentum-based trading signals to manage client portfolios under written Investment Policy Statements, with regular monitoring and quarterly reviews.

Craig Sigeti is a financial advisor at CES Investment Strategies with 14 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to founding CES Investment Strategies in 2023, he worked at Penn Advisors for eight years. CES Investment Strategies is an independent registered investment adviser managing approximately $22 million across 23 client relationships. The firm offers discretionary portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, utilizing a diverse investment approach that includes multiple analysis methods and a range of strategies from long-term investing to short-term trading.

Thomas Rauba is a CFP® with 22 years of industry experience and has been with Eagle Rock Financial Advisers, Ltd. in Lancaster, PA since 2003. He holds a Series 63 license and is the sole advisor at his firm. Eagle Rock Financial Advisers serves individual clients, including high-net-worth individuals, as well as trusts, estates, and pension and profit-sharing plans, offering discretionary portfolio management and modular financial planning. The firm uses several allocation models ranging from aggressive growth to capital preservation, incorporating fundamental and cyclical analysis with ongoing supervision and periodic rebalancing.

Steven Kavanaugh is a CFP® with 19 years of industry experience, currently serving at Odyssey Group Wealth Advisors since 2018. His prior experience includes roles at Commonwealth Financial Network, American Portfolios Financial Services, Ambassador Advisors, and Axa Advisors. He is also involved in fixed insurance sales, dedicating a small portion of his time to this activity. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm emphasizes asset allocation and fundamental analysis, managing client portfolios that typically include mutual funds, ETFs, stocks, and bonds.

Wyatt Ledman is a financial advisor at Life Stewardship Advisors in Lancaster, PA, holding a Series 65 designation with five years of industry experience. Prior to joining Life Stewardship Advisors, he worked with YWAM Orlando for six years. He serves as an auditor for Pequea Township in Lancaster County. Life Stewardship Advisors is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm provides discretionary portfolio management and financial planning services, tailoring investment advice to client objectives and risk tolerance, and incorporates insurance products as part of its offerings.

Craig Hafer is a financial advisor at Walsky Investment Management Inc with 23 years of industry experience. He has been with Walsky since 2000 and holds a Series 65 designation. Outside of his advisory role, Mr. Hafer coaches youth soccer in Berks County, PA, and owns Westview Productions, through which he produces podcasts and publishes written content on investment and other topics. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $122 million across fewer than 100 client accounts. The firm emphasizes fundamental analysis and long-term investment strategies, tailoring portfolios to clients’ objectives and risk tolerances while providing quarterly reviews and reports.

Jay Kemmerer is a financial advisor at Berkshire Advisors, Inc. in Wyomissing, PA. He holds a Series 65 designation and has been with the firm since 2022. Prior to his advisory role, he worked in the restaurant industry and education sector. Berkshire Advisors, Inc. offers discretionary asset management, financial planning, and institutional investment services to individuals, small businesses, retirement plans, trusts, and other entities. The firm uses fundamental, quantitative, and third-party research to construct portfolios across various asset classes and provides access to alternative and privately placed investments.

Matthew Berry is a financial advisor with Hershey Financial Advisers, LLC in Lancaster, PA, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has served as a pastor at Lampeter Church of the Brethren since 2011. Hershey Financial Advisers provides investment management, financial planning, and insurance solutions to individual and institutional clients. The firm employs model-based programs and an active management approach to deliver tailored advice across a range of portfolio strategies.

Christopher Makosch is a CFP® and Series 66 credentialed advisor at Schuylkill Financial, LLC with 19 years of industry experience. He has been with Schuylkill Financial since 2007. Schuylkill Financial serves individual and high-net-worth clients, managing approximately $123.6 million in discretionary assets for around 126 clients. The firm constructs portfolios using fundamental, technical, charting analysis, and modern portfolio theory, employing various investment vehicles and reviewing accounts at least annually.

Tyler Storms is a financial advisor at Hyperion Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Hyperion Financial serves individual and high-net-worth clients with tailored financial planning and discretionary investment management, primarily using a passive, long-term buy-and-hold approach with index funds, ETFs, stocks, and bonds. The firm offers comprehensive planning services delivered virtually and coordinates with clients’ tax and legal professionals.

Michael Hartman is the founder of Hyperion Financial, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 11 years of industry experience, including seven years with 1847 Financial, Penn Mutual Life Insurance Company, and HTK prior to founding his firm in 2021. Hyperion Financial serves individual and high-net-worth clients with tailored financial planning and discretionary investment management, primarily using a passive, long-term buy-and-hold strategy involving index mutual funds, ETFs, stocks, and bonds. The firm offers project, foundational, and ongoing comprehensive planning services and coordinates with clients’ tax and legal professionals.

Ross Burnam is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He has been with Omicron Advisors, LLC since 2012 and also operates a CPA firm, Ross W. Burnam, CPA, PA, where he works as a staff accountant. Omicron Advisors, LLC provides investment supervisory services, financial planning, and pension consulting to individuals, partnerships, trusts, and non-profit plans. The firm manages discretionary portfolios using a research-based, passive investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.