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.

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.

Edward Thomas is a financial advisor with Watchtower Wealth Management, Inc. in Elizabethtown, PA, holding Series 66 and Series 63 licenses and 19 years of industry experience. Prior to founding his independent firm, he worked for Waddell & Reed for 12 years. Outside of finance, he serves as a junior high wrestling coach for the Elizabethtown Area School District. Watchtower Wealth Management is a small, independent firm serving individuals and high-net-worth clients through portfolio management and financial planning. The firm employs a combination of charting, fundamental, quantitative, and technical analysis, and manages accounts on both discretionary and non-discretionary bases, with services that include retirement and small 401(k) plan advising.

Craig Sigeti is a financial advisor at CES Investment Strategies with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Penn Advisors from 2015 to 2023. Since 2023, he has been with CES Investment Strategies, an independent firm based in Lititz, PA. CES Investment Strategies serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm’s investment approach combines fundamental, quantitative, and technical analysis with modern portfolio theory to construct diversified portfolios tailored to client goals and risk tolerances.

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.

Kathryn Focht is a financial advisor with Hearthstone Financial Group who holds Series 63 and Series 65 licenses and has five years of industry experience. She has worked at Primerica Financial Services and RFinances LLC and has experience with educational roles at Emerging Entrepreneurs Academy and Alvernia University. Outside of her advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Hearthstone Financial Group provides ongoing portfolio management to individuals, high-net-worth clients, and business entities, focusing on equities and exchange-traded funds. The firm employs a blend of long-term and short-term trading strategies based on modern portfolio theory, tailoring portfolios according to clients’ documented risk tolerance and time horizon.

Frank Collins is a CFP® with 40 years of industry experience and currently serves as an advisor at Harmony Road Advisors in Elizabethtown, PA. Prior to joining Harmony Road Advisors in 2020, he held positions at firms including Avantra Family Wealth, Purshe Kaplan Sterling Investments, and Bank of America. He is also principal of Altius Learning Inc., a company that provides training and coaching for financial professionals. Harmony Road Advisors manages approximately $30.8 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and consulting services, using a mix of fundamental, technical, and cyclical analysis with a focus on low-cost mutual funds and ETFs alongside other investment vehicles.

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.

Dante Giorgio is a financial advisor with EHG Wealth Management and holds a Series 65 designation. He has several years of experience, including roles at Kerr Wealth Management, Giorgio Financial Advisors LLC, Benefix, and Benecon Group. Outside of finance, he is involved with Giorgio Transport, Inc., a family business operating since 2015. EHG Wealth Management provides fee-based investment advisory services and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset-allocation strategy based on technical analysis and offers a combination of discretionary portfolio management and hourly financial planning.

Geoffrey Finch is a financial advisor at Harmony Road Advisors with five years of industry experience and holds a Series 65 designation. He has worked at Harmony Road Advisors and The Wenger Group since 2020 and previously spent over two decades at Wenger Feeds. Outside of his advisory role, he serves as a project manager at The Wenger Group, overseeing strategic projects related to a new ingredient and a health care model for employees. Harmony Road Advisors manages approximately $30.8 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and consulting services, utilizing a combination of fundamental, technical, and cyclical analysis with a long-term investment approach that includes a variety of asset classes.

Marc Bowman is a financial advisor with Bowman Wealth Management Group in Hershey, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at Innovation Partners LLC, Fortune Financial Services, Purshe Kaplan Sterling Investments, and as managing member of Stout Bowman & Associates, LLC. He is also an independent insurance agent, involved in life insurance sales including term, whole life, and universal life products. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm manages approximately $96.3 million in discretionary assets and employs individualized investment policies with quarterly portfolio reviews and tax-loss harvesting.

Ryan Daniels is a financial advisor at Hearthstone Financial Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors/PFS Investments, Inc., as well as operating Rfinances, LLC since 2019. Daniels has a military background, having served nine years in the United States Army. Hearthstone Financial Group provides ongoing portfolio management for individuals, high-net-worth clients, and business entities, focusing on equities and exchange-traded funds. The firm utilizes a mix of long- and short-term trading strategies based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to clients’ documented risk tolerance and time horizon.

Jared Bowman is a financial advisor at Bowman Wealth Management Group in Hershey, PA, holding a Series 65 credential with one year of industry experience. Prior to his financial advisory career, he served with the Pennsylvania State Police for four years and worked at Fenicci's of Hershey for five years. He began his advisory career while transitioning his business from Stout Bowman & Associates. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm employs a mix of fundamental, technical, and charting analysis to manage approximately $96.3 million in discretionary assets across about 283 client relationships.

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.

William Zerillo is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Terra Wealth Management, CAPE Securities, and Primerica. Outside of advising, he is a co-owner of Your Money Your Purpose LLC, which provides money mindset coaching and educational content. Oasis Advisors delivers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach informed by fundamental analysis, modern portfolio theory, and quantitative methods.

Jonathan Lapp is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Mass Mutual Life Insurance Company and MML Investors Services LLC. Lapp is also a member and owner of Haven Financial Advisors, LLC, an investment-related business. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, providing customized portfolios through advisor-specific styles and third-party manager relationships.

David Stofflet is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been associated with Coppell Advisory Solutions and its related entities in various roles since 2014 and has operated Stofflet Financial since 2001. Outside of advisory services, Mr. Stofflet works as an insurance agent, offering life, disability, and health insurance products. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning using a combination of tailor-made asset allocation models, fundamental and technical analysis, and an open-architecture platform that includes a wide range of investment options.