Jeremy Stahl is a financial advisor at Stahl Wealth Management, LLC in Lancaster, PA, with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Dimensional Wealth Advisors, Fma Advisory Inc, Wheatland Advisors, and BB&T Bank. Stahl Wealth Management is an independent registered investment adviser serving individual and charitable clients, as well as corporate and business clients. The firm manages approximately $65 million in discretionary assets and employs a tailored, objective-driven investment approach that incorporates both fundamental and technical methods, offering services including portfolio management, financial planning, and consultative retirement advice.

Zuri Idoeta is a financial advisor at Eagleview Asset Management, LLC with 32 years of industry experience. Prior to founding Eagleview in 2025, Idoeta spent over 20 years with Insight Securities, Inc. Outside of advising, Idoeta is the sole owner of Wampum LLC, an e-commerce business focused on reselling home goods and medical instruments. Eagleview Asset Management provides discretionary and non-discretionary portfolio management services primarily to individuals and high net worth clients. The firm employs a combination of fundamental, technical, and charting analysis, offering long- and short-term positions, options strategies, and periodic rebalancing.

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.

Steven Maher is a financial advisor at Cool Creek Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Domani Wealth, EHD Advisory Services, Global Retirement Partners, and LPL Financial. Cool Creek Financial is an independent, fee-only investment adviser serving individuals, charitable organizations, small businesses, and employer-sponsored pension and profit-sharing plans. The firm provides customized wealth management, retirement plan consulting, and develops client-specific investment policies using a combination of passive and active strategies.

Jeffrey Guindon is a financial advisor at Carriage Hill Investment Associates LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Carriage Hill since 2019, following roles at RKL Wealth Management LLC and ParenteBeard Wealth Management LLC. He serves on the board and chairs the investment committee of the Lancaster County Community Foundation. Carriage Hill Investment Associates LLC is an independent registered investment adviser that provides discretionary portfolio management and hourly financial planning to individuals, charitable organizations, and some corporate clients. The firm manages approximately $41.3 million in assets, using a combination of economic and fundamental analysis along with Modern Portfolio Theory to create model and customized portfolios.

Jeremy Walter is a CFP® professional with 19 years of experience in financial advising. He has been with Fident Financial, LLC since 2017 and previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, inc., and Bare Financial Services, Inc. from 2007 to 2017. Fident Financial is a fee-only independent advisor serving individuals, high-net-worth clients, business entities, and employee benefit plans. The firm focuses on passive portfolio construction using index funds and ETFs, incorporates factor exposures when appropriate, and provides pension consulting services alongside personalized financial planning and discretionary investment management.

Ben Strubel is the principal of Strubel Investment Management, LLC, an independent firm based in Lancaster, PA. He holds a Series 65 designation and has 16 years of industry experience, having founded and led his firm since 2009. Outside of his advisory work, he owns Stmt.ai, a financial data subscription software service focused on software development. Strubel Investment Management is a fee-only registered investment adviser serving individual investors, charitable organizations, corporate clients, and a limited number of 401(k) plans. The firm employs a discretionary portfolio management approach using a combination of low-cost index ETFs, fixed income, REITs, and a concentrated individual-stock sleeve, with asset allocations tailored to client risk tolerance and preferences.

Timothy Deery is the sole advisor at Adare Asset Management, LLC in Lancaster, PA, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Adare Asset Management since 2009. Adare Asset Management provides continuous investment management for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate entities, including insurance companies and other business clients. The firm employs a conservative, fundamentals-driven equity approach combined with a cautious fixed-income strategy, specializing in financial-services companies and sector-focused portfolios for select clients.

John Burns is a financial advisor at Growth Point Financial LLC in Lancaster, PA, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Good Life Advisors and LPL Financial. Burns is also the principal owner and licensed insurance agent of Growth Point Retirement Services LLC, an insurance agency offering life insurance, Medicare supplement insurance, and fixed annuities. Growth Point Financial LLC provides investment advisory services and financial planning to individual clients, focusing on low-cost ETFs and a buy-and-hold, long-term approach informed by modern portfolio theory and quantitative analysis. The firm manages portfolios with discretionary authority when appropriate and offers educational seminars and workshops at no additional charge.

Russell Harlan is the sole advisor at Harlan Financial LLC in Lancaster, PA, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes roles at Securus Financial Services and Alive3D, where he serves as Chief Operating Officer for a startup focused on enhancing sporting event viewer experiences. He also provides consultation services for investment advisory software development and is involved in selling insurance products. Harlan Financial offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs third-party money managers and model portfolios to implement long-term, diversified investment strategies, and provides pension consulting, educational workshops, and a subscription advisory service.

Isaac Eisenhauer is a financial advisor at CedarLine Capital with six years of industry experience. He holds Series 63, 65, and 66 licenses and has been managing member and portfolio manager of IvyLine Capital Advisors and related entities since 2015. CedarLine Capital provides portfolio management services to individual, high-net-worth, and corporate clients, as well as pooled investment vehicles. The firm employs multiple analysis methods and both long- and short-term trading strategies, with a distinctive focus on pension consulting for self-directed 401(k) accounts and private fund advisory activities.

Baizhou Chen is the sole advisor at One Stop Advisor LLC, an independent advisory firm based in Lancaster, PA. He holds a Series 65 designation and has three years of industry experience. Chen is also a licensed CPA and serves as an accounting instructor at Millersville University. One Stop Advisor LLC manages a small client base with discretionary investment management and offers modular financial planning, tax return preparation, and insurance and annuities sales. The firm employs long-term, globally diversified portfolios and provides project-based or hourly financial planning services.

Kenneth Ray is a financial advisor at Global Steward Advisors, LLC with 16 years of industry experience. He holds a Series 63 designation and also manages an independent insurance agency, EPG Agency, LLC, where he oversees operations and manages a marketing brand called Safe IRA. Global Steward Advisors provides fee-based, discretionary portfolio management for individuals, trusts, retirement plans, and other organizations. The firm employs an active management approach through two structured managed-account programs, focusing on diversified ETFs and concentrated stock or ETF portfolios.

Thomas Poltersdorf is the sole advisor at GT Wealth LLC in Lebanon, PA, with 16 years of industry experience. He holds the Series 66 designation and previously worked at Beyond Your Exit Wealth Management LLC and MML Investors Services/MassMutual from 2015 to 2021. GT Wealth LLC provides financial planning and portfolio management primarily to near-retirees, including federal employees covered by FERS and CSRS, as well as employee benefit plan advisory services to plan sponsors. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, utilizing low-cost index funds and ETFs to implement diversified, tax-aware allocations.

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.

Brian Tribbitt is a CFP® and holds a Series 66 license, serving as the sole advisor at Marin Financial LLC with six years of industry experience. He has a background that includes service in the United States Navy and Navy Reserves as a submarine officer and aide-de-camp, along with involvement in several small businesses, including a brewing company and real estate partnerships. Tribbitt currently works as a Joint Staff Planner for EUCOM AOR. Marin Financial LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm combines macroeconomic and geopolitical analysis with fundamental and technical research to guide asset allocation, offering fiduciary services to qualified retirement plans and incorporating alternative assets to manage risk.

At Harvest Financial Planning Associates, LLC, we are proud to serve the hard working individuals and families who form the back bone of our community - Trade workers and Powerplant employees. You dedicate your time and energy to building, maintaining, and powering our world and we are here to ensure that the fruits of your labor are protected and will grow for years to come. We understand the unique challenges and opportunities you face such as: Union benefits How to make overtime pay accelerate your ability to retire Varying income based on the market cycle Changing jobs Long labor intensive hours Stock options Starting your own business We understand your hesitancy to engage with a financial advisor - you may: 1. You do not trust financial advisors - I will not show up in a suit, my style is to lay out pros and cons of all decisions and help you decide 2. Think its too expensive - A good financial advisor should provide way more value than they receive 3. Prefer to rely on peers or family for advice - I have witnessed a lot of good and bad advice come from the friends and family of my clients. Wondering if the advice is good or bad? I'll offer you a second opinion 4. Assume your union benefits will cover everything - It is possible, but are you sure? 5. Feel you are too busy - I enjoy what I do and I care about the people I do it for - we will make a time work for both of us 6. Don't think you earn enough - it does not take a lot to get started, time is your best friend 7. Think your comfortable with the status quo - you could very well be, what if the status quo leaves you coming up short for retirement? How can I serve you?

Jonathan Kiehl is a Certified Financial Planner™ and a Certified Kingdom Advisor® with an MBA in Personal Finance. A teacher at heart, Jonathan serves as an adjunct professor of finance at Elizabethtown College's School of Graduate and Professional Studies. He has also volunteered as a financial coach, tax preparer, and treasurer. In his free time, Jonathan is an outdoor enthusiast who enjoys running, birding, and camping. He met his wife Katelyn during a self-supported bicycle (bikepacking) trip across the United States. They now use their home in Lancaster, PA as a launch pad for their next adventures with their four children.

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.