Jake is a financial planner and investment advisor at Harvest Rock Advisors, an independent financial services firm serving the greater Susquehanna Valley region. He works with clients 50+ to help them plan confidently and keep more of what they’ve built through smart tax, investment, and retirement planning. He is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Series 65, Series 7, and Series 63 securities licenses. Jake lives in Lancaster County, PA with his wife, kids, one dog, and one cat. When he's not at youth sporting events, he enjoys running and cycling. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Harvest Rock Advisors, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC.

Jeremy Stahl is a financial advisor at Stahl Wealth Management, LLC in Lancaster, PA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dimensional Wealth Advisors, Fma Advisory Inc, Wheatland Advisors, BB&T Bank, and M&T Securities. Stahl Wealth Management serves individual and charitable clients, as well as corporate and business clients, providing discretionary portfolio management and financial planning. The firm employs a tailored, objective-driven approach, utilizing both fundamental and technical methods, and offers services including pension and profit-sharing plan sponsorships.

Joel Gish Jr. is a financial advisor at Solid Rock Financial Solutions LLC in Hummelstown, PA. He holds the Series 66 designation and began his career in the financial industry in 2026. Prior to joining the firm, he worked in various roles including positions at Cambridge Investment Research Inc and Lifeway Church Inc. Solid Rock Financial Solutions offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes tailored asset allocations guided by fundamental analysis and modern portfolio theory, with a focus on long-term trading and discretionary trade execution.

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 and sole advisor at Strubel Investment Management, LLC in Lancaster, PA. He holds a Series 65 designation and has 17 years of industry experience, all with his own firm since 2009. In addition to his advisory work, he owns Stmt.ai, a business focused on developing financial data subscription software. Strubel Investment Management is an independent, fee-only registered investment adviser managing approximately $55.18 million across 75 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan management, utilizing a blend of low-cost index funds, individual stocks, and bonds tailored to client risk profiles. It also serves several non-typical client types, including 401(k) plans and charitable organizations.

Scott Ford is the sole advisor at Ford Investment & Retirement Management LLC in York, PA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding his firm in 2021, he worked at Primerica Advisors and Primerica Financial Services for two years. He also works as an engineer at Graham Packaging Company. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm constructs customized portfolios primarily with individual stocks and ETFs, employing a mix of fundamental, technical, and charting analysis with a primarily short-term focus.

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.

Shawn Minnich is a financial advisor with Lifetime Financial Foundations, LLC in York, PA, holding a Series 65 designation and seven years of industry experience. He has worked at Lifetime Financial Foundations since 2019 and also maintains a role as an independent insurance agent since 2017. Lifetime Financial Foundations is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary and occasional non-discretionary investment management and financial planning, utilizing a blend of fundamental, proprietary, and technical strategies to develop customized portfolios.

John Burns is a financial advisor with Growth Point Financial LLC in Lancaster, PA, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Good Life Advisors, LPL Financial, and Waddell & Reed. He is also a licensed insurance agent and principal owner of Growth Point Retirement Services LLC, an insurance agency offering life insurance, Medicare supplement plans, 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 guided by modern portfolio theory and quantitative analysis. The firm offers tailored strategies, discretionary investment management, and educational seminars, and is notable for sponsoring a wrap fee program managed consistently with non-wrap accounts.

Adam Saubel is a CFP® and ChFC® with seven years of industry experience. He is the principal of Saubel Financial Group in York, PA, and has prior experience with Northwestern Mutual Wealth Management Company. He serves as adjunct faculty at Elizabethtown College and holds several nonprofit roles, including assistant treasurer for a cerebral palsy home and vice chair of the Children’s Aid Society. Saubel Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, using a variety of investment strategies including fundamental and quantitative analysis and modern portfolio theory. The firm typically manages accounts on a discretionary basis and offers educational seminars and workshops.

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, Series 65, and Series 66 designations and has prior experience at IvyLine Capital Advisors and TD Ameritrade. He is also the managing member and portfolio manager of IvyLine Capital Advisors and owns related entities involved in investment partnerships. CedarLine Capital offers discretionary portfolio management and pension consulting services to individuals, high-net-worth clients, corporations, and pooled investment vehicles. The firm employs multiple methods of analysis and manages portfolios using a variety of strategies, including the use of derivatives and margin, while providing tailored investment programs and advisory services to pooled vehicles and private funds.

Dennis Grier is a financial advisor at Csa Financial Management, Inc. in Hummelstown, PA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has led Csa Financial Management since 2003, following a year at Csa Financial Group, LLC. Csa Financial Management provides asset management and financial planning services to individuals, including high-net-worth clients, as well as trusts and estates. The firm manages approximately $33.2 million in assets for about 70 clients, emphasizing strategic asset allocation, a long-term buy-and-hold approach, and non-discretionary account management that requires client approval for trades.

Stephen Wingert is the sole advisor at Wingert Investment Management, LLC, an independent firm based in Hummelstown, PA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with his current firm since its founding in 2001. Wingert Investment Management, LLC provides discretionary and non-discretionary portfolio management primarily to individual clients, focusing on fiduciary investment advice for retirement accounts. The firm employs a value-oriented equity strategy and incorporates listed options strategies for eligible clients as part of its portfolio management approach.

Erik Schoener is a financial advisor at BrightPath Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at McClure Company for eight years. Outside of advising, he is the CEO and owner of FTF Holdings, LLC, where he focuses on day trading of personal securities using probability-based strategies. BrightPath Financial Advisors, LLC is an independent registered investment adviser providing personalized financial planning and portfolio management to individuals, trusts, charitable organizations, corporations, and other entities. The firm uses diversified asset-allocation models combined with fundamental, technical, and cyclical analysis, and incorporates insurance analysis and vendor disclosures in its planning process, serving a varied client base including employer-sponsored plans and institutional-type accounts.

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.