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®-credentialed financial advisor with five years of industry experience, currently serving clients through his independent firm, Elliker Financial. Before founding his firm in 2025, he worked at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of finance, he is co-owner of Elliker Cookie Company, where he manages scheduling, business development, and sales. Elliker Financial provides wealth management and financial planning services to individuals, high-net-worth households, and small businesses. The firm’s investment approach combines active and passive strategies based on modern portfolio theory and incorporates ESG portfolios, managing accounts on a discretionary basis tailored to clients’ risk tolerance and goals.

Michael Shearer is the sole advisor at WealthPenn.com LLC, an independent advisory firm based in Sinking Spring, PA. He holds a Certified Public Accountant credential and has four years of industry experience. Outside of advisory services, he maintains accounting-related business activities. WealthPenn.com LLC provides online, fee-based investment advisory and financial planning services to high-net-worth families, individuals, trusts, pension and profit-sharing plans, corporations, and other business entities. The firm’s investment approach uses fundamental analysis and a long-term purchase orientation tailored to each client’s financial circumstances, objectives, and risk tolerance.

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 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.

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 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.

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 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.

Robert Reese is the principal of Reese Legacy Capital, LLC, an independent registered investment adviser based in East Petersburg, PA. He holds a Series 65 designation and has been active in financial advisory and related roles since 2022. Prior to establishing his firm, he held positions in professional sports management and media, including with the National Hockey League and the New York Post. Reese currently maintains part-time employment in media and optimization alongside his advisory work. Reese Legacy Capital provides discretionary investment management to individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a combination of fundamental and technical analysis, using both passive and active strategies to build portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

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 with Walsky Investment Management Inc in Wyomissing, PA, holding a Series 65 designation and over 24 years of industry experience. He has been with Walsky Investment Management since 2000. Outside of his advisory work, Mr. Hafer coaches youth soccer in Berks County and owns Westview Productions, where 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 privately held businesses. The firm manages approximately $130 million across about 100 client accounts, employing fundamental analysis and a long-term purchase orientation to align portfolios with clients' objectives, risk tolerance, and tax considerations.

Jay Kemmerer Jr. is a financial advisor at Berkshire Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked in the restaurant industry, including six years at Log Cabin Restaurant. Berkshire Advisors, Inc. provides discretionary asset management, financial planning, and institutional investment services to individuals, small businesses, retirement plans, trusts, and other entities. The firm combines fundamental, quantitative, and third-party research to construct portfolios across various asset classes and acts in a fiduciary capacity for retirement accounts.

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.

Matthew Berry is a financial advisor at Hershey Financial Advisers, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has served as a pastor at Lampeter Church of the Brethren for 15 years. Hershey Financial Advisers provides investment management, financial planning, and insurance solutions to individuals, institutions, and charitable organizations. The firm employs model-based strategies including Strategic Asset Management and an Active Management Program, managing a range of portfolios from conservative income to all-equity.

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.