Aaron Barr

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 63 and 66 licenses and bringing 19 years of industry experience. He previously worked at Waddell & Reed for 12 years and serves as a junior high wrestling coach for the Elizabethtown Area School District. Watchtower Wealth Management is an independent, single-advisor firm providing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a variety of analytic methods and trading strategies, emphasizing diversified portfolios with regular monitoring and client reporting.

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.