Lee Kerr

Jeremy Stahl is the sole advisor at Stahl Wealth Management, LLC, an independent firm based in Lancaster, PA. He holds Series 63 and Series 65 designations and has 13 years of industry experience. His prior roles include positions at Dimensional Wealth Advisors, LLC, Fma Advisory Inc, Wheatland Advisors, Inc, and BB&T Bank. Stahl Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals, and charitable organizations. The firm employs a tailored investment process using firm-developed model portfolios and a combination of fundamental, technical, charting, and cyclical analysis, along with option strategies when appropriate.

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 18 years of industry experience. He has worked at Dominion Advisory, LLC and Securities America Advisors, Inc. before founding FIDENT Financial, LLC, where he is the sole advisor. FIDENT Financial is an independent, fee-only firm that provides financial planning and discretionary investment management to individuals, high-net-worth clients, business entities, and employer-sponsored retirement plans. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, and offers a distinctive pension consulting program along with participant-focused microplanning services.

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 a financial advisor at Adare Asset Management, LLC in Lancaster, PA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Adare Asset Management since 2009. Adare Asset Management provides discretionary and non-discretionary investment management to individual and institutional clients, including trusts, estates, charitable organizations, banks, pension and profit-sharing plans, and corporate and insurance clients. The firm employs a conservative investment approach emphasizing companies with sustainable earnings and reliable dividends, along with a fixed-income strategy focused on highly rated bonds, and offers specialized financial-services portfolios and third-party adviser referrals.