This May, in celebration of Older Americans Month, Elder Options is proud to host a Wealth Management Panel featuring four exceptional experts ready to help you navigate your financial future with confidence.
Moderated by our CEO Katina Mustipher, our panel includes:
Rachel Stimler, CFP® | President, The Stimler Agency
Rachel brings a unique blend of nonprofit leadership and financial expertise. After 12 years with The Education Foundation of Alachua County — including five and a half years as Executive Director — she transitioned into financial planning, earned her CFP® certification, and now leads The Stimler Agency. Rachel is passionate about empowering people to take control of their financial lives.
Stephen Crawford, PE, SE, EA | Co-Founding Partner, Clarity Wealth
With 17 years in engineering and construction before transitioning to financial services, Stephen brings a uniquely analytical perspective to financial planning. His own journey out of financial stress — and years coaching others through Financial Peace University — fuel his passion for helping clients eliminate inefficiencies and align their finances with what matters most. As an Enrolled Agent, he bridges the gap between investment strategies and real tax outcomes.
Cheryl Harris | SHINE Liaison, Elder Options
With more than 11 years at Elder Options, Cheryl oversees three federally grant-funded programs — SHINE, MIPPA, and SMP — all dedicated to helping Medicare beneficiaries, families, and caregivers understand and navigate their Medicare benefits. She looks forward to sharing how the SHINE Program can help reduce your Medicare costs.
Stephen L. Walker II, CFP® | Financial Advisor, Edward Jones
A proud Alachua County native and fiduciary financial advisor, Stephen specializes in retirement planning, tax-smart investing, and guiding clients through major life events. His straightforward, personalized approach ensures your financial plan is built around your goals, values, and needs.
Whether you have questions about Medicare, retirement planning, taxes, or managing your overall wealth, this panel has you covered.
Join us online Tuesday, May 5, 2026 at 2:00 PM
Register here: https://agingresources-org.zoom.us/meeting/register/rOoopY0HRdKwVFwdlgPzaQ
This event is free and open to the community. We hope to see you there!
