Gregory Weimer is a financial advisor at Confluence Financial Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Confluence Financial Partners since 2015. He serves as Vice-Chair of the Children's Hospital of Pittsburgh Foundation and is involved in real estate development through Gregory James Ventures LLC. Confluence Financial Partners offers holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients, with a notable emphasis on retirement plan consulting for ERISA plan sponsors. The firm employs both active and passive investment strategies, including proprietary managed portfolios and access to third-party managers, while operating as a fiduciary.

Charles Kolias is a financial advisor at Confluence Financial Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors and Raymond James Financial Services. Confluence Financial Partners offers wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients, including retirement plan consulting. The firm uses a combination of active and passive investment vehicles, proprietary managed portfolios, and third-party managers, focusing on asset allocation and macroeconomic analysis while operating as a fiduciary.