Kristian Karidis is a financial advisor at Confluence Financial Partners with Series 65 and Series 63 licenses. He has one year of industry experience, including roles at Vanguard Marketing Corporation and The Vanguard Group. He also operates Splash Bros Detailing LLC. Confluence Financial Partners offers holistic wealth management and financial planning services to individuals, professionals, business owners, and institutional clients, with a focus on retirement plan consulting and a diversified investment approach that includes active and passive management and access to third-party managers.

Brian Hill is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Commonwealth Financial Network, Strategic Path Retirement, Householder Group Estate & Retirement Specialists, and LPL Financial. He is also co-owner of Bebco, Inc., a commercial real estate management entity. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management through independent advisers, model portfolios, and access to third-party managers, with notable integration of institutional and retirement plan resources.

Nathan Freshwater is a CFP® with five years of industry experience, currently serving as a financial advisor at New Edge Wealth. He has previous experience at Waldron Private Wealth, Wells Fargo Advisors, and has held roles in education and entrepreneurial activities. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, integrating independent managers, model strategies, and AI-assisted analytics in its investment approach.

Ali Swart is a CFP® professional with 15 years of industry experience, currently serving at Waldron Private Wealth. Prior to joining Waldron, Swart worked at Fidelity Investments for eight years. Swart is a board member of the Financial Planning Association, a membership organization for CERTIFIED FINANCIAL PLANNER® professionals. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment approach includes strategic asset allocation using various investment vehicles and offers a range of family-office and specialized advisory services.

Richard Hurt is a financial advisor at New Edge Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Securities Inc. and Mid Atlantic Capital Corporation among other firms. Outside of his advisory role, Hurt serves as president of the church council for Trinity Lutheran Church in Franklin Park, PA. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions enhanced by technology and AI-assisted analytics.

Jacob Smith is a CFP® and holds a Series 65 license with one year of industry experience. He has worked at Waldron Private Wealth since 2023 in various roles and previously worked at McKinley Carter Wealth Services. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes using mutual funds, ETFs, independent managers, and alternative strategies, and offers an extensive suite of family-office services.

Andrew Kuzemchak is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. His prior experience includes roles at Vicus Capital and Law and Money Matters, LLC. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a strategic asset allocation approach across multiple asset classes and offers a broad range of services, including portfolio management and family-office support.

Connor Mc Lean is a Series 65-licensed financial advisor at United Capital Financial Advisors with seven years of industry experience. He has worked at United Capital since 2019 and previously spent five years at Bank of New York Mellon. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization, client-facing technology, and access to third-party managers and alternative investments.

Eric Montgomery is a CFP® professional with seven years of industry experience, currently serving at Confluence Financial Partners. His prior experience includes roles at Cetera and Mercer County State Bank, as well as bookkeeping and leadership positions with several community organizations such as the Jackson Center Borough and Volunteer Fire Company, where he serves as treasurer. Montgomery also holds a board treasurer role with the Grove City Area Chamber of Commerce. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, business owners, and institutional clients. The firm manages discretionary and non-discretionary accounts using active and passive strategies, emphasizing retirement plan consulting and fiduciary best-practices for ERISA plan sponsors.

Philip Webb is a financial advisor with Good Life Advisors, LLC in Reading, PA, holding a Series 66 credential and 20 years of industry experience. He has worked at LPL Financial and Grandview Wealth Management, among other firms. Webb also serves as an independent insurance agent for organizations including the National Slovak Society and GBU Life. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a team approach and multiple methods of analysis to deliver tailored advice, offering access to various programmatic solutions and educational seminars.

Johanna Mears is a financial advisor at SVB Wealth with 15 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for The Huntington Investment Company for 14 years. In addition to advisory duties, she performs compliance management functions for affiliated investment advisory firms. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a due diligence process for selecting third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company with affiliated financial entities.

Gregory Weimer II is a CFP® with seven years of industry experience currently serving at Confluence Financial Partners. His background includes roles at Ernst & Young and Raymond James Financial Services Advisors, with experience spanning financial services and advisory. Confluence Financial Partners provides wealth management and financial planning to individuals, professionals, business owners, executives, and institutional clients, with a focus on retirement plan consulting for ERISA plan sponsors. The firm employs a fiduciary approach utilizing both active and passive investment vehicles and emphasizes asset allocation, macroeconomic analysis, and use of supervised AI tools to support client service.

Madison Daggett is a CFP® with six years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Craig Fiedler. She is also licensed as an insurance agent. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, and other entities. The firm utilizes a strategic asset allocation approach across various asset classes and offers a range of family-office services and specialized private fund management.

Michael Coleman is a financial advisor at Geneos Wealth Management, Inc. in Pittsburgh, PA, with nine years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Coleman Financial Services since 2014. Outside of his advisory role, he is an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

Judith Villella is a financial advisor with Gibbs Wealth Management, LLC in Bridgeville, PA. She holds a Series 65 credential and has one year of experience in the industry. She also owns and operates Smart Retirement Options LLC, where she serves as an insurance agent. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s process focuses on selecting and monitoring model portfolios based on client financial situations, goals, and risk tolerance.

Cassidy Fowler is an Investment Adviser Representative at Avantax Planning Partners, Inc. with one year of industry experience. Prior to joining Avantax Planning Partners in 2024, she worked at Mariner Finance from 2015 to 2019 and has operated her own accounting service since 2019, providing payroll processing, bookkeeping, and tax document preparation. Avantax Planning Partners offers investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and integrates tax-intelligent overlays where applicable.

Michael Krol is a CFP® with 21 years of industry experience and is currently with Waldron Private Wealth in Bridgeville, PA. He has been with Waldron Private Wealth since 2007. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm employs a strategic asset allocation approach across various asset classes and offers an extensive suite of family-office services.

Thomas Frank is a CFP® professional with 42 years of industry experience, currently affiliated with O.N. Investment Management Company. His prior experience includes roles at Ohio National Financial Services, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. He is also actively involved in multiple insurance brokerage businesses, focusing on life, disability, medical, long-term care, annuity, homeowner, and automobile insurance. O.N. Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms and investment programs that combine third-party discretionary options with adviser-directed managed accounts.

Matthew Helfrich is a CFP® with 21 years of industry experience, currently serving at Waldron Private Wealth. He has been with the firm since 2002. Helfrich participates in several community and educational boards, including the Propel Schools Foundation, Pace School, and the Duquesne University Investment Center Advisory Council. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm emphasizes strategic asset allocation across multiple asset classes and offers a range of portfolio management and family-office services.

Randall Holcombe is a financial advisor with Confluence Financial Partners, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He has been with Confluence Financial Partners since 2014 and has worked at Raymond James Financial Services and HUB International. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, corporate executives, and institutional clients. The firm offers tailored investment management, comprehensive financial planning, and retirement plan consulting with a focus on fiduciary standards, asset allocation, and macroeconomic analysis.