Nathan Garcia is a CFP® with 25 years of industry experience, currently serving at Confluence Financial Partners. His prior roles include positions at Raymond James Financial Services and PNC Brokerage Corp. He is also a licensed insurance agent for insurance and annuity products. Confluence Financial Partners offers holistic wealth management and financial planning to a diverse client base, including individual households, professionals, business owners, corporate executives, and institutional clients. The firm provides investment management, comprehensive financial planning, and retirement plan consulting, operating as a fiduciary with a focus on asset allocation, macroeconomic analysis, and specialized services for ERISA plan sponsors.

Thomas Wilson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA. He has been with the firm since 2014. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm follows a written Financial Goal Plan for each client and uses Modern Portfolio Theory through an internal Investment Committee to guide investment decisions.

Matthew Jaspert is a CFP® with nine years of industry experience and has been with Allegheny Financial Group Ltd since 2014. He holds the Series 66 designation and is based in Pittsburgh, PA. Outside of his advisory role, he serves as an assistant lacrosse coach at Shaler Area High School. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs mutual-fund-based portfolios guided by in-house research and an investment committee, with risk control through diversification and ongoing monitoring, and acts as adviser to private pooled vehicles and private funds.

Miles Gibson is a CFP®-certified financial advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, and has four years of industry experience. Prior to joining the firm, he served three years in the United States Marine Corps and has held roles within Schneider Downs and its affiliated entities. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, providing fee-based investment management, financial planning, and retirement plan consulting through a committee-driven process and diversified portfolio construction.

Loren Fiffik is a CFP® with 25 years of industry experience, currently serving at Confluence Financial Partners. His career includes roles at PNC Investments for 18 years and Raymond James Financial Services. He is also involved with the Sylvia J Fiffik Irrevocable Trust, active for over 30 years. Confluence Financial Partners provides wealth management and financial planning to individual clients, professionals, business owners, corporate executives, and institutional clients, with a notable focus on retirement plan consulting for ERISA plan sponsors. The firm uses a fiduciary approach combining active and passive investments, third-party managers, and proprietary portfolios, emphasizing asset allocation and macroeconomic analysis.

Aidan Mills is a CFP® with two years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. His background includes roles in education and healthcare alongside his work in wealth management. 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 various asset classes using mutual funds, ETFs, interval funds, and third-party managers, along with family-office and specialized advisory services.

Jackson Elizondo is a CFP®-certified financial advisor with seven years of industry experience, currently with Confluence Financial Partners. Prior to joining Confluence Wealth Services, Inc., he worked at Raymond James Financial Services in various capacities. He serves as a Force Support Officer in the United States Air Force Reserve. Confluence Financial Partners provides comprehensive wealth management and financial planning to individuals, professionals, business owners, and institutional clients, with a particular focus on retirement plan consulting and fiduciary services. The firm employs both active and passive investment strategies, combining proprietary portfolios and third-party managers to serve a diverse client base.

Ralph Boyd Jr. is a CFP® professional with 28 years of industry experience. He has been with Allegheny Financial Group and Allegheny Investments, Ltd since 2002. Based in Pittsburgh, PA, he holds Series 63 and Series 65 licenses. Allegheny Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicles. The firm utilizes mutual funds, ETFs, and other pooled products guided by an in-house research team and investment committee, offering both discretionary and non-discretionary management while also advising private funds and acting as a general partner or sponsor in certain cases.

Michael Bigley is a financial advisor at New Edge Wealth with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Strategic Wealth Management and NewEdge Advisors. Outside of advisory work, he serves as managing member for multiple family investment partnerships and trusts involving active administration and oversight. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm provides comprehensive advisory services focused on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with AI-assisted analytics and human supervision.

Megan Muller is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP with two years of industry experience. Her prior roles include positions at Three Cord True Wealth Management and Blue Sky Closing Services, among others. She is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach to portfolio construction and oversight, incorporating diversified investments and tax-aware strategies, and manages approximately $2.9 billion in assets across 21 advisors.

Charles Ziants is a CFP® professional with nine years of experience in financial advising. He is currently with Confluence Financial Partners and has previously worked at Raymond James Financial Services Advisors. His background includes a year at Uber prior to entering the financial services industry. Confluence Financial Partners offers comprehensive wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm combines discretionary and non-discretionary account management with a mix of active and passive investment strategies and places emphasis on retirement plan consulting and fiduciary services.

Michael Delgreco is a financial advisor at Prosperity Capital Advisors in Pittsburgh, PA, with 14 years of industry experience. He holds a Series 65 credential and has been with Prosperity Capital Advisors since 2011. In addition to his advisory role, Mr. Delgreco provides administrative tax services through his separate business, DelGreco Tax & Insurance Services, and is a licensed insurance agent. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plans. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Corey Taylor is a CFP® and ChFC® affiliated with Confluence Financial Partners, with two years of industry experience. He previously worked at PNC Wealth Management and was involved with Peranis Hockey World prior to his current role. Confluence Financial Partners provides wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm utilizes a fiduciary approach combining active and passive investments, proprietary managed portfolios, and third-party managers, with a notable emphasis on retirement plan consulting and ERISA plan sponsor services.

Christopher Pretsch is a CFP® and CFA® with 18 years of industry experience. He has been with Staley Capital Advisers Inc in Pittsburgh, PA since 2012. Staley Capital Advisers provides discretionary portfolio management to a range of private clients, including high-net-worth individuals, families, endowments, and charitable organizations. The firm employs a long-term, value-driven investment approach combined with tactical responses to short-term market opportunities, managing both private accounts and a concentrated long/short limited partnership.

Matthew Kelly is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at Allegheny Financial Group Ltd since 2010. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes mutual-fund-based portfolios supported by in-house research and an investment committee, offering both discretionary and non-discretionary portfolio management alongside managed account programs and private funds for qualified investors.

Anthony Cervone is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior roles include work at Holsinger and Maher Duessel, as well as serving as an insurance agent and producer for Smart Retirement Options LLC. Gibbs Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, utilizing third-party platforms and model portfolios guided by various analytical approaches. The firm emphasizes risk management, tax-efficient strategies, and guaranteed-income solutions where appropriate.

Nicholas Urban is a CFP® with seven years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. His career includes prior roles at Advanced Wealth Strategies, Geneos Wealth Management, and Merrill Lynch Wealth Management. Outside of his advisory work, he is licensed as an insurance agent. Waldron Private Wealth provides discretionary and non-discretionary 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 emphasizes strategic asset allocation using a range of investment vehicles and offers family-office services alongside portfolio management and investment consulting.

Shane Kaler is a financial advisor with BFC Planning, Inc. and holds a Series 66 designation. He has three years of industry experience and previously worked at Berthel, Fisher & Company Financial Services, Inc. He is also the owner and operator of Kaler Financial Solutions LLC, which focuses on fixed insurance, investments, and notary services. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individual and institutional clients. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets, providing flexible fee arrangements and a range of investment platforms through a network of independent advisors.

Andrew Roberge is a CFA® charterholder with 10 years of industry experience. He has worked at Guggenheim Securities, LLC from 2016 to 2020 before joining Staley Capital Advisers Inc, where he has been since 2020. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional accounts. The firm employs an active, relative-value investment approach emphasizing asset allocation and security selection, and it manages a concentrated long/short equity program within its private fund vehicle.

Stephanie Bogden is a financial advisor at Confluence Financial Partners with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior work experience includes roles at EWA, LLC, NewEdge Securities, Inc., NewEdge Advisors, LLC, and Northwestern Mutual Investment Management. Confluence Financial Partners offers holistic wealth management and financial planning to individual clients, professionals, business owners, and institutional clients, with a notable focus on retirement plan consulting for ERISA plan sponsors. The firm manages accounts using a blend of active and passive strategies, proprietary portfolios, and third-party managers, emphasizing asset allocation and macroeconomic analysis.