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®-designated financial advisor with two years of industry experience. He currently works at Waldron Private Wealth, where he has been since 2023. Prior to this, he held positions at Vicus Capital and Law and Money Matters, LLC. 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 approach includes strategic asset allocation across various asset classes and the use of mutual funds, ETFs, interval funds, and third-party managers to construct portfolios.

Michael Montileone is a financial advisor with Allegheny Financial Group Ltd in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Allegheny Investments, Ltd. since 1992. Outside of advising, Montileone serves as a trustee and is treasurer for Gunny's Ridge, a veteran and first responder assistance organization. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach supported by in-house research and an investment committee, and it acts as adviser to private pooled vehicles and private funds, managing approximately $4.9 billion in assets across 28 advisors.

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.

Ryan Kennis is a CFP® with six years of industry experience, currently serving as an advisor at JFS Wealth Advisors, LLC since 2021. His prior experience includes roles at Citizens Securities Inc., Clarfeld Financial Advisors, CITIZENS Bank, and PNC. 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 uses a written Financial Goal Plan and Modern Portfolio Theory to guide investment decisions and offers a range of services including continuous investment management, retirement plan fiduciary services, and access to private investment funds.

Christopher McCoy is a Vice President and Financial Consultant at Fidelity Investments. He brings a comprehensive approach to his role by combining an in-depth understanding of financial markets with holistic financial planning to assist clients in navigating markets and developing financial plans tailored to their unique needs. His professional experience spans several roles within the financial services industry. Christopher has been with Fidelity Investments since 2020, progressing from Investment Consultant to Financial Consultant, and currently holds the position of Vice President, Financial Consultant. Prior to that, he worked as a Financial Advisor at UBS Financial Services from 2017 to 2020, and at Hefren Tillotson from 2016 to 2017. He began his career as a Trader at Hefren Tillotson from 2014 to 2016.

Eric Montgomery is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Confluence Financial Partners since 2024. His prior experience includes roles at Cetera Investment Advisers LLC and Lakeview Area Public Library, where he serves on the finance committee. Montgomery is also actively involved in his community as treasurer for both the Jackson Center Borough and the Jackson Center Volunteer Fire Company, and he holds a board treasurer position with the Grove City Area Chamber of Commerce. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, business owners, and retirement plan sponsors. The firm provides holistic wealth management, retirement plan consulting, and investment management through a fiduciary, goals-based process that incorporates both active and passive strategies tailored to client objectives.

Christopher Smith is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Allegheny Investments, Ltd since 2016. Allegheny Financial Group provides investment management, financial planning, retirement plan consulting, and wrap-fee program services to a diverse client base, including individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm uses mutual funds, ETFs, and other pooled products guided by an in-house research department and investment committee, and it also advises private funds and acts as a general partner or sponsor for certain pooled vehicles.

Kevin Renne is a CFP® with 20 years of industry experience and is currently an advisor at JFS Wealth Advisors, LLC. He previously worked at The Huntington Investment Company from 2011 to 2017 before joining JFS Wealth Advisors. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm provides wealth management, financial planning, and investment advisory services based on a written Financial Goal Plan and an internal Investment Committee, utilizing Modern Portfolio Theory in portfolio construction.

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.

Michael Dykes is a CFP® with eight years of industry experience, currently serving as a financial advisor at Allegheny Financial Group Ltd since 2019. His prior experience includes roles at PNC Investments and Fidelity Investments. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach supported by in-house research and offers both discretionary and non-discretionary portfolio management, including private funds for qualified investors.

Graham Friday is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Staley Capital Advisers Inc. He previously worked at PNC Financial Services, Inc. for seven years. 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 with an emphasis on asset allocation and security selection, managing both separately managed accounts and a private long/short equity fund offered to accredited investors.

Ian Cerminara is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He has been with Allegheny Financial Group Ltd in Pittsburgh, PA, since 2013. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses mutual fund-based portfolios guided by in-house research and an investment committee, offering both discretionary and non-discretionary management along with private funds for qualified investors.

Constantine Kartsonas is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Staley Capital Advisers since 2018 and previously held roles at Raymond James Financial Services and Shorebridge Wealth Management. He serves as Vice Chair and Board Member of the Western Pennsylvania School for the Deaf, a nonprofit educational institution. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutions, managing both private accounts and a concentrated long/short limited partnership. The firm employs a long-term, value-driven investment approach combined with tactical adjustments and utilizes pooled investment vehicles and private partnerships within client portfolios.

Terry Knepp is a CFP® professional with 22 years of experience in financial advising. He has been with Allegheny Financial Group Ltd since 2004 and also worked at Allegheny Investments, Ltd. from 2004 to 2024. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses mutual-fund-based portfolios guided by in-house research and an investment committee, and it manages private funds for qualified investors alongside discretionary and non-discretionary portfolio management.

Gregory Weimer II is a CFP® with six years of industry experience, currently serving at Confluence Financial Partners. His background includes roles at Ernst & Young and Raymond James Financial Services. Confluence Financial Partners serves individual and institutional clients with a fiduciary, goals-based approach to wealth management and financial planning, offering investment management, retirement plan consulting, and insurance services through an affiliate.

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.