Stephanie Bogden is a financial advisor at Confluence Financial Partners with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has previously worked at firms including NewEdge Securities, Geoffrey Kasse, and Northwestern Mutual Investment Management. Confluence Financial Partners provides holistic wealth management and financial planning to a diverse client base that includes individual households, professionals, business owners, corporate executives, and institutional clients. The firm manages assets using a blend of active and passive strategies and offers a notable retirement plan consulting service for ERISA plan sponsors.

William Winkeler Jr. is a CFP® and CFA® with 13 years of industry experience. He currently works at Confluence Financial Partners, joining the firm in 2022 after seven years at Waldron Private Wealth. In addition to his advisory role, he is a licensed insurance agent involved with insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm emphasizes fiduciary management, combining active and passive investment strategies, retirement plan consulting, and the use of proprietary and third-party investment solutions.

James Reese Jr. is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 licenses and over 41 years of industry experience. His career includes long tenures at NewEdge Advisors and Strategic Wealth Management. Outside of advising, he serves in fiduciary roles as a co-trustee and trustee for various trusts. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, employing a combination of independent managers, model strategies, and proprietary solutions, supplemented by AI-assisted analytics reviewed by advisors.

Kristian Karidis is a financial advisor at Confluence Financial Partners with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vanguard Marketing Corporation and The Vanguard Group. Outside of finance, he has ownership experience with Splash Bros Detailing LLC. Confluence Financial Partners provides holistic wealth management and financial planning to a range of clients, including individuals, professionals, business owners, and institutional clients. The firm offers services such as individualized investment management, comprehensive planning, and retirement plan consulting, utilizing both active and passive investment strategies and emphasizing asset allocation and macroeconomic analysis.

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.

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 a lengthy career history including roles at NewEdge Securities Inc, Mid Atlantic Capital Corporation, and Strategic Wealth Management Group, Ltd. Outside of his advisory work, Hurt serves as president of the church council at Trinity Lutheran Church of Franklin Park Borough. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, managing tailored portfolios through multi-manager solutions and integrating AI-assisted analytics alongside adviser judgment.

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.

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.

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.

Eric Luckey is a financial advisor with StoneX Advisors Inc. in Connellsville, PA, holding Series 65 and Series 66 licenses and having 18 years of industry experience. He has worked at StoneX Advisors since 2017 and previously held positions at StoneX Securities, LPL Financial, PNC Wealth Management, Natcity Investments, and Ameriprise. Outside of his advisory role, he is involved in a life insurance business through Dilworth Financial Services, which he owns. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers both discretionary and non-discretionary management through independent advisors and an in-house Private Client Group, utilizing proprietary models and third-party managers across multiple platforms.

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.

Dylen Roberts is a financial advisor at Confluence Financial Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Carnegie Mellon and Capistrano Valley Christian School. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, business owners, professionals, and institutional clients, including retirement plan consulting for ERISA plan sponsors. The firm manages accounts using a blend of active and passive investments and emphasizes asset allocation, macroeconomic analysis, and the use of AI tools to support client service.

David Graver is a financial advisor at Confluence Financial Partners with 20 years of industry experience. He holds a Series 63 designation and has held previous roles at USI Securities, USI Consulting Group, Fort Pitt Capital Group LLC, Kestra Financial, Global Retirement Partners, and LPL Financial. Confluence Financial Partners offers wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional plan sponsors. The firm provides individualized investment management and retirement plan consulting, operating as a fiduciary with a focus on asset allocation, macroeconomic analysis, and use of both active and passive investment vehicles.

Scott Rogowicz is a financial advisor at Confluence Financial Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Nicolaus & Co Inc and Wells Fargo Advisors LLC. Outside of his advisory role, he manages rental properties in Pittsburgh, PA. Confluence Financial Partners provides wealth management and financial planning to individual clients, professionals, business owners, and corporate executives, along with retirement plan consulting for institutional clients. The firm employs both active and passive investment strategies, emphasizes asset allocation and macroeconomic analysis, and offers fiduciary services including plan design and participant education.

Morgan Lee is a CFP®-certified financial advisor with seven years of industry experience, currently serving clients at Confluence Financial Partners. Prior to his current role beginning in 2019, he held positions at Raymond James Financial Services and Bank of America Merrill Lynch. Confluence Financial Partners provides comprehensive wealth management and financial planning for individuals, professionals, business owners, and institutional clients. The firm manages portfolios using a combination of active and passive strategies and offers specialized retirement plan consulting services to ERISA plan sponsors.

Nicklaus Proud is a financial advisor at Confluence Financial Partners with five years of industry experience. He holds a Series 66 credential and has worked at Confluence Wealth Services, Raymond James Financial, and Coast 2 Coast Companies. Confluence Financial Partners offers comprehensive wealth management and financial planning to individual clients, professionals, business owners, and institutional clients, including retirement plan consulting. The firm manages accounts on discretionary and non-discretionary bases, utilizing a blend of active and passive investment vehicles, proprietary portfolios, and third-party managers.

George Epitropoulos is a Certified Financial Planner® with two years of experience in the industry. He currently works at Confluence Financial Partners and previously spent eight years at BNY Mellon. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm offers investment management, retirement plan consulting, and fiduciary services, utilizing a combination of active and passive strategies alongside proprietary and third-party managed portfolios.

Jonathan Jordan is a financial advisor with Confluence Financial Partners in McMurray, PA, holding a Series 66 designation and bringing 12 years of industry experience. His background includes roles at Raymond James Financial Services and Pike Run Country Club. Confluence Financial Partners offers holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients, including retirement plan consulting for ERISA plan sponsors. The firm employs a fiduciary approach that combines active and passive investment management, proprietary portfolios, and third-party managers, with an emphasis on asset allocation and macroeconomic analysis.

Timothy Cashdollar is a financial advisor at Confluence Financial Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisor Networks LLC and operated CashDollar & Associates, LLC. Outside of his advisory role, he works as an independent insurance agent specializing in fixed annuities and life products. Confluence Financial Partners provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, business owners, and institutional clients. The firm offers investment management, retirement plan consulting, and insurance referrals, utilizing a fiduciary approach with a blend of active and passive investment strategies.

Samuel White is a financial advisor with Lifemark Securities Corp. in Greensburg, PA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity Services, Inc. for seven years. Outside of his advisory role, he operates a CPA practice and owns a tax preparation franchise. He also serves as treasurer for several local organizations, including Patrons of the Arts Vatican Museum, Ligonier Valley Learning Center, and Holy Trinity Church’s Financial Council. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, using programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed discretionary or non-discretionary and held with third-party custodians.