Kimberly Gannis is a financial advisor at Carnegie Investment Counsel with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Carnegie Investment Counsel since 2015. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofit organizations, corporations, government entities, and other investment advisers. The firm employs a range of analytical approaches and may use various trading strategies to align portfolios with client goals, while also offering specialized planning and fiduciary services.

Paul Frey is a CFP® credentialed financial advisor with over 31 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2024, and previously spent 13 years at Stifel. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional plan sponsors. The firm emphasizes asset allocation and macroeconomic analysis, managing accounts on both discretionary and non-discretionary bases using a combination of active and passive strategies and access to third-party managers.

Sophia Kann is a CFP® professional at Confluence Financial Partners with two years of industry experience. She has been affiliated with Confluence Financial Partners since 2020, with intermittent periods as a student. Confluence Financial Partners offers holistic wealth management and financial planning services to a diverse client base, including individuals, professionals, business owners, corporate executives, and institutional clients. The firm provides investment management, retirement plan consulting, and insurance referrals, employing both active and passive strategies supported by proprietary portfolios and third-party managers.

Jared Nicholson is a financial advisor at Confluence Financial Partners in McMurray, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Lifestyle Marketing and a decade-long tenure with the Upper St Clair School District. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional clients, with a particular focus on retirement plan consulting for ERISA plan sponsors. The firm employs a combination of active and passive investment strategies, emphasizes asset allocation and macroeconomic analysis, and incorporates supervised AI tools to support client service and operational efficiency.

Neil Rongaus is a CFP® professional with 23 years of industry experience, currently affiliated with Confluence Financial Partners. He has worked with Confluence Financial Partners since 2016 and previously served at Raymond James Financial Services. Rongaus is also a licensed insurance agent involved in insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients. The firm offers a range of investment management and retirement plan consulting services, combining active and passive strategies with fiduciary oversight.

Brandon Corlett is a financial advisor with Confluence Financial Partners in McMurray, PA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Raymond James Financial Services and Greycourt and Co, Inc. In addition to his advisory work, he is a licensed insurance agent offering insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients. The firm emphasizes fiduciary management, combining active and passive investment vehicles, and has a notable focus on retirement plan consulting for ERISA plan sponsors.

James Berquist is a financial advisor at New Edge Wealth with 49 years of industry experience. His prior roles include nearly three decades at Strategic Wealth Management and over three decades with NewEdge Securities Inc. He serves on the Board of Directors for The Little Lake Theater, a regional theater company. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior while integrating third-party model platforms and AI-assisted analytics alongside adviser judgment.

Melissa Pirosko is a CFP® and Series 65-licensed advisor at Confluence Financial Partners with four years of industry experience. She has worked at Confluence since 2021 and previously was employed at Golden Court Inc. Outside of her advisory role, she is an independent consultant for Rodan & Fields and an advocate for Green Compass. Confluence Financial Partners provides holistic wealth management and financial planning to a diverse client base, including individual households, professionals, business owners, corporate executives, and institutional clients. The firm offers tailored investment management, comprehensive financial planning, and retirement plan consulting, combining active and passive strategies with fiduciary oversight.

Casey Robinson is a CFP® with 17 years of industry experience, currently serving at Confluence Financial Partners. Prior to joining Confluence, he worked at Waldron Private Wealth, LLC for 12 years. Confluence Financial Partners offers holistic wealth management and financial planning to individual clients, professionals, business owners, and institutional clients, including retirement plan consulting for ERISA plan sponsors. The firm uses a fiduciary approach with both discretionary and non-discretionary account management, combining active and passive investments alongside proprietary portfolios and third-party managers.

Matthew Kimmich is a CFP® with two years of industry experience, currently advising at Confluence Financial Partners. His prior work includes roles at The Intelligence and Security Academy, Bon Appetit Management Co, and Grove City College. Confluence Financial Partners offers holistic wealth management and financial planning to individual clients ranging from non-high-net-worth to high-net-worth households, as well as professionals, business owners, corporate executives, and institutional clients. The firm combines active and passive investment strategies, fiduciary oversight, and retirement plan consulting services, including plan design and participant education.

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.

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.

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.

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.

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.

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.

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.

Stephen Schwesinger is a financial advisor at Portfolio Medics, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Portfolio Medics since 2023, following prior roles at Peak American Investment Advisors, Inc. and SGS Wealth Management. Schwesinger is also an independent insurance agent through SGS Wealth Management, transacting insurance products with clients. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a combination of strategic and tactical investment approaches.

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 at New Edge Wealth with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors and its affiliated entities since 1985, as well as Strategic Wealth Management for 29 years. Outside of his advisory role, he serves as co-trustee and trustee for various investment-related trusts. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary solutions, and technology tools, including AI-assisted analytics, to tailor portfolios.