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.

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.

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 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.

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.

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.

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.

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.