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.

Michael Bigley is a financial advisor at New Edge Wealth with 41 years of industry experience. His career includes long-term roles at Strategic Wealth Management and NewEdge Advisors. Outside of his advisory work, he serves as managing member for several family investment partnerships and trusts. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, financial planning, and portfolio management. The firm integrates independent managers and proprietary solutions with technology-driven tools, including AI-assisted analytics, to tailor client portfolios.

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.

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.

Stephanie Bogden is a financial advisor at Confluence Financial Partners with 14 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at firms including EWA, LLC, NewEdge Securities, and Northwestern Mutual Investment Management. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients, with a notable focus on retirement plan consulting and fiduciary services. The firm uses a combination of active and passive investment vehicles, proprietary managed portfolios, and third-party managers to serve a diverse client base.

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 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. Prior to joining Confluence, he worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. Kristian is also involved with Splash Bros Detailing LLC. Confluence Financial Partners provides 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 combines active and passive investment strategies, fiduciary management, and uses proprietary portfolios alongside third-party managers to serve a diverse client base.

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 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.

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® charterholder with two years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. His prior experience includes roles at Vicus Capital and Law and Money Matters, LLC. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a strategic asset allocation approach across multiple asset classes and offers a broad range of services, including portfolio management and family-office support.

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 at Good Life Advisors, LLC in Pittsburgh, PA, holding a Series 66 designation with 21 years of industry experience. He has worked at multiple firms including LPL Financial, Grandview Wealth Management, and Waddell & Reed. Webb also serves as an independent agent for non-variable insurance through organizations such as the National Slovak Society and GBU Life. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers through a combination of direct management, model portfolios, and sponsored advisory programs.