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.

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.

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.

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.

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.

Judith Villella is a financial advisor with Gibbs Wealth Management, LLC in Bridgeville, PA. She holds a Series 65 credential and has one year of experience in the industry. She also owns and operates Smart Retirement Options LLC, where she serves as an insurance agent. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s process focuses on selecting and monitoring model portfolios based on client financial situations, goals, and risk tolerance.

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.

Michael Krol is a CFP® with 21 years of industry experience and is currently with Waldron Private Wealth in Bridgeville, PA. He has been with Waldron Private Wealth since 2007. 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 employs a strategic asset allocation approach across various asset classes and offers an extensive suite of family-office services.

Thomas Frank is a CFP® professional with 42 years of industry experience, currently affiliated with O.N. Investment Management Company. His prior experience includes roles at Ohio National Financial Services, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. He is also actively involved in multiple insurance brokerage businesses, focusing on life, disability, medical, long-term care, annuity, homeowner, and automobile insurance. O.N. Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms and investment programs that combine third-party discretionary options with adviser-directed managed accounts.

Matthew Helfrich is a CFP® with 21 years of industry experience, currently serving at Waldron Private Wealth. He has been with the firm since 2002. Helfrich participates in several community and educational boards, including the Propel Schools Foundation, Pace School, and the Duquesne University Investment Center Advisory Council. Waldron Private Wealth provides 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 emphasizes strategic asset allocation across multiple asset classes and offers a range of portfolio management and family-office services.

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.

James Kaiser is a financial advisor at Good Life Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with LPL Financial, Waddell & Reed, and various insurance carriers. Kaiser’s career includes roles spanning investment advisory and insurance services. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach with independent research and multiple analysis methods to tailor advice and offers a variety of programmatic solutions alongside educational seminars and planning subscription services.

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.

Patrick Sweeney II is a CFP® with 22 years of industry experience. He is currently with Prospera Financial Services, Inc. and has previously worked at Wells Fargo Clearing, Bank of America, N.A., and Merrill. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.