Jamie Matthew Alloway

John Sonntag is a financial advisor with Trustmont Advisory Group, Inc. He holds a Series 63 designation and has 43 years of industry experience. Sonntag has been with Trustmont since 2009 and has also been self-employed since 1995. Outside of advising, he works as a general agent in life and health insurance sales. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets.

Roger Burlingame II is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Equitable Advisors since 2014, and previously worked at AxA Advisors for six years. He also operates an outside insurance brokerage business specializing in disability and term life insurance through UNUM. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing services that range from mutual funds to ERISA fiduciary consulting.