Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
44 years
Location
Corry, PA
Trustmont Advisory Group, Inc.
Multi-team
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.
Based on Trustmont Advisory Group, Inc.
Financial plan fees up to $5,000; seminar fees up to $100; account setup fees up to $100 per account, max $200 per household
Up to 2% annually
Commissions earned on trades, mutual funds, ETFs, variable annuities, and insurance products; amounts vary.
Up to $500 per hour, negotiable
Corry, PA
Corry PA
Advisors at this office
1
Pennsylvania
44 years of industry experience
Trustmont Advisory Group, Inc.
2009 - Present • 17 years
Greensburg, PA
TRUSTMONT FINANCIAL GROuP, INC.
2009 - Present • 17 years
Greensburg, PA
SELF-EMPLOYED
1995 - Present • 31 years
Corry, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Corry, PA
Key Investment Services LLC
Jamie Alloway is a financial advisor with Key Investment Services LLC holding the Series 63 and Series 65 designations and two years of industry experience. Prior to joining Key Investment Services and KeyBank in 2025, Alloway worked at PNC Bank and Equitable Advisors. Outside of finance, Alloway has experience in the food service industry, having been involved with Valerios Italian Restaurant for seven years. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model with discretionary implementation by Envestnet, while Key Wealth Chief Investment Office and third-party managers design strategist portfolios, serving clients mainly through non-discretionary models and integrated wrap-fee programs.
Series 66
Corry, PA
Equitable Advisors
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.
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