Mary Petrucci is a financial advisor with Trustmont Advisory Group, Inc. in Confluence, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Trustmont Financial Group, Inc. since 2000 and has been self-employed since 1998. Outside of advising, she is involved in tax consulting and preparation, and serves as a tax collector for her local community. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment outlook, incorporates public research and adviser judgment, and manages approximately $1.1 billion in discretionary assets as of the end of 2024.

Donald Barzak is a financial advisor at Trustmont Advisory Group, Inc. with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Trustmont Financial Group since 2009, alongside maintaining agencies under his name since 1995. Outside of advising, he is involved in umpiring softball and baseball at the high school and collegiate levels. 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 and adviser judgment, managing approximately $1.1 billion in discretionary assets as of year-end 2024.

Edgar Mock III is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding a Series 63 designation and over 40 years of industry experience. He previously worked at Money Management Advisory, Inc. for 40 years. His other business activities have included ownership of entities related to insurance sales and educational workshops, though some are currently inactive or hold no assets. Trustmont Advisory Group serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment approach drawing from multiple research sources and manages approximately $1.3 billion in assets.

Daniel Hamilton is a financial advisor at Trustmont Advisory Group, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trustmont Financial Group, Trustmont Advisory Group, Mid America Group - Northeast, Capital District Physicians' Health Plan, and AngioDynamics. He also serves as Vice President and General Manager for Mid America Group Northeast and Hamilton Group, where he is involved in business acquisition, account management, and research. Trustmont Advisory Group serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a long-term investment approach based on a wide array of public research sources and offers discretionary portfolio management, written financial plans, and access to brokerage and insurance products.

Michael Petrocelli is a financial advisor with Trustmont Advisory Group, Inc., holding a Series 66 designation and seven years of industry experience. He has worked at Trustmont Advisory Group since 2020 and previously at Sagepoint Financial, Inc. He also operates Petrocelli & Company, a certified public accounting firm providing tax and bookkeeping services. Trustmont Advisory Group serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a long-term investment approach utilizing a broad range of public research sources and offers discretionary portfolio management alongside access to third-party programs and specialists.

Jerry Jacobs is a financial advisor with Trustmont Advisory Group, Inc. in Miami, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include long-term service at Investacorp, Inc. and positions at Securities America Advisors, Inc. and as a self-employed advisor. Trustmont Advisory Group, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and corporations. The firm employs a long-term investment outlook and utilizes a variety of public research sources, offering discretionary portfolio management and access to multiple investment products.

John Millon is a financial advisor with Trustmont Advisory Group, Inc., holding a Series 63 designation and over 28 years of industry experience. He has been with Trustmont Advisory Group and its affiliated entity Trustmont Financial Group since 2004 and also owns and operates John F. Millon & Co. P.C., a CPA firm. He serves as a board member of the St. Thomas More Alumni Association, where he presides over meetings and appoints the board of directors. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook using public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

Allen Lassinger is a financial advisor with Trustmont Advisory Group, Inc. in Philadelphia, PA, holding a Series 65 credential and two years of industry experience. Outside of his advisory role, he is involved in multiple entrepreneurial ventures, including accounting and tax preparation services as president of Lassinger Consulting LLC and retail operations such as a flower and gift shop. Trustmont Advisory Group serves individual and institutional clients by providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook using a combination of public research, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets as of year-end 2024.

Kirk Allison is a financial advisor at Trustmont Advisory Group, Inc. with 32 years of industry experience. He has been with Trustmont since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the boards of the Bloomfield Cemetery Association and the Lake Heron Conservancy, contributing to local community organizations. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm adopts a long-term investment outlook and utilizes various public research sources, managing approximately $1.3 billion in assets as of December 31, 2025.

James Harper is a financial advisor at Trustmont Advisory Group, Inc. with 40 years of industry experience. He has been with Trustmont Advisory Group since 2011 and has operated as a self-employed advisor since 1991. Outside of advisory work, he manages a group health and life insurance division as an independent contractor for an insurance agency. Trustmont Advisory Group serves a diverse client base including individuals, trusts, pension plans, and corporations. The firm employs a long-term investment approach drawing on various public research sources and offers discretionary portfolio management alongside financial planning and brokerage services.

Sue Patrick is a financial advisor at Trustmont Advisory Group, Inc. with 26 years of industry experience and holds a Series 63 designation. She previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of her advisory work, she serves on the Cannon County Election Commission board and is involved with the Woodbury Lions Club. Trustmont Advisory Group advises a diverse client base including individuals, institutions, and business entities, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment approach drawing on various public research sources and manages approximately $1.3 billion in assets.

Steven Leach is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Trustmont since 2020 and previously at Investacorp Advisory Services from 2015 to 2019. Outside of his advisory role, Leach owns Leach Financial Services, where he is involved in securities business and fixed insurance sales. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment approach supported by public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

Thomas Monahan is a financial advisor with Trustmont Advisory Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Trustmont in 2025, he spent 17 years with Independent Financial Group. Outside of his advisory role, he is the owner of PMI Management, a business and leadership coaching firm. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides financial planning, investment advice, discretionary portfolio management, and group seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Jonathon Webster is a financial advisor with Trustmont Advisory Group, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior firms include Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Aegis Capital Corp. Trustmont Advisory Group, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach, drawing on various public research sources and offers discretionary portfolio management alongside other financial services.

Alexander Hart is a financial advisor with Trustmont Advisory Group, Inc. holding Series 63 and Series 65 licenses and has three years of industry experience. He has worked at multiple firms including Trustmont Financial Group, Inc. and PWR Planners. Outside of his advisory role, he is involved in insurance sales through related entities focusing on life, health, LTC, Medicare, and fixed annuities. Trustmont Advisory Group serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment approach based on a wide range of public research sources and manages approximately $1.3 billion in assets.

Walter Pachniuk is a CFP® professional with 40 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2008. He is also affiliated with Advisers Trust, LLC, where he is an owner and provides wealth management and insurance services. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering financial planning, investment advice, discretionary portfolio management, and group seminars with a long-term investment outlook.

Emmet Martin is a financial advisor with Trustmont Advisory Group, Inc. in Mauldin, South Carolina, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Trustmont Advisory Group and its affiliated entity, Trustmont Financial Group, since 2010. Outside of his advisory role, Martin owns a notary service and is involved in insurance sales, including fixed and fixed indexed annuities. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook and manages approximately $1.1 billion in discretionary assets as of December 31, 2024.

Mary Hixenbaugh is a financial advisor at Trustmont Advisory Group, Inc. with 15 years of industry experience. She holds a Series 66 designation and has been with Trustmont since 2010, having previously worked at its affiliated firm, Trustmont Financial Group, Inc. Outside of her advisory role, she serves as an administrator and financial officer for Alpha Ministries, Inc., a nonprofit religious organization. Trustmont Advisory Group serves individual and institutional clients by providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach using a combination of public research, industry reports, and adviser judgment.

David Gordon is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Trustmont since 2009. Outside of his advisory role, he owns and operates Gordon Wealth Inc., engaging in the sale of life, disability, and health insurance, as well as conducting financial education seminars through the American Financial Education Alliance. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach informed by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

John Mcdonough is a financial advisor with Trustmont Advisory Group, Inc. in Murrysville, PA, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at Trustmark Financial Group, Inc. since 2000. Outside of advisory work, he operates a tax preparation business during tax season and is licensed to sell fixed insurance products. Trustmont Advisory Group serves individual and institutional clients by providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach utilizing public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 2024.