Cherie Grecko is a financial advisor with Trustmont Advisory Group, Inc. and holds a Series 65 designation. She has two years of industry experience and has worked at PWR Planners, LLC since 2015. Outside of her advisory role, she is involved in the hospitality industry as a bartender and server at Jiggers Pub. 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, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Vernon Coates is a financial advisor at Trustmont Advisory Group, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Berthel Fisher & Company Financial Services, Inc. Coates is also involved with Henschen & Associates, LLC, where he serves as owner and SVP of Business Development, and he sits on the board of the Seaside Lighthouse Association, a nonprofit organization supporting low-income families. 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 based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

Ana Harwood is a financial advisor at Trustmont Advisory Group, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Management Solutions, LLC and Regenere. Outside of her advisory role, she is an investment advisor representative for AMH Advisory, LLC. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, investment advice, and portfolio management with a long-term investment approach. The firm manages approximately $1.1 billion in discretionary assets and provides periodic account reviews and written financial plans.

Bryan Larrison is a financial advisor with Trustmont Advisory Group, Inc. in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Sandlapper Wealth Management, and SANDLAPPER Securities. Outside of his advisory work, Larrison is involved in youth hockey as a volunteer coach and collaborator with USA Hockey and the Columbus Chill Youth Hockey Association. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment advice, discretionary portfolio management, and educational seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Keeyan Zimmerman is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Trustmont Advisory Group, Inc. and also works with affiliated firms, including Appelman Financial and Trustmont Financial Group. Outside of his advisory roles, Zimmerman owns Columbia County Edgeworks, a local tool sharpening service, and serves as a board member for the Central Susquehanna Community Foundation. Trustmont Advisory Group serves a diverse client base, including individuals and various institutional clients, offering financial planning, investment advice, and discretionary portfolio management. 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 the end of 2024.

John Stone is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Trustmont since 2015 and serves as an adjunct college professor teaching economics, finance, and management at Gannon University, SUNY Fredonia, and Saint Bonaventure University. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment approach, leveraging a variety of public research sources and offers discretionary portfolio management along with access to brokerage and insurance products.

Nathan Snyder is a financial advisor with Trustmont Advisory Group, Inc. He holds a Series 66 designation and has been working in the industry since 2024. His prior experience includes roles at Appleman Financial, Inj Solutions, and 3 B Consultant Services Inc. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm emphasizes a long-term investment approach using a variety of public research sources and offers services ranging from financial planning to discretionary portfolio management.

Josh Frankel is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Capital Financial Services, Inc. and American Capital Partners, LLC. Outside of advising, he is involved in providing fixed insurance products through The Princeton Insurance Agency, Inc. Trustmont Advisory Group serves a diverse range of clients, including individuals, pension plans, trusts, charities, and corporations. The firm applies a long-term investment perspective using multiple public research sources and manages all accounts on a discretionary basis, with approximately $1.3 billion in assets under management as of December 31, 2025.

Laura Abbott Decarolis is a CFP® with 38 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2004. She previously worked at Horizon Financial Advisors for 25 years. In addition to her advisory role, she serves as treasurer of a homeowners association. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a long-term investment approach using multiple public research sources and manages discretionary accounts totaling approximately $1.3 billion as of year-end 2025.

Lawrence Hubert Jr. is a financial advisor at Trustmont Advisory Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, Hubert serves as president of a swimming pool service company and holds leadership positions in local nonprofit and fraternal organizations. 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 based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Paul Schaller is a financial advisor with Trustmont Advisory Group, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Trustmont in 2023, he spent seven years at Coastal Investment Advisors and Coastal Equities, Inc. Outside of financial advising, Schaller is a professional guitarist who provides live music entertainment. Trustmont Advisory Group serves a diverse client base including individuals, institutions, and charitable organizations. The firm employs a long-term investment outlook, drawing on a broad range of public research sources, and offers discretionary portfolio management along with other financial planning and advisory services.

Michelle Adelsperger is a financial advisor with Trustmont Advisory Group, Inc. in Murrysville, PA, holding a Series 63 license and 22 years of industry experience. She is also a shareholder and treasurer at Scarano, Trump & Adelspenger, a certified public accounting firm, where she manages client financial statements, tax returns, and staff. 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 based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets.

Douglas Smith is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Trustmont Advisory Group and its related entity since 2007. Additionally, Smith is an insurance agent involved in the sale of accident and health, disability, life insurance, and fixed annuities. Trustmont Advisory Group advises 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 outlook and utilizes a broad range of public research sources, managing approximately $1.3 billion in assets as of the end of 2025.

George Mcelroy is a financial advisor with Trustmont Advisory Group, Inc. in Des Plaines, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Infinity Financial Services and LPL Financial, LLC. 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 outlook using public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Jack Heffner is a ChFC® with 38 years of industry experience, currently serving at Trustmont Advisory Group, Inc. in Greensburg, PA. He has been with the firm and its predecessor, Trustmont Financial Group, since 2011. He is also engaged in insurance sales as an agent specializing in accident and health and disability insurance. Trustmont Advisory Group serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment approach and utilizes a variety of public research sources to manage discretionary accounts totaling approximately $1.3 billion as of late 2025.

Lawrence Hamilton is a CFP® with 39 years of industry experience, currently serving at Trustmont Advisory Group, Inc. He has held roles at several firms including Financial Network Investment Corporation and Northeast Advisers, Inc. Hamilton is also involved in the sale of disability and life insurance, fixed annuities, and consulting for retirement plans through his ownership of Mid America Group-Northeast, Inc. Trustmont Advisory Group, Inc. serves a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term investment approach using various public research sources and offers discretionary portfolio management along with access to brokerage and insurance products.

Nancy Bennett is a CFP® professional with 17 years of industry experience. She is affiliated with Trustmont Advisory Group, Inc. and is a senior member of Bennett & Brkovich, LLC, an accounting firm. Bennett also serves as a trustee for the Margaret L. Janisse Charitable Remainder Trust and manages a farm in Fairfield Township, PA. Trustmont Advisory Group serves individual and institutional clients with financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook, incorporating public research and adviser judgment, and manages approximately $1.1 billion in discretionary assets.

Lynn Appelman is a financial advisor with Trustmont Advisory Group, Inc., holding the Series 63 designation and bringing 42 years of industry experience. She has been with Trustmont Advisory Group and its affiliated entity since 2004. Outside of advisory work, she owns land used for an agricultural program. 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 group seminars. The firm employs a long-term investment approach drawing on a wide range of public research sources and manages approximately $1.3 billion in assets.

Michael Benefield is a financial advisor with Trustmont Advisory Group, Inc., holding a Series 66 designation and nine years of industry experience. He has been with Trustmont since 2019 and previously worked at Voya Financial Advisors. In addition to his advisory role, he is the owner of Benefield Law, a legal practice focused on patent law, estate planning, business law, and litigation, and serves on the board of the Indiana Gamma Gamma Chapter of Alpha Tau fraternity as well as the Clark-Pleasant Education Foundation. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment outlook and utilizes various public research sources, offering discretionary portfolio management and access to brokerage and insurance products through advisers who often hold multiple professional credentials or operate other financial businesses.

Robert Harwood is a financial advisor at Trustmont Advisory Group, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Darwin Wealth Management and Harwood Financial Group. Outside of advising, he is the founder and CEO of EINSTIENFI, a fintech software company that develops planning and practice tools for advisors. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and corporations. The firm employs a long-term investment outlook supported by multiple research sources and manages discretionary accounts totaling approximately $1.3 billion as of the end of 2025.