Merle Koon is a CFP® professional with 26 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2009. His prior experience includes two years with Osaic FA, Inc. He is also active as an insurance agent and provides business consulting services focused on business improvement, systems, cost control, and customer service. Trustmont Advisory Group, Inc. serves 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 using a broad range of public research and manages approximately $1.3 billion as of year-end 2025.

Kent Newhart is a Series 65-registered financial advisor with 24 years of industry experience. He is currently with CX Institutional, LLC and previously worked at ATA Financial Group LLC and ATA Management Strategies. He serves as president of the Whitehall Township Industrial & Commercial Development Authority. CX Institutional provides portfolio management, financial planning, and retirement plan consulting to individuals, charitable organizations, business entities, and retirement plan sponsors. The firm employs a multi-strategy asset allocation approach across various asset classes and incorporates technology platforms for consolidated reporting and tax-efficient asset location.

Benjamin Anolik is a financial advisor at OneSeven with 25 years of industry experience. He previously worked at PNC Investments, LLC for 23 years. Outside of his advisory role, he is a partner in Anolikcron LLC, a non-investment-related business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternative investments, utilizing both discretionary and non-discretionary arrangements.

Eric Porter is a CFP® with 29 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2010. He is also the managing partner of WPK Enterprises LLC and has been involved with Century Insurance Consultants, Ltd. since 1993, where he engages in the sale of various insurance products. Trustmont Advisory Group serves a diverse client base including individuals and institutional clients such as pension plans, trusts, and charitable organizations, providing financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook.

Samuel White is a financial advisor with Lifemark Securities Corp. in Greensburg, PA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity Services, Inc. for seven years. Outside of his advisory role, he operates a CPA practice and owns a tax preparation franchise. He also serves as treasurer for several local organizations, including Patrons of the Arts Vatican Museum, Ligonier Valley Learning Center, and Holy Trinity Church’s Financial Council. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, using programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed discretionary or non-discretionary and held with third-party custodians.

Delaney Heenan is a financial advisor with Trustmont Advisory Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Heenan previously worked at John F. Millon & Co PC and has roles involving tax preparation and financial services coordination. He is also an enrolled agent providing tax preparation and filing services for individuals and businesses. 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 approach using multiple research sources and offers discretionary portfolio management along with access to brokerage and insurance products.

William Johnston IV is a financial advisor at Trustmont Advisory Group, Inc. with 44 years of industry experience. He has held his current role at Trustmont Financial Group, Inc. since 2015. Johnston holds Series 63 and Series 65 designations. 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 outlook and draws on multiple public research sources to manage discretionary accounts, with approximately $1.3 billion managed as of December 2025.

Anthony Fontana II is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has three years of industry experience, including prior roles at Brookstone Capital Management and AE Wealth Management. In addition to his advisory work, Fontana operates Annuity IQ, LLC, where he focuses on life insurance and annuity sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model while using multiple analytical approaches to guide portfolio management.

Robert Turner is a financial advisor at Trustmont Advisory Group, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trustmont Advisory Group since 2018, following his tenure at Trustmont Financial Group beginning in 2011. Trustmont Advisory Group serves individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Anthony Hladek is a financial advisor at Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Trustmont Advisory Group and its affiliated Trustmont Financial Group since 2007. Outside of his advisory role, he is a member of LokDek, LLC and serves on the board of Trustmont Financial Group, Inc. 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 supported by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Bradley Delozier is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Citizens Securities since 2013. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

Evalyn Kirk is a financial advisor at SPC with 36 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her career includes roles at Sigma Planning Corporation and Sigma Financial Corporation since 2008, alongside self-employment since 1997. Kirk is chair of the Finance Council for St. Bernadette Roman Catholic Church in Monroeville, PA, and offers insurance services and agent coaching through Innovative Financial Life Solutions. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with over 460 advisors and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management tailored to client needs.

Hayley Brugos is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 credentials and has three years of industry experience. Her prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, Inc., as well as experience at Express Employment Professional and Value Capture LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Jason Laux is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2019 and has been involved with Synergy Financial since 2013. Outside of his advisory roles, he is the owner and president of Synergy Group, Inc., where he manages operations and human resources, and he also presents courses and administers the website pghretirementcourses.com. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions using various investment approaches.

Dennis Deluca is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, INC., and is co-owner of A.F. McGervey & Co, LLC, a firm specializing in tax preparation, accounting, payroll processing, business valuations, and succession planning. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services along with operational and practice-management support. The firm provides access to discretionary model portfolios and customizable investment solutions through its platform.

Lawrence Hagan Jr. is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Prior to joining Citizens Securities in 2019, he worked at PNC Investments from 2016 to 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering a mix of investment advisory programs along with brokerage and insurance services. The firm’s advisory approach includes a digital advisory platform utilizing proprietary algorithms and risk assessments, alongside a Managed Account program.

Deborah Graver is a CFP® professional with over 31 years of industry experience, currently serving at Kestra Advisory. She has held roles at firms including Signature Select Wealth, LPL Financial, and Fragasso Wealth Advisors. Graver is involved in several nonprofit boards and committees, including the Friendship Circle, United Way of Southwestern Pennsylvania, and the Women’s Philanthropy Board of the Jewish Federation of Greater Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors including sovereign wealth funds and delivers a broad range of management platforms and third-party solutions.

Eric Brown is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Genoa-Qol Healthcare Company, and Giant Eagle Pharmacy. He is also a notary. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Rudolfo Capobres is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 registrations and over 31 years of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Co, Commonwealth Financial Network, and Coghill Investment Strategies. He also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

David Gonzales Jr. is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked exclusively within the Citizens organization since 2015. He also serves as power of attorney for his parents. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary accounts and is wholly owned by Citizens Bank, N.A.