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.

Cynthia Egan is a financial advisor with Capital Analysts, holding a Series 63 designation and 37 years of industry experience. She has worked with Lincoln Investment Planning, Inc. since 1998 and operates her own firm, Egan Wealth Management, focusing on financial advisory and investment services. In addition to her advisory work, she has longstanding affiliations with the University of Pittsburgh and the Pittsburgh Press Company. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a combination of discretionary and non-discretionary investment approaches.

Daniel Hamilton is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 65 and Series 63 licenses and five years of industry experience. He has been affiliated with Trustmont Financial Group, Trustmont Advisory Group, and Mid America Group - Northeast for six years, and previously worked at Capital District Physicians' Health Plan and AngioDynamics, Inc. He serves as Vice President and General Manager for both Mid America Group Northeast and Hamilton Group, focusing on new business acquisition, account management, and research. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a long-term investment outlook utilizing a wide range of public research sources, offers discretionary portfolio management, and supports institutional as well as individual clients through multiple advisory and brokerage services.

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.

Kiersten Ambrose is a financial advisor at OnePoint BFG Wealth Partners in Pittsburgh, PA, with eight years of industry experience. She holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, MML Investors Services, MassMutual, and Burstin Frantz & Hicks. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment models and integrates technology and operational outsourcing to support its service offerings.

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.

David Pensyl is a financial advisor with Capital Analysts in Pittsburgh, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Lincoln Investment since 2019 and previously held positions at Citizens Securities, Citizens Bank, Robert Morris University, and Capstone Logistics. He also assists senior financial advisor Cynthia Egan with client communications, portfolio building, and account reviews. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a national network of independent advisors and in-house investment management utilizing a proprietary mutual fund screening process.

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.

Michael Divens is a CFA® charterholder based in Pittsburgh, PA, with nine years of experience in the financial industry. He currently works at Schneider Downs Wealth Management Advisors, LP, where he has been since 2022. His prior experience includes roles at Private Wealth Advisors, Inc., LPL Financial, and Hapanowicz & Associates Wealth Management. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm offers fee-based investment management, financial planning, and retirement plan consulting through a committee-driven investment process that includes diversified portfolios and tax-aware planning strategies.

James Roberge is a CFA® charterholder with 29 years of experience in the financial industry. He has spent the majority of his career at Staley Capital Advisers Inc, where he has worked since 1996 in various capacities. Outside of his advisory role, he serves on the board of the Coalition for Christian Outreach and chairs the Endowment Committee at Trinity Christian School, both nonprofit organizations in Pittsburgh, PA. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional accounts. The firm employs an active, relative-value investment approach that emphasizes asset allocation, security selection, and incorporates passive instruments as appropriate, managing both separately managed private accounts and a private limited partnership offered to accredited investors.

Mark Browne is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 designation with two years of industry experience. He previously worked at Sundance Advisors from 2016 to 2024 before joining JFS Wealth Advisors. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee guided by Modern Portfolio Theory to manage portfolios, offering both discretionary and non-discretionary investment solutions.

David Immonen is a CFA® charterholder with 29 years of industry experience. He has been with Manning & Napier Advisors, LLC since 2005 and currently serves in a role at Manning & Napier Advisors, LLC since 2019. Immonen is an advisory board member of the Province of St. Augustine Capuchin Franciscan Friars. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary separately managed accounts and offering non-discretionary advice on various funds. The firm’s investment approach combines top-down macro analysis and bottom-up security selection, supported by a team-based process and systematic strategies such as its Disciplined Value strategy.

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.

David Down is a financial advisor at NewEdge Wealth with 34 years of industry experience. He holds a Series 63 designation and has worked at several related firms, including NewEdge Advisors LLC and Stonehaven Energy Consolidated LLC, where he serves as vice president. Down is also on the local board of directors for the Boys Scouts of America Laurel Highlands Council. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation, investor behavior, and a mix of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Daniel Napierkowski is a CFP® with 21 years of industry experience, currently serving at Schneider Downs Wealth Management Advisors, LP since 2005. He holds the Series 66 designation and is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and sponsors of qualified retirement plans, providing fee-based investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a committee-driven investment process and offers specialized retirement plan consulting and tax-aware planning strategies.

David Malone is a financial advisor with M HOLDINGS SECURITIES, Inc. in Pittsburgh, PA, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has been associated with M HOLDINGS SECURITIES since 2000 and has longstanding roles with Gateway Pension Planners, Inc. and Gateway Financial Group dating back to the late 1970s. Outside of advisory work, he serves on multiple boards, including F.N.B. Corporation, the Snee-Reinhardt Charitable Foundation, and Robert Morris University, among others, reflecting broad community involvement. M HOLDINGS SECURITIES, Inc. serves a diverse client base through a nationwide network of independent firms and professionals, offering a range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory. The firm provides both direct portfolio management and oversight of third-party sub-advisors, integrating technology platforms for trading and reporting.

James Marks Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at Citizens Private Wealth. His career includes roles at Citizens Securities, Citizens Bank, BNY Mellon Securities Corporation, and MBSC, LLC. He serves on the Finance and Investment Committee of the Women's Center & Shelter of Greater Pittsburgh. Citizens Private Wealth is a multi-team registered investment adviser that primarily serves high-net-worth individuals and families, along with pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers a range of discretionary and non-discretionary investment management and advisory services.

Michael Gillespie is a financial advisor at OnePoint BFG Wealth Partners in Pittsburgh, PA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Bank of America. Outside of his advisory work, he serves as an ice hockey referee for USA Hockey. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a mix of third-party managers and proprietary investment models, offering both discretionary and non-discretionary portfolio management tailored to client-specific objectives.

Tyler Brose is a CFP® and Series 66-registered advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, where he has worked since 2019. He has nine years of industry experience, including three years at Hefren Tillotson prior to joining his current firm. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering services such as fee-based investment management, financial planning, and retirement plan consulting. The firm manages approximately $2.9 billion in assets across 21 advisors and employs a process focused on manager research, risk tolerance review, and diversified portfolio construction, with access to private equity and tax-aware strategies.