John Rutter is an associate wealth advisor at TCP Asset Management, LLC with three years of industry experience. He has previously worked at Varner Financial Group Inc. and United Planners Financial Services. His background also includes roles outside of finance, such as positions at Ohio University and Medina City Schools. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting through a digital platform. The firm manages over $1 billion in client assets across 11 offices with a 25-advisor team and offers tailored investment strategies including a fixed-income SMA approach.

Colten Mc Cutcheon is a financial advisor at Covington Investment Advisors, Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at BNY as well as in educational and community roles including Saint Vincent College and Greater Latrobe High School. Covington Investment Advisors is a fee-only, SEC-registered firm that provides personalized financial planning and portfolio management to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to client goals and risk tolerance.

Patrick Wallace is a financial advisor at Covington Investment Advisors, Inc. in Ligonier, PA, with 23 years of industry experience. He has been with Covington Investment Advisors since 2003. Covington Investment Advisors is a fee-only, SEC-registered firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm’s investment approach focuses on long-term fundamental security analysis and strategic asset allocation tailored to client goals and risk tolerance, managing most assets on a discretionary basis.

Cindy Jones is a financial advisor at Covington Investment Advisors, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with Covington Investment Advisors since 2012. Covington Investment Advisors is a fee-only, SEC-registered firm that offers personalized financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes long-term fundamental security analysis and strategic asset allocation, managing most assets on a discretionary basis tailored to client goals and risk tolerance.

Angela Grabb is a financial advisor at Midwestern Securities Trading Company, LLC with a Series 66 credential and one year of industry experience. Her prior work history includes roles at Park Avenue Wealth Management and Bankers Life, along with experience in the restaurant and hospitality sectors. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm provides financial planning, portfolio management, and ERISA 3(38) fiduciary services, combining discretionary model portfolios managed internally with recommendations from advisory representatives and third-party managers.

Joseph Lux II is a financial advisor with Gradient Advisors, LLC, holding a CFP® designation and Series 63 and 65 licenses, with 16 years of industry experience. Prior to joining Gradient Advisors in 2024, he worked at Blackridge Asset Management and has operated The Joe Lux Financial Team, LLC since 2021, which provides financial literacy programs to corporate clients. Outside of financial advisory, Lux has experience in financial education and corporate financial literacy initiatives. Gradient Advisors, LLC offers 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 with client approval required for transactions.

Garret Rigatti is a financial advisor at Trustmont Advisory Group, Inc. with 3 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at #1 Cochran for 9 years. Outside of his role at Trustmont, he is involved with Horizon Financial Advisors, where he engages in sales and service of mutual funds. Trustmont Advisory Group serves a diverse client base, including individuals, institutions, and charitable organizations, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm emphasizes a long-term investment outlook and utilizes a range of public research sources, managing approximately $1.3 billion in assets as of the end of 2025.

Kenneth Kaszak is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Trustmont Advisory Group and its related entities since 2010 and has been self-employed since 1986. Outside of his advisory work, he provides educational services on financial and health literacy, assists with writing and marketing self-published books, and gives presentations on artist Johannes Vermeer and related Pittsburgh connections. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment outlook drawing on a broad range of public research sources and offers discretionary portfolio management alongside other advisory services.

Michael Byers is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and bringing 27 years of industry experience. His career includes over two decades at Avantax Advisory Services and Avantax Investment Services, Inc., along with ongoing involvement at Wilder & Co. Ltd., P.C., where he works as a CPA. Outside of his advisory roles, he is a partner in real estate and mortgage-related businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment solutions and access to third-party advisors, with an emphasis on non–high-net-worth individuals.

Peter Dochinez is a CFP® with 44 years of industry experience, currently serving at Trustmont Advisory Group, Inc., where he has worked since 1997. He has been involved with Trustmont Financial Group, Inc. since 1986. Beyond advising, he is an owner and managing partner in The Pulmonary Institute at Redstone LLC, a critical care facility development, and serves as assistant treasurer for the Export Volunteer Fire Department. Trustmont Advisory Group, Inc. provides financial advice to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and businesses. The firm employs a long-term investment approach drawing on multiple public research sources and manages approximately $1.3 billion in assets, offering discretionary portfolio management alongside other financial services.

Dennis Burd is an investment advisor with Encompass More Asset Management LLC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His career includes roles at Verity Asset Management, Questar Capital Corporation, and ownership of Burd Financial Group, an insurance agency. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals rather than corporate or charitable clients.

James Ault is a financial advisor with Trustmont Advisory Group, Inc. in Beaver Falls, PA, holding a Series 63 designation and 40 years of industry experience. He has been with Trustmont Financial Group, Inc. since 2009. Outside of his advisory role, he owns United Equity, an insurance business specializing in life, health, accident, disability insurance, and fixed annuities. 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 outlook using public research, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Steven Hagofsky is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Trustmont Advisory Group since 2008 and its affiliated Trustmont Financial Group since 2007. Outside of his advisory work, he owns Hagofsky Farms, which produces sweet corn, and is involved in natural gas and solar energy leases as a landowner. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, employing a long-term investment outlook supported by public research, industry reports, and adviser judgment.

Caleb Crousey is a Series 66-licensed financial advisor at Signal Advisors Wealth, LLC with nine years of industry experience. He previously worked at Wells Fargo Advisors for seven years and held roles at Lincoln Financial Advisors, Mosaic Wealth Consulting, and community foundations including The Pittsburgh Foundation and the Community Foundation of Westmoreland County. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis, while supporting a high client load per advisor across several thousand retail accounts.

Robert Depalma is a financial advisor at OneSeven with 22 years of industry experience and holds a Series 66 designation. His prior work includes roles at Raymond James Financial Services and Patrick Capital Markets/McDuff Capital. He is also involved in providing insurance advice tailored to client needs. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative investments. The firm utilizes both discretionary and non-discretionary management and has affiliation with MGO Inc. for specialized pension consulting.

Joseph Sinclair is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Trustmont Advisory Group since 2009 and has been associated with Trustmont Financial Group since 2006. Outside of advisory work, Sinclair is involved in insurance and fixed annuity sales, including marketing and illustrations for executive benefits. 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 approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

C Pavlikowski is a financial advisor with Trustmont Advisory Group, Inc. in Johnstown, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Trustmont Advisory Group in 2017, Pavlikowski worked at Summit Brokerage Services for one year. Outside of securities advisory, Pavlikowski is also licensed as an insurance agent, selling life, health, and accident insurance. 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 that integrates public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Alissa Conklin is a financial advisor with Trustmont Advisory Group, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 25 years of industry experience. She has worked with Trustmont Advisory Group since 2007 and has owned Appelman Financial since 1999, where she provides office management, tax preparation, and life insurance services. Conklin is also a Chartered Special Needs Consultant as of 2024. 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, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook supported by public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

Gerald Cibik is a financial advisor with Trustmont Advisory Group, Inc. in Murrysville, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Trustmont Financial Group, Inc. since 2004. In addition to his advisory role, he is also an insurance agent involved in the sale of life insurance and fixed annuities and provides tax preparation services during tax season. 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 utilizes public research, industry reports, and adviser judgment rather than relying on a single proprietary method.

Frederick Helmick is a CFP® with 27 years of experience in financial advising. He is affiliated with Trustmont Advisory Group, Inc. and also owns Helmick & Co Wealth Advisors LLC, which he has managed since 2000. Outside of his advisory roles, Helmick operates a tax preparation business and serves as an associate editor for the Journal of Financial Service Professionals. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, emphasizing a long-term investment outlook supported by public research and adviser judgment.