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.

Brandon Corlett is a financial advisor with Confluence Financial Partners in McMurray, PA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Raymond James Financial Services and Greycourt and Co, Inc. In addition to his advisory work, he is a licensed insurance agent offering insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients. The firm emphasizes fiduciary management, combining active and passive investment vehicles, and has a notable focus on retirement plan consulting for ERISA plan sponsors.

John Walczak is a CFP® and Series 66 licensed financial advisor with 16 years of experience. He has worked at Allegheny Investments, Ltd since 2008 and currently practices at Allegheny Financial Group in Pittsburgh, PA. Walczak serves as a financial accountability board member at Hill City Church. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, serving individuals, high-net-worth clients, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management through multiple programs, combining in-house research and external manager recommendations to construct diversified portfolios.

James Berquist is a financial advisor at New Edge Wealth with 49 years of industry experience. His prior roles include nearly three decades at Strategic Wealth Management and over three decades with NewEdge Securities Inc. He serves on the Board of Directors for The Little Lake Theater, a regional theater company. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior while integrating third-party model platforms and AI-assisted analytics alongside adviser judgment.

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.

Jerald Lear Jr. is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at The O.N. Equity Sales Company, Ohio National Life Insurance, Vector Security, Inc., Hornor Townsend And Kent Inc, and Penn Mutual Life Insurance. He serves as a member of the Borough Council for Rosslyn Farms and operates a tax preparation business specializing in individual returns during tax season. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans alongside access to various third-party investment programs and manages a mix of discretionary and non-discretionary client accounts.

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 previously worked at Lincoln Investment, Citizens Securities, Citizens Bank, Robert Morris University, and Capstone Logistics. He also assists a senior financial advisor at Lincoln Investment with client communications, portfolio building, and account reviews. Capital Analysts serves a range of clients 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 delivered both on a discretionary basis by an in-house investment management team and on a non-discretionary basis through advisors and third parties.

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.

Jack George is a CFP® with 12 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2020. He has also been associated with StoneX Securities Inc. since 2016. Outside of his advisory role, Jack teaches adult continuing education classes on retirement topics at Westmoreland County Community College and owns a tax preparation and planning business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes a range of proprietary and third-party investment strategies and platforms to deliver tailored solutions through both independent advisors and an in-house Private Client Group.

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.

Melissa Pirosko is a CFP® and Series 65-licensed advisor at Confluence Financial Partners with four years of industry experience. She has worked at Confluence since 2021 and previously was employed at Golden Court Inc. Outside of her advisory role, she is an independent consultant for Rodan & Fields and an advocate for Green Compass. Confluence Financial Partners provides holistic wealth management and financial planning to a diverse client base, including individual households, professionals, business owners, corporate executives, and institutional clients. The firm offers tailored investment management, comprehensive financial planning, and retirement plan consulting, combining active and passive strategies with fiduciary oversight.

Casey Robinson is a CFP® with 17 years of industry experience, currently serving at Confluence Financial Partners. Prior to joining Confluence, he worked at Waldron Private Wealth, LLC for 12 years. Confluence Financial Partners offers holistic wealth management and financial planning to individual clients, professionals, business owners, and institutional clients, including retirement plan consulting for ERISA plan sponsors. The firm uses a fiduciary approach with both discretionary and non-discretionary account management, combining active and passive investments alongside proprietary portfolios and third-party managers.