Ethan Greek is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Mutual Advisors in 2019, he worked at BPU Investment Management, Inc. from 2016 to 2019. Outside of investment advisory, he operates as an independent insurance agent and serves as a notary public. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering both discretionary and non-discretionary portfolio management using a mix of active and passive strategies.

Ronald Panichelle is a ChFC® and Series 63 credentialed advisor with 44 years of industry experience. He has worked at Mutual Advisors, LLC since 2019 and previously spent over three decades at Nationwide Advisory Services, Inc. and Nationwide Insurance Company. Outside of his advisory role, he serves as Vice President of Panichelle Financial Group, LLC, an insurance agency specializing in property and casualty insurance. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm provides asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Edgar Mock is a financial advisor with Trustmont Advisory Group, Inc., holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Money Management Advisory, Inc. since 1986 and joined Trustmont Financial Group, Inc. in 2018. He is also involved with the Institute for Essential Education, a business entity used for workshops and seminars. 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, drawing on public research and adviser judgment, and manages approximately $1.1 billion in discretionary assets.

Daniel Hamilton is a financial advisor at Trustmont Advisory Group, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Capital District Physicians' Health Plan and AngioDynamics, Inc. Hamilton also serves as Vice President and General Manager for Mid America Group Northeast and the Hamilton Group, where he is involved in new business acquisition, account management, and research. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a long-term investment approach drawing on multiple public research sources and manages discretionary portfolios while also recommending third-party allocation or wrap programs tailored to client needs.

Michael Petrocelli is a financial advisor at Trustmont Advisory Group, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, Inc. and operates Petrocelli & Company, a Certified Public Accounting firm providing tax and bookkeeping services. Trustmont Advisory Group serves both 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 and manages approximately $1.1 billion in discretionary assets.

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.

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. in Newport, PA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trustmont since 2007. Outside of his advisory work, Allison volunteers on the boards of the Bloomfield Cemetery Association and the Lake Heron Conservancy. 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.

Rebecca Haugh is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently with Mutual Advisors, LLC and Mutual Securities, Inc., where she has worked since 2020. Prior to this, she spent a decade at BPU Investment Management, Inc. and one year at ERIKS North America. Outside of her advisory role, she is actively involved in community youth sports, serving as President of the Central Valley Youth Soccer Club and volunteering with Central Valley Hockey. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion across 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm combines passive and active investment strategies and offers a broad range of services including asset management, financial consulting, and ERISA plan advisory.

Timothy McGuire is a CFP® with two years of experience at Wealthcare Advisory Partners LLC and over 20 years running McGuire Financial Solutions, a registered investment advisory sole proprietorship. He has also been active in insurance sales since 1982. McGuire is currently dually registered with both firms during a transition period. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through more than 150 advisors, serving individuals, trusts, retirement plans, and businesses. The firm employs a goals-based planning approach supported by patented software and an evidence-based investment framework that integrates behavioral economics and proprietary quantitative measures.

Scott Lucas is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. He previously worked at Touchstone Capital, Inc. and Commonwealth Financial Network, and has managed his own firm, Lucas Wealth Management LLC, specializing in Medicare insurance consulting and sales. In addition to his advisory work, he is the managing partner of Firm Foundations Financial Group, LLC, where he oversees operations and provides investment and financial advice. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations aligned with five risk objectives and offers strategies including Biblically Responsible Investing, supported by an Executive Investment Committee and third-party research.

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.

Jack George is a CFP® with 11 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2020. He also has experience with StoneX Securities Inc. dating back to 2016. Outside of his advisory work, George teaches adult continuing education classes on retirement topics at Westmoreland County Community College and owns a tax preparation and planning business. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of independent advisors, in-house teams, and third-party managers, offering multiple account structures and model-based investment solutions.

Alexander Hart is a financial advisor with Trustmont Advisory Group, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he has held positions at Trustmont Financial Group, PWR Planners, and has experience in fitness and rental industries. 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 and utilizes a variety of public research sources, managing discretionary accounts and approximately $1.3 billion in assets as of December 2025.

Mary Hixenbaugh is a financial advisor at Trustmont Advisory Group, Inc. with 15 years of industry experience. She holds a Series 66 designation and has been with Trustmont since 2010, having previously worked at its affiliated firm, Trustmont Financial Group, Inc. Outside of her advisory role, she serves as an administrator and financial officer for Alpha Ministries, Inc., a nonprofit religious organization. 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 using a combination of public research, industry reports, and adviser judgment.

John Mcdonough is a financial advisor with Trustmont Advisory Group, Inc. in Murrysville, PA, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at Trustmark Financial Group, Inc. since 2000. Outside of advisory work, he operates a tax preparation business during tax season and is licensed to sell fixed insurance products. 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 utilizing public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 2024.

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.

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.

Laura Abbott Decarolis is a CFP® professional with 37 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2004. She has also been associated with Horizon Financial Advisors since 1991. Decarolis serves as a board member of Trustmont Financial Group and acts as treasurer for a homeowners association. 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, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.