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.

David Simeone is a financial advisor with Creative Financial Designs, Inc. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Creative Financial Designs in 2023, he worked at Touchstone Capital, Inc. and Commonwealth Financial Network. Simeone is also a managing partner and wealth advisor at Firm Foundations Financial Group. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm’s investment approach includes asset-class model allocations and a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

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.

Jesse Leax is a financial advisor at Sequent Planning, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Davis-Fetch Corp of PA. Outside of finance, he is a co-owner of a real estate development and leasing business. Sequent Planning, LLC operates under the name Futurity First Wealth Management and provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm employs a structured risk framework and offers a combination of firm-developed models, third-party managers, and customized allocations through a network of approximately 97 investment adviser representatives.

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.

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.