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.

James Bower is a financial advisor at Simplicity Wealth with 17 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at LifePro Asset Management, Gradient Advisors, Woodbury Financial Services, and Questar Asset Management. Outside the advisory field, he works as a territory manager selling commercial gym equipment in western Pennsylvania. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides a technology-driven platform for advisors featuring model portfolios, risk management, and operational support.

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.

Eric Sutliff is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at Uber, Grove Point Investments, Horizon Transport, Delta Global Services, and H. Beck, Inc. He also works as an independent contractor driver for vehicle transport and rideshare services. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis, with a notable integration of retirement-plan and benefits firms supporting pension consulting and plan administration.

Michelle Adelsperger is a financial advisor with Trustmont Advisory Group, Inc. in Murrysville, PA, holding a Series 63 license and 22 years of industry experience. She is also a shareholder and treasurer at Scarano, Trump & Adelspenger, a certified public accounting firm, where she manages client financial statements, tax returns, and staff. 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 based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets.

Douglas Smith is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Trustmont Advisory Group and its related entity since 2007. Additionally, Smith is an insurance agent involved in the sale of accident and health, disability, life insurance, and fixed annuities. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, and corporations, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment outlook and utilizes a broad range of public research sources, managing approximately $1.3 billion in assets as of the end of 2025.

Jack Heffner is a ChFC® with 38 years of industry experience, currently serving at Trustmont Advisory Group, Inc. in Greensburg, PA. He has been with the firm and its predecessor, Trustmont Financial Group, since 2011. He is also engaged in insurance sales as an agent specializing in accident and health and disability insurance. Trustmont Advisory Group serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment approach and utilizes a variety of public research sources to manage discretionary accounts totaling approximately $1.3 billion as of late 2025.

Lawrence Hamilton is a CFP® with 38 years of experience in the financial industry. He is affiliated with Trustmont Advisory Group, Inc. and has held positions at several firms, including Mid America Group-Northeast, Inc., where he is owner and president. Outside of advisory work, he is involved in the sale of disability and life insurance and serves as a consultant for various retirement plans. 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 informed by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Joseph Matusz is a financial advisor with Prosperity Wealth Management, Inc. He holds Series 63 and Series 65 designations and has 36 years of industry experience. His prior work includes roles at Fortune Financial Services, Inc. and Golden Triangle. He is also an independent insurance agent. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes tailored portfolio supervision and employs multiple methods of analysis, including fundamental, technical, charting, and cyclical approaches.

Nancy Bennett is a CFP® professional with 17 years of industry experience. She is affiliated with Trustmont Advisory Group, Inc. and is a senior member of Bennett & Brkovich, LLC, an accounting firm. Bennett also serves as a trustee for the Margaret L. Janisse Charitable Remainder Trust and manages a farm in Fairfield Township, PA. Trustmont Advisory Group serves individual and institutional clients with financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook, incorporating public research and adviser judgment, and manages approximately $1.1 billion in discretionary assets.

Daniel Dunlap III is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at BPU Investment Management, Inc. for nine years before joining Mutual Advisors and Mutual Securities in 2019. Outside of his advisory role, Dunlap is involved in various non-investment activities, including serving as treasurer and deacon at Harvest Church and holding board positions with several nonprofit organizations. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering a range of services including asset management and financial consulting, and employs a combination of passive and active investment strategies tailored to client objectives.

Merle Koon is a CFP® with 25 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2009. He is also licensed as an insurance agent and provides business consulting services focused on client education in business improvement, systems, cost control, and customer service. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook. The firm manages approximately $1.1 billion in discretionary assets and provides periodic account reviews and written financial plans.