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.

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 Series 66-registered financial advisor with three years of industry experience, currently with Sequent Planning, LLC. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Davis-Fetch Corp of PA. Outside of his advisory work, he is a co-owner of a real estate development and leasing business. Sequent Planning, LLC (operating as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services through a network of independent advisers. The firm employs a structured risk framework and diversified investment approaches, while providing ongoing investment communications and disclosures uncommon among similarly sized multi-team firms.

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 nine years of industry experience. He previously worked at BPU Investment Management, Inc. from 2016 to 2019 before joining Mutual Advisors in 2019. In addition to his advisory role, he is an independent insurance agent and a notary public. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its scale of institutional management, overseeing approximately $9.45 billion across 154 advisors.

Ronald Panichelle is a financial advisor with Mutual Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company from 1986 to 2019. 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 serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies, using multiple analytical approaches and third-party tools to tailor portfolios according to clients’ objectives.

Kelly Racicot is a financial advisor at Gradient Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Gradient Advisors since 2022. Prior to this, she has been involved with Novera Financial Group, LLC and Novera Wealth Management, LLC as an owner and advisor, focusing on financial planning and income planning. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary approach with client approval of transactions and using a range of analytical tools in portfolio management.

Edgar Mock III is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding a Series 63 designation and over 40 years of industry experience. He previously worked at Money Management Advisory, Inc. for 40 years. His other business activities have included ownership of entities related to insurance sales and educational workshops, though some are currently inactive or hold no assets. Trustmont Advisory Group serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment approach drawing from multiple research sources and manages approximately $1.3 billion in assets.

Daniel Hamilton is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 65 and Series 63 licenses and five years of industry experience. He has been affiliated with Trustmont Financial Group, Trustmont Advisory Group, and Mid America Group - Northeast for six years, and previously worked at Capital District Physicians' Health Plan and AngioDynamics, Inc. He serves as Vice President and General Manager for both Mid America Group Northeast and Hamilton Group, focusing on new business acquisition, account management, and research. 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 utilizing a wide range of public research sources, offers discretionary portfolio management, and supports institutional as well as individual clients through multiple advisory and brokerage services.

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.

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. 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.