Nathan Snyder is a financial advisor with Trustmont Advisory Group, Inc. He holds a Series 66 designation and has been working in the industry since 2024. His prior experience includes roles at Appleman Financial, Inj Solutions, and 3 B Consultant Services Inc. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm emphasizes a long-term investment approach using a variety of public research sources and offers services ranging from financial planning to discretionary portfolio management.

Laura Abbott Decarolis is a CFP® with 38 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2004. She previously worked at Horizon Financial Advisors for 25 years. In addition to her advisory role, she serves as treasurer of a homeowners association. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a long-term investment approach using multiple public research sources and manages discretionary accounts totaling approximately $1.3 billion as of year-end 2025.

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 39 years of industry experience, currently serving at Trustmont Advisory Group, Inc. He has held roles at several firms including Financial Network Investment Corporation and Northeast Advisers, Inc. Hamilton is also involved in the sale of disability and life insurance, fixed annuities, and consulting for retirement plans through his ownership of Mid America Group-Northeast, Inc. Trustmont Advisory Group, Inc. serves a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term investment approach using various public research sources and offers discretionary portfolio management along with access to brokerage and insurance products.

Joseph Matusz is a financial advisor with Virtue Capital Management, LLC and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including prior roles at Exodus Wealth, Prosperity Wealth Management, Fortune Financial Services, and Golden Triangle Financial Services. In addition to advisory work, he is an independent insurance agent. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs a multi-team model to deliver customized portfolio management and financial planning, using tactical, strategic, and dynamic investment approaches along with third-party manager due diligence.

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 who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He previously worked at BPU Investment Management, Inc. and Nationwide Securities, LLC. Outside of his advisory role, Dunlap manages civil construction and trucking projects as Manager of Development and Projects for Curry and Kepple, Inc. and serves as Treasurer and Deacon at Harvest Church. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives and is notable for its scale, institutional expertise, and operational features such as an Outsource Insurance Desk and relationships with third-party managers.

Merle Koon is a CFP® professional with 26 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2009. His prior experience includes two years with Osaic FA, Inc. He is also active as an insurance agent and provides business consulting services focused on business improvement, systems, cost control, and customer service. Trustmont Advisory Group, Inc. serves a diverse client base including individuals, institutions, and business entities, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment approach using a broad range of public research and manages approximately $1.3 billion as of year-end 2025.

Eric Porter is a CFP® with 29 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2010. He is also the managing partner of WPK Enterprises LLC and has been involved with Century Insurance Consultants, Ltd. since 1993, where he engages in the sale of various insurance products. Trustmont Advisory Group serves a diverse client base including individuals and institutional clients such as pension plans, trusts, and charitable organizations, providing financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook.

Samuel White is a financial advisor with Lifemark Securities Corp. in Greensburg, PA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity Services, Inc. for seven years. Outside of his advisory role, he operates a CPA practice and owns a tax preparation franchise. He also serves as treasurer for several local organizations, including Patrons of the Arts Vatican Museum, Ligonier Valley Learning Center, and Holy Trinity Church’s Financial Council. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, using programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed discretionary or non-discretionary and held with third-party custodians.

Delaney Heenan is a financial advisor with Trustmont Advisory Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Heenan previously worked at John F. Millon & Co PC and has roles involving tax preparation and financial services coordination. He is also an enrolled agent providing tax preparation and filing services for individuals and businesses. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and corporations. The firm employs a long-term investment approach using multiple research sources and offers discretionary portfolio management along with access to brokerage and insurance products.

William Johnston IV is a financial advisor at Trustmont Advisory Group, Inc. with 44 years of industry experience. He has held his current role at Trustmont Financial Group, Inc. since 2015. Johnston holds Series 63 and Series 65 designations. 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 outlook and draws on multiple public research sources to manage discretionary accounts, with approximately $1.3 billion managed as of December 2025.

Anthony Fontana II is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has three years of industry experience, including prior roles at Brookstone Capital Management and AE Wealth Management. In addition to his advisory work, Fontana operates Annuity IQ, LLC, where he focuses on life insurance and annuity sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model while using multiple analytical approaches to guide portfolio management.

Robert Turner is a financial advisor at Trustmont Advisory Group, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trustmont Advisory Group since 2018, following his tenure at Trustmont Financial Group beginning in 2011. Trustmont Advisory Group serves individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Anthony Hladek is a financial advisor at Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Trustmont Advisory Group and its affiliated Trustmont Financial Group since 2007. Outside of his advisory role, he is a member of LokDek, LLC and serves on the board of Trustmont Financial Group, Inc. 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 supported by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Bradley Delozier is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Citizens Securities since 2013. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

Evalyn Kirk is a financial advisor at SPC with 36 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her career includes roles at Sigma Planning Corporation and Sigma Financial Corporation since 2008, alongside self-employment since 1997. Kirk is chair of the Finance Council for St. Bernadette Roman Catholic Church in Monroeville, PA, and offers insurance services and agent coaching through Innovative Financial Life Solutions. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with over 460 advisors and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management tailored to client needs.