Stephen English is a financial advisor at CWA Asset Management Group with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First National Bank for 13 years. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm uses proprietary investment models combining fundamental and quantitative analysis and offers a range of services including family-office support, retirement plan fiduciary services, and access to private investment vehicles.

John Sonntag is a financial advisor with Trustmont Advisory Group, Inc. He holds a Series 63 designation and has 43 years of industry experience. Sonntag has been with Trustmont since 2009 and has also been self-employed since 1995. Outside of advising, he works as a general agent in life and health insurance sales. Trustmont Advisory Group serves individual and institutional clients, providing 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.

Jamie Alloway is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KeyBank, PNC Bank, and Equitable Advisors. Outside of finance, he has experience in the hospitality industry, having been involved with Valerios Italian Restaurant for several years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory and brokerage products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers while offering ongoing portfolio monitoring and supervisory oversight.

Roger Burlingame II is a financial advisor with Equitable Advisors in Corry, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at AxA Advisors. Outside of his advisory role, he operates an insurance brokerage business specializing in disability and term life insurance through the UNUM carrier. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management via LPL programs and a variety of third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.