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 with Key Investment Services LLC holding the Series 63 and Series 65 designations and two years of industry experience. Prior to joining Key Investment Services and KeyBank in 2025, Alloway worked at PNC Bank and Equitable Advisors. Outside of finance, Alloway has experience in the food service industry, having been involved with Valerios Italian Restaurant for seven years. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model with discretionary implementation by Envestnet, while Key Wealth Chief Investment Office and third-party managers design strategist portfolios, serving clients mainly through non-discretionary models and integrated wrap-fee programs.

Roger Burlingame II is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Equitable Advisors since 2014, and previously worked at AxA Advisors for six years. He also operates an outside insurance brokerage business specializing in disability and term life insurance through UNUM. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing services that range from mutual funds to ERISA fiduciary consulting.