Jamie Alloway

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.

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.