Claude William Rice Jr.

Christopher Mckissick is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2007, where he also participates in the bank’s trust division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, with offerings that include financial planning, ERISA plan services, alternative investments, and lending solutions.

Albert Gaiardo is a financial advisor at Lincoln Investment with four years of industry experience. He holds a Series 66 designation and has worked at both Capital Analysts and Lincoln Investment since 2022. Additionally, he has been associated with the Ligonier Valley School District since 1996. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed portfolios, employing both strategic and tactical investment approaches.

Stephanie Conde is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds a Series 66 designation and has been with PNC Investments, LLC since 2016. Outside of her advisory role, she is a partner in Divorce Squad, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an online discretionary model account available by invitation to employees. The firm’s investment approach utilizes approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties and an emphasis on algorithm-driven risk assessment.

Dennis Hunt is a financial advisor at PNC Wealth Management with 36 years of industry experience. He has held his current position since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Emily Raupach is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has previously worked at Janney Montgomery Scott, LLC for 11 years and has been associated with Somerset Trust Company and Osaic Institutions, Inc. Outside of her advisory role, she is involved with STC Advisors, a business related to her LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and utilizes research from internal and third-party sources.

Edward Kelley is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Lincoln Financial Advisors Corporation. In addition to his advisory role, he is involved in Medicare sales through Neishloss & Fleming, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.