Edward L Kelley

Albert Gaiardo is a financial advisor with Capital Analysts in Somerset, PA, holding a Series 66 designation and four years of industry experience. He has been with Capital Analysts and Lincoln Investment since 2022. Outside of finance, he has been engaged with the Ligonier Valley School District since 1996. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and ERISA/403(b) retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Christopher Mckissick is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 designations and possessing 12 years of industry experience. He has worked with Infinex Investments, Inc. since 2015 and with FIRST Commonwealth Bank since 2007. He is also involved with the First Commonwealth Bank Trust Division outside of his advisory role. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning, operating a hybrid adviser/broker-dealer model with significant non-discretionary assets and access to alternative investments and lending solutions.

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.

Claude Rice Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1995. Outside of his advisory work, he is a part owner of a family farm that is rented out. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Jodee Harris is a Series 66-licensed financial advisor with 23 years of industry experience, currently affiliated with OSAIC Institutions, Inc. She has worked at Infinex Investments, Inc. since 2015 and at First Commonwealth since 2007. Outside of her advisory roles, Harris is involved in event planning and fundraising as the coordinator for the Derry Area Class of 88 Reunion, and she co-owns an online and in-home clothing sales business, LulaPi LLC, as well as operating a vacation and travel planning service called Your Hero's Journey. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm operates a hybrid adviser/broker-dealer model with a focus on customized advisory services, offering discretionary and non-discretionary options, financial planning, and access to alternative investments and lending solutions.