Emily Raupach

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.

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 Capital Analysts and Lincoln Investment since 2022. Outside of finance, he has been involved with the Ligonier Valley School District since 1996. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) participants. The firm offers financial planning, portfolio management through strategic model portfolios, and maintains a layered delivery model incorporating an in-house investment management team and third-party managers.

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.

Edward Kelley is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Prudential Insurance Company of America, Pruco Securities, and Lincoln Financial Advisors. Outside of his advisory work, he is involved with Neishloss & Fleming, LLC, focusing on non-variable Medicare insurance sales. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.