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Jeffrey B

Series 63, Series 65

Seven Fields, PA

LPL Financial

Jeffrey Bendis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2013 and operated Good Life Advisors, LLC from 2014 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice primarily delivered by its network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert S

CFP®, Series 63, Series 65

Seven Fields, PA

LPL Financial

Robert Shields is a CFP®-designated financial advisor with 47 years of industry experience. He has worked at LPL Financial since 2018, following a 39-year tenure at Waddell & Reed, Inc. Shields is also involved in non-variable insurance through Good Life Insurance Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher R

CFP®, Series 63, Series 65

Seven Fields, PA

LPL Financial

Christopher Rondinelli is a CFP® professional at LPL Financial with 18 years of experience in the financial services industry. He has worked previously at Waddell & Reed and Good Life Advisors, LLC, where he spent 12 years. Rondinelli also has experience teaching at the Community College of Allegheny County. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, employing various investment strategies supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Justin A

CFP®, Series 66

Seven Fields, PA

LPL Financial

Justin Aughinbaugh is a CFP® professional with five years of industry experience, currently associated with LPL Financial in Seven Fields, PA. His prior experience includes roles at VLN Partners and several advisory firms since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, operating through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Samuel G

Series 63, Series 65

Seven Fields, PA

LPL Financial

Samuel Gaudio is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. Prior to joining LPL Financial in 2015, he worked at Waddell & Reed from 2010 to 2015. He also serves as an instructor at the Community College of Allegheny County, a role he has held since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by advisor tools and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael L

CFP®, Series 65, Series 66

Seven Fields, PA

LPL Financial

Michael Law is a financial advisor with LPL Financial, holding CFP®, Series 65, and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Good Life Advisors, LLC and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various investment programs and utilizes technology tools to support advisors, managing over $819 billion in discretionary assets through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sean M

Series 63

Seven Fields, PA

LPL Financial

Sean Menzies is a financial advisor with LPL Financial in Seven Fields, PA, holding a Series 63 designation and 18 years of industry experience. He has worked at LPL Financial since 2013 and previously operated Good Life Advisors, LLC for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors using various platforms and strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Patrick L

Series 66

Seven Fields, PA

LPL Financial

Patrick Levendusky is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. He has previously worked at BNY Mellon Securities Corp, Nuveen Asset Management, and Morgan Stanley. Levendusky is also associated with NSS Life as a financial advisor focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Patrick D

Series 63

Seven Fields, PA

LPL Financial

Patrick Devlin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 22 years of industry experience. He worked previously at Waddell & Reed from 2005 to 2013 before joining LPL Financial, where he has been since 2013. Devlin also operates Goodlife Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with a range of investment management strategies, including model portfolios, third-party subadvisors, and customized approaches, alongside various non-advisory financial products and services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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