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.

Emily Raupach is a financial advisor with LPL Financial in Somerset, PA, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, LLC, Osaic Institutions, Inc, and Somerset Trust Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Aaron Benford is a Series 66-licensed financial advisor with LPL Financial, based in Berlin, Pennsylvania. He has one year of industry experience and previously worked at STC Trust and Investment Management, the University of Pittsburgh at Johnstown, Somerset Trust Company, Giant Eagle, and Rockwood Area School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

Joshua Barron is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 14 years of industry experience. He has been with LPL Financial since 2012. Outside of advising, he serves as a board member of the Somerset Country Club and works as a Beach Body Coach on a limited basis. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Stoy is a CFP® professional with 23 years of industry experience. He has worked with LPL Financial since 2007 and was previously with Raymond James Financial Services from 2003 to 2006. He operates a financial planning business under the name Boyer Financial Planning in Somerset, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Laraine Schultz is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. for 14 years before joining Wells Fargo in 2016. Outside of her advisory work, she is a consultant for doTERRA Essential Oils. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of financial products.

David Turkovich Sr. is a financial advisor with Edward Jones in Somerset, PA, holding a Series 66 designation and 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 advisors.

Matthew Stahl is a financial advisor with LPL Financial in Somerset, PA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Somerset Trust Company, J. Alden Associates, MPB Wealth Management, Mid Penn Bank, Cetera, and FNB Wealth Management. He serves on the board of the Stahl Mennonite Cemetery, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies through a large network of advisors and combines advisory services with extensive non-advisory financial activities.

Scott Fisher is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and previously worked at Avantax Advisory Services and Avantax Insurance Agency for over 15 years. Outside of his advisory work, he provides tax preparation and accounting services for individuals, businesses, and trusts through his separate practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and third-party manager options.

Tanner Dick is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and previously worked at StretchPak, Inc., Laurel Auto Group, and served in the Pennsylvania Army National Guard. Outside of advising, he receives compensation for referrals to the First National Bank Trust Department. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options, including discretionary and non-discretionary management across various custodial relationships.