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Albert G
Series 66
Somerset, PA
Capital Analysts
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 M
Series 63, Series 66
Jennerstown, PA
OSAIC Institutions, INC.
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 C
Series 66
Somerset, PA
PNC Wealth Management
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 H
Series 63, Series 65
Somerset, PA
PNC Wealth Management
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 R
Series 63, Series 65
Somerset, PA
Commonwealth Financial Network
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 H
Series 66
Ligonier, PA
OSAIC Institutions, INC.
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.
Emily R
Series 63, Series 66
Somerset, PA
LPL Financial
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 K
Series 63, Series 66
Friedens, PA
LPL Enterprise
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 B
Series 66
Berlin, PA
LPL Financial
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 B
Series 66
Somerset, PA
LPL Financial
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.
Mitchell C
Series 63
Hollsopple, PA
LPL Financial
Mitchell Cable is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 22 years of industry experience. He has been with LPL Financial since 2007. 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, supported by advisor-facing tools and a broad non-advisory financial services network.
William S
CFP®, Series 66
Somerset, PA
LPL Financial
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.
Mark S
Series 66
Hollsopple, PA
LPL Financial
Mark Seth is a Series 66 licensed financial advisor with 21 years of experience, currently affiliated with LPL Financial. He has been with Linsco/Private Ledger Corp., now part of LPL, since 2005. 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 advisory and brokerage services through a large network of investment adviser representatives using a range of portfolio programs and institutional platforms.
Clark H
Series 63
Hollsopple, PA
LPL Financial
Clark Hostetter is a financial advisor with LPL Financial in Hollsopple, PA. He holds a Series 63 designation and has 14 years of industry experience, all with LPL Financial since 2012. In addition to his advisory role, he operates a sole proprietorship offering accounting services including tax preparation, tax planning, and payroll consulting through his CPA Affiliate Program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of services including financial planning and access to model portfolios and third-party asset management, supporting advisors with both discretionary and non-discretionary account management options.
David T
Series 66
Somerset, PA
Edward Jones
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 S
Series 66
Somerset, PA
LPL Financial
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 F
Series 66
Somerset, PA
Cetera
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 D
Series 66
Somerset, PA
Cetera
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.
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