Daniel Richmond is a CFP® and Series 66-registered advisor with 18 years of experience. He has worked at Robert Baird & Co. since 2022 and previously spent 15 years at Hefren Tillotson, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and technology such as artificial intelligence.

Craig Mcroberts is a financial advisor with Robert Baird & Co. based in Pittsburgh - South Hills, PA. He holds Series 63 and Series 65 credentials and has 33 years of industry experience, including 29 years at Hefren Tillotson, Inc. prior to joining Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies with ongoing home-office investment oversight.

Michael Horan is a financial advisor with Robert Baird & Co. He holds the Series 66 designation and has 10 years of industry experience, including seven years at Hefren Tillotson, Inc. prior to joining Robert Baird. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and municipal advisory services.

Patricia John is a financial advisor at Robert Baird & Co. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Hefren Tillotson, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. She has been with Robert Baird since 2022. The DDK Group, part of Robert Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, with an investment approach that incorporates manager-traded and model-traded strategies, tax management, and ongoing manager selection.

Adam Hubert is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has previously worked at Hefren-Tillotson, Saint Vincent College, and with the Pittsburgh Steelers. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Mary Meiman is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and two years of experience in the industry. Her prior work includes roles at Propel Schools and Wheeling Jesuit University. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services and manages approximately $394 billion in assets as of December 31, 2025.

Steven Fischetti is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Baird in 2020. Outside of his advisory role, he serves on the boards of the George Benson Scholarship Fund and Powerloom Corporation, and is also a board member of South Hills Country Club. Baird’s Private Wealth Management department, including the DDK Group where Fischetti works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.

Kaitlyn Dizon is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds a Series 66 designation and has worked at Baird since 2022, following roles at Hefren Tillotson and FlexScreen. Outside of her advisory work, she coaches varsity girls basketball at Belle Vernon Area High School. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations using a range of portfolio management and financial planning services. The firm employs a combination of manager-traded and model-traded strategies alongside tax management and internal research tools.

Alfred Vallano Jr. is a financial advisor with Robert Baird & Co. based in Pittsburgh - South Hills, PA, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He worked at Hefren Tillotson, Inc. for 28 years before joining Robert Baird & Co. in 2022. He serves as a board member on the Family House investment and finance committee. Robert Baird & Co. offers services through its Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations with a range of financial planning and portfolio management solutions. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and direct-indexing capabilities, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Paige Myers is a financial advisor with Robert W. Baird & Co. based in Pittsburgh - South Hills, PA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked at Totum Realty Advisors LLC and held various roles in hospitality and real estate-related positions. The DDK Group at Robert W. Baird & Co., where Myers is a team member, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, utilizing a mix of managed account strategies, tax management, and internal research capabilities.

Janine Hauck is a financial advisor at Robert Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and previously worked for Hefren Tillotson, Inc. for 23 years before joining Robert Baird. Hauck also gives presentations for PALyme Resource Network. She is part of the DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax management and direct indexing.

Richard Roberto III is a CFP® professional with four years of industry experience, currently advising at Robert W. Baird & Co. in Pittsburgh - South Hills, PA. His prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group, as well as work outside of finance at DICK's Sporting Goods and Penn State University. Robert W. Baird & Co.’s Private Wealth Management department, where he is part of The DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using both manager-traded and model-traded strategies alongside ongoing manager oversight supported by internal research and AI tools.

Madison Novak is a financial advisor at Robert Baird & Co. with the Series 66 designation and two years of industry experience. Prior to joining Baird, Novak worked at Federated Hermes and has a diverse background including roles at FedEx Ground, Robert Morris University, Ralph Lauren, and Fort Cherry Junior-Senior High School. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a broad range of clients including individuals, corporate and business clients, pensions, and charitable organizations. Baird offers financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies, supported by internal research and technology, and manages approximately $394 billion in regulatory assets as of December 31, 2025.

Nancy Gunter is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds the Series 66 designation and previously worked for 25 years at Hefren Tillotson, Inc. before joining Robert Baird in 2022. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and technology, including artificial intelligence.

Benjamin Morgret is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and previously worked at Federated Global Investment Management Company and its affiliates from 2019 to 2025. Outside of his advisory role, he is a partner and registered agent at Morgret Real Estate LLC. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a mix of SMA strategies, tax management, and internal research tools to support client advice.

Nathan Kauffman is a CFP®-designated financial advisor at Robert Baird & Co. with 25 years of industry experience. He worked at Hefren Tillotson, Inc. for 21 years before joining Robert Baird in 2022. He is part of the DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of internally managed and external strategies supported by ongoing research and technology.

Joseph Grunwald is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. His prior experience includes roles at Hefren Tillotson, Inc. and TIAA-CREF. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services.

Elizabeth Gladden is a CFP®-designated financial advisor with Robert W. Baird & Co., bringing one year of industry experience. Prior to joining Baird, she worked at Hefren-Tillotson, Inc. and has a background that includes roles at Denison University, Allegheny West Magazine, and Mt Lebanon Municipality. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, leveraging manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence.

Jill Frye is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory role, she is involved as a retail employee at a retail business. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, separately managed accounts, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, ongoing manager selection, and internal research tools, including artificial intelligence, to provide advisory services.

Deron Donalson is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Robert Baird & Co. in 2022, he worked at Hefren Tillotson, Inc. for 14 years, PNC Wealth Management for 4 years, and J.J.B. Hilliard, W.L. Lyons, LLC for 1 year. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, wrap programs, and custody and brokerage services, employing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Tyler Vallano is a financial advisor with Robert Baird & Co. and holds the Series 66 designation. He has 18 years of industry experience, including 14 years at Hefren Tillotson, Inc. Prior to joining Robert Baird & Co. in 2022, he worked extensively in the Pittsburgh area. Vallano serves on the Board of Directors and the investment/finance committee of The NEC Society. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business entities, pension plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs supported by ongoing manager selection, internal research, and advanced tools such as artificial intelligence.

Benjamin Montgomery is a CFP® with 18 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 17 years at Hefren Tillotson, Inc. He holds a Series 66 license and is based in Pittsburgh - South Hills, PA. Montgomery is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded SMA strategies along with internal research and technology to support client advice.

Susan Marshall is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 designations. She has 38 years of industry experience, including previous roles at JJB Hilliard WL Lyons LLC and PNC Investments. She serves as a board member and leads discussion groups for the Southpointe Chamber in Canonsburg, PA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and brokerage services. The firm manages approximately $394 billion in assets and offers distinctive services including municipal advisory and strategic partnerships.

Christian Barry is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. since 2008. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Allison Deklewa is a Series 66-registered financial advisor with Robert Baird & Co., bringing 20 years of industry experience. Her career includes prior roles at Morgan Stanley, Medallion Wealth, and Hefren Tillotson. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies along with internal research and tools to support client advice.

Jamie Roach is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent seven years at Hefren Tillotson, Inc. He holds the Series 66 designation. Jamie is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a range of investment strategies including separately managed accounts, overlay management, tax management, and integrated advisory services supported by internal research and artificial intelligence tools.

Sean Lawrence is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds the Series 66 designation and has worked previously at Hefren-Tillotson, Inc., Brian Patten & Associates, and Aflac. Sean is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a variety of portfolio management strategies, including separately managed accounts and tax-management tools, supported by internal research and ongoing manager monitoring.

Robert Kerber is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds the Series 66 designation and previously worked at Hefren Tillotson, Inc. for 17 years before joining Baird in 2022. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management through various separately managed account programs, and utilizes internal research and technology such as artificial intelligence in client advice.