Lara Stunkel is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation. Prior to joining Baird, she was involved with PSquare Scents, LLC and volunteered with Animal Friends. The DDK Group at Robert W. Baird & Co., where Lara works, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Nicholas Mitchell is a financial advisor at Robert Baird & Co. with eight years of industry experience and holds a Series 66 designation. He has worked at Robert Baird & Co. since 2022 and previously at Hefren Tillotson from 2017. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and a variety of managed account and brokerage services. The firm uses manager-traded and model-traded strategies, tax management, and internal research, including artificial intelligence tools, in delivering its advisory services.

Christopher Hudson is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Raymond James entities and the Lynch Retirement Investment Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ryan Gardner is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aldi USA and MVB Bank, as well as time spent in education and various other positions. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized, integrated operational structure.

Jacob Dukman is a CFP® and Series 66 credentialed financial advisor with three years of industry experience. He is currently with Charles Schwab, having previously worked at Morgan Stanley and Hefren-Tillotson. Dukman also has experience in academic and public sectors, including roles at Allegheny College and the Laurel Highlands School District. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Mark White is a financial advisor with LPL Enterprise LLC based in Cranberry Township, PA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Woodmen Financial Services, Woodmen of the World Life Insurance Society, Whipperhill Consulting, and Allan Myers. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset management arrangements. The firm integrates adviser programs with sales of financial products and provides a platform that includes discretionary and non-discretionary financial planning and investment services.

Timothy Donoghue II is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Hefren-Tillotson and PNC. Robert Baird & Co.’s Private Wealth Management department, where Timothy serves on the DDK Group team, provides services to individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and the use of advanced tools in delivering advisory services.

Cole Pearson is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Morgan Stanley and has held positions outside of finance, including roles at Baldwin Supply Company and USA Hockey. He is part of The DDK Group within 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 advisory services featuring discretionary and non-discretionary portfolio management, separately managed accounts, tax-management, and municipal advisory services.

Brennon Paik is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and two years of industry experience. His background includes roles at Trinity Wealth Securities, Tristate Financial Advisors, and JPMorgan Chase Bank, N.A. Prior to his financial services career, he held positions at the University of Pittsburgh and Chipotle Mexican Grille. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Michael Mucha is a Series 66-licensed financial advisor with Robert Baird & Co. in Pittsburgh – Wexford, PA, where he has worked since 2023. He has three years of industry experience, including prior roles at Hefren Tillotson and professional experience at Ohio University and Target. Outside of his advisory work, Mucha was involved with the Avonworth Soccer Association for three years. He is part of The DDK Group at Robert W. Baird & Co., which 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, utilizing both manager-traded and model-traded strategies, tax management, and ongoing investment research supported by internal tools and artificial intelligence.

Tyson Hilovsky is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked for Nationwide Securities Inc and Nationwide Insurance for 15 years before joining LPL Financial in 2019. Outside of his advisory role, he owns 3 Rivers Trading Cards, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios from LPL Research and third-party subadvisors, and supports both discretionary and non-discretionary management strategies.

Daniel Sutherland is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Youngblood Paving Inc and IA Construction. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Justin Tillotson is a Series 66 licensed advisor at Robert W. Baird & Co. with four years of experience in the industry. He previously worked at Hefren-Tillotson and has worked in various roles, including at Shenot Farms and educational institutions. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and leverages internal research and technology, including artificial intelligence, to deliver advisory services.

Dominic Perry is a financial advisor with LPL Financial based in Cranberry Township, PA, holding a Series 63 designation and 11 years of industry experience. He previously worked at Perry & Company PC from 2013 to 2020 and has been involved with Wessel & Company since 2020, where he is a CPA firm partner providing tax work and business services for small, privately held businesses. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Kolby Ripper is a financial advisor at Fidelity with seven years of industry experience and holds a Series 66 designation. His career includes roles at Fidelity Brokerage Services LLC since 2018 and prior experience in finance and accounting roles at multiple firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction from an investable universe including mutual funds, ETFs, and ETPs.

Lyric Schnur is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 27 years of industry experience, including a long tenure at Hefren Tillotson, Inc., and has been with Robert Baird since 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 broad range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

David Pifer is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. He also has a long tenure at Hefren-Tillotson, Inc., where he has worked since 2000. 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 variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by manager selection, internal research, and advanced tools such as artificial intelligence.

Kurt Carlson is a CFP® and CFA® with 35 years of industry experience. He is currently with Raymond James & Associates and previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

Bavneet Makkar is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Charles Schwab in Cranberry Township, PA. Prior to Schwab, he worked at TD Ameritrade and has experience in various roles including behavioral specialist work through Gene Cook Supports, where he assists a client with autism focusing on personal development and emotional expression. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts within a large, integrated operational framework.

Joseph Betten Jr. is a financial advisor with LPL Financial in Warrendale, PA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He worked previously at Cco Investment Services Corp for seven years before joining LPL Financial in 2017. Outside of his advisory role, he is involved with several insurance agencies affiliated with his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diversified advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research from internal and third-party sources.