David Trafican is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and W&S Brokerage Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and institutions. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Bryan Calixto Corona is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at JPMC Chase from 2022 to 2024. Outside of finance, he has worked as an independent contractor in waste management, specializing in composting and recycling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Alexandra Sanzone is a CFP® and holds a Series 66 license, with 12 years of industry experience. She has worked at Robert Baird & Co. since 2022 and previously spent nine years at Hefren Tillotson, Inc. 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 financial planning and portfolio management services, combining manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Toni Ondek is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2015. Located in Cranberry Township, PA, Ondek holds the Series 63 and Series 66 licenses. 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 specialized municipal advisory services.

Carson Kessler is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Edward Jones and spent over a decade in education with the Seneca Valley School District and Slippery Rock University. Outside of finance, he is involved with Hardcore Elite Baseball LLC, a recreation-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured discovery processes and advanced modeling tools.

Jessica Green is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Robert Baird & Co., where she has worked since 2022. Her prior roles include positions at Hefren Tillotson, Stitch Fix, and BNY Mellon. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs, supported by internal research and ongoing manager monitoring.

Jennifer Greene is a financial advisor with Robert Baird & Co. in Pittsburgh - Wexford, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her previous roles include positions at Private Advisor Group, LPL Financial, and PNC Bank. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with ongoing manager selection and monitoring supported by internal research tools.

Evan Gorse is a CFP® and Series 66 licensed advisor at Robert Baird & Co. with 12 years of industry experience. He has worked at Robert Baird since 2022 and previously spent seven years at Hefren Tillotson and Hefren Tillotson, Inc. He is part of The DDK Group, a team within Robert 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, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Justin McMahon is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to understand their personal financial situations and develops comprehensive financial plans tailored to individuals and families. He leverages his deep knowledge of financial planning to assist clients in navigating the challenges of investing. Prior to joining Fidelity Investments, Justin worked as a Financial Consultant at E*TRADE from 2019 to 2020. He has also held positions at Charles Schwab, serving as an Associate Financial Consultant from 2017 to 2019 and participating in the Financial Consultant Academy from 2015 to 2017.

Kathryn Bruckner is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 designations and has 28 years of industry experience. She previously worked at Hefren Tillotson and TIAA-CREF before joining Robert Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients, offering financial planning, portfolio management, and custody services through various managed account programs and advisory strategies.

Mark Stallsmith is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 credentials and offering 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he owns Strategic Coverages LLC, a property and casualty insurance business, and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment platforms and both discretionary and non-discretionary management, with a range of proprietary and third-party strategies.

Kimberly Pennine is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 registrations. She has eight years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, consulting, and access to third-party asset managers and wrap programs.

Timothy Mcelroy is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley from 2016 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office and Global Research teams to tailor investment plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Kevin McCarthy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at LPL Financial, Woodbury Financial Services, National Planning Corporation, and OSAIC. He is also involved in non-variable insurance activities. 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 institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Kenny McGee is a Series 66-licensed financial advisor with Robert Baird & Co., bringing 27 years of industry experience. He previously spent 23 years at Hefren Tillotson, Inc. before joining Baird in 2022. He 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 services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Victoria Hays is a Planning Consultant with experience in financial planning and client relationship management. She has held roles including Relationship Manager at Fidelity Investments from 2024 to 2025, Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2024, Client Solution Specialist and Manager at PNC Investments from 2016 to 2020, and Call Center Representative at Pacific Life Insurance Company from 2012 to 2016. She holds a California Insurance License. Victoria's approach focuses on understanding her clients' personal stories, family situations, jobs, and future goals to co-create customized financial plans. She prioritizes building strong relationships with clients and partnering with them in her role at Fidelity. Outside of her professional work, Victoria's personal interests include cooking and baking, parenthood, reading, and volunteering.

Luke Adams is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to grow and protect their wealth, make informed investment decisions, and simplify their financial lives. He has been with Fidelity since 2017, progressing through multiple roles that have provided him with comprehensive experience in financial planning and client support. His career at Fidelity began as an intern in 2017, followed by positions as a Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before assuming his current role. Through these roles, Luke has developed expertise in financial planning and investment consulting. Outside of his professional work, Luke is interested in beach activities, fitness, football, golf, running, and traveling.

Nichole Heide is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has 11 years of industry experience, having previously worked at Hefren Tillotson, PNC Bank, and PNC Wealth Management. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and advisory solutions supported by internal research and advanced investment tools.

Nicholas Seymour is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously served five years in the United States Navy. Seymour is also a lieutenant in the United States Naval Reserves, a role he began in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover a broad range of areas, including cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis, with tailored recommendations supported by Wells Fargo research and tools.

Amy Riley is a financial advisor at Robert Baird & Co. with 18 years of industry experience. She holds a Series 66 designation and previously worked at Hefren Tillotson from 2004 to 2022 before joining Robert Baird in 2022. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, 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, separately managed accounts, and brokerage services, supported by ongoing manager selection, internal research, and the use of advanced tools such as artificial intelligence.