John Mackie is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has worked at Hefren-Tillotson, Inc. since 2006 before 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 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, supported by internal research and investment tools.

Raymond Ballantine is a CFP® professional with 40 years of industry experience. He currently works at Robert Baird & Co., where he has been since 2022, and previously spent over 28 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 clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and brokerage services, utilizing both manager-traded and model-traded strategies along with tax management and internal research tools.

Chad Edwards is a CFP® certified financial advisor with over 11 years of industry experience. He is currently with Robert Baird & Co. and has previously worked at Hefren-Tillotson, Inc. Edwards serves as treasurer for Lodge 45 Free & Accepted Masons of Pennsylvania and is a board member of the Masonic Fund Society’s Investment/Finance Committee. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of strategies, including separately managed accounts and tax-managed approaches, supported by internal research and technology.

Joseph Hadobas is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he serves on the finance council of St. Patrick/St. Stainsluas Kotska Parish and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

John Ivory is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory work, Ivory serves on the board of Mars UP Church and is a committee member of Rich-Mar Rotary, where he helps set up scholarships for students. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Samuel Dippold is a CFP® professional with 15 years of industry experience. He has worked at Robert Baird & Co. since 2022 and at Hefren-Tillotson, Inc. since 2011. 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 and profit-sharing plans, and charitable organizations. Baird utilizes a range of investment strategies including separately managed accounts, overlay management, and tax-management, supported by internal research and technology tools.

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.

Frank Emmerling Jr. is a financial advisor with RBC Capital Markets in Gibsonia, PA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on each client’s risk profile, using a combination of in-house and third-party managers.

Steven Selip is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and has 16 years of industry experience. He has been with Cambridge since 2013 and also has a longstanding career in medical practice. Outside of his advisory role, Selip serves on the board of a political action committee affiliated with the Pennsylvania Medical Society, holds leadership positions with local medical societies and civil service commissions, and practices as a physician treating patients with opioid use disorder. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

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.

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.

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.

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.

Stephan Ernharth is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63, 65, and 66 credentials and bringing 36 years of industry experience. Prior to joining LPL Financial in 2017, he spent 12 years at National Planning Corporation. Outside of financial advising, he is the owner of The Fast Bear Labrador Retrievers and is also licensed as an attorney. 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 advisory programs, retirement plan consulting, brokerage services, and employs both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

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.

Drew Wagnild is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and two years of industry experience. He previously worked at Northwestern Mutual in various capacities related to wealth management and investment services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients, offering model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.