Johanna Mcbride is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated advisory and brokerage platform.

Talitha Esterhuysen is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2022, with prior experience at Hefren-Tillotson Inc. and United Exports. The DDK Group, part of 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 variety of financial planning, portfolio management, and advisory services, utilizing internal research and a combination of manager-traded and model-traded strategies.

Matthew Reynolds is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2022 and at Hefren-Tillotson, Inc. since 2014. The DDK Group, part of 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 financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.

Andrew Patterson is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Robert Baird & Co. in 2022, he worked at Hefren Tillotson, Inc. since 1995. He is a member of the Curb Club investment group. Robert Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a blend of manager-traded and model-traded strategies supported by internal research and technology.

William Wilson is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Robert Baird & Co. in 2022, he worked at Hefren-Tillotson, Inc. for 36 years. The DDK Group, part of 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 financial planning, portfolio management, and brokerage services supported by internal research and a combination of manager-traded and model-traded strategies.

Nicholas Owczarzak is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at J.P. Morgan Securities, TD Ameritrade, and Cellplus PA Management Corp. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary advice and discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Adelaide Brant is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has previously worked at PNC Investments, Bank of America/Merrill, and The Fairmont Hotel. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that utilize systematic methodologies and long-term asset allocation benchmarks.

Steven Hough is a financial advisor with LPL Financial in Wexford, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with LPL Financial since 2013 and is also associated with Private Advisor Group, LLC, an independent investment advisory firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by internal and third-party research.

Brandon Hook is a CFP® professional with 18 years of experience in financial advising. He has worked at Robert Baird & Co. since 2022 and has been with Hefren Tillotson, Inc. since 2009. He is part of The DDK Group at Robert W. Baird & Co., which serves individual, corporate, pension, and charitable clients through a variety of financial planning and portfolio management services. The firm utilizes a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities in its advisory approach.

Courtney Ricciardella is a financial advisor with Morgan Stanley in Butler, PA, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved as an independent contractor with Beachbody, focusing on coaching and sales activities. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

John Craig is a financial advisor with Primerica Advisors in Cranberry Township, PA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with Primerica Advisors since 2014 and also operates a bookkeeping and tax preparation business, as well as an eCommerce retail business specializing in outdoor grills and smokers. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading responsibilities to BNY Mellon Advisors.

Samuel Hawkins is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Woodbury Financial Services for 18 years and operates Hawkins Financial Services as a sole proprietor. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across a broad range of investment types.

Craig Tillotson is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 66 designations. He has 42 years of industry experience, including long-term service at Hefren-Tillotson, Inc. and self-employment. Tillotson has been with Robert Baird since 2022. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm combines manager-traded and model-traded strategies with ongoing investment monitoring and incorporates internal research and tools, including artificial intelligence, in client advice.

Melissa O'Malley is a CFP®-certified financial advisor with 26 years of industry experience. She currently works at Robert Baird & Co., where she has been since 2022, and previously spent over 30 years at Hefren-Tillotson, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department. The firm serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of services including financial planning, portfolio management, and custody and brokerage services.

Christine Saitta is a CFP®-certified financial advisor with 29 years of industry experience. She is currently with Raymond James & Associates and has previously worked at City National Bank and RBC Capital Markets. Outside of her advisory role, she manages bookkeeping duties for a family-owned contracting business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and consulting through non-discretionary services, supported by diverse portfolio management styles and in-house research.

Zachary Ross is a financial advisor with LPL Financial who holds the Series 66 designation and has seven years of industry experience. Prior to joining LPL Financial in 2022, he worked at Northwestern Mutual Wealth Management Company and affiliated entities from 2019 to 2022 and had an earlier role at Edward Jones. Before entering the financial industry, he spent eleven years at JetBlue Airways. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside proprietary and third-party research.

Kevin Murray is a financial advisor with Equitable Advisors in Cranberry Township, PA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Joshua Henschel is a financial advisor at Robert Baird & Co. with Series 66 registration and one year of industry experience. He has been with Baird since 2025. Outside of his advisory role, he is the sole owner of a small owner-occupied rental property in Pittsburgh. The DDK Group is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and custody services, with a range of investment strategies supported by internal research and ongoing manager oversight.

Stacy Mchugh is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including LPL Financial, Cambridge Investment Research Advisors, and United Capital Financial Advisers. Stacy is also a commissioned notary public. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and specialized account programs, using a combination of internal research, manager selection, and advanced portfolio strategies.

Michael Gielarowski is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu using proprietary research and tools, with services tailored to clients meeting net-worth thresholds.