Cassidy Carlson is a CFP® with eight years of industry experience currently working at Raymond James & Associates. Prior to joining Raymond James, she held positions at Robert Baird & Co. and Hefren Tillotson. 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary, tailored advice supported by extensive research and portfolio management options.

Bruce Bateman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1989 and has operated his own business involving hay and cattle sales since 2008. Bateman also serves as a director on the board of the Grove City Sportsmens Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Seymour is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked within the Wells Fargo organization since 2014, including 12 years at Wells Fargo Clearing. Outside of his advisory role, he co-owns a rental property in Ebensburg, Pennsylvania. 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 provides a broad range of planning services tailored to clients who meet specific net-worth thresholds and supports recommendations with proprietary research and planning tools.

William Scott is a Series 66-licensed financial advisor at Robert Baird & Co. with seven years of industry experience. Prior to joining Robert Baird in 2022, he worked at Hefren Tillotson and has held various roles including Treasurer of the Ellwood City Chamber of Commerce. The DDK Group, part of Robert Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning and portfolio management services. The firm manages approximately $394 billion in assets and offers distinctive services including municipal advisory and strategic minority partnerships.

Chris Schott is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with clients to understand their goals and assist in creating sound and secure financial plans. His professional experience is centered on investment consultation, focusing on tailored financial strategies for his clients. Outside of his professional role, Chris has interests that include the beach, football, military service, pets, soccer, and traveling.

Brent Heitzenroder is a financial advisor with Robert Baird & Co. holding a Series 66 designation and nine years of industry experience. He has previous experience at Hefren Tillotson and has been with Robert Baird since 2022. 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, portfolio management, and custody and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Brendan Koroly is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His work history includes roles at NextTier, Erie Junior Seawolves, Shenango Beverage, and Gannon University. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Johanna Mcbride is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2011. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities, using model-driven investment approaches and offering access to third-party asset managers and wrap programs.

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 previously worked at Hefren Tillotson, Inc. for eight years 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 and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and tools including artificial intelligence in client advice.

Andrew Patterson is a financial advisor with Robert Baird & Co. based in Pittsburgh - Wexford, PA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He worked at Hefren Tillotson, Inc. for 27 years before joining Robert Baird & Co. in 2022. He is also an investment club member of the Curb Club. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, 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, overlay management, and tax-focused approaches, supported by internal research and technology.

William Wilson is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Hefren Tillotson, Inc. for 32 years before joining Baird in 2022. William is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies, tax-management, direct-indexing, and ongoing manager oversight.

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 possessing 18 years of industry experience. He has been with LPL Financial since 2013 and concurrently operates Private Advisor Group, LLC, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Brandon Hook is a CFP® professional with 18 years of experience in the financial industry. He is currently with Robert Baird & Co., where he has worked since 2022, following a 13-year tenure at Hefren Tillotson, Inc. Brandon holds a Series 66 license and operates out of the Pittsburgh - Wexford, PA area. He 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 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 alongside tax-management and direct-indexing capabilities.

Courtney Ricciardella is a Series 66-licensed financial advisor with Morgan Stanley in Butler, PA, where she has worked since 2009. She has 18 years of industry experience. Outside of her advisory role, she is involved in coaching and sales as an independent contractor for Beachbody. 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 manages approximately $2.74 trillion in client assets.

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 at Robert Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 38 years at Hefren Tillotson, Inc. and over four decades of self-employment. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, employing various separately managed account strategies and combining internal research and technology in client advice.

Melissa O’Malley is a CFP® professional with 26 years of experience in financial advising. She has worked at Robert Baird & Co. since 2022 and was previously with Hefren Tillotson, Inc. for 26 years. She is based in Pittsburgh - Wexford, PA. Melissa is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing manager-traded and model-traded strategies alongside internal research and tools.