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 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Cambridge Investment Research Advisors, and United Capital Financial Advisers. Outside of her advisory role, she is a commissioned notary in Gibsonia, PA. The DDK Group at Robert W. Baird & Co., where she is based, serves individuals, corporate clients, pension and 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 along with tax-management and direct-indexing capabilities.

Debbie Montag Evans is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 66 licenses. She has 18 years of industry experience, previously working at Hefren Tillotson and LPL Financial. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department. The firm serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering a variety of financial planning and portfolio management services that include separately managed accounts and tax-management strategies.

Donald Healy is a financial advisor with UBS Financial Services in Wexford, PA, holding a Series 63 designation and 42 years of industry experience. He has been with UBS since 1984. Outside of his advisory role, he is a partner in a real estate rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Kent Clifton is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor Axa Advisors LLC. Outside of his advisory role, Kent is a board member of the POISE Foundation and participates in the BNI networking group in Western Pennsylvania. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm’s advisory services include firm-offered programs and referrals to third-party asset managers, with a focus on matching clients to appropriate investment models and discretionary managers.

Olivia Gilliland is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 designation and has previously worked at Armco Credit Union and David L Gordley, DDS LLC. Olivia is also a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Adam Davidson is a financial advisor with Robert Baird & Co. and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including nearly three decades at Hefren-Tillotson, Inc. and four years with Robert Baird & Co. The DDK Group, part of Robert W. 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, portfolio management, and brokerage services supported by internal research, manager selection, and strategic partnerships.

Charles Headley is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 37 years of industry experience. He has worked at LPL Financial since 2022 and has a long tenure with Cuna Mutual Group and Cuna Brokerage Services, both since 1991. Headley operates a DBA for his LPL business through MEMBERS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Gary Merge is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has worked with Raymond James Financial since 1999 and has held roles at firms including Allegheny Capital Management, Inc. and Vissman Management LLC. Merge is also involved as an advisory board director for Avalotis Corporation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and a large advisor network.

Rishi Anand is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Morgan Stanley, where he worked from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Justin Yasko is a CFP® and Series 66 credentialed advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and has also been with Hefren Tillotson since 2016. 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 range of financial planning and portfolio management services supported by internal research and strategic partnerships.

Michael Law is a CFP®-credentialed financial advisor with 25 years of industry experience, currently affiliated with LPL Financial in Seven Fields, PA. He previously worked at Good Life Advisors, LLC for five years and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Chad Restori is a CFP® with 14 years of industry experience, currently serving at Robert Baird & Co. since 2022. He previously worked at Hefren Tillotson, Inc. from 2011. Restori is a member of the finance committee at Central Catholic High School in Pittsburgh. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and custody. The firm combines manager-traded and model-traded strategies with ongoing manager selection supported by internal research and uses distinctive features such as municipal advisory services and strategic partnerships.

Danielle Hines is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2022, following a prior role at Hefren Tillotson beginning in 2017. Robert Baird’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies alongside ongoing investment research and monitoring.

Tracy Derouin is a financial advisor with Edward Jones in New Kensington, PA, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and operates under a fiduciary standard.

Michael McGrath is a CFP® designated financial advisor with over 22 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously at Hefren-Tillotson, Inc. since 2004. He is part of The DDK Group at Robert W. Baird & Co., which serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, utilizing internal research, manager-traded and model-traded strategies, and employs both discretionary and non-discretionary approaches.

Katherine Morris is a financial advisor at Ameriprise with 39 years of industry experience. She has been with Ameriprise and its predecessor firm since 1988. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies.

Noah Vokes is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in pharmaceuticals, orthodontics, elder care, and at the University of Pittsburgh. Outside of his advisory role, he is a part-time health and wellness class guide at MindFuel in Pittsburgh. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of wealth management services, including portfolio management and financial planning, utilizing both manager-traded and model-traded SMA strategies and internal research tools.

Anthony Gaslevich III is a Series 66-licensed financial advisor with UBS Financial Services, where he has worked since 2003. He has 24 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Samantha Hirkala is a Series 66-licensed advisor at Robert Baird & Co. with four years of industry experience. She has worked at Robert Baird & Co. since 2022 and previously held positions at Hefren-Tillotson, Wells Fargo Advisors, and Chilton Investment Co. The DDK Group at Robert W. Baird & Co., where she works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and technology tools.