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.

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.

Mark O'Leary is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2014 and previously held positions at Merrill from 2005 to 2011 and 2013 to 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and nonprofit entities. The firm offers tailored financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Zachary Ross is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. He has previously worked at Northwestern Mutual and Edward Jones and spent over a decade with JetBlue Airways. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Kevin Murray is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999, including its prior iteration as Axa Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a variety of third-party asset managers and advisory models to deliver tailored investment solutions.

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.

Michael Gielarowski is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and PNC Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Debbie Montag Evans is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 designations and has 18 years of industry experience. Her prior roles include positions at Hefren Tillotson and LPL Financial. She is based in Pittsburgh - Butler, PA. She 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. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

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.

Landon Oddono is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. He has worked at LPL Financial since 2018 and has prior experience at Junior Achievement of Western PA and Penn Stater Hotel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Daniel DeCola is a Financial Consultant at Fidelity Investments, where he has worked since 2014 in various capacities, including Financial Representative, Investment Consultant, and currently as a Financial Consultant. His career in finance spans roles at Bank of America as an Operations Consultant and Merrill Lynch as a Valuations Analyst. Throughout his career, Daniel has focused on building long-term client relationships and guiding clients through wealth accumulation and protection. He emphasizes developing financial plans aimed at pursuing better futures for clients and their families. Outside of his professional work, Daniel has interests in baseball, golf, outdoor adventures, parenthood, and traveling.

Alphonse Weber is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked for Hefren-Tillotson for 13 years before joining Raymond James in 2022. Raymond James & Associates, Inc. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Ronald Powell is a financial professional with 24 years of industry experience, currently with Cetera. He holds a Series 66 designation and has worked at firms including Greater Allegheny Financial Group and Securian Financial Services. Outside of his advisory role, he serves as an agent and broker at Greater Allegheny Insurance Agency Inc and is involved with tax and accounting activities at Stowe Tax Accounting. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets.

Michael Manns is a Planning Consultant at Fidelity Investments, where he has been assisting clients since 2022. He specializes in preparing financial plans tailored to clients' family situations, preferences, and concerns. Michael emphasizes the importance of flexibility in financial planning to accommodate life events and changing market conditions. Prior to his current role, Michael worked as a Wealth Strategist at PNC Investments from 2021 to 2022 and as a Client Solutions Specialist at PNC Investments from 2018 to 2021. His professional experience spans various aspects of financial planning and client advisory services. Outside of his professional work, Michael has personal interests in fitness, movies, and theater.

Daniel Chittock is a financial advisor at Edward Jones with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Edward Jones since 2019. Prior to that, he was employed at NYLIFE Securities LLC and New York Life Insurance Company for one year each. He also served at Bethesda Baptist Church for 23 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Mirko Loncar is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. He has been with Raymond James Financial and affiliated entities since 2018, and prior to that, he worked at UCB, Inc. Loncar is also a partner in a start-up real estate investment LLC, Dives Terram LLC, which currently has no active business operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting services to client goals while supporting a large advisor network and institutional consulting.

Aimee Flatley is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several financial firms, including Citizens Securities, Inc., Key Investment Services LLC, and LPL Financial LLC. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.