Eric Mozur is a Series 66 credentialed advisor with 13 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 13 years at Hefren Tillotson, Inc. He is based in Pittsburgh - Butler, PA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. Baird employs a mix of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 31, 2025.

Ryan Hollenbach is a financial advisor with Cetera, holding a Series 66 designation and possessing 21 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers, serving over 10,000 advisors and approximately 800,000 clients nationwide.

John Kautz is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and previously worked at Hefren-Tillotson, Inc. and ADP, LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that 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, utilizing a combination of manager-traded and model-traded strategies supported by internal research and investment professionals.

Tracy Mceuen is a financial advisor at Raymond James & Associates with nine years of industry experience. Prior to joining Raymond James in 2024, she worked at Bank of America and Merrill from 2018 to 2024 and spent 15 years at Mead Johnson Nutrition. She is a member of TSJ Farm LLC, where she handles bookkeeping and bill payment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, emphasizing non-discretionary planning supported by extensive research and a broad range of portfolio management styles.

Grant Fleming is a CFP® professional with 12 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services that include manager and model-traded SMA strategies, tax management, and custody solutions.

Yuri Demetris is a CFP® with 17 years of experience in the financial industry. He currently works at Ameriprise and previously spent 11 years at The Huntington Investment Company. He serves as a board member for the Mars Girls Youth Basketball Association in Pennsylvania. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Jacob Schmidt is a Series 66-licensed advisor at LPL Enterprise with one year of industry experience. His prior roles include positions at Firewater Response, Realty ONE Group Gold Standard, and Waynesburg University. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through a primarily model-driven investment approach.

Trevor Mc Cance is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Hefren Tillotson and LPL Financial. He is part of The DDK Group within Robert W. Baird & Co.’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, separately managed accounts, and custody and brokerage services, supported by home-office investment professionals and a combination of manager-traded and model-traded strategies.

Mark Paschel is a Planning Consultant at Fidelity Investments, where he supports families in understanding their financial needs and goals while delivering dedicated service. He has been with Fidelity since 2023, initially serving as a Financial Representative, then as a Relationship Manager before assuming his current role in 2026. His experience at Fidelity Investments spans several positions, providing him with a comprehensive understanding of financial planning and client relationship management. Mark focuses on helping clients achieve their financial objectives through personalized strategies. Outside of work, Mark engages in activities such as spending time at the beach, participating in family activities, fitness, social events with friends, music, and traveling.

Matthew Blazewick is a Series 66 credentialed advisor with Robert W. Baird & Co. He has three years of industry experience, including prior roles at Hefren-Tillotson and work at the University of Pittsburgh and Connoquenessing Country Club. Baird’s DDK Group, where Blazewick is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a variety of financial planning, portfolio management, and brokerage services, employing both manager-traded and model-traded strategies with ongoing manager selection and internal research support.

John Grence is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market simulations to assist clients in modeling financial outcomes.

Allison O'Brien is a CFP®-certified financial advisor with 18 years of industry experience. She currently works at Robert Baird & Co., where she has been since 2022, following 15 years at Hefren Tillotson Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, combining manager-traded and model-traded strategies with tax management and unified fee arrangements.

Michael Kemper is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab & Co., Inc. since 2015 and Charles Schwab Bank, SSB since 2016. Charles Schwab & Co., Inc. serves a primarily high- and ultra-high-net-worth client base through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options within an integrated advisory, brokerage, and custody platform.

Kelly Knight is a Financial Consultant at Fidelity Investments, a role she has held since 2019. She has been with Fidelity Investments since 2015, progressing through positions including Financial Representative I, Relationship Manager, and Financial Consultant I. Kelly works closely with her clients to understand their goals, preferences, and concerns to develop personalized financial plans. Her experience spans multiple roles within Fidelity, providing her with comprehensive knowledge of financial consulting and client relationship management. Kelly emphasizes partnership with clients to create plans that align with their priorities. Outside of her professional work, Kelly enjoys activities such as spending time at the beach, hiking, traveling, reading, and engaging in family activities. She also has an interest in pets.

Kyle Klinek is a Financial Consultant at Fidelity Investments. He has held various roles within Fidelity since 2022, including Planning Consultant, Relationship Manager, Investment Solutions Representative II and I, and Customer Relationship Advocate. His experience spans client relationship management and investment solutions. Kyle holds an Arkansas Insurance License. He focuses on helping clients replace financial stress with clarity and confidence through education, personalized planning, and knowledge of financial markets. His approach emphasizes understanding clients' situations on a deeper level to add value to their lives. Outside of his professional work, Kyle enjoys fitness, attending social events with friends, visiting museums, music, outdoor adventures, and traveling.

Ryan Felice is an advisor at Fidelity Investments with Series 63 and 65 credentials and approximately one year of industry experience. His prior work history includes roles at Bill Few Associates, Inc., WesBanco, Inc., and various positions at The Pennsylvania State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Nicholas Streit is a financial advisor at Thrivent Investment Management with 16 years of industry experience and holds the Series 66 designation. His prior roles include positions at Facet Wealth, Zacks Investment Management, Avantax Investment Services, Morningstar Investment Services, and Scottrade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics without implementation services. The firm emphasizes goal-based planning combined with managed-account options under a consolidated billing approach, focusing on ongoing reviews delivered through a network of financial advisors.

Amanda Taylor is a financial advisor at Robert Baird & Co. with 18 years of industry experience and holds a Series 66 designation. She previously worked at Hefren-Tillotson for over a decade and rejoined the firm’s successor before joining Robert Baird in 2022. Outside of her advisory role, she works as a server at her family’s bar-restaurant and serves as Treasurer and Board Member for the Karn City Area Youth Football organization. Robert Baird & Co. serves individuals, corporate and business clients, pension plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with tax management and direct indexing, supported by ongoing research and internal tools including artificial intelligence.

Joel Sirota is a CFP® and Series 66-licensed financial advisor with two years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Waldron Private Wealth, LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis.

Christine Farrell is a financial advisor at Robert Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously spent 23 years at Hefren Tillotson, Inc. Farrell serves as a board member of the Pittsburgh Presbytery Foundation and participates on its Investment and Finance Committee. She 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 through a range of financial planning, portfolio management, and brokerage services.