Brian Kocherzat is a CFA® charterholder and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held roles at Hefren Tillotson, Morgan Stanley, and PNC Wealth Management. 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 services including financial planning, portfolio management, and separately managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Maeve Donohue is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds a Series 66 designation and has previously worked at Hefren-Tillitson and iNetworks, as well as having experience at Bucknell University and Sewickley Academy. Outside of finance, she was involved with Mambo Italia for three years. Maeve is part of The DDK Group within Baird’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, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies along with internal research and technology in its advisory approach.

Vincent Kremer is a financial advisor at Thrivent Investment Management with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Thrivent since 2006. Outside of his advisory work, he serves as a board member for Al's Bike Drive, a charitable program supporting the Toys for Tots initiative in Western Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm emphasizes holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under separate billing arrangements.

Thomas Edwards is a financial advisor with Robert Baird & Co. in Pittsburgh - Butler, PA, holding a Series 66 license and 11 years of industry experience. Before joining Baird in 2022, he worked at Hefren Tillotson, Inc. for seven years. Edwards serves as a volunteer trustee for the Grand Lodge of Pennsylvania, assisting with the development of its long-term investment policy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and other wealth management services to individuals, businesses, pensions, and charitable organizations. The firm offers a range of investment strategies and emphasizes ongoing manager selection, internal research, and unique municipal advisory services.

Kenneth Breaden is a CFP® professional with 13 years of industry experience, currently with Raymond James & Associates since 2026. He previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. 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, and municipal entities, and offers a range of financial planning and consulting services supported by extensive research and multiple portfolio management styles.

Patrick Botula is a financial advisor at Raymond James & Associates with 58 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for over four decades. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Jessica Horan is a financial advisor at Robert Baird & Co. with a Series 66 designation. She has 10 years of industry experience, having worked at Hefren Tillotson from 2016 to 2023 before joining Baird. 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, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs, utilizing internal research and technology including artificial intelligence in its investment approach.

Patrick Levendusky is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. He has previously worked at BNY Mellon Securities Corp, Nuveen Asset Management, and Morgan Stanley. Levendusky is also associated with NSS Life as a financial advisor focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies.

Jo Larson is a Series 66-credentialed financial advisor with Edward Jones, based in Cranberry Township, PA, and has 21 years of experience with the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brandon Pruss is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Charles Schwab. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Dustin Thompson is a financial advisor at Robert Baird & Co. with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Hefren Tillotson, Inc. for nine years. He also serves as a board member and on the Investment Finance Committee of the Seneca Valley Foundation. He 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. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.

Robert Wilson Jr. is a financial advisor with Cetera, holding a Series 66 designation. He has multiple years of experience working across several firms, including Cetera Advisors LLC and Costanzo Financial Group. Outside of finance, he has experience in the food service industry, having worked with Big Dipper BBQ and Owego Original Italian. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple custodial relationships.

Nathaniel Sepe is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at Federated Global Investment Management Corp., Carson Wealth, and USI Consulting Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Tammy Neff is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, she worked at Hefren Tillotson and Mühlenkamp & Company. She 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 using a variety of financial planning and portfolio management strategies.

Brian Liptak is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cetera Investment Services, Northwest Advisors, and Northwest Bank, where he has also maintained a longstanding involvement. Outside of his advisory work, he holds an ownership interest in Brokers Services Marketing Group, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Jack Burton is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and previously worked at KPMG LLP and several financial institutions including Bank of America and Merrill. His background also includes multiple roles at John Carroll University. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Erin Weber is a CFP® professional with nine years of industry experience, currently serving at Raymond James & Associates since 2022. Prior to joining Raymond James, she worked at Hefren Tillotson for six years. She is involved with Women, Wisdom & Wealth, an educational initiative focused on helping women better understand finances through speaking engagements and written materials. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with diverse portfolio management styles supported by affiliated research and model managers.

Ryan Larkin is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He previously worked at Hefren Tillotson, Inc. for 14 years before joining Robert Baird in 2022. He holds a Series 66 designation. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of services including financial planning, portfolio management, and brokerage. The firm integrates manager-traded and model-traded strategies, tax-management, and the use of internal research and artificial intelligence in its advisory process.

Nicholas Merandi is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His work history includes multiple roles within Charles Schwab and Charles Schwab Bank. Outside of finance, he has experience in entrepreneurial ventures including Green Cherry Organics, Meticulous Painting LLC, and Lilliput Play Homes. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options alongside integrated custody and brokerage services.

Michael Priola is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he owns a business related to a financial practice. 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 range of planning options and integrates advisory services with other financial products and referral channels.