Jennifer Greene is a financial advisor with Robert Baird & Co. in Pittsburgh - Wexford, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her prior roles include positions at Private Advisor Group, LPL Financial, and PNC Bank. 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. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager monitoring.

Evan Gorse is a CFP® and Series 66 licensed advisor at Robert Baird & Co. with 12 years of industry experience. He has worked at Robert Baird since 2022 and previously spent seven years at Hefren Tillotson and Hefren Tillotson, Inc. He is part of The DDK Group, a team within Robert Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Justin McMahon is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to understand their personal financial situations and develops comprehensive financial plans tailored to individuals and families. He leverages his deep knowledge of financial planning to assist clients in navigating the challenges of investing. Prior to joining Fidelity Investments, Justin worked as a Financial Consultant at E*TRADE from 2019 to 2020. He has also held positions at Charles Schwab, serving as an Associate Financial Consultant from 2017 to 2019 and participating in the Financial Consultant Academy from 2015 to 2017.

Kathryn Bruckner is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 designations and has 28 years of industry experience. She previously worked at Hefren Tillotson and TIAA-CREF before joining Robert Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients, offering financial planning, portfolio management, and custody services through various managed account programs and advisory strategies.

Charles Pinchotti is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations, and has 44 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for 11 years. Outside of his advisory role, he is involved in selling various types of insurance through Beaver Valley Independent Insurance Group, LLC. 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 financial planning and investment management services, utilizing model portfolios and customized strategies supported by research and technology.

Mark Stallsmith is a ChFC® credentialed financial advisor with 34 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. since 2016, following six years at Mass Mutual Investors Services. Stallsmith is also an independent insurance agent and owner of a property and casualty insurance company. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Kimberly Pennine is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 registrations. She has eight years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, consulting, and access to third-party asset managers and wrap programs.

Timothy Mcelroy is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley from 2016 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office and Global Research teams to tailor investment plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Gretchen Ross is a Series 66-licensed financial advisor with Morgan Stanley in Sewickley, PA, and has eight years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, and previously worked at The Coury Firm from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning through dedicated advisors and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Kevin McCarthy is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Woodbury Financial Services, National Planning Corporation, and OSAIC. McCarthy is also involved in non-variable insurance activities. 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 services including financial planning, wrap and model portfolio programs, and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Kenny McGee is a Series 66-licensed financial advisor with Robert Baird & Co., bringing 27 years of industry experience. He previously spent 23 years at Hefren Tillotson, Inc. before joining Baird in 2022. 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 services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Joseph Feola Jr. is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 credentials and has 39 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves as a board member of the American Cancer Society and is president of the Pi Kappa Alpha, Alpha Theta Alumni Corporation at West Virginia University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and planning tools without providing individual security recommendations in standalone plans.

Victoria Hays is a Planning Consultant with experience in financial planning and client relationship management. She has held roles including Relationship Manager at Fidelity Investments from 2024 to 2025, Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2024, Client Solution Specialist and Manager at PNC Investments from 2016 to 2020, and Call Center Representative at Pacific Life Insurance Company from 2012 to 2016. She holds a California Insurance License. Victoria's approach focuses on understanding her clients' personal stories, family situations, jobs, and future goals to co-create customized financial plans. She prioritizes building strong relationships with clients and partnering with them in her role at Fidelity. Outside of her professional work, Victoria's personal interests include cooking and baking, parenthood, reading, and volunteering.

Kiersten Mc Cort is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in a business entity related to office subleasing. Ameriprise serves clients primarily through institutional-level retirement-income planning, focusing on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary retirement recommendations delivered in collaboration with its financial advisors.

Mark Santia is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior roles include positions at City National Bank and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with customized portfolio management and integrates in-house and third-party investment managers to tailor strategies to clients' risk profiles.

Joseph Feola III is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, he worked at Bridgeway and Northwestern Mutual and has been involved with Carlynton School District as a boy’s soccer coach. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and analysis.

Preston Muha is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. His background also includes roles outside finance, such as positions in education and construction. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, and charitable clients. The firm offers a range of advisory programs and tailors investment strategies using both in-house and third-party managers.

Luke Adams is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to grow and protect their wealth, make informed investment decisions, and simplify their financial lives. He has been with Fidelity since 2017, progressing through multiple roles that have provided him with comprehensive experience in financial planning and client support. His career at Fidelity began as an intern in 2017, followed by positions as a Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before assuming his current role. Through these roles, Luke has developed expertise in financial planning and investment consulting. Outside of his professional work, Luke is interested in beach activities, fitness, football, golf, running, and traveling.

Roger Knouse is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2007 and also operates a seasonal tax preparation service assisting relatives, friends, and clients on a separate fee basis. His tax preparation work includes year-round tax planning using tax return software. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.

Nichole Heide is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has 11 years of industry experience, having previously worked at Hefren Tillotson, PNC Bank, and PNC Wealth Management. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and advisory solutions supported by internal research and advanced investment tools.