Lynn Hyde is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2022, following an 11-year tenure at Hefren Tillotson, Inc. Lynn 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 variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research.

Randee Baer is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. She is currently with Robert Baird & Co., where she has worked since 2022, following a decade at Hefren Tillotson, Inc. Randee 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 broad range of services including financial planning, discretionary and non-discretionary portfolio management, and access to separately managed account programs, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Kyler Valecko is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018. Prior to joining RBC, he was with Ibis Signs for four years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jeffrey Schmitt is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes eight years at UBS Financial Services and his current roles at City National Bank and RBC Capital Markets, both since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with discretionary and non-discretionary management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

James Mashey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Farmers Insurance Group. In addition to his advisory work, he owns a golf simulator business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and participates in wrap programs.

Silviya Stoimenova is a financial advisor with RBC Capital Markets in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets LLC since 2014. Outside of her advisory role, she works as an independent contractor providing translation services for two companies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Martin Mancuso is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations, and has 55 years of industry experience. His career includes roles at Cambridge Investment Research, Raymond James Financial Services, and FSC Securities Corporation. He is also involved with Mancuso Enterprises, L.P., a business entity used for tax and investment purposes. 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 customized financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technological tools for research and operations.

Todd Todorich is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Merrill for 16 years before joining Raymond James. He is also a partner in Tesera LLC, an entity involved in owning undeveloped real estate for potential future development. 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 wide range of clients—including individuals, institutions, and municipal entities—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Bret Wagner is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2005. In this capacity, he works primarily with high net worth clients, focusing on financial planning. Prior to joining Fidelity Investments, Bret served as a Client Service Full Trader at Charles Schwab Corporation from 1999 to 2004. With 26 years of experience in the financial services industry, Bret brings extensive knowledge in client-focused financial strategies and portfolio management. His career experience encompasses both trading and comprehensive financial consulting. Outside of his professional work, Bret enjoys boating, fishing, golf, and outdoor adventures.

Andrew Aufderheide is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds the Series 66 designation and previously worked at Hefren-Tillotson Inc. for 14 years before joining Robert Baird in 2022. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing manager-traded and model-traded strategies, tax management, and internal research, including artificial intelligence tools, to support client recommendations.

William Mulvaney Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning and offers both direct client services and corporate financial planning agreements.

Richard Schneider Jr. is a CFP® and holds a Series 66 license with Edward Jones in Wexford, PA, where he has worked for 10 years since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and organizations. The firm offers discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Dishart is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Robert Baird in 2022, he spent 26 years at Hefren Tillotson, Inc. He is a passive investor in ALPX Energy. Robert Baird & Co. serves individual, corporate, pension, and charitable clients through its Private Wealth Management division, offering financial planning, portfolio management, and brokerage services. The firm manages assets using a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and tools including artificial intelligence.

Kimberly Fleming is a CFA® charterholder with 47 years of industry experience. She currently serves as an advisor at Robert Baird & Co., joining the firm in 2022 after a 43-year tenure at Hefren Tillotson, Inc. Fleming holds board positions with the Buhl Foundation and Dollar Bank. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by home-office research and tools.

Jessica Stofko is a Planning Consultant at Fidelity Investments, where she collaborates with individuals and families to develop and maintain strategies aimed at growing, managing, and protecting their wealth through ongoing financial planning. She has been with Fidelity Investments since 2021, progressing through roles as Investment Consultant and Financial Consultant before her current position. Prior to joining Fidelity, Jessica served as a Financial Advisor at Ameriprise Financial Services, LLC from 2014 to 2021. Her experience encompasses various aspects of financial advisory services, focusing on personalized client strategies and wealth management.

Joseph Ford III is a Series 66-credentialed financial advisor with Edward Jones, based in Allison Park, PA, where he has worked since 2014. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Danielle Slacker is a CFP® with 11 years of industry experience, currently affiliated with Cetera. She has held roles at multiple firms, including Avantax and Cambridge Investment Research Advisors, and serves as Senior Tax Manager at Mercadante & Company, P.C., where she provides tax planning, preparation, and consultation services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Kira Napolitano is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2017 before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored strategies using a combination of in-house and third-party investment managers and tools.

John Wojtowicz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at Harvest Financial Corporation for 35 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network of representatives, providing access to model portfolios, third-party asset management, and institutional platforms.

Carly Seneca is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Her prior roles include positions at Pensionmark Securities, Harvest Financial, and BNY Mellon. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management options and model-based solutions tailored to client objectives.