James Meredith is a CFA® charterholder and holds a Series 66 license, with 22 years of industry experience. He has worked at Robert Baird & Co. since 2022, following a 19-year tenure at Hefren Tillotson, Inc. Outside of his advisory role, Meredith is a lecturer at Saint Vincent College, where he teaches a CFA Level 1 prep course to business students. He also serves as a troop leader for Boy Scouts of America Troop 404 in Cranberry Township. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded SMA strategies, tax management, and internal research tools.

Cory Cyprowski is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Guggenheim Funds Distributors, ADP Broker Dealer Inc., and Aires. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Raymond Ballantine is a CFP® professional with 40 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 24 years at Hefren Tillotson, Inc. 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 financial planning and portfolio management services, utilizing internal research, model-traded strategies, and discretionary management, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Chad Edwards is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Baird in 2022, he worked for seven years at Hefren Tillotson, Inc. Edwards serves as Treasurer of Lodge 45 Free & Accepted Masons of Pennsylvania and is a board member of the Masonic Fund Society’s Investment/Finance Committee. The DDK Group at Robert W. Baird & Co. provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and the use of advanced tools in delivering financial advice.

Joaquin Lopez is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 designation and previously worked at Lincoln Investments for 23 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Olimpio Grieco is a financial advisor at RBC Capital Markets with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Allianz Global Investors and SG Americas Securities, LLC. Outside of finance, he has worked in the outdoor recreation industry with Laurel Highlands Whitewater Rafting. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by a broad capital-markets platform.

Joseph Hadobas is a financial advisor with Cambridge Investment Research Advisors in Wexford, PA, holding Series 63 and Series 66 licenses and totaling 27 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2013 and previously worked at Equitable Advisors from 2005 to 2013. Outside of his financial advisory role, he serves as a finance council member for St. Patrick/St. Stanislaus Kostka Parish in Pittsburgh and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians and develops proprietary model strategies under the Founders Gate Capital brand.

Maxwell Freed is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, he held positions at UBS Financial Services, Inc., and has diverse work experience including roles in education and the hospitality and brewing industries. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies, incorporating both in-house and third-party managers, along with features such as tax management and responsible investing.

John Ivory is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory work, Ivory serves on the board of Mars UP Church and is a committee member of Rich-Mar Rotary, where he helps set up scholarships for students. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Samuel Dippold is a CFP® and holds a Series 66 designation with 16 years of experience in the financial industry. 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 within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. Baird offers a range of services including financial planning, portfolio management, and custody with an investment approach that combines manager-traded and model-traded strategies, tax management, and the use of internal research and technology.

Luke Edwards is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. Throughout his career at Fidelity, Luke has accumulated experience that supports his approach to partnering with clients to develop thorough financial plans aimed at achieving their unique definitions of financial success. His professional journey encompasses roles focused on investment consulting, planning, relationship management, and client advocacy. Outside of his professional life, Luke's personal interests include comedy, family activities, food, golf, parenthood, and swimming.

Karen Hartley is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 credential and 20 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she owns KH Strategic Initiatives, LLC, a consulting business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income and tax-aware withdrawal strategies.

Patrick Byrne Jr. is a CFP® with 26 years of industry experience, currently serving at Edward Jones since 1999. He is based in Pittsburgh, PA, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Lara Stunkel is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation. Prior to joining Baird, she was involved with PSquare Scents, LLC and volunteered with Animal Friends. The DDK Group at Robert W. Baird & Co., where Lara works, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Nicholas Mitchell is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds a Series 66 credential and previously worked at Hefren Tillotson and Minnotte Contracting Corp. He has been with Robert Baird & Co. since 2022. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and ongoing investment research to support client advisory needs.

Frank Emmerling Jr. is a financial advisor with RBC Capital Markets in Gibsonia, PA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on each client’s risk profile, using a combination of in-house and third-party managers.

Richard Dameron is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Dameron is a Vietnam veteran who served in the United States Army Security Agency from 1962 to 1966 and owns Fernwood Enterprises LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Chelsea Harless is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2020. Outside of her advisory role, she is the sole proprietor of Woods & Spice LLC, a retail and online store based in West Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling in its financial planning process.

Kevin Tatar is a financial advisor at OSAIC with 23 years of industry experience. He previously worked for Lincoln Financial Advisors for 22 years. He holds Series 63 and Series 65 designations, and his outside activities include offering and servicing fixed insurance products such as annuities and life insurance. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports various client types, including high-net-worth households, retirement plans, charities, and corporate clients.

Michael Keefer is a financial advisor with Equitable Advisors in Zelienople, PA, holding a Series 66 designation and 24 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Keefer is also the owner of R E Lane LLC, a CPA firm serving as a trusted advisor in conjunction with his financial advisory role. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various advisory programs through a network of representatives and partners with third-party asset managers for portfolio implementation.