Amanda Taylor is a financial advisor with Robert Baird & Co. and holds a Series 66 credential. She has 18 years of industry experience, including prior roles at Hefren-Tillotson. Outside of her advisory work, she serves as a board member and treasurer for Karn City Area Youth Football and occasionally works as a server at her parents' bar-restaurant. 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 a range of financial planning, portfolio management, and brokerage services, with a focus on manager-traded and model-traded strategies, tax management, and unified fee arrangements.

Thomas Edwards is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. He has 11 years of industry experience, including time at Hefren-Tillotson, Inc. Edwards serves as a volunteer trustee of the Consolidated Fund 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 serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, employing a mix of SMA strategies, overlay management, and tax-management approaches.

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.

William Fraser III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hefren-Tillotson, Inc. for 14 years prior to his current roles at Cetera and Fraser Wealthcare. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using multi-manager platforms and various program structures.

Melody Boros is a Series 66-licensed financial advisor with Edward Jones in Zelienople, PA. She has been with the firm since 2010 and has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Michael Bonelli is a financial advisor with Edward Jones in Evans City, PA, holding a Series 66 credential and seven years of industry experience. He previously worked at Yale University and the Virginia Military Institute. Outside of finance, Bonelli has been involved in youth soccer as a coach with Beadling Soccer Club and previously owned a business organizing high school college prep soccer camps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Barbara Neal is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been involved in the family business, Slater Electric & Sons Inc., where she serves as owner-president and participates in office operations. Additionally, Neal serves as a notary public for the Commonwealth of Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Joshua Knapp is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has worked at Hefren-Tillotson, Inc. since 2006 before joining Robert Baird in 2022. Outside of his advisory role, he owns and operates Fonts Fishing Lures, a business designing and assembling fishing lures. The DDK Group, a team within Robert Baird’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, internal research including artificial intelligence tools, and strategic partnerships across its advisory platform.

Amanda Tapager is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Her prior experience includes roles at SRU Federal Credit Union, Concordia Lutheran Ministries, and Paramount Senior Living at Seven Fields LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers various investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.