Pittsburgh South Hills, PA Office

Daniel Richmond is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Robert Baird & Co., where he has worked since 2022, and previously worked at Hefren Tillotson, Inc. since 2007. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a wide range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax management, and internal research tools, including artificial intelligence, to support its advisory work.

Craig Mcroberts is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hefren Tillotson, Inc. since 1993 before joining Robert Baird & Co. in 2022. 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. The firm offers a variety of financial planning, portfolio management, and advisory services utilizing a combination of manager-traded and model-traded strategies, with ongoing investment oversight and the use of internal research and technology tools.

Michael Horan is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has worked at both Robert Baird & Co. and Hefren-Tillotson, Inc. since 2015. The DDK Group at 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 services including financial planning, portfolio management, and separately managed account programs, supported by internal research and technology such as artificial intelligence.

Patricia John is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2022, previously serving at Hefren-Tillotson, Inc. for 16 years. She is part of The DDK Group within Robert 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 services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and use of artificial intelligence in client advice.

Adam Hubert is a financial advisor at Robert Baird & Co. with a Series 66 designation and five years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held positions at Hefren-Tillotson, Inc., Saint Vincent College, and the Pittsburgh Steelers. 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, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies alongside internal research and technology in its advisory process.

Mary Meiman is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and two years of experience in the industry. Her prior work includes roles at Propel Schools and Wheeling Jesuit University. She is part of The DDK Group, a team within 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 and manages approximately $394 billion in assets as of December 31, 2025.

Steven Fischetti is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Baird in 2020. Outside of his advisory role, he serves on the boards of the George Benson Scholarship Fund and Powerloom Corporation, and is also a board member of South Hills Country Club. Baird’s Private Wealth Management department, including the DDK Group where Fischetti works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.

Kaitlyn Dizon is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and previously worked at Hefren Tillotson and FlexScreen. Outside of her advisory role, she coaches the varsity girls basketball team at Belle Vernon Area High School. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm manages approximately $394 billion in regulatory assets and provides a range of investment strategies, including manager-traded and model-traded SMA approaches, supported by internal research and strategic partnerships.

Alfred Vallano Jr. is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird since 2022, following over three decades at Hefren-Tillotson, Inc. He serves as a board member and on the Investment/Finance Committee of Family House, a nonprofit organization. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, internal research, and ongoing monitoring to support its advisory approach.

Paige Myers is a financial advisor with Robert W. Baird & Co. based in Pittsburgh - South Hills, PA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked at Totum Realty Advisors LLC and held various roles in hospitality and real estate-related positions. The DDK Group at Robert W. Baird & Co., where Myers is a team member, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, utilizing a mix of managed account strategies, tax management, and internal research capabilities.

Janine Hauck is a financial advisor at Robert Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has worked at Hefren Tillotson, Inc. since 1999 before joining Robert Baird in 2022. Hauck participates in giving presentations for PALyme Resource Network. 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 financial planning and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and municipal advisory services.

Richard Roberto III is a CFP® professional with four years of industry experience, currently advising at Robert W. Baird & Co. in Pittsburgh - South Hills, PA. His prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group, as well as work outside of finance at DICK's Sporting Goods and Penn State University. Robert W. Baird & Co.’s Private Wealth Management department, where he is part of The DDK Group, 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, using both manager-traded and model-traded strategies alongside ongoing manager oversight supported by internal research and AI tools.

Madison Novak is a financial advisor at Robert Baird & Co. with the Series 66 designation and two years of industry experience. Prior to joining Baird, Novak worked at Federated Hermes and has a diverse background including roles at FedEx Ground, Robert Morris University, Ralph Lauren, and Fort Cherry Junior-Senior High School. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a broad range of clients including individuals, corporate and business clients, pensions, and charitable organizations. Baird offers financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies, supported by internal research and technology, and manages approximately $394 billion in regulatory assets as of December 31, 2025.

Nancy Gunter is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds a Series 66 designation and has worked at Hefren Tillotson, Inc. since 1997 before joining Robert Baird in 2022. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, internal research including artificial intelligence tools, and offers municipal advisory services alongside its investment offerings.

Benjamin Morgret is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and previously worked at Federated Global Investment Management Company and its affiliates from 2019 to 2025. Outside of his advisory role, he is a partner and registered agent at Morgret Real Estate LLC. He is part of the DDK Group within Baird’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, discretionary and non-discretionary portfolio management, and utilizes a mix of SMA strategies, tax management, and internal research tools to support client advice.