ADVISOR BIO

Paul Jude Baroffio is a financial advisor at Robert W. Baird & Co. Inc., located in Pittsburgh, PA. Paul is a highly experienced advisor with over 30 years of experience in the financial services industry. Paul has worked with a range of clients, including individuals, families, businesses, and institutions. Paul is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Paul Brahan is an Investment Advisor Representative with Kovitz Investment Group Partners, LLC. Paul has a strong background in the financial services industry. Before joining Kovitz Investment Group Partners, LLC, Paul worked at PNC Investments and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul has passed several industry exams, including the Series 7, Series 6, Series 63 and Series 65. Paul is a Certified Financial Planner. Paul is registered with the state of Pennsylvania.

SPECIALIZATIONS

ADVISOR BIO

Philip Venanzi is a financial advisor with Fort Pitt Capital Group, LLC, a firm that has a strong presence in the Pittsburgh area. Philip Venanzi is a Certified Financial Planner and has experience in the financial industry working with a variety of clients, including individuals, corporations, and charitable organizations. Philip Venanzi is well-versed in both individual and business financial planning. Philip Venanzi has worked in the financial industry for over 7 years, with experience at firms such as Equitable Advisors, LLC and Allegheny Investments, Ltd.. Philip Venanzi is a Registered Investment Advisor (RIA) in Pennsylvania and is committed to providing his clients with comprehensive financial advice and services.

SPECIALIZATIONS

ADVISOR BIO

Phillip Brenden Gebben is an investment advisor representative with Absolute Capital Management, LLC in Pittsburgh, Pennsylvania. Phillip Brenden Gebben has been in the industry since 1997. Phillip Brenden Gebben is registered with the state of Pennsylvania. Absolute Capital Management, LLC is a Registered Investment Advisor with the SEC. The firm provides advisory services to individuals, investment companies, and pension and profit sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Rachel Margaret Abu hawili is a financial advisor registered with Robert W. Baird & Co. Inc. Rachel has been in the industry since 2006 and has a Series 66, Series 7, and SIE license. She has a strong background in financial planning and portfolio management. Rachel has experience working with a variety of clients including individuals, businesses, and institutions. She has a strong track record of success in helping clients achieve their financial goals. Rachel is committed to providing her clients with personalized service and tailored advice.

SPECIALIZATIONS

ADVISOR BIO

Ravindra Koka is an Investment Advisor Representative with Stock Snips, Inc. Ravindra has been in the industry since 2008. He is registered with the state of Pennsylvania and holds the Series 65 license. Ravindra is a specialist in providing portfolio management for investment companies, working with clients including investment companies, other investment advisors, and corporations or other businesses. Stock Snips, Inc. is based in Pittsburgh, PA and specializes in licensing systematic portfolio models to investment advisors and fund managers as well as news sentiment data for U.S. equities.

SPECIALIZATIONS

ADVISOR BIO

Richard Gary Vozel is a financial advisor with over 25 years of experience in the industry. Richard is currently registered as a Registered Representative with Morgan Stanley, based out of the firm's Pittsburgh, Pennsylvania office. Prior to this, Richard worked for Wachovia Securities, LLC in Sewickley, Pennsylvania. Richard is registered as a broker in several states and is also registered as an investment advisor representative in Pennsylvania and Texas. Richard is dedicated to providing financial advice to individual clients and has a proven track record of success.

SPECIALIZATIONS

ADVISOR BIO

Richard Deitrick is a financial advisor registered with Morgan Stanley. Richard has been in the financial services industry since 1987 and has experience with securities and investment advisory services. Richard has a strong track record of success in the industry and is committed to providing clients with the highest level of personalized service. Richard is dedicated to helping clients reach their financial goals and provides a wide range of services including investment planning, portfolio management, and retirement planning. Richard is a dedicated professional with a passion for helping clients achieve their financial dreams.

SPECIALIZATIONS

ADVISOR BIO

Richard Roberto is an Investment Advisor Representative at Kovitz Investment Group Partners, LLC, a firm with offices in Chicago, Illinois and Pittsburgh, Pennsylvania. Richard Roberto is licensed in Pennsylvania and Texas. Richard Roberto has been in the financial services industry since 2013 and is a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Robert David Levalley is an active investment advisor representative for Morgan Stanley. Robert has been in the financial services industry since 1985. Prior to joining Morgan Stanley, Robert worked for CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Robert holds the Series 3, 7, 63, and 65 licenses. Robert is registered to provide investment advice in several states, including Ohio, Pennsylvania, Texas, and more.

SPECIALIZATIONS