Robert Douglas Roar Jr.

Tamara Williams is a CFP® with 27 years of industry experience, currently serving as an advisor at Archer Investment Corporation since 2018. She previously worked at HD Vest for 15 years and has operated her own accounting and tax preparation business as a CPA since 2002. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a comprehensive investment process that includes personalized financial assessments and diversified portfolio construction across multiple asset classes.

Timothy Rayburn is a financial advisor with Money Concepts Capital Corp in Grayson, KY, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked concurrently since 2011 at Whitley Gahm & Rayburn CPAs PLLC and is involved with Growing Lucasville Opportunities Inc., a charitable organization. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven, asset-allocation strategies and collaborates with third-party managers and service providers to support its programs.

Barbra Kitchen is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has been with Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies and overlay services to meet client goals and risk tolerances.

James Norris III is a financial advisor at Robert Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 23 years. Outside of his advisory role, he serves on the Investment Committee of First Presbyterian Church and participates in several local organizations including a community investment club and the board of a country club. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing.

Stephanie Mc Knight is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019. Prior to that, she was with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliary Lyons from 1997 onward. She serves as a trustee of two family-related trusts, overseeing assets and assisting with distribution decisions. 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, pensions, and charitable organizations. The firm utilizes a range of investment strategies and internal research, including artificial intelligence, and has approximately $394 billion in regulatory assets under management as of December 2025.

Victoria Wellman is a financial advisor with Robert Baird & Co., holding a Series 66 designation. She has been with Baird Private Wealth Management since 2024. Prior to joining Baird, she worked at Paul J Alvarado PC and The Ticket Clinic. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a range of strategies including traditional and non-traditional allocations, using both in-house and third-party managers to meet client goals.