Andrew Schliepp is a Series 66-licensed financial advisor at Robert W. Baird & Co. with 21 years of industry experience, including 19 years at Baird. He serves clients from Wausau, Wisconsin. Outside of his advisory role, he is treasurer of the Lincoln Gun Club in Merrill, Wisconsin. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a mix of discretionary and non-discretionary strategies supported by internal research and investment tools.

Dan Gilipsky is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has worked at Baird since 2010 and was previously with UBS Financial Services from 2006 to 2010. Outside of his advisory role, he occasionally assists with rental property management. Baird’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, with ongoing investment manager oversight and integration of internal research tools.

Charles Wheeler is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and has 44 years of industry experience. He has worked at Robert Baird & Co. since 1996 and previously at Merrill Lynch, Pierce, Fenner & Smith. Outside of his advisory role, Wheeler is a passive investor involved in family LLCs that engage in non-investment real estate activities. 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 variety of services including financial planning, portfolio management, and separately managed accounts, employing manager-traded and model-traded strategies with ongoing investment monitoring.

Craig Mcroberts is a financial advisor with Robert Baird & Co. based in Pittsburgh - South Hills, PA. He holds Series 63 and Series 65 credentials and has 33 years of industry experience, including 29 years at Hefren Tillotson, Inc. prior to 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 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 custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies with ongoing home-office investment oversight.

Heather Rock is a financial advisor at Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she serves as a trustee for the French American School of Puget Sound and acts as an advisor and mentor for Waterlilly Caregiving Inc. She is also a director and owner of Treen Corporation, a private company. Heather is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services using a combination of in-house and third-party managers and provides both traditional and complex investment strategies.

James Jolly III is a financial advisor at Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation with three years of industry experience. He has been with Baird since 2022 and previously worked at White Lodging Services and Article Menswear. The DDK Group, a team within Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and customized separately managed account programs, combining manager-traded and model-traded strategies alongside ongoing investment research and monitoring.

Robert Geenen Jr. is a financial advisor at Robert W. Baird & Co. with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 1994 and at Nmis since 2001. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

John Allen is a financial advisor with Robert Baird & Co. in Spokane, WA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, employing a range of investment strategies and overlay services.

Scott Clausen is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for seven years before joining Robert Baird in 2019. Clausen holds a Series 66 designation. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and brokerage services, supported by internal research and manager selection.

Whitney Goldstein is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2016. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by internal research and a mix of manager-traded and model-traded strategies.

Thomas Carroll is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co., Inc. since 2008. He works within The DDK Group, a team in Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of traditional and non-traditional investment strategies along with discretionary and non-discretionary management options.

Bradley Hipps is a financial advisor at Robert W. Baird & Co. with 8 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, BB&T Securities, and Fidelity Brokerage Services. He 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 range of financial planning and portfolio management services, employing a combination of manager-traded and model-traded SMA strategies along with tax-management and direct-indexing capabilities.

Bradley Colvin is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He previously worked at Hefren Tillotson for seven years before joining Robert Baird & Co. in 2022. Colvin is part of The DDK Group, a team within Robert Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded SMA strategies, tax-management, and internal research tools.

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.

Joseph Hoon is a financial advisor with Robert W. Baird & Co. Inc. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Ashley Apanowicz is a financial advisor at Robert W. Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2019, following four years at Hilliard Lyons. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Benjamin Klenke is a financial advisor with Robert W. Baird & Co. in Racine, WI, holding a Series 66 credential and 11 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, including high net worth clients, 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 separately managed account programs, supported by internal research, manager selection, and the use of artificial intelligence in client advice.

William Trasowech is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked at Makusafe Crop and Nationwide Mutual Insurance Company. Prior to his career in finance, he spent 19 years in full-time education. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and incorporates internal research and technology, including artificial intelligence, in its advisory process.

Michael Holland is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019. He also has a long-standing involvement with LifeGate Church. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored consulting and portfolio services to individuals, families, institutions, and charitable organizations. The group offers a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services.

Nancy Stevens is a financial advisor with Robert W. Baird & Co. in Boulder, CO, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Baird since 2017 following a two-year retirement period. Outside of her advisory role, Stevens serves as a board member of the nonprofit philanthropic foundation Philanthropiece and is chairman of Boulder Community Health. Baird’s Private Wealth Management department, including the DDK Group team where Stevens works, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, tax management, direct indexing, and ongoing manager selection supported by internal research and technology to provide tailored wealth management solutions.