Martin Johnson is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2024. Prior to joining Baird, he held positions in energy, hospitality, education, and healthcare sectors. Outside of his advisory role, he coaches at a local CrossFit gym during weekends and holidays. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services utilizing a range of strategies and investment options.

Kevin Cross is a financial advisor at Robert W. Baird & Co. in Denver, Colorado, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has worked at Robert W. Baird & Co. since 2013 and has prior experience with Charles Schwab bank, Charles Schwab, and Prudential Equity Group. The DDK Group, part of Baird’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, separately managed accounts, and municipal advisory services, with an investment approach supported by in-house research and technology tools.

Thomas Gowin is a financial advisor with Robert Baird & Co. in Indianapolis, IN, holding Series 63 and Series 65 designations and 22 years of industry experience. His career includes roles at J.J. B. Hilliard, W.L. Lyons, LLC, OneAmerica Securities, Inc., and Bedel Financial Consulting Inc. 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 and profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and specialized managed account programs, supported by internal research and ongoing manager monitoring.

Loren Law is a financial advisor with Robert W. Baird & Co. in Plymouth, MN, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Robert W. Baird since 2008. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations with a range of financial planning and portfolio management services. Baird utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research, managing approximately $394 billion in regulatory assets under management as of December 2025.

Kegan Fassler is a financial advisor at Robert W. Baird & Co. in Eau Claire, WI, holding a Series 66 designation with eight years of industry experience, all at Robert W. Baird & Co. He serves as treasurer at Bethlehem Lutheran Church. The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services.

Chase Thomas is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and nine years of industry experience. He previously worked at Money Concepts Capital Corp and Heritage Bank. Outside of his advisory role, he is a board member and treasurer for the Pennyrile Children’s Advocacy Center and directs an annual off-road motorcycle event through Thomas Brothers Promotions, LLC. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and other institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Ross Johnson is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2019, following roles at Huntington National Bank and Wells Fargo Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options to align with client goals and risk tolerances.

Karen Ellingboe is a Series 63 licensed financial advisor with Robert Baird & Co. in West Des Moines, Iowa. She has 29 years of industry experience and has been with Robert Baird & Co. for 30 years. 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 utilizing both manager-traded and model-traded strategies, supported by internal research and ongoing manager monitoring.

Grant Reffett is a financial advisor with Robert Baird & Co. in Denver, Colorado, holding the Series 66 designation and five years of industry experience. Prior to joining Baird in 2021, he worked at Epic Systems and owned Grant and JJ LLC, a non-investment-related business. 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 variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and artificial intelligence tools.

Peter Gaffaney is a financial advisor at Robert Baird & Co. in Wausau, WI, holding a Series 66 designation with 15 years of industry experience, all at Baird since 2011. He is part of The DDK Group within Baird’s Private Wealth Management department. The firm serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Denise Stup is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual. Outside of her advisory role, she is involved as a franchisee in a network marketing business focused on wellness and better food choices and serves as a class coordinator for a community Bible study. She is part of the DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations through a combination of consulting, portfolio management, and specialized investment strategies.

Jena Burrows is a financial advisor with Robert W. Baird & Co. in West Palm Beach, FL, holding a Series 66 designation and 18 years of industry experience. She has worked at Robert W. Baird since 2016 and previously held positions at Wells Fargo Clearing and Morgan Stanley. Jena 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, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal investment research and tools.

Perry Atkins is a financial advisor at Robert Baird & Co. in Seattle, WA, with 35 years of industry experience. He holds Series 63 and Series 65 designations and 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 a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Charles Fry is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2012. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, 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.

Vilyamir Kolesnichenko is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and previously worked at Hefren-Tillotson and several other firms. Outside of his advisory role, he serves as a volunteer director on the board of the Ukrainian Self-reliance of Western PA Federal Credit Union and is involved in artistic ventures including wedding photography and fine art sales. Robert Baird & Co.’s DDK Group, where Kolesnichenko is based, serves individuals, corporate clients, pension plans, and charitable organizations through a variety of financial planning and portfolio management services, employing both manager-traded and model-traded strategies supported by internal research and technology.

James Pavlik is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 22 years of industry experience. He has been with Baird Venture Partners since 2003. The DDK Group, part of Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. They provide customized consulting and portfolio services, including financial planning and discretionary management, using a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Madeline Schroeder is a financial advisor at Robert Baird & Co. with eight years of industry experience. She has been with R.W. Baird since 2018 and previously worked at Nordstrom from 2016 to 2018. Schroeder holds a Series 66 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, including high net worth clients, businesses, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs supported by internal research and ongoing manager oversight.

Amy Rice is a financial advisor with Robert W. Baird & Co. in Greenwood, IN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at OneAmerica Securities, American United Life, Lincoln Investment LLC, and City Securities Corporation. Outside of her advisory work, she owns a lawn and landscaping business, Mow & More by Greg, LLC. The DDK Group at Robert W. Baird serves individuals, corporations, pensions, and charitable organizations with services such as financial planning, portfolio management, and custody and brokerage solutions. The firm employs a combination of manager-traded and model-traded strategies along with tax management and direct indexing, supported by internal research and strategic partnerships.

John Burns is a CFP® with 25 years of industry experience, currently serving at Robert W. Baird & Co. since 2013. He holds Series 63 registration and is based in Mexico Beach, FL. Outside of his advisory role, he participates on the finance committee of the Couse-Sharp Foundation and serves on the boards of HeartGift Foundation in Texas, contributing to community involvement and finance oversight. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options, including discretionary and non-discretionary approaches.

Lewis Zwiebel III is a financial advisor with Robert Baird & Co., holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2011. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients with tailored consulting and portfolio services. The firm offers a range of investment strategies, including traditional and non-traditional allocations, and provides municipal advisory and public finance services alongside its wealth management capabilities.