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Darren D

Series 66

Racine, WI

Robert Baird & Co.

Darren Dewing is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has two years of industry experience, including prior roles at Associated Bank and Rinka Architecture. Dewing is a limited partner in a limited liability company focused on constructing and operating a residential apartment complex in Oak Creek, WI. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Ella C

Series 66

Lake Oswego, OR

Robert Baird & Co.

Ella Crumley is a financial advisor with Robert W. Baird & Co. in Lake Oswego, OR. She holds the Series 66 designation and has been with Baird intermittently since 2023. Prior to her current role, she worked in education and retail. The DDK Group at Robert W. Baird & Co. provides wealth management services to individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management through a mix of in-house and third-party managers, including discretionary and non-discretionary strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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James C

Series 63, Series 65

Nashville, TN

Robert Baird & Co.

James Clarke III is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent significant time at J.J.B. Hilliard, W.L. Lyons, Inc. and Morgan Keegan & Company, Inc. Clarke serves as a donor advisor for the Community Foundation of Middle Tennessee and is a board member of the investment committee for the Guardianship and Trust Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations with discretionary and non-discretionary management options.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kevin P

Series 66

Scottsdale, AZ

Robert Baird & Co.

Kevin Purcell is a financial advisor at Robert Baird & Co. based in Scottsdale, AZ. He holds a Series 66 designation and joined the firm in 2025. His prior experience includes roles at the University of Oklahoma, Loyola Academy, and Saints Faith Hope and Charity. Robert Baird & Co.’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing manager-traded and model-traded strategies supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Mary O

Series 66

Lexington, KY

Robert Baird & Co.

Mary Osborne is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked in education, including roles at Junior Achievement of the Bluegrass and several public school districts. She 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 financial planning, portfolio management, and custody services with a focus on manager selection, tax management, and the use of internal research tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Nicholas R

Series 66

Louisville, KY

Robert Baird & Co.

Nicholas Reisenbichler is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and previously worked at J.J.B. Hilliard, W.L. Lyons LLC for 11 years before joining Robert Baird in 2019. Outside of his advisory work, he is involved in managing a maple syrup farm and serves as treasurer for a church youth group. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and investment tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Milton P

Series 63, Series 65

Atlanta North Point, GA

Robert Baird & Co.

Milton Park III is a financial advisor with Robert W. Baird & Co. in Canton, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is involved as a vendor at the Antique Village Mall. He 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 offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Eric M

Series 63, Series 65

Evansville, IN

Robert Baird & Co.

Eric Miller is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent 23 years at J.J.B. Hilliard, W.L. Lyons, Inc. He holds the Series 63 and Series 65 licenses. Outside of his advisory role, Miller serves as a board member and treasurer for the Evansville Aquatics Foundation. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager‑traded and model‑traded strategies, internal research tools including artificial intelligence, and ongoing manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Tyler A

Series 66

Paducah, KY

Robert Baird & Co.

Tyler Abernathy is a financial advisor at Robert W. Baird, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2023. Prior to this, he was involved with the Murray Country Club and the West Tennessee Junior Golf Association. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team offers a combination of financial planning, portfolio management, and advisory services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Samuel G

Series 66

Milwaukee, WI

Robert Baird & Co.

Samuel Gutierrez is a Series 66 credentialed financial advisor at Robert W. Baird & Co. with four years at the firm and two years of industry experience. His prior roles include positions at Marquette University Spirit Shop and Marquette University. Robert W. Baird & Co.’s DDK Group, where Gutierrez is a team member, 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 custody and brokerage services supported by internal research, manager selection, and advanced tools such as artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Edward S

Series 63, Series 65

Traverse City, MI

Robert Baird & Co.

Edward Schindler is a financial advisor with Robert W. Baird & Co. in Frankfort, MI, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Robert W. Baird & Co. since 1999 and also serves as a coach at Frankfort Elberta Public Schools. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement diverse investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kenny M

Series 66

Pittsburgh - Butler, PA

Robert Baird & Co.

Kenny McGee is a Series 66-licensed financial advisor with Robert Baird & Co., bringing 27 years of industry experience. He previously spent 23 years at Hefren Tillotson, Inc. before joining Baird in 2022. He 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 services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Monica M

Series 66

Milwaukee, WI

Robert Baird & Co.

Monica Mullen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 23 years of industry experience. She has been with Robert W. Baird & Co. since 2000. Monica is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves 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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michael K

Series 66

Mishawaka, IN

Robert Baird & Co.

Michael Kendzicky is a financial advisor with Robert W. Baird & Co. Incorporated in Mishawaka, Indiana. He holds a Series 66 designation and has 10 years of industry experience, all with Baird. He serves on the Investment Committee of the Studebaker Drivers Club, reviewing investment policy and asset allocation. The DDK Group at Robert W. Baird provides wealth management services to individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management solutions, including separately managed accounts and tax-management strategies, supported by internal research and portfolio monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Spring B

Series 66

Lake Oswego, OR

Robert Baird & Co.

Spring Bennett is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Bennett is based in Tigard, Oregon. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services using a blend of in-house and third-party managers across a range of traditional and alternative investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Thomas L

CFP®, Series 66

Mequon, WI

Robert Baird & Co.

Thomas Lane is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent five years at UBS Financial Services Inc. Lane serves as Treasurer and a board member of the Germantown Chamber of Commerce. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies including discretionary management and separately managed accounts.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kenneth H

Series 63, Series 66

Milwaukee, WI

Robert Baird & Co.

Kenneth Hemauer is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations with 31 years of industry experience. He has been with Robert Baird & Co. since 1994. Outside of his advisory role, Hemauer serves on the board of the Catholic Charities Foundation and advises on budget and financial matters for Christ King Parish. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, institutions, and charitable organizations using a range of investment strategies and management approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Taylor H

CFP®, Series 66

Owensboro, KY

Robert Baird & Co.

Taylor Hobgood is a CFP® and Series 66-licensed advisor with Robert Baird & Co. in Owensboro, KY, bringing nine years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with JJB Hilliard WL Lyons LLC since 2012. He 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 firm provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management and separately managed accounts.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Angela W

Series 66

Sioux Falls, SD

Robert Baird & Co.

Angela White is a financial advisor with Robert Baird & Co. She holds a Series 66 designation and has worked in the industry since 2021, including prior experience at Edward Jones and Monat Global. Before entering the financial services field, she was employed by the Okoboji School District for six 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 services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by manager selection, internal research, and tools such as artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jennifer S

Series 66

Milwaukee, WI

Robert Baird & Co.

Jennifer Scharf is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., among other firms. In addition to her advisory role, she serves as a part-time instructor at the University of Nevada, Las Vegas, facilitating online statistics classes. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services supported by internal research, model-traded strategies, and ongoing manager oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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