Christopher Bomba is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with Baird since 2019, previously working for J.J.B. Hilliard, W.L. Lyons, Inc. for 19 years. He serves as a board member of Morris Initiative, a medical device manufacturer, and acts as a trustee on his parents’ trusts. Baird’s DDK Group serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, overlay management, and tax-efficient techniques, supported by internal research and ongoing manager monitoring.

Scott Bartosh is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 13 years of industry experience. He has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, Bartosh serves as an umpire for Houston TASO. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services utilizing both manager-traded and model-traded strategies, along with ongoing investment manager selection and monitoring.

Jason Braunstein is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets. Braunstein serves on the boards of the People of Faith Foundation and the Peoria North Rotary Club. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies from traditional to complex allocations.

Hearne Harralson is a financial advisor with Robert Baird & Co. He holds the Series 66 designation and has three years of industry experience, including prior roles at Edward Jones and First Southern National Bank. Before entering the financial sector, he spent 13 years working in education. Harralson is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, employing a mix of manager-traded and model-traded strategies supported by internal research and advanced tools.

Janice Dunn is a CFP®-certified financial advisor with Robert W. Baird & Co., where she has worked since 2015. She has 25 years of industry experience and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a partner in a real estate rental business. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing financial planning, portfolio management, and brokerage services tailored to client goals and risk tolerances.

Ann Duckworth is a Series 66-licensed financial advisor at Robert W. Baird & Co. in Nashville, TN, with two years of industry experience. She was previously employed at LBMC PC for seven years. She 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 utilizes a combination of discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management strategies supported by internal research and technological tools.

Jeffrey Borgert is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Goelzer Investment Management, Inc. and STiFEL NICOLAUS & CO 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, pension and profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning, portfolio management, and brokerage services, with an emphasis on manager selection, tax management, and advisory strategies supported by internal research and technology.

Ryan Lueck is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 65 designation and has worked at Johnson Wealth Inc. and the Wisconsin Foundation and Alumni Association prior to joining Baird. The DDK Group, part of Baird’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The team utilizes a range of investment strategies, including traditional and non-traditional allocations, and offers both discretionary and non-discretionary management options.

Anthony Manfrin is a financial advisor with Robert Baird & Co. in Elgin, IL, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior experience includes roles at Guardian Life, MetLife Investors Distribution Company, and Unum. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions, utilizing manager-traded and model-traded strategies, tax-management, and internal research tools, including artificial intelligence in client advice.

Idris Herring is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase, J.P. Morgan Securities, Bank of America, and Merrill. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. Baird manages approximately $394 billion in regulatory assets and offers a mix of manager-traded and model-traded strategies, with capabilities including tax management and municipal advisory services.

Donald Mccunniff is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He has been with Robert W. Baird since 2017 and previously worked at the University of Chicago Booth School of Business from 2015 to 2017. He holds a Series 66 designation. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research and technology tools including artificial intelligence in their investment approach.

Christopher Leberfing is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, he serves as a board member for the Steinle Foundation, a charitable organization, and volunteers with Junior Achievement of Racine. Baird’s DDK Group operates within the firm’s Private Wealth Management department, serving 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, utilizing internal research and a combination of investment strategies.

Briana Berndt is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to align with client goals and risk tolerances.

Barbara Griffin is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Baird since 2009. Outside of her advisory role, Griffin serves on the Finance Committees of the Land Conservancy of West Michigan and the YWCA West Central Michigan. Baird’s Private Wealth Management department, including the DDK Group where Griffin works, provides services to individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, employing a range of strategies such as separately managed accounts and tax-management approaches.

Sarah Cuddy is a financial advisor at Robert W. Baird & Co. in Houston, TX, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Robert W. Baird & Co. since 2015 and previously spent five years at Merrill. Outside of her advisory role, she is an equine owner and lessor. 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 a variety of financial planning and portfolio management services supported by in-house research and investment tools.

John Craddock Jr. is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at Robert W. Baird since 2010, with prior roles at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including portfolio management, financial planning, and custody, utilizing both manager-traded and model-traded strategies alongside in-house research and tools.

David Housman is a financial advisor with Robert W. Baird & Co. in Paducah, KY, holding Series 63 and Series 65 credentials and totaling 28 years of industry experience. Prior to joining Baird in 2019, he worked for over two decades at J.J.B. Hilliard, W.L. Lyons, Inc., and has served at the Federal Reserve Bank since 1994. Outside of his advisory role, Housman is involved in community planning as a board member of the McCracken County Planning and Zoning Commission and is a partial owner of a local music festival. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services using a combination of internally managed strategies and external partnerships, with assets under management of approximately $394 billion as of year-end 2025.

Heather Summers is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has been with Robert W. Baird since 2011. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals, utilizing a mix of in-house and third-party managers across various investment strategies and account types.

Anne Gutierrez is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Robert W. Baird since 2010. 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 other institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Susan Labant is a financial advisor with Robert Baird & Co. in New Berlin, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Robert Baird & Co. since 1999. She 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 provides consulting and portfolio services tailored to client goals, employing a range of traditional and non-traditional investment strategies.