Christa Graverson is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2005. She has 21 years of industry experience. 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 offers 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.

Tawne Wandling is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 66 credential and having 10 years of industry experience. She has worked at Robert Baird & Co. since 2019 and also has experience with JJB Hilliard WL Lyons LLC. Wandling serves as an investment committee member for the Children's Museum of Evansville. The DDK Group at Robert W. Baird & Co., where Wandling works, 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 through separately managed accounts, and municipal advisory services, with investment strategies supported by in-house research and the use of artificial intelligence.

Tanya Richmond is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining Baird in 2018, she worked at the Law Office of Ken Schneider and held positions at Michael Kors and the University of Washington. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and a mix of investment strategies.

Stephanie Cruse is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials with 28 years of industry experience. She has been with Robert Baird & Co. since 1997. Outside of her advisory role, Cruse serves as a board member at Christ Church Episcopal, assisting with budget and financial matters. Robert Baird & Co. is a firm with approximately $394 billion in regulatory assets under management that provides a range of financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department. The firm employs a variety of managed account strategies and internal research tools, including artificial intelligence, and offers distinctive services such as municipal advisory and strategic partnerships.

Matthew Sheridan is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Robert W. Baird & Co. since 2018 and previously worked at M. Griffith Investment Services, Inc. from 2014 to 2018. 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 charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of strategies that include traditional and non-traditional investments, as well as discretionary and non-discretionary management.

Aryeh Goldberg is a financial advisor at Robert Baird & Co. with a Series 66 designation and 10 years of industry experience. He has worked at Hefren Tillotson since 2016 and joined Robert Baird & Co. in 2022. Goldberg serves as treasurer on the boards of Hillel Academy of Pittsburgh and Congregation Poale Zedeck. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, provides financial planning, portfolio management, and brokerage services to individuals, businesses, pensions, and charitable organizations. The firm utilizes a range of investment strategies and internal research, including artificial intelligence, and manages approximately $394 billion in regulatory assets.

Julia Lewis is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2012. 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 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.

Carol Slater is a financial advisor with Robert W. Baird & Co. in Greendale, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across various investment strategies.

Halien Besaw is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009. Besaw serves as a board member on the finance committee of Next Act Theater in Milwaukee. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management and consulting services to individuals, families, institutions, and charitable organizations, utilizing a range of portfolio management strategies and advisory solutions.

John Boots is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services for 21 years before joining Robert W. Baird & Co. in 2021. Outside of his advisory role, he has served on the board of the Cookeville Regional Medical Center Foundation and is a board member of Upper Cumberland Habitat for Humanity. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations using a combination of in-house and third-party managers.

Monique Castillo is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has been with Baird since 2022. Outside of her advisory role, she is a board member and treasurer for Theater for Young Audiences and is a partner and office manager at Nu Start Medical, a medical weight loss and hormone replacement clinic. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and third-party managers.

Ryan Unthank is a financial advisor with Robert W. Baird & Co. in Fairfax, VA, holding a Series 66 designation and 21 years of industry experience. He has worked at Robert W. Baird since 2007 and was previously with Ferris, Baker Watts, LLC from 2005 to 2007. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

John Mead is a financial advisor with Robert Baird & Co. holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at T. Rowe Price for six years and has held roles outside finance, including ownership of The County Cork Wine Pub. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through financial planning, portfolio management, and custody services. The firm employs a range of separately managed account strategies and leverages internal research and technology in its advisory process.

Lindsey Clauson is a financial advisor with Robert W. Baird & Co. in Trivoli, IL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She has been with Robert W. Baird since 2017 and previously worked at Legacy Investment Services from 2013 to 2017. Outside of her advisory role, she is a passive investor in Skill Shot LLC. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex options, alongside municipal advisory and public finance capabilities.

Elizabeth Kulhavy is a financial advisor at Robert Baird & Co. with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird & Co. since 1986. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Preston Stary is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked at Franklin Templeton and Associated Bank. 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 charitable organizations through comprehensive financial planning, portfolio management, and custody services. The firm uses a combination of manager-traded and model-traded strategies, tax-management tools, and ongoing internal research to support client advice.

Kevin Newton is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2023. Prior to joining Baird, he was with Farmers Insurance and Farmers Financial Solutions from 2016 to 2023. Robert W. Baird & Co. serves individual, corporate, pension, and charitable clients through its Private Wealth Management department, offering financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies, tax-management techniques, and ongoing manager oversight, managing approximately $394 billion in regulatory assets as of the end of 2025.

Edward Leranth is a financial advisor with Robert W. Baird Inc. in New Berlin, WI, holding a Series 66 designation and with 19 years of industry experience. He has been with Robert W. Baird since 2004. 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 customized financial planning and portfolio management services using a variety of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Christine Congdon is a financial advisor with Robert Baird & Co. in Roseville, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Robert Baird & Co. since 2013. Outside of her advisory role, she serves as a leader with check signing authority for the Girl Scouts of the USA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, employing a range of investment strategies and management approaches to meet client goals and risk tolerances.

Michael Smith is a financial advisor with Robert W. Baird & Co. in Anderson Township, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2007. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients, including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a variety of investment strategies and management approaches to meet client goals and risk tolerances.