Martin Watts is a financial advisor at Robert W. Baird & Co. in Chicago, IL, with 12 years of industry experience. He has been with Robert W. Baird & Co. since 2015 and holds Series 63 and Series 65 licenses. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm combines manager-traded and model-traded SMA strategies with tax management and direct indexing, supported by ongoing research and monitoring, to provide financial planning and portfolio management services.

Andrew Means is a CFA® charterholder with 39 years of experience in the financial industry. He has worked at Robert Baird & Co. since 2019 and previously spent 11 years with Hilliard Lyons Capital Management, LLC. He is also a member of an investment club. 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 services including financial planning, portfolio management, separately managed accounts, and custody and brokerage, utilizing a range of investment strategies and proprietary research tools.

Vicky Labuguen is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has been with Robert W. Baird since 2016. Outside of her advisory role, she manages a rental property. Robert W. Baird & Co.’s DDK Group, where she is based, serves individuals, corporate and business 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, tax-management, and direct-indexing, supported by ongoing manager selection and internal research.

Emily Blackman is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having over 14 years of industry experience across several firms, including Hilliard Lyons Trust Company and Lawrence E. Osterhage PSC. She is also involved in a family maple syrup business as a member of LM Sugarbush LLC, which produces and distributes pure maple syrup products. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with financial planning, portfolio management, and brokerage services. The firm employs a mix of manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and strategic partnerships.

Thomas Cunningham is a financial advisor at Robert Baird & Co. based in West Palm Beach, FL, holding a Series 66 designation. He has been with Robert Baird & Co. since 2025, with prior experience at firms including 160over90 and Circufiber Inc. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients offering a range of financial planning, portfolio management, and brokerage services. The firm utilizes a mix of manager-traded and model-traded strategies, internal research tools including artificial intelligence, and provides municipal advisory services along with other institutional offerings.

Justin Nichols is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding Series 63 and Series 66 designations and 28 years of industry experience. Prior to joining Baird in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Nichols is involved in restaurant investments through a holding company he co-owns with his spouse and participates as a passive investor in a sports training facility, as well as engaging in sports broadcasting with the NFHS Network. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of investment and financial planning services, combining internally managed and externally managed strategies, with distinctive features such as municipal advisory services and strategic partnerships.

William Reed 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 & Co. since 2019, following previous roles at J.J.B. Hilliard, W.L. Lyons, LLC and Waddell & Reed. Robert Baird & Co.’s DDK Group 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 account programs, and municipal advisory services, supported by ongoing manager selection, internal research, and use of artificial intelligence in client advice.

Jeffrey Bailey is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at Lagniappe Constructors and Amazon, and he has an academic background from the University of Missouri. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and 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 along with tax-management and direct-indexing capabilities.

Ian Casey is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2023. Prior to his current role, he worked in education for several years and operated Mr. Bob's Boutique Handyman from 2021 to 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, 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 oversight and a combination of internal research tools.

Bryan Sampson is a financial advisor at Robert Baird & Co. with 37 years of industry experience. He has been with Robert Baird since 2009 and holds a Series 63 designation. 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 with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Michael Brzezinski is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMORGAN Chase 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 offers tailored financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Adam Sander is a financial advisor at Robert W. Baird & Co. with CFA® and Series 63 credentials. He has been with Baird since 2025 and previously worked for All Aboard America Holdings, Inc. from 2017 to 2025. Outside of his advisory role, he is an owner of a rental home in Littleton, Colorado. Robert W. Baird & Co. is an institutional firm with a Private Wealth Management team that serves individuals, corporate clients, pensions, and charitable organizations. The firm’s investment approach includes discretionary and non-discretionary portfolio management, separately managed account programs, and tax-managed strategies, supported by internal research and ongoing manager monitoring.

Yasmeen Muhammad is a financial advisor at Robert Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses with six years of industry experience. Her prior roles include positions at Charles Schwab, Charles Schwab Bank, and KeyBank. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services through a combination of in-house and third-party managers, including discretionary and non-discretionary strategies.

Joshua Mills is a financial advisor at Robert W. Baird & Co. in Quad Cities, IA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Robert W. Baird & Co. since 2010. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and custodial services. Baird combines manager-traded and model-traded strategies with tax-management techniques and internal research, overseeing approximately $394 billion in regulatory assets under management as of December 31, 2025.

Michael Horan is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has worked at both Robert Baird & Co. and Hefren-Tillotson, Inc. since 2015. The DDK Group at 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, portfolio management, and separately managed account programs, supported by internal research and technology such as artificial intelligence.

Michael Shannon is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding CFP® and Series 63 designations and bringing 34 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2014 to 2019. 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 provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Benjamin Haynes is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA-CREF from 2014 to 2025. He is part of The DDK Group within Robert Baird’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, utilizing a mix of manager-traded and model-traded strategies along with internal research and tools in client advice.

David Thuli is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. 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 team 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.

Krista Thurmond is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and one year of industry experience. Prior to joining Baird, she worked at Hopewell Academy and Charlotte Mecklenburg Schools. She has also been involved with Soccer Shots of Greater Charlotte. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and brokerage services. Baird employs a range of strategies including SMA programs, tax management, and unified fee arrangements, supported by internal research and investment professional oversight.

Kirsten Terpstra is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and with 25 years of industry experience. She has been with Robert W. Baird since 1997. Outside of her advisory role, she is an owner/member of CK Kalamazoo Holdings LLC. She 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 institutional clients. The group offers tailored financial planning and portfolio management services, employing a variety of traditional and non-traditional investment strategies.