Richard Chojnacki is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2018, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 provides customized consulting and portfolio services, including financial planning and discretionary management, utilizing a range of investment strategies and both in-house and third-party managers.

Jennifer Robb is a financial advisor at Robert Baird & Co. in Portland, OR, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird & Co. since 2014. 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 customized consulting and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, tailored to client goals and risk tolerances.

Geoffrey Klos is a financial advisor at Robert Baird & Co. with 38 years of industry experience. He has been with Robert Baird since 1993. Outside of his advisory role, he serves as a director on the board of Union State Bank of West Salem and holds a board position at McLean Ltd., a family real estate holding company. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and institutional entities. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Alison Rowe Iglehart is a financial advisor with Robert W. Baird & Co. Inc. in Davidson, NC, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has been with Robert W. Baird since 2010. 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 provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Scott Woods is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Robert W. Baird & Co. 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 team 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.

Ashley Wade is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Baird, Wade held roles as a student and briefly at Hatch Staffing Services. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, institutional clients, and charitable organizations by providing consulting and portfolio management services tailored to client goals and risk tolerances. Their offerings include discretionary and non-discretionary management, separately managed accounts, and a range of traditional and complex investment strategies.

Brittany Prokash is a financial advisor with Robert Baird & Co. based in St. Petersburg, FL. She holds the Series 66 designation and has six years of industry experience. Her prior roles include positions at Merrill and Agenda Consulting. Brittany 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 combines manager-traded and model-traded SMA strategies with tax-management and direct-indexing capabilities, supported by home-office investment professionals and internal research tools.

Natalie Cook is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked at the University of Wisconsin-Milwaukee and the Greendale School District. 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, and institutional clients. The group provides customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Melissa Coppage is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior roles include positions at Cetera, Avantax, and Signator Investors. Outside of advising, she teaches fitness classes at Wisconsin Athletic Club and Brooklyn Gyms. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs supported by ongoing manager selection and in-house research.

Trent Remmers is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has previously worked with Ellenbecker Investment Group and held various roles at Halquist Stone and the University of Wisconsin. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Winthrop Stites is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Robert Baird & Co. in 2019, he worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 38 years. He serves as co-trustee for family trusts and participates in several investment clubs as a member and advisor. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm combines manager-traded, model-traded SMA strategies, and tax-management tools, with ongoing oversight by in-house investment professionals.

Patricia John is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 28 years of industry experience, including prior roles at Hefren Tillotson, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. She works with The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that 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 separately managed account programs, supported by ongoing manager selection, internal research, and use of artificial intelligence in client advice.

Brandon Navara is a financial advisor with Robert W. Baird & Co. in Mahtomedi, MN, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Robert W. Baird since 2013. He works within The DDK Group, a team in Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

Cassidy Burns is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Baird in 2018, he worked at IMST Distributors, LLC, Riverbridge Partners, LLC, and UBS Financial Services. Outside of his advisory role, he chairs the Investment/Finance Committee for Interfaith America and serves on the Investment/Finance Committee for St. Martins by-the-lake Church. Baird’s Private Wealth Management department, including the DDK Group, serves a diverse client base ranging from individuals and high net worth clients to corporate entities and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and specialized account programs, supported by ongoing manager selection, internal research, and a mix of manager-traded and model-traded strategies.

Brian Rathbun is a financial advisor with Robert Baird & Co. in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services for 19 years before joining Baird in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Kimberly Erkonen is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She has held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Prior to her advisory career, she has ownership in a commercial property management business. Kimberly is registered with Series 63 and Series 65 designations. She is part of The DDK Group at Robert W. Baird, which serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The group employs a range of investment strategies, including traditional and non-traditional allocations, and offers both discretionary and non-discretionary management options.

Andrea Bruse is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill, Spokane Teachers Credit Union, CUSO Financial Services, and Marcheso & Thew. Outside of her advisory work, she owns and operates A Bruse Art, a private business focused on painting and selling artwork. Andrea is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, utilizing internal research and a variety of investment strategies.

Diane Vertin is a financial advisor with Robert Baird & Co. in Rochester Hills, MI, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has been with Robert Baird & Co. since 1998. 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 investment strategies and management approaches.

Patrick Mcguire is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2010. Based in Milwaukee, WI, he is part of a firm that serves a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The DDK Group, where Mcguire works, is a team within Baird’s Private Wealth Management practice that offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to address client goals and risk tolerances across a variety of traditional and non-traditional investment strategies.

Christopher Peters is a financial advisor at Robert Baird & Co. in Denver, CO, with 16 years of industry experience. He has been with Robert Baird & Co. since 2013 and holds the Series 66 designation. Outside of his advisory role, Mr. Peters serves on the Board of Trustees for the Denver Rotary Club Foundation, participates on the Finance Committee at Columbine Country Club, and is a member of the Finance Council for Littleton Preparatory Charter School. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations through a variety of portfolio management and financial planning services. The firm employs a blend of manager-traded and model-traded strategies, tax management, and research-supported advice, managing approximately $394 billion in regulatory assets as of December 31, 2025.