James Ivey III is a financial advisor with Robert Baird & Co. in Owensboro, KY, holding Series 63 and Series 66 registrations and bringing 15 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at Jjb Hilliard Wl Lyons LLC and Joshua Miller. Outside of his advisory role, he serves as President of the Owensboro Estate Planning Council and is the Board Chair and a member of the Investment/Finance Committee at the local YMCA. 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, pensions, corporations, and institutional clients, utilizing a variety of investment strategies and offering both discretionary and non-discretionary management options.

Whitney Welch is a Series 66 licensed financial advisor at Robert Baird & Co. with eight years of industry experience, including one year at Temple Days prior to joining Baird. She serves as a board member of the Benbrook Elementary School PTA. The DDK Group at Baird’s Private Wealth Management department serves individuals, corporate and business clients, as well as pensions and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services supported by internal research and ongoing manager oversight.

Kristen Runyon is a CFP® professional with 24 years of experience in the financial industry. She has worked at Robert Baird & Co. since 2019 and previously spent 18 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of her advisory work, she is involved in self-publishing and has authored several novels marketed online. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves a range of clients including individuals, businesses, pension plans, and charitable organizations. The firm offers various financial planning and portfolio management services, emphasizing manager selection, tax management, and the use of internal research tools.

Joel Beck is a financial advisor with Robert W. Baird & Co. in Racine, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Robert W. Baird since 2009. Joel is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Caroline Gundersen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with less than one year of industry experience. Her background includes multiple roles at the University of Wisconsin-Madison and Johnson Controls International PLC, as well as a position at Simma's Bakery. The DDK Group at Robert W. Baird & Co., where she works, serves individuals, businesses, pensions, and charitable organizations with a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax management and direct-indexing capabilities.

Tammy Brouwer is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2009. 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 both in-house and third-party managers across traditional and non-traditional investment strategies.

Tracy Raz is a financial advisor with Robert Baird & Co. in Williamsburg, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Robert Baird & Co. since 1996. Outside of her advisory role, she owns and operates a business services LLC and is involved in real estate activities, including serving as a real estate agent and managing rental properties. The DDK Group at Robert W. Baird & Co. provides tailored wealth management services to individuals, families, pensions, corporations, and charitable organizations. Their approach includes financial planning, discretionary and non-discretionary portfolio management, and customized investment strategies utilizing both in-house and third-party managers.

Nicholas Cafaro is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. He has been with Baird since 2019. Outside of his advisory role, he serves as a baseball coach for Glendale Knights Baseball. He 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 financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Anthony Rugnetta is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, 49 Wealth Management, and Compass. 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 institutional clients. The group offers a range of consulting and portfolio management services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Michael Leberman is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Robert W. Baird & Co. since 2003. 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 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.

Nicholas Boi is a financial advisor with Robert W. Baird & Co. in Chicago, holding a Series 66 designation and 15 years of industry experience. He has been with Robert W. Baird & Co. since 2013. 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 financial planning, portfolio management, and custodial services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Suzanne King is a CFP® with 32 years of industry experience, all of which she has spent at Robert Baird & Co. since 1994. She holds a Series 63 designation and is based in Gilbert, AZ. 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 offers customized financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Raymond Cisneros is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has four years of industry experience, including roles at BMO Harris Bank, Northwestern Mutual, and Associated Bank. His background also includes work with the Space Science and Engineering Center and Nike. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, employing a combination of manager- and model-traded strategies, tax management, and internal research tools.

Joseph Celli is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Pearl Holding Group/Policy Services for 29 years. Joseph 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 range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, with investment strategies supported by internal research and ongoing manager monitoring.

Daniel Peters is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Phoenix, AZ, where he has worked since 2008. He has 28 years of industry experience. Outside of his advisory role, he is an owner and member of the Wine and Food Society of Paradise Valley, LLC, which organizes food and wine events. Daniel Peters 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 tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers.

Nora Andersen Sillerud is a financial advisor with Robert W. Baird & Co. in Waco, Texas, holding a Series 66 designation and over 21 years of industry experience. She has been with Baird since 2016. In addition to her advisory role, she serves as Treasurer and Board Member for Patrick Water Supply Corp. Baird’s DDK Group operates within the firm’s Private Wealth Management department, providing financial planning, portfolio management, and advisory services to individuals, corporate and business clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded strategies with tax management and direct indexing, supported by internal research, including artificial intelligence tools.

Sean Mahlik is a financial advisor with Robert Baird & Co. in Madison West, WI, holding Series 63 and Series 66 licenses and has eight years of industry experience. He has worked at Robert Baird & Co. since 2019, with prior experience at U.S. Bancorp Investments and U.S. Bank from 2016 to 2019. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and tools.

Jay Goldstein is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He has been with Robert Baird & Co. since 1994 and also has a longstanding association with Kemper Securities Inc. He serves on the board of the Crab Orchard Estates Homeowners Association. Robert Baird & Co.’s DDK Group advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services that range from traditional allocations to more complex investment strategies.

Heidi Schneider is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 27 years of industry experience. She holds a Series 63 designation and has been with Robert W. Baird & Co. since 2013. Outside of her advisory role, she serves on the Finance Committee of the Milwaukee Public Schools Foundation and is a board member of the MPS Foundation and Sojourner, as well as treasurer of the Homestead High School Ski Team. 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 by providing tailored consulting and portfolio management services. The group employs a range of strategies including discretionary and non-discretionary management, manager selection, and overlay services, offering both traditional and complex investment solutions.

Carter Screeton is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience in educational and retail settings. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research, manager selection, and advanced tools including artificial intelligence.