Richard Colvin is a CFA® charterholder with 28 years of industry experience. He has been with Robert W. Baird & Co., Inc. in Milwaukee, WI since 2005. 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, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and custody and brokerage services.

Brandon Carter is a CFA® charterholder with 14 years of industry experience. He has worked at Robert W. Baird & Co. since 2017 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. His current role is based in Mt Vernon, Washington. 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 offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches involving private funds and real assets.

John Warren is a financial advisor at Robert Baird & Co. in Yakima, WA, with 25 years of industry experience. He has been with Robert Baird since 2014 and holds Series 63 and Series 65 designations. 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to align with client goals and risk tolerances.

Kaylee Montanez is a financial advisor at Robert Baird & Co. in Cedar Rapids, IA, holding a Series 66 designation with five years of industry experience. Her prior work includes roles at Ameriprise and Tractor Supply Company, as well as several years at Triple G Farms. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients through a variety of financial planning and portfolio management services. Baird employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of year-end 2025.

Joshua Carstens is a financial advisor with Robert Baird & Co. in Washington, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Baird since 2015, including a brief period at TD Ameritrade in 2019. Outside of his advisory role, he is a rental property owner. 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 tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Mark Falci is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 1998. Outside of his advisory role, he serves as an instructor for a business class at the University of Wisconsin Milwaukee. 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 customized financial planning and portfolio management services, utilizing a blend of in-house and third-party managers across traditional and non-traditional investment strategies.

Elizabeth Baugus is a financial advisor at Robert W. Baird & Co. in Paducah, KY, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes roles at Murray State University, Union University, and McCracken County High School. Robert W. Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with services including financial planning, portfolio management, and custody solutions. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Bradley Niswonger is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 40 years of industry experience. He has been with Robert Baird & Co. since 1992 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a varsity golf coach at Marquette University High School. 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 provides customized financial planning and portfolio management services, utilizing a range of strategies and manager options tailored to client goals and risk tolerances.

Kimberly Haws Falasco is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Robert W. Baird since 2009. Outside of her advisory role, she serves on the boards of the Akron Community Foundation and the Akron Urban League, focusing on investment and finance committees. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Zachary Arndt is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds a Series 66 designation and has been with Baird since 2017, previously working at Acuity Insurance. Outside of his advisory role, he is involved as an owner of Small World Threads LLC and works in a bartending capacity for Milwaukee World Festival Inc. He is part of The DDK Group within Robert W. Baird & Co.’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 both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Ethan Waterman is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The firm offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Anthony Templin is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He has been with Robert W. Baird & Co. Inc since 2008 and holds a Series 66 designation. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Kirsten Dickinson is a CFP® professional with 10 years of experience, currently serving as an advisor at Robert W. Baird & Co. since 2015. She holds the Series 66 designation and is based in Milwaukee, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm provides customized financial planning and portfolio management services, employing a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Frank Ferritto is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Robert W. Baird since 2021 and previously spent nine years at UBS Financial Services. Based in Cleveland, OH, he is part of The DDK Group within Robert W. Baird & Co. The DDK Group advises a broad range of clients, including individuals, families, pensions, corporations, and charitable organizations, providing financial planning and portfolio management services. The team employs both in-house and third-party managers to tailor strategies that align with client goals and risk tolerances, offering a variety of investment approaches including traditional and non-traditional allocations.

Anne Lanagan is a financial advisor at Robert W. Baird & Co. with 37 years of industry experience. She has been with Robert W. Baird & Co. since 2002. Lanagan holds Series 63 and Series 65 credentials. She 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 range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research tools and a mix of active management strategies.

Patricia Estopinal is a financial advisor with Robert Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Robert Baird & Co. since 2012. Outside of her advisory role, she serves as Treasurer for the Girl Scouts Heart of Central California. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services that utilize both in-house and third-party managers across a range of investment strategies.

Philip Park is a financial advisor with Robert W. Baird & Co. in Naples, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Baird in 2022, he spent 33 years at Wayne Hummer Investments L.L.C. He serves as a board member and on the investment committee of the Park Family Foundation. Philip Park is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional strategies.

Emma Thompson is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has been with Baird since 2018. Outside of her advisory role, she has been involved with the Saskatoon Golf Club since 2017. She 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 provides a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Richard Birch is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. He also serves as treasurer for Knaps Independent Battery E, a non-investment related role. Richard Birch is part of 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, portfolio management, separately managed accounts, and utilizes internal research and technology such as artificial intelligence in its advisory processes.

Justine Eiting is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has worked at Baird since 2018, following two years at PyraMax Bank and four years in full-time education. She 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 customized financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional asset classes.