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Justine E
Series 66
Milwaukee, WI
Robert Baird & Co.
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.
Scott M
Series 63, Series 65
Peoria Heights, IL
Robert Baird & Co.
Scott Mabee is a financial advisor with Robert W. Baird & Co. in Peoria Heights, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services utilizing a range of investment strategies and overlay techniques.
Derek P
Series 66
Lake Oswego, OR
Robert Baird & Co.
Derek Pease is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2020. His prior experience includes roles at Standard Insurance and M Financial Group. 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 financial planning and portfolio management services, utilizing a variety of investment strategies and overlay services to align with client goals and risk tolerances.
Catherine D
Series 66
Lexington, KY
Robert Baird & Co.
Catherine Dimarco is a financial advisor at Robert Baird & Co. with 14 years of industry experience. She holds a Series 66 designation and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for 20 years before joining Robert Baird in 2019. Outside of her advisory role, she is involved in skincare sales as a Mary Kay beauty consultant. Robert Baird & Co. serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, and municipal advisory services, supported by internal research and investment professionals.
Kaitlyn P
Series 63, Series 65
Fairfax, VA
Robert Baird & Co.
Kaitlyn Powell is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Baird in 2024, she worked for Financial Engines Advisors L.L.C. and Wegmans Food Markets. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.
Gray C
Series 63, Series 65
Charleston, SC
Robert Baird & Co.
Gray Coulton is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He has been with Robert W. Baird since 2011. The DDK Group, where he works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of in-house and third-party strategies across traditional and non-traditional asset classes.
Roderick P
Series 63, Series 66
Sheboygan, WI
Robert Baird & Co.
Roderick Place is a financial advisor with Robert W. Baird & Co. in Sheboygan, WI, holding Series 63 and Series 66 designations and having 22 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, he coaches at the Milwaukee Tight End Camp and serves as a board member for Superior Masonry. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a wide range of services including financial planning, portfolio management, and municipal advisory, utilizing both internal research and strategic partnerships in its advisory approach.
Elliott M
Series 66
Indianapolis, IN
Robert Baird & Co.
Elliott Moore is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked at Corporate Valuation Consulting, LLC for five years. He 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 municipal advisory services.
Brendan H
Series 66
Cincinnati, OH
Robert Baird & Co.
Brendan Hosty is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding a Series 66 designation and bringing 18 years of industry experience. Prior to joining Baird in 2019, he worked at J.J.B. Hilliard, W.L. Lyons, LLC for 11 years and briefly at Wells Fargo Clearing in 2008. He serves as a board member and on the investment finance committee of Level Up Cincinnati. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internally researched strategies and maintains distinctive municipal advisory services and strategic partnerships.
Jeffrey G
Series 63, Series 65
Knoxville, TN
Robert Baird & Co.
Jeffrey Golliher is a financial advisor with Robert Baird & Co. in Knoxville, TN, holding Series 63 and Series 65 licenses and with 41 years of industry experience. His prior roles include positions at J.J.B. Hilliard, W.L. Lyons, LLC and Citigroup Global Markets. He also serves as a successor trustee for a long-time friend's trust. He 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 through a variety of financial planning, portfolio management, and brokerage services.
Tara P
Series 66
Racine, WI
Robert Baird & Co.
Tara Pankow is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2013. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.
Laura G
CFA®, Series 63, Series 66
Milwaukee, WI
Robert Baird & Co.
Laura Gough is a CFA® charterholder with 41 years of industry experience and has been with Robert Baird & Co. since 1991. She is based in Shorewood, WI, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the finance committee of the United Performing Arts Foundation, a nonprofit supporting the performing arts in the Milwaukee area. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and manager options, along with municipal advisory and public finance services.
Katherine V
Series 63
Milwaukee, WI
Robert Baird & Co.
Katherine Voss is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 63 designation and has been with Robert W. Baird in various roles since 2008. Prior to her current tenure, she worked briefly with the West Bend School District. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, using a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.
Galen L
Series 66
Grass Valley, CA
Robert Baird & Co.
Galen Lee is a financial advisor with Robert W. Baird & Co. in Grass Valley, CA, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Black Mountain and AmeriCore, as well as involvement with nonprofit and hospitality ventures such as the Bob Marshall Wilderness Foundation, The Hike Shack, and Shovel Handle Pub. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm uses a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.
Lori B
Series 66
Henderson, NV
Robert Baird & Co.
Lori Baumann is a financial advisor with Robert W. Baird & Co. in Henderson, NV, holding a Series 66 designation and 21 years of industry experience. She has been with Robert W. Baird & Co. since 2004. 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 a range of consulting and portfolio services tailored to client goals, employing both in-house and third-party managers across traditional and non-traditional investment strategies.
Elizabeth W
Series 63, Series 65
Evansville, IN
Robert Baird & Co.
Elizabeth Wagner is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019, following a long tenure at Hilliard Lyons. 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 combination of in-house and third-party managers to implement a variety of investment strategies.
Anthony T
Series 66
Milwaukee, WI
Robert Baird & Co.
Anthony Tordik 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, he held roles at Milwaukee Tool, Consolidated Electrical Distributors, Target Corp, and other companies. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing financial planning, portfolio management, and brokerage services tailored to client goals and risk tolerances.
Jasmine F
Series 63, Series 65
Seattle, WA
Robert Baird & Co.
Jasmine Foreman is a financial advisor with Robert Baird & Co. in Seattle, WA. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Baird, she worked in logistics and held roles at Seattle University, Chartwells, Famous Footwear, Firehouse Subs, and in education. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management, utilizing a range of strategies from traditional allocations to more complex approaches, along with municipal advisory and public finance services.
Ellen G
Series 66
Milwaukee, WI
Robert Baird & Co.
Ellen Galezewski is a financial advisor at Robert Baird & Co. with 14 years of industry experience. She holds a Series 66 designation and has been with Robert Baird & Co. since 2012. Outside of her advisory role, she serves as a director with check signing authority for the Harvard Business School - Club of Wisconsin. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies while maintaining ongoing manager selection and monitoring.
Janeanne G
Series 66
Akron, OH
Robert Baird & Co.
Janeanne Gregg is a Series 66-licensed financial advisor with Robert Baird & Co. in Akron, OH, and has seven years of experience with the firm. Before joining Robert Baird, she worked at Ken Stewarts Lodge and Flemings Prime Steakhouse and was involved with Spring Garden Waldorf School. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded strategies with tax management and direct indexing, managing approximately $394 billion in assets as of December 2025.
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