Sarah Reif Beck is a financial advisor at Robert W. Baird & Co. with 18 years at the firm and 12 years of industry experience. She holds a Series 66 designation and is based in Naples, Florida. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and ongoing manager monitoring.

Edmond Konrad is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2020, following prior roles at Edward Jones and Brio Tuscan Grille. Outside of his advisory work, he serves as a soccer coach for the Bavarian United Soccer Club. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Jeremy Duksin is a financial advisor at Robert W. Baird & Co. in New York, NY, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Credit Suisse Securities (USA) LLC for 13 years before joining Baird in 2023. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management and separately managed account programs.

William West is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Baird Trust Company, Harvey Investment Company, PNC, Vanderbilt University, and J.J.B. Hilliard, W.L. Lyons, LLC. 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. The firm offers a range of financial planning and investment management services, utilizing manager-traded and model-traded SMA strategies, tax management, direct indexing, and ongoing manager oversight supported by internal research and technology.

Jacqueline Janich is a financial advisor with Robert W. Baird & Co. Inc. in Greenfield, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Robert W. Baird & Co. since 2000. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a mix of in-house and third-party managers and a variety of investment strategies.

Laurie Hughes is a financial advisor at Robert Baird & Co. with 25 years of industry experience. Her prior work includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied Company, L.P. She 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 account programs, and custody and brokerage services.

James Meredith is a CFA® charterholder and holds a Series 66 license, with 22 years of industry experience. He has worked at Robert Baird & Co. since 2022, following a 19-year tenure at Hefren Tillotson, Inc. Outside of his advisory role, Meredith is a lecturer at Saint Vincent College, where he teaches a CFA Level 1 prep course to business students. He also serves as a troop leader for Boy Scouts of America Troop 404 in Cranberry Township. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded SMA strategies, tax management, and internal research tools.

Nathan Kaull is a financial advisor at Robert W. Baird & Co. in Fox Valley, WI, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at UW Credit Union and the University of Wisconsin Madison. 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 customized financial planning and portfolio management services. The firm offers a range of investment strategies and services, including discretionary management, separately managed accounts, and tax-management overlays.

Susan Anderson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. She holds a Series 66 designation and is based in Chicago, IL. Anderson’s prior work includes a period at Indiana University Bloomington. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing internal research and a combination of manager-traded and model-traded strategies.

Patrick Feeney is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at JJB Hilliard W.L. Lyons LLC and Gabelli & Company, Inc. 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 customized consulting and portfolio services, employing a range of investment strategies from traditional to non-traditional, with options for discretionary and non-discretionary management.

Patrice Rue is a financial advisor at Robert Baird & Co. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert Baird 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, and institutional clients. The group offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Jeffrey Schmit is a financial advisor at Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 licenses with 30 years of industry experience, all with Robert Baird since 1996. He serves as a board and finance committee member for the Port Catholic School/St. John XXIII Endowment Fund, where he oversees investment policy and financial decisions. Robert Baird & Co. is a large institutional firm offering private wealth management services through teams like the DDK Group. The firm serves individuals, corporate clients, pensions, and charitable organizations with a comprehensive range of investment management and financial planning services supported by internal research and manager oversight.

Kale Olson is a financial advisor at Robert Baird & Co. with 24 years of industry experience. He holds a Series 66 designation and has worked previously at JJB Hilliard WL Lyons LLC and Oppenheimer & Co. Olson serves as trustee for several family trusts established for the benefit of his children, overseeing their investment strategies. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, employing a range of investment strategies and overlay services to align with client goals and risk tolerances.

Sara Reddington is a financial advisor at Robert Baird & Co. with a Series 66 designation and three years of industry experience. Prior to joining Baird in 2024, she worked at Ameriprise and held various roles in healthcare and education organizations. She is part of The DDK Group, a team within Baird’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 financial planning, portfolio management, and advisory services supported by internal research and advanced tools, managing approximately $394 billion in assets as of December 31, 2025.

Kayji Arai is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2019, Arai worked at Mikuni Japanese Restaurant and Sushi Bar and attended the University of California, Davis. Outside of finance, Arai has experience working in hospitality at Mikuni Japanese Restaurant. Arai is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Raymond Ballantine is a CFP® professional with 40 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 24 years at Hefren Tillotson, Inc. 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 financial planning and portfolio management services, utilizing internal research, model-traded strategies, and discretionary management, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Jonathan Huggins is a financial advisor at Robert Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at firms including TIAA-CREF and State Employees' Credit Union prior to joining Robert Baird & Co. in 2022. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a combination of manager-traded and model-traded strategies, tax-management techniques, and internal research including artificial intelligence tools in delivering advisory services.

Gayle Martin is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. Prior to joining Baird, she worked at The Paducah Bank & Trust Co. and LPL Financial from 2014 to 2021. She is a board member and treasurer of the United Way of Western KY. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises 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.

Jonathan Henson is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation. He joined Robert Baird & Co. in 2024 and has prior experience at Republic Bank & Trust Company. His background includes several years as a full-time student. 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 with tailored financial planning and portfolio management services.

Kevin Rollwagen is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Kevin is part of The DDK Group, a team within Baird’s Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, with an investment approach that includes manager-traded and model-traded strategies, tax management, and ongoing manager selection supported by internal research and advanced tools.