Jake Kinziger is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he held various roles including coaching at Wisconsin Legends and positions at UW Madison and Uline. Outside of advisory work, he coaches at Wisconsin Legends. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Julie Tapke is a CFP®-designated financial advisor with Robert W. Baird & Co. in Cincinnati, Ohio, with 21 years of industry experience. She has been with Robert W. Baird since 2015. Outside of her advisory role, she serves on the board of the Julie Learning Center, a nonprofit organization. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax management and direct indexing.

Anthony Herbenson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 19 years of industry experience. He has worked at Robert W. Baird since 2013, following prior roles at Edward Jones, Raymond James Financial, and SII Investments. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing a blend of manager-traded and model-traded SMA strategies, tax-management, and direct indexing.

Ronald Johnson is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Annex Wealth Management. Johnson serves as financial power of attorney for his parents as part of their estate plan. He 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 through tailored consulting and portfolio management services.

Chad Edwards is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Baird in 2022, he worked for seven years at Hefren Tillotson, Inc. Edwards serves as Treasurer of Lodge 45 Free & Accepted Masons of Pennsylvania and is a board member of the Masonic Fund Society’s Investment/Finance Committee. The DDK Group at Robert W. Baird & Co. provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and the use of advanced tools in delivering financial advice.

Thomas Ladd is a financial advisor with Robert W. Baird & Co. in Norton Shores, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Ladd serves on the investment committee of the Muskegon Catholic Central Foundation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, employing a range of strategies from traditional equity and fixed income to non-traditional investments, alongside municipal advisory and public finance services.

Ann Haase is a financial advisor at Robert Baird & Co. with three years of industry experience. She has worked at Baird since 2022 and previously spent 15 years at Wells Fargo Bank. She 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, combining in-house and third-party managers to implement a range of investment strategies.

Michael Roethler is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.

Mikayla Morgan is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 66 designations and seven years of industry experience. Her prior roles include positions at Creative Planning, LLC, Lockton Financial Advisors, LLC, and Charles Schwab & Co. She also worked in academic support roles at Arizona Christian University. Morgan is part of The DDK Group within Baird’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 through separately managed accounts, and brokerage services, utilizing internal research and a combination of manager-traded and model-traded investment strategies.

Joseph Schmeing is a financial advisor with Robert W. Baird & Co. based in Louisville, KY, holding Series 63 and Series 65 credentials with 35 years of industry experience. His prior roles include positions at Stock Yards Bank & Trust, Raymond James Financial, FIFTH THIRD SECURITIES, and Morgan Keegan & Company. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves 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, supported by ongoing manager selection, internal research, and use of advanced tools such as artificial intelligence.

Stacy Williams is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 24 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 serves individuals, families, pension plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of investment strategies and both in-house and third-party managers.

Peter Philpott is a financial advisor with Robert W. Baird & Co. Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he is a passive joint owner of Industrial Refractory Services, Inc., a company involved in building furnaces and temperature controls. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services that range from traditional equity and fixed-income strategies to more complex and non-traditional investments.

Alison Daley is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding a Series 66 designation and with 16 years of industry experience. She has been with Robert W. Baird & Co. since 2006. Outside of her advisory role, Daley serves as treasurer for Big Fella Classic Inc., managing funds raised for charitable organizations, and advises the Peoria City Council as a member of the Downtown Advisory Commission. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a broad client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, portfolio management, separately managed accounts, and municipal advisory services, utilizing a combination of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Brian Kelso is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and 21 years of industry experience. He has worked at Robert W. Baird & Co. since 2009, with a brief tenure at Public Trust Advisors, LLC from 2020 to 2021. 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 using a range of strategies, including traditional and non-traditional investments, and provides both discretionary and non-discretionary management options.

Brian Kurtz is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird since 2001. 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. 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.

Eric Gaston is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes prior roles at Fidelity Brokerage Services and TD Ameritrade. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and non-traditional allocations, and provides municipal advisory and public finance services alongside its investment management capabilities.

Geoffrey Laughlin is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He has been with Robert W. Baird & Co. since 2009 and holds a Series 66 designation. 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 offers tailored consulting and portfolio management services using a variety of strategies, including discretionary management and separately managed accounts, and provides municipal advisory and public finance services alongside its investment and trust capabilities.

Courtney Wilhelm is a financial advisor at Robert Baird & Co. in Denver, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Baird in 2023, Wilhelm worked at Morgan Stanley from 2021 to 2023. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, offering services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and a range of advisory solutions supported by internal research, manager selection, and distinctive municipal advisory services.

Frank Fresquez Jr. is a financial advisor with Robert Baird & Co. in Denver, Colorado, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Clearing for six years and Elevations Credit Union for two years before joining Baird in 2023. 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 provides customized financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Pamela Kiltau is a financial advisor at Robert W. Baird & Co. in Akron, OH, holding Series 63 and Series 65 credentials with 47 years of industry experience. She worked at Merrill from 2001 to 2016 before joining Baird in 2016. Outside of her advisory role, she serves as treasurer for Boy Scout Troop #45 in Hartville, Ohio. Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with in-house research and technological tools.