Weston Karschner is a financial advisor at Robert Baird & Co. in Elkhorn, Nebraska, holding a Series 66 designation. He joined Baird in 2024 and previously worked at Convera and Applied Underwriters. 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 with tailored consulting and portfolio management services.

Leigh Staples Ralston is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. Prior to joining Robert Baird & Co. in 2019, Ralston worked for 35 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of advising, Ralston is involved in a family farming operation in Bedford, KY. Robert Baird & Co. is an institution with over 2,600 advisors and provides a range of financial planning, consulting, and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded separately managed account strategies, tax management, and unified fee arrangements, supported by internal research and strategic partnerships.

Morgan Bumbaugh is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked previously at Cherry Bekaert LLP, Southern Baptist Foundation, Frasier, Dean & Howard, PLLC, and KPMG. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, combining manager-traded and model-traded strategies with ongoing manager selection and internal research.

Keileigh Sweeney is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Her background includes roles at Elevate Fitness, Blairwood, Esporta Fitness, Norton Healthcare, YMCA, and Louisville Male High School. Robert Baird & Co. is a firm that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a variety of financial planning, portfolio management, and brokerage services supported by internal research, manager selection, and a combination of manager-traded and model-traded strategies.

Andrew Oremland is a CFP®-credentialed financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He has worked at Robert W. Baird since 2016 and previously held roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. The DDK Group, part of Baird’s Private Wealth Management department, serves high net worth 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 both manager-traded and model-traded strategies alongside internal research and tools, including artificial intelligence.

Richard Pfeil is a CFP® and Series 66 designated advisor with Robert W. Baird & Co., where he has worked since 2013. He has 22 years of industry experience. 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 offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by in-house research and strategic partnerships.

Alyssa Cedela is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has previously worked at Marriott International, Powerhouse Gym, and Monster Energy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management team, 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, and custody and brokerage, supported by internal research and manager oversight.

Jorge Diaz is a financial advisor with Robert W. Baird & Co. in Townsend, Delaware, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Baird since 2017 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies that range from traditional to non-traditional investments.

Kara Endres is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Robert Baird & Co. since 2019 and also has experience at JJB Hilliard WL Lyons LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, utilizing internal research and tools, including artificial intelligence, to support client recommendations.

Michael Bishop is a financial advisor at Robert Baird & Co. with 34 years of industry experience. He has been with Robert Baird & Co. for 33 years and holds Series 63 and Series 66 licenses. He serves as a board member and on the investment and finance committee for Roma Lodge in Racine, WI. Robert Baird & Co.'s DDK Group provides private wealth management services to individuals, families, pensions, corporations, and charitable organizations. The group offers financial planning, discretionary and non-discretionary portfolio management, and utilizes a range of investment strategies tailored to client goals and risk tolerances.

Anne Morgan is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 22 years of industry experience. She has been with Robert W. Baird & Co. since 2006. 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 financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with both discretionary and non-discretionary approaches.

Douglas Stencel is a Series 66-licensed advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2005. He has 20 years of industry experience. 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, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Kate Buttarazzi is an advisor at Robert Baird & Co. in Fort Worth, TX, holding a Series 66 designation. She joined Baird in 2025 and has prior experience across various roles including positions at Miracle Mama, KCD, and HerStory. Outside of financial services, she has been involved in several other business activities, such as work with Miracle Mama and BrainCharge. Kate is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of financial planning and portfolio management services supported by internal research and technology, including artificial intelligence, and had approximately $394 billion in regulatory assets under management as of December 31, 2025.

Ryder Gilbert is a financial advisor at Robert Baird & Co. with Series 66 credentials and experience beginning in 2022. His prior roles include positions at Blackwoods Group and Starbucks Coffee Co., alongside a lengthy background in education. The DDK Group at Robert W. Baird & Co. serves individual, corporate, pension, and charitable clients through a variety of financial planning, portfolio management, and brokerage services. The firm utilizes both manager-traded and model-traded strategies supported by internal research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Jon Brausch is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, he serves as a director and board member of The Tri-Motor Heritage Foundation, a historical preservation nonprofit, where he is involved in project oversight and fundraising. He works within the DDK Group at Robert W. Baird, which provides tailored wealth management services to individuals, families, institutions, and charitable organizations through a combination of consulting, portfolio management, and specialized overlay strategies.

David Lubchenco is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. He has been with Robert W. Baird & Co. since 2016 and holds Series 63 and Series 65 licenses. Robert W. Baird & Co.'s DDK Group serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and investment professionals.

Campbell Jenkins III is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Keane Capital Partners and Robert W. Baird. Jenkins serves as secretary of the board and is on the finance committee for the Myers Park High School Foundation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises high-net-worth individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a combination of in-house and third-party managers.

Dustin Heuchan is a financial advisor with Robert Baird & Co. in Franklin, IN, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and at 19th Capital Group, LLC for five years before joining Baird in 2023. Heuchan 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, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing internal research and manager oversight as key components of its investment approach.

Michelle Kemmer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously was employed at SpotMe Inc. from 2016 to 2018. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and ongoing manager oversight supported by internal research and the use of artificial intelligence.

Cameron Ragen is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Robert Baird since 2014. Outside of his advisory role, he serves as a board member for the YMCA of Greater Seattle and is involved with a family charitable foundation and related investment activities. The DDK Group at 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 broad range of financial planning and portfolio management services, utilizing multiple separately managed account programs and an approach that integrates manager selection, tax management, and internal research tools.