Lauren Griffin is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert W. Baird & Co. since 2018, following prior roles at TD Ameritrade and Scottrade. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients, offering financial planning, discretionary and non-discretionary portfolio management, and brokerage services. Baird employs a combination of manager-traded and model-traded strategies, tax management techniques, and internal research, managing approximately $394 billion in regulatory assets as of December 2025.

Tina Hollar is a financial advisor at Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation with 15 years of industry experience. She has been with Robert W. Baird & Co. since 2009. 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 services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and manager monitoring.

Samuel Dippold is a CFP® and holds a Series 66 designation with 16 years of experience in the financial industry. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. Baird offers a range of services including financial planning, portfolio management, and custody with an investment approach that combines manager-traded and model-traded strategies, tax management, and the use of internal research and technology.

Charles Hanson is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Robert Baird & Co. since 2014. 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 offers customized consulting and portfolio services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

Angela Wingfield is a financial advisor at Robert W. Baird & Co. in Franklin, TN, with 12 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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 tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and complex investment strategies.

Nicholas August is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He has held positions at Robert W. Baird since 2018 and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He holds Series 63 and Series 66 designations. The DDK Group at Robert W. Baird serves individuals, corporate clients, pension plans, and charitable organizations with comprehensive wealth management and financial planning services. The firm combines manager-traded and model-traded strategies, tax-management, and direct-indexing capabilities, supported by internal research and artificial intelligence tools.

Jay Schwister is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2004, accumulating 20 years of industry experience. He serves on the finance committee and pension plan sub-committee of the Milwaukee Symphony Orchestra and is a member of the investment committee at Marquette University High School. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients, offering a range of portfolio management and consulting solutions.

Steven Milvet is a financial advisor with Robert W. Baird & Co. in Lodi, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of his advisory role, he serves as a zoning board member for the Chatham Township Zoning Commission. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies and overlays to meet client goals and risk tolerances.

Susan White is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment and Midwest Climate Solutions. Outside of her advisory role, she is the owner and creator of the Small Steps Big Wins podcast, focused on self-improvement. She is part of The DDK Group within Baird’s Private Wealth Management department, serving a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing internal research, manager-traded strategies, and tax-management tools.

Stewart Parker is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities from 2009 to 2020 before joining Baird in 2020. Outside of his advisory role, he is involved in family-owned real estate and automotive businesses and serves on the Industrial Development Board of Maury County. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations with both discretionary and non-discretionary management options.

Benjamin Ferguson is a financial advisor with Robert Baird & Co. in Union City, TN, holding a Series 66 designation and 16 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, LLC from 2009 to 2019 before joining Robert Baird & Co. in 2019. Outside of his advisory role, he is an owner of a hunting and recreational farm and a lodge in Tennessee. 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, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded strategies supported by internal research and investment tools.

Kathryn Carey is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has been with Baird since 2013. Carey serves as Treasurer for the Yale Association of Wisconsin, contributing a small amount of time monthly to this role. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Bruce Yoshida is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Elizabeth Bergmann is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2008. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlay services.

Troy Yaldoo is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2020. Prior to joining Baird, he worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 range of services including financial planning, portfolio management, tax-management strategies, and municipal advisory services, supported by internal research and the use of artificial intelligence in client advice.

Daniel Monahan is a financial advisor with Robert W. Baird & Co. based in Atlanta North Point, GA. He holds a Series 66 designation and has 26 years of industry experience, all with Robert W. Baird & Co. since 2000. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, with investment approaches that include manager-traded and model-traded strategies, tax management, and internal research tools.

Douglas Macfarlane is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird since 2010 and holds Series 63 and Series 65 licenses. Macfarlane serves as a board member and participates on the Investment Finance Committee of Child Advocates of Placer and Yuba Counties. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services utilizing a variety of managed account programs and emphasizes ongoing manager selection and internal research in its advisory approach.

Joseph Christ is a CFP® professional with 19 years of industry experience, currently advising clients at Robert W. Baird & Co. since 2008. He holds a Series 66 license and works out of Scottsdale, AZ. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, 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 across traditional and non-traditional investment strategies.

Lara Stunkel is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation. Prior to joining Baird, she was involved with PSquare Scents, LLC and volunteered with Animal Friends. The DDK Group at Robert W. Baird & Co., where Lara works, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Nicholas Mitchell is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds a Series 66 credential and previously worked at Hefren Tillotson and Minnotte Contracting Corp. He has been with Robert Baird & Co. since 2022. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and ongoing investment research to support client advisory needs.