Richard Tapke III is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Robert W. Baird & Co. since 2015. Tapke serves as Treasurer and Board Member of the Matthew Mangine Jr Foundation and is an Investment Committee Member at Deaconess Associations Incorporated. 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 services including financial planning, portfolio management, and custody, utilizing both internal research and strategic partnerships to support client advice.

Gregory Pauly is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he works with the Notre Dame Alumni Club of Milwaukee organizing events for young alumni and serves on the investment committee of the Riveredge Nature Center. 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 offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays, and also provides municipal advisory and public finance services.

Tynessa Lowe is a financial advisor at Robert Baird & Co. with six years of industry experience. She holds the Series 66 designation and has been with Baird since 2020, following seven years at Flyers Energy. She 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 a range of consulting and portfolio services tailored to client goals, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

William Norris is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2012. He holds the Series 66 designation and is based in Boulder, Colorado. Outside of his advisory work, Norris is involved in managing rental properties and is an owner/member of Mountain Beach Adventure LLC. 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, separately managed accounts, and uses a combination of internal research and third-party partnerships in its investment approach.

Stacey Mulier is a financial advisor at Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 66 licenses with nine years of industry experience. Prior to joining Baird in 2025, she worked at Avalara for four years and Envestnet Tamarac for seven years. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm provides services such as financial planning, portfolio management using separately managed accounts, and municipal advisory services, supported by internal research and technology tools.

Ryan Cox is a financial advisor with Robert W. Baird & Co. in Cleveland, Ohio, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Cox serves as mayor of Waite Hill Village, Ohio, and is a board member of the Waite Hill Foundation, a charitable organization benefiting the local municipality. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and uses a range of manager-traded and model-traded strategies supported by ongoing research and monitoring.

Adam White is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2017, following prior roles at Eaton Vance Management and Eaton Vance Distributors, Inc. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, 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.

Paulette Henninger is a financial advisor with Robert Baird & Co. in Toledo, OH, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Merrill, and A.G. Edwards & Sons, Inc. 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, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research, manager selection, and a combination of manager-traded and model-traded strategies.

S. Thomas Ogden is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.J.B. Hilliard, W.L. Lyons, LLC and Citigroup Global Markets. Outside of his advisory role, he is the owner of JC Resorts LLC. Robert Baird & Co. 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 internal research tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Matthew Stanhope is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at E*TRADE Capital Management, E*TRADE Securities, and Charles Schwab. He is part of The DDK Group within Baird’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, employing various SMA strategies, tax management, and model-traded approaches supported by internal research and tools.

Harrison Greene III is a Series 66-credentialed financial advisor with Robert W. Baird & Co. in New York, NY, where he has worked for 15 years. He is an owner/member of Integrate Schools LLC, an investment-related business activity. Baird’s DDK Group, part of its Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and brokerage. The firm uses a combination of manager-traded and model-traded strategies alongside internal research and tools to deliver advisory services.

Tania Miles is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent 18 years at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she serves as a board member and treasurer for the Zeta Iota Chapter of Psi Iota Xi in Indianapolis. She 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 customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Colin Evans is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2020. His prior experience includes roles at Defense Finance & Accounting Service and JJB Hilliard WL Lyons LLC. 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, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

Sueann Griffin is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 28 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 and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, with investment strategies supported by ongoing manager selection, internal research, and the use of artificial intelligence.

Allison Hunter is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has worked at R.W. Baird since 2022. Prior to her advisory career, she held positions in the catering and food service industries. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management team, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

James Hodge is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has worked at Robert Baird & Co. since 1996 and has also been affiliated with Northwestern Mutual Investment Services, LLC since 2005. Outside of his advisory work, he serves as a board member for Cargill Methodist Church and Wellntel, Inc., and is a 50% owner of The Good Acres, LLC farmland. He 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 range of financial planning, portfolio management, and advisory services supported by in-house research and a variety of manager-traded and model-traded strategies.

Benjamin Ihrke is a financial advisor at Robert Baird & Co. with five years of industry experience. He has been with Baird since 2019 and previously worked at U.S. Bank from 2012 to 2019. He holds the Series 66 designation. Benjamin is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice. The group advises a range of clients including individuals, families, pensions, corporations, and charitable organizations, offering customized consulting and portfolio services that incorporate both traditional and complex investment strategies.

Walter Davis Jr. is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, he serves as a trustee for a medical, disability, and life insurance trust that manages payment of health insurance claims for retirees of a bankrupt company. He 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 provides tailored financial planning and portfolio management services using a variety of strategies and managers, including traditional and non-traditional investment approaches.

Thomas Savage Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 23 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of his advisory work, he serves as Treasurer and board member of The Town Club in Fox Point, WI. 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 with customized financial planning and portfolio management strategies. The firm offers a range of services including discretionary and non-discretionary management, separately managed accounts, and municipal advisory alongside investment banking and trust capabilities.

Michael Wagner is a financial advisor with Robert W. Baird & Co. in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is a property owner. 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, utilizing a range of investment strategies including discretionary management and separately managed accounts.