Robert Ramsey is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Robert W. Baird since 2005. Outside of his advisory role, he serves as a board member for the 100 Club of Nashville, a charitable organization, and the Nashville Dolphins nonprofit. 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 financial planning and portfolio management services, utilizing both in-house and third-party managers across a variety of investment strategies.

Christopher Williams is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He has worked at Baird since 2019 and previously spent six years with Wells Fargo Fund Distributer, LLC. Williams holds the 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 a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Vincent Pyne is a financial advisor with Robert W. Baird & Co. in Yakima, WA, holding a Series 66 designation and six years of industry experience. He has worked at Robert W. Baird in two separate periods totaling seven years and spent three years at Morgan Stanley. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of strategies and investment vehicles, including discretionary management and separately managed accounts.

Lynn Howard is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2014. 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, charitable organizations, and institutional clients. The group provides customized financial planning, portfolio management, and consulting services, utilizing a range of investment strategies and manager options.

Matthew Savery is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. He holds the CFP® and CFA® designations and has worked at Baird since 2018, following eight years at M. Griffith Investment Services, Inc. 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, utilizing both in-house and third-party managers across various investment strategies.

Darek Nelson is an advisor at Robert W. Baird & Co. based in Milwaukee, WI, holding a Series 66 designation. He joined Robert W. Baird in 2026 and has prior experience working in educational institutions and retail. 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 portfolio management services using a combination of manager-traded and model-traded strategies, tax management, and proprietary research tools.

Sherri Overton is a financial advisor at Robert W. Baird & Co. in Nashville, TN, holding a Series 63 designation with 28 years of industry experience. She has been with Robert W. Baird & Co. since 2013. 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, 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 various investment strategies.

Thomas Heidenrich is a financial advisor with Robert W. Baird & Co. in Aurora, IL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Robert W. Baird since 2003. Heidenrich is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team 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 complex investment strategies.

Alec Johnson is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2021, following five years at Citadel Enterprise Americas LLC. Based in Milwaukee, WI, Johnson 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. Robert W. Baird & Co. manages approximately $394 billion in assets and offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and brokerage services. The firm utilizes a combination of manager-traded and model-traded strategies with ongoing manager selection supported by internal research and technology, including artificial intelligence.

Karla Taylor is a Series 66-licensed financial advisor with Robert Baird & Co. in Traverse City, MI. She has seven years of experience in the industry, including three years at Britten Inc. Outside of her advisory role, she works seasonally with an event planning company called Merry Makers. Karla is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, including discretionary and non-discretionary strategies, supported by internal research and technology-driven tools.

Ann Muck is a financial advisor with Robert W. Baird & Co. Inc. in Denver, CO, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Baird, she worked at Fidelity Investments and has a background that includes full-time education and work at the University of Dayton Office of Learning Resources. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, with a focus on manager selection, internal research tools, and a combination of manager-traded and model-traded strategies.

Darren Boyce is a financial advisor with Robert W. Baird & Co. holding a Series 66 credential and has accumulated one year of industry experience. His previous roles include positions at ISP Capital Markets, Quad, and Marshall & Stevens Incorporated. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research.

John Landberg is a CFP®-designated financial advisor with Robert W. Baird & Co., where he has worked for 17 years. He has 36 years of industry experience. Outside of advising, he holds a 20% ownership interest in Penryn Park Partners, a land development business. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing.

Mary Anne Treen is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She worked at M&T Securities for three years before joining Baird in 2019. Outside of her advisory role, she owns and operates Pristine Cleaning Services CNY, a cleaning business. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, businesses, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, utilizing a mix of SMA strategies and internal research tools.

Timothy Donoghue II is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 credential and has worked previously at Hefren-Tillotson, Resource Strategies Inc., and PNC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual and institutional clients with a range of financial planning, portfolio management, and advisory services. The firm manages approximately $394 billion in regulatory assets and offers services including discretionary portfolio management, separately managed accounts, and municipal advisory services.

Robert Schultz is a financial advisor with Robert W. Baird & Co. in Oak Creek, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Robert W. Baird & Company since 1998. 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, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay services, employing a range of traditional and non-traditional investment strategies.

Paul Robinson is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he is an owner/member of a real estate LLC. Robinson 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 tailored financial planning and portfolio management services through a combination of in-house and third-party managers, offering a range of investment strategies including traditional and non-traditional allocations.

Pamela Huston is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Robert W. Baird since 2015. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research, model-traded strategies, and tax-management techniques.

Katrina Buhl is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Edward Jones. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves a diverse client base including individuals, families, and institutions. The DDK Group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex investments, alongside municipal advisory and public finance services unique among large institutional firms.

John Campbell is a Series 66-credentialed financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 21 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Campbell serves as a board member and co-chairman of the farm committee at the E.F. Wildermuth Foundation, where he also acts as vice president of the Board of Directors and co-chair of the investment council. 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 through a range of financial planning, portfolio management, and brokerage services. The firm offers a mix of manager-traded and model-traded strategies, overlay management, tax management, and direct-indexing capabilities along with ongoing manager selection and monitoring supported by internal research and technology.