Tricia Bivens is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Robert Baird & Co. since 2022. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, LPL Financial, and Herbst Financial Advisors. Outside of her advisory work, she is an Independent Certified OPTAVIA Wellness Coach, providing health coaching to individuals. She 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 consulting and portfolio management services tailored to client goals and risk tolerances.

Jacob Etler is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Rockefeller Financial LLC and Fifth Third Bank. Outside of his advisory role, he serves as a football coach at Beechwood High School. Robert W. Baird & Co.’s DDK Group, where Etler is part of the team, provides wealth management services to individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management solutions, utilizing both in-house and third-party managers across a range of investment strategies.

Aloysius Willett is a financial advisor at Robert Baird & Co. with 44 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019, following a 35-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He also serves as an executor and trustee for his parents' estate. Robert Baird & Co.’s DDK Group, where he is based, serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct indexing capabilities.

Emily Raychel is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Robert Baird & Co. since 2015. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers a variety of financial planning, consulting, and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Conor Quick is a CFP® and Series 66 licensed financial advisor with Robert Baird & Co. in Indianapolis, Indiana, bringing eight years of industry experience. He has worked at Baird since 2017 and is also the owner of a non-investment-related LLC. Conor 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 uses a range of portfolio management strategies supported by internal research and ongoing manager monitoring, managing approximately $394 billion in regulatory assets as of December 2025.

Evangelos Kalomiris is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Baird since 2017. His prior roles include positions at ASUO Finance and the University of Oregon. 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 offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Matthias Strotman is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and previously worked at Marquette University for 14 years. 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 other institutional clients. The group offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Scott Bullock is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including McAdams Wright Ragen, Wells Fargo, and Citigroup Global Markets. Bullock has been with Robert Baird since 2014. Robert Baird & Co.’s Private Wealth Management department, where Bullock works as part of The DDK Group, 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 through separately managed accounts, and custody and brokerage services, supported by internal research and tools such as artificial intelligence.

Vadim Morozov is a financial advisor at Robert Baird & Co. with eight years of industry experience. He has held positions at Robert Baird & Co. since 2019 and previously worked at J.J.B. Hilliard W.L. Lyons and Royal East. He holds the Series 66 designation. Morozov 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, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and technology such as artificial intelligence.

Samuel Johnson is a financial advisor with Robert W. Baird & Co. in Eau Claire, WI, holding a Series 66 credential and five years of industry experience. His work history includes roles at Woodbury Financial Services, Northwestern Mutual, and I Life. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and technology including artificial intelligence.

Jordan Masnica is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert Baird & Co. since 2010. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services through a variety of strategies and utilizes internal research and tools, including artificial intelligence, to support client advice.

Alexis Zenahlik is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and two years of industry experience. Prior to joining Baird in 2022, Alexis held positions at JPMorgan Chase and the Nevada County Association of Realtors. Alexis 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Eric Vegh is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for 10 years and Wells Fargo Clearing for 4 years. He 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 financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research, model-traded strategies, and tax-management techniques.

Scott Osborn is a financial advisor with Robert Baird & Co. in Columbus, IN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has prior experience with JJB Hilliard, W.L. Lyons and Main Source/RJFS. 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 financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Eric Hernandez is a financial advisor at Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation. He joined the firm in 2025, following five years of employment with Starbucks Coffee Corporation and five years as a student. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individual clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and tools.

Staci Allen is a financial advisor at Robert W. Baird & Co. with 19 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2018, following prior roles at LPL Financial and Anchor Bank. Outside of her advisory role, she is involved in several non-investment ventures, including consulting for Seint, part-time employment with Oliveda, and participation in a travel and lifestyle membership business, Club Viago. She 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 tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex, non-traditional investments.

Gail Bivens Rose is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with Robert W. Baird & Co. since 2010. Outside of her advisory role, she serves on the board and investment finance committee of Sunrise Retirement Community. Robert W. Baird & Co.’s DDK Group provides tailored wealth management services to individuals, families, pensions, corporations, and institutional clients, offering a range of portfolio management and consulting solutions that include traditional and complex investment strategies.

Padraic Devine is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients. The team provides customized consulting and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Casey Castor is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he is involved as a travel agent with Oasis Travel Network. He 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, utilizing a variety of strategies and investment options to meet client goals and risk tolerances.

Daniel Moore is a financial advisor at Robert Baird & Co. in Indianapolis, IN, with 25 years of industry experience. He has been with Robert Baird & Co. since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Moore is involved in sales of collectibles on eBay. 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, SMA programs, and a range of traditional and non-traditional investment strategies.