Alex Englund is a Series 66-licensed advisor with Robert Baird & Co., based in Louisville, KY, with seven years of industry experience. He previously worked at Edward Jones and Ranir LLC and has experience at both Grand Valley State University and the Greater Midland Community Center. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing a blend of manager-traded and model-traded strategies supported by home-office research and incorporates advanced tools, including artificial intelligence, in client advice.

Jeffrey Collins is a financial advisor at Robert W. Baird & Co. in Chicago, IL, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2016. He 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, portfolio management, and separately managed account programs, with advisory work supported by internal research and a variety of investment strategies.

Ryan Antkowiak is a CFP® professional with 21 years of industry experience, currently serving at Robert W. Baird & Company since 2007. He holds the Series 63 designation and is based in St. Paul, MN. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including 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 to implement a range of investment strategies.

Scott Ferguson is a financial advisor with Robert Baird & Co. in Union City, TN, holding Series 63 and Series 65 designations and 35 years of industry experience. He previously worked for 25 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he owns a farm that produces row crops and timber, though he is not involved during normal business hours. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and internal research.

Daniel Paulson is a financial advisor with Robert W. Baird & Co. in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2001. Outside of his advisory role, he serves as a board member on the Schoolcraft Foundation Board of Governors, participating on the Finance Committee. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The team provides tailored consulting and portfolio services, employing a range of investment strategies and management approaches to meet client goals and risk tolerances.

James Puissant is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has previously worked at HKA Global and The Kenrich Group. Puissant serves as a finance committee member for The First Tee of Northeast Wisconsin. 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, profit-sharing plans, and charitable organizations through a variety of portfolio management and financial planning strategies.

Michael Foody is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He has held previous roles at City National Bank, RBC Capital Markets, and Wells Fargo in various capacities. He serves on the advisory board of Treehouse, a nonprofit organization supporting youth in foster care. The DDK Group, part of Baird’s Private Wealth Management department, provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of strategies including separately managed accounts and overlays, supported by internal research and model-driven management, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Shayne Nagy is a financial advisor with Robert Baird & Co. in Mishawaka, Indiana, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He worked at Mutual Bank for 10 years before joining Robert W. Baird in 2018. 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, wrap programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence.

Victoria Wellman is a financial advisor with Robert Baird & Co., holding a Series 66 designation. She has been with Baird Private Wealth Management since 2024. Prior to joining Baird, she worked at Paul J Alvarado PC and The Ticket Clinic. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a range of strategies including traditional and non-traditional allocations, using both in-house and third-party managers to meet client goals.

Heather Melzer is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2006. Outside of her advisory role, she coaches age group swimmers at the Menomonee Falls Swim Club. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored advice and a range of portfolio management services, including discretionary and non-discretionary management, with access to both traditional and non-traditional investment strategies.

Malcolm Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Baird since 2013. Outside of his advisory role, he serves on the board of the Arthur & Sylvia Lee Educational Foundation, which provides scholarships, and holds several other board and ownership roles related to investment committees and land management. Liles is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The group employs a range of strategies including separately managed accounts and overlay services, catering to diverse client goals and risk tolerances.

Emma Schmeling is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and the League of Women Voters of Wisconsin. Outside of finance, she operated Beyond Vintage Furnishings for five years. Emma 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, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Thomas Houchens is a CFP® professional with three years of industry experience, currently serving at Robert W. Baird & Co. in Glasgow, KY. His background includes roles at Fox Hollow Golf Course and Houchens Industries prior to joining Robert W. Baird. 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 team offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Brian Docking is a CFP® with 20 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2015. He holds leadership roles outside of his advisory work, including Chair of the Board at Union State Bank and board member and officer at Docking Bancshares, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including 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 traditional and non-traditional investment strategies.

Lyric Schnur is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Robert Baird in 2022, Schnur spent 23 years at Hefren Tillotson, 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, and custody and brokerage services, utilizing internal research tools and a mix of manager-traded and model-traded strategies.

Mathew Basham is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Preferred Family Healthcare. He serves as a board member and trustee for The Goss Revocable Qualified Spousal Trust. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional strategies.

Joshua Slevin is a financial advisor at Robert W. Baird & Co. with a Series 65 designation and four years of industry experience. He has held multiple roles at Robert W. Baird & Co. since 2016, with brief periods at Fjell Capital, LLC and involvement in Northern Renewal and Cornerstone Handyman LLC. 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 services including financial planning, portfolio management, and custody and brokerage services, employing a mix of manager-traded and model-traded strategies supported by internal research and oversight.

Moira Moran is a financial advisor at Robert Baird & Co. with 24 years of industry experience. She holds a Series 66 designation and has been with Robert Baird since 2002. Outside of her advisory role, she serves as a board member and treasurer for the Whitefish Bay High School Parent Association. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Vince Hawley is a financial advisor at Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Robert W. Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and oversight.

Elizabeth Sherbert is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009 and holds the Series 66 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies tailored to client goals and risk tolerances.