William Corbett is a financial advisor with Robert Baird & Co. in Northport, MI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, he is the sole proprietor of Corbett Communications Co., where he focuses on writing and editing manuscripts. Corbett is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals and risk tolerances.

Rim Yahia is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He has worked at Robert W. Baird since 2017 and previously spent six years with Morgan Stanley Smith Barney LLC. Rim holds a Series 66 designation and is based in Dallas, TX. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—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 separates advice and portfolio fees through various managed account strategies and ongoing manager monitoring.

Cristina Ederer is a financial advisor at Robert Baird & Co. with one year of industry experience. She previously worked at First Republic Bank, now part of JPMorgan Chase, for five years and at Chase Bank for 21 years. She holds the Series 66 designation. Cristina is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of strategies and managers, including traditional and non-traditional investments.

William Schlofman is a financial advisor at Robert W. Baird & Co. Inc. with four years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Outside of his advisory role, Schlofman is a managing partner at Pressio LLC, a manufacturing and licensing startup, where he contributes to finance, marketing, design, and operations. He also serves as a bishop with check signing authority at the Church of Jesus Christ of Latter-day Saints in Peoria, Arizona. Schlofman is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning, portfolio management, and reporting services, utilizing both in-house and third-party managers to implement strategies across traditional and non-traditional asset classes.

Victoria Pietras is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding a Series 66 designation and four years of industry experience. Her background includes roles at Anthem, Inc. and a position at Indiana University. She also has experience outside finance, having worked at CK Designs Hair Salon. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management with separately managed accounts, and municipal advisory services.

Shelley Pearce is a financial advisor with Robert Baird & Co. in Kenmore, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she is a landlord of a rental property. Robert Baird & Co.’s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, providing tailored consulting and portfolio management services through a range of strategies and investment vehicles.

Jeffrey Bailey is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He has been with Robert Baird & Co. since 1994 and holds Series 63 and Series 65 licenses. Based in Baton Rouge, LA, he is part of a large team of over 3,000 advisors at the firm. The DDK Group, where Mr. Bailey works, is a team within Robert W. Baird & Co.’s Private Wealth Management practice serving individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and both in-house and third-party managers.

William Macgeorge is a financial advisor with Robert Baird & Co. in Peoria, AZ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves as one of three trustees for the Maxwell Foundation Trust, which provides financial aid and scholarships to college freshmen. 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 offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to meet client goals and risk tolerances.

Natalie Garcia is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Seattle, WA, bringing three years of industry experience. Prior to joining Baird, her background includes roles in home loans and hospitality operations. Outside of advising, she works as a bartender at Collins Pub in Seattle. She 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 financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by ongoing research and internal tools.

Joseph Vruwink is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by ongoing manager selection and internal research tools.

Grant Rohleder is a financial advisor with Robert W. Baird & Co. holding a Series 66 designation and three years of industry experience. His prior work includes roles at Baird Trust LLC and MCM CPAs and Advisors LLP. He is a member of two investment-related LLCs based in Louisville, where he manages bookkeeping for rental properties. He is part of the DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary management and specialized municipal advisory and public finance services.

Angela Johnson 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 Series 63 and Series 65 designations. 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 provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Matthew Deering is a financial advisor with Robert Baird & Co. in Whitefish Bay, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Robert Baird & Co. since 2008. 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 customized consulting and portfolio services, including financial planning and discretionary management, using a range of investment strategies and overlays tailored to client goals and risk tolerances.

Nancy Urbina is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and five years of experience at Baird. Prior to joining the firm, she worked in various roles including at La Villa Mexican Restaurant and Jumpstart. Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department, offering services such as financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services. The firm emphasizes manager selection and monitoring supported by internal research and uses a mix of SMA strategies, overlay management, and tax-management tools.

Jennifer Nava is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Raymond James & Associates. She 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 with tailored consulting and portfolio services. The group offers a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services.

Kathryn Nusbaum is a CFP® professional at Robert Baird & Co. with 17 years of industry experience. She has been with Robert Baird since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary portfolio management and separately managed accounts.

Jaime Ellerbrock is a financial advisor with Robert W. Baird & Co. in Findlay, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Baird in 2018, Jaime worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jaime is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm 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.

Scott Sullivan is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 35 years of industry experience. He has been with Robert Baird & Co. since 1990. Outside of his advisory role, he is an owner and member of a non-investment related S Corporation. 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 with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Tashina Davis is a financial advisor with Robert Baird & Co. in Oregon City, OR, holding a Series 66 designation and five years of industry experience. She has worked at Baird since 2018 and previously held positions at Columbia Bank, Helium Comedy Club, and US Bank. Outside of her advisory role, she is involved in non-investment activities including delivering packages for Amazon and operating an online arts and crafts store on Etsy. She 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 team provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Coleman Schindler is a financial advisor at Robert Baird & Co. with four years of industry experience. He has been with Baird since 2020 and previously worked at Crystal Down Country Club for ten years. He holds a Series 66 designation. 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 team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.