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Micah P
Series 66
Murfreesboro, TN
Robert Baird & Co.
Micah Pruitt is a financial advisor at Robert W. Baird & Co., holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Deloitte, Pure Barre, and Middle Tennessee State University. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. Baird manages approximately $394 billion in assets and utilizes a combination of manager-traded and model-traded strategies, internal research, and technology in client advice.
Samuel R
Series 66
Cedar Rapids, IA
Robert Baird & Co.
Samuel Rechkemmer is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at GreenState Wealth Management, GreenState Credit Union, Eddie Bauer, and in education at North Central Junior High and Liberty High School. He is part of The DDK Group within 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 such as financial planning, portfolio management, separately managed accounts, wrap programs, and brokerage services, supported by internal research, overlay management, and a combination of manager-traded and model-traded strategies.
Amy W
Series 63, Series 66
Charlotte, NC
Robert Baird & Co.
Amy Wyatt is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She has been with Robert Baird since 2013 and holds Series 63 and Series 66 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 other institutional clients. The group offers customized consulting and portfolio management services using a variety of strategies and managers tailored to client goals and risk tolerances.
Lisa H
Series 63, Series 65
Grand Rapids, MI
Robert Baird & Co.
Lisa Howland is a financial advisor with Robert W. Baird & Co. in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Robert W. Baird & Co. since 2009. 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, and institutional clients. The group offers financial planning, portfolio management, and brokerage services, tailoring strategies through a combination of in-house and third-party managers across a range of asset classes and investment approaches.
Julie H
Series 66
Scottsdale, AZ
Robert Baird & Co.
Julie Hittle is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. 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 investment strategies and overlay services tailored to client goals and risk tolerances.
Michael M
Series 66
Denver, CO
Robert Baird & Co.
Michael Moore is a Series 66-registered financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He has worked previously at LPL Financial, Trilogy Capital, National Planning Corporation, and Trilogy Financial Services. Moore serves as President of the Cherry Creek Chamber of Commerce Young Professional Advisory Board and is involved with the Colorado Judicial Institute, Juggernaut Cargo Bikes, and the Wish for Wheels charity. He is part of the DDK Group within Baird’s Private Wealth Management department, which offers comprehensive financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-managed approaches, and ongoing investment research to serve its clients.
Grant B
Series 66
Racine, WI
Robert Baird & Co.
Grant Beck is a financial advisor at Robert W. Baird & Co. in Racine, WI, holding a Series 66 designation. He has been with R.W. Baird since 2022 and has prior experience at U.S. Bank and other roles outside the financial industry. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.
Christopher H
Series 63, Series 66
Towson, MD
Robert Baird & Co.
Christopher Holcombe is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He has held his current position since 2018 and previously worked at Primary Residential Mortgage Inc. from 2015 to 2018. He holds Series 63 and Series 66 designations. 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 team provides 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.
Michael P
Series 63, Series 65
Atlanta North Point, GA
Robert Baird & Co.
Michael Petros is a financial advisor with Robert W. Baird & Co. based in Atlanta North Point, GA. He holds Series 63 and Series 65 licenses and has 37 years of industry experience, including 25 years at Robert W. Baird. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio management services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.
Richard S
Series 66
Winston-Salem, NC
Robert Baird & Co.
Richard Shore III is a financial advisor with Robert Baird & Co. in Winston-Salem, NC, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2020, he worked for Aladdin Travel/Direct Travel from 2016 to 2019. Outside of his advisory role, he co-owns and manages a rental property. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through various separately managed account programs, and utilizes manager selection, internal research, and technology including artificial intelligence in its advisory process.
Felicia H
Series 63
Evansville, IN
Robert Baird & Co.
Felicia Hostettler is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 63 designation and 28 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent 27 years with J.J.B. Hilliard, W.L. Lyons, Inc., now part of Hilliard Lyons. Robert Baird & Co. is a large institutional firm serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services delivered through various separately managed account programs and employs internal research, including artificial intelligence tools, to support client advice.
Margaret S
Series 66
Lexington, KY
Robert Baird & Co.
Margaret Sutton is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent six years with J.J.B. Hilliard, W.L. Lyons, LLC. She is based in Lexington, KY. Margaret 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 a variety of services including financial planning, portfolio management, and custody, utilizing a blend of manager-traded and model-traded strategies supported by internal research and technology.
Jill R
Series 66
Rochester, MN
Robert Baird & Co.
Jill Roux is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She has held roles at Robert W. Baird & Co. since 2021 and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined 28 years. She holds a Series 66 designation. Jill 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 using a range of strategies, including discretionary and non-discretionary management, separately managed accounts, and overlay services.
Allison M
Series 66
Milwaukee, WI
Robert Baird & Co.
Allison Mayer is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 2015. She has 10 years of industry experience and is based in Milwaukee, Wisconsin. Robert W. Baird & Co. is an institutional firm whose 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, discretionary and non-discretionary portfolio management, and utilizes a combination of internally researched investment strategies and manager-traded accounts.
Emily M
Series 66
Miamisburg, OH
Robert Baird & Co.
Emily Myers is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird since 2019, following prior roles at UBS Financial Services, Wright State University, City of Englewood, and Tractor Supply Company. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and other institutional clients. The group offers 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.
Harry L
Series 63, Series 65
Ashland, KY
Robert Baird & Co.
Harry Lucke is a financial advisor with Robert Baird & Co. in Ashland, KY, holding Series 63 and Series 65 designations and having 42 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 35 years before joining Robert Baird in 2019. He is a limited partner in an oil and natural gas well in LaSalle County, Texas, operated by Chesapeake Energy. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm 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 strategic partnerships.
Cole S
Series 66
Knoxville, TN
Robert Baird & Co.
Cole Smith is a financial advisor at Robert Baird & Co. with one year of industry experience. Before joining Baird in 2025, he worked for Sumitomo Mitsui Banking Corporation for three years. He holds a Series 66 designation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and brokerage services. The firm employs both manager-traded and model-traded strategies, incorporates internal research tools including artificial intelligence, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.
Mary V
Series 63, Series 65
Louisville, KY
Robert Baird & Co.
Mary Vetter is a financial advisor at Robert Baird & Co. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019. Prior to that, she spent over three decades at Hilliard Lyons Inc. and J.J.B. Hilliard, W.L. Lyons, Inc. in Louisville, KY. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm combines manager-traded and model-traded strategies with internal research and utilizes both discretionary and non-discretionary approaches in its advisory work.
Janice B
Series 63, Series 66
Wichita, KS
Robert Baird & Co.
Janice Bonine is a financial advisor at Robert Baird & Co. with 39 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized 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.
Mary R
CFP®, Series 66
Dyersburg, TN
Robert Baird & Co.
Mary Ramsey is a CFP® professional with over 14 years of experience in the financial services industry. She joined Robert W. Baird & Co. in 2026 after 13 years at First Citizens National Bank. Outside of her advisory role, she is a 50% owner of Millstone Mountain Properties LLC, a residential real estate business she operates with her spouse. She is part of The DDK Group at Robert W. Baird & Co., which serves a diverse client base including individuals, families, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.
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