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Thomas L

Series 66

Lynchburg, VA

Robert Baird & Co.

Thomas Lawton is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has been with Baird since 2020. Prior to joining Baird, he worked at Boonsboro Country Club and Pine Needles Lodge and Golf Club, and he has a background from Jacksonville State University. 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 both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Tricia H

Series 63, Series 65

Evansville, IN

Robert Baird & Co.

Tricia Hollander Henning is a financial advisor with Robert Baird & Co. in Evansville, Indiana, holding Series 63 and Series 65 credentials and having 33 years of industry experience. She worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 27 years before joining Robert Baird in 2019. Henning serves on the boards of St. Bens Finance, United Way, and the Welborn Baptist Foundation, where she chairs the Investment Committee. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate 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, internal research, and tools including artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Frederick C

Series 66

Vero Beach, FL

Robert Baird & Co.

Frederick Clerici is a financial advisor with Robert Baird & Co. who holds a Series 66 designation and has 27 years of industry experience. He worked for Hefren Tillotson, Inc. for 23 years before joining Robert Baird & Co. in 2022. Clerici serves as a board member on the investment and finance committee of Heritage Valley Health System. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a variety of portfolio management strategies, including discretionary and non-discretionary approaches, and emphasizes ongoing manager selection and internal research in its advisory services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Rowan H

Series 66

Milwaukee, WI

Robert Baird & Co.

Rowan Hildebrandt is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Baird in 2025, he held roles at Araca Merchandise and Savant Wealth Management, among others. Outside of his advisory work, Hildebrandt is involved in sales within the arts and crafts sector. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and investment approaches tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Sara G

Series 66

Milwaukee, WI

Robert Baird & Co.

Sara Gall is a financial advisor at Robert W. Baird & Co. based in Milwaukee, WI, holding a Series 66 credential and with 11 years of experience at the firm. She has been with Robert W. Baird since 2015. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and custody services through a range of strategies and emphasizes ongoing manager selection and internal research in its advisory approach.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michael D

Series 63, Series 65

Milwaukee, WI

Robert Baird & Co.

Michael Delgadillo is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his financial services career, he served for 14 years at the West Bend Police Department. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services utilizing both manager-traded and model-traded strategies, with ongoing manager selection and monitoring supported by internal research and advanced tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Scott F

Series 66

Milwaukee, WI

Robert Baird & Co.

Scott Falk is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, covering a range of traditional and complex investment approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Taylor C

Series 66

Tucson, AZ

Robert Baird & Co.

Taylor Clark is a financial advisor with Robert Baird & Co. in Tucson, AZ. He holds the Series 66 designation and has industry experience dating from 2020, including prior roles at U.S. Bank and Faithful & Gould. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both internal research and external manager strategies, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Derek P

Series 66

Milwaukee, WI

Robert Baird & Co.

Derek Polczynski is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Steinhafels, Amazon, Milwaukee School of Engineering, and The Legend Clubs. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through various management strategies and overlays.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Janet H

Series 63, Series 66

Seattle, WA

Robert Baird & Co.

Janet Hawkins is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Her prior roles include positions at Ameriprise, Charles Schwab, Morgan Stanley, and Key Bank. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a variety of financial planning and portfolio management services supported by internal research and advanced investment tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Matthew U

CFP®, Series 66

Milwaukee, WI

Robert Baird & Co.

Matthew Urbanek is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Morgan Stanley and Transamerica Investors Securities Corporation. 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 charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brianna B

Series 66

Fox Valley, WI

Robert Baird & Co.

Brianna Bratland is a financial advisor with Robert Baird & Co. holding a Series 66 designation and two years of industry experience. Prior to joining Baird, she worked with the Wisconsin Early Autism Project. Outside of her advisory role, she provides in-home care services as a long-term support caregiver for a child with developmental disabilities. Brianna is part of The DDK Group within Baird’s Private Wealth Management practice, which offers tailored financial planning and portfolio management services to a range of clients including individuals, families, pensions, and charitable organizations. The group employs a variety of investment strategies and overlays to align with client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Corinna S

Series 66

Towson, MD

Robert Baird & Co.

Corinna Sech is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining R. W. Baird in 2023, she worked for Baltimore County Public Schools and Pasta Mista. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Christopher W

Series 66

Winston-Salem, NC

Robert Baird & Co.

Christopher Wray is a financial advisor with Robert W. Baird & Co. in Winston-Salem, NC, holding a Series 66 designation and 28 years of industry experience. He has been with Robert W. Baird & Co. since 2009. 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, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Mallory M

Series 66

Milwaukee, WI

Robert Baird & Co.

Mallory Mc Ginty is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. Prior to joining Baird in 2017, Mc Ginty worked for two years in the Department of Engineering at Marquette University. Mc Ginty is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing both manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Prescott T

Series 63, Series 66

Lynchburg, VA

Robert Baird & Co.

Prescott Terrell Jr. is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2009. 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. The firm offers a range of financial planning, portfolio management, and brokerage services, with a focus on manager-traded and model-traded strategies, tax management, and the use of internal research tools including artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kelsey B

Series 66

Milwaukee, WI

Robert Baird & Co.

Kelsey Brandenburg is a financial advisor with Robert W. Baird & Co. in Cedarburg, WI, holding a Series 66 designation and 7 years of industry experience. She has been with Robert W. Baird & Co. since 2012. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers customized financial planning and portfolio management services using a range of strategies and investment options tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Bryan P

Series 63, Series 65

Lexington, KY

Robert Baird & Co.

Bryan Pope is a financial advisor at Robert Baird & Co. in Lexington, KY, with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities, Inc. Robert 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, portfolio management, and brokerage services, utilizing both manager-traded and model-traded separately managed account strategies along with tax management and direct indexing capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Albert H

Series 63, Series 65

Nashville, TN

Robert Baird & Co.

Albert Hooper III is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2001. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Wesley H

Series 66

Phoenix, AZ

Robert Baird & Co.

Wesley Hopkins is a financial advisor with Robert Baird & Co. in Phoenix, AZ, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Raymond James and CDW. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, with resources including internal research and the use of artificial intelligence in client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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