Gregory Abbott is a financial advisor with Robert Baird & Co. in Chetek, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 1994. 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 group offers tailored consulting and portfolio services through a combination of in-house and third-party managers, including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay strategies.

Nicole Sova is a financial advisor with Robert Baird & Co. in Port Washington, WI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Robert Baird & Co. since 1998. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Deenna Schunk Peru is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is involved in bookkeeping and decision-making for a local electrical business and participates in sales of skin, beauty, and nutritional products on a part-time basis. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutional clients, and charitable organizations by providing tailored financial planning and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

Ashley Price is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and has been with Baird since 2017. Prior to her advisory role, she spent seven years at Marquette University. Ashley 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 provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Gary Scott Jr. is a financial advisor with Robert Baird & Co. in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Robert Baird & Co. since 2013. Outside of his advisory role, he is involved as an LLC member in Scott Real Estate Group. Gary Scott Jr. 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 tailored financial planning and portfolio services, including discretionary and non-discretionary management, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Kirsten Kunkel is a financial advisor at Robert Baird & Co. in Seattle, WA, with 24 years of industry experience. She has been with Robert Baird & Co. since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, Kunkel serves on the finance council for Our Lady of Fatima Parish, where she reviews the parish budget and financial health. Kunkel 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 range of financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies with ongoing manager oversight and internal research tools.

Carley Bacon is a financial advisor at Robert Baird & Co. in Nashville, TN, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Robert Baird & Co., she worked at OneOncology and LBMC, PC, and she also has experience at the University of Tennessee, Knoxville. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Carley is based, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and customized account programs, supported by in-house research and strategic partnerships.

John Pamplin is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird since 2021. Prior to his advisory role, he had a brief tenure at Scott Lund Construction and completed extensive studies from 2012 to 2021. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning, portfolio management, and a range of investment strategies including traditional and non-traditional allocations.

Anne Brandon is a financial advisor at Robert Baird & Co. in Louisville, KY, holding Series 63, 65, and 66 designations with 31 years of industry experience. Her prior roles include positions at J.J.B. Hilliard, W.L. Lyons, LLC and Morgan Stanley & Co. LLC. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, utilizing both manager-traded and model-traded strategies, along with tax-management and direct-indexing capabilities.

Augustine Dunford is a financial advisor at Robert Baird & Co. with the Series 66 designation and one year of industry experience. Prior to joining Baird Private Wealth Management, he held various roles in diverse sectors including fitness, manufacturing, and retail. 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 employs a combination of discretionary and non-discretionary portfolio management strategies and emphasizes manager selection and monitoring supported by internal research and tools.

Veruschka Halligan is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with Robert Baird & Co. in Nashville, TN, where she has worked since 2023. Prior to joining Baird, she held various roles at SunTrust Investment Services and SunTrust Bank from 2011 to 2023. She 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 charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

John Weinert is a financial advisor with Robert W. Baird & Co. in Toledo, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Robert W. Baird & Co. since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 firm offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex alternatives, with an emphasis on tailored advice aligned with client goals and risk tolerances.

Joshua Hagman is a financial advisor with Robert W. Baird & Co. in Fox Valley, Wisconsin. He holds a Series 66 designation and has seven years of industry experience, including eight years at Baird and fourteen years previously at Cortina Asset Management, LLC. 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 investment strategies and overlay services tailored to client goals and risk tolerances.

Bradley Maclachlan is a financial advisor with Robert Baird & Co. in Spring Lake, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Robert Baird & Co. since 2011. Outside of his advisory role, he serves as a Finance Council Member for St. Patrick's / St. Anthony's Catholic Church, advising on church finances and fundraising activities. 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 with customized financial planning and portfolio management services. The firm offers a range of investment strategies and municipal advisory services alongside its wealth management capabilities.

Hunter Keim is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. He has held roles at several organizations including EXP Realty and Mid Michigan College, as well as involvement with The Wanderheart Project / Life Unplugged. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients through a variety of financial planning and portfolio management services. Baird combines internal research and manager oversight with innovative strategies including tax management and model-traded SMA approaches, managing approximately $394 billion in assets as of the end of 2025.

Deborah West is a financial advisor with Robert W. Baird & Co. in De Forest, WI, holding a Series 63 designation and 22 years of industry experience. She has been with Robert W. Baird & Co. since 1984. 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 customized consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of strategies and manager options.

April Leffingwell is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Robert W. Baird & Co. 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, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of strategies from traditional allocations to complex approaches involving private funds and real assets.

Justin Pogodzinski is a financial advisor with Robert W. Baird & Co. in West Bend, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Robert W. Baird since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group 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 non-traditional investment strategies.

Samuel Davidson is a financial advisor at Robert W. Baird & Co. in Louisville, KY, holding a Series 66 credential with 5 years of experience at Baird. He has prior experience at Bellarmine University and spent 18 years unemployed before entering the advisory field. His background also includes a brief role at Champions Pointe Golf Club. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate 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 custody and brokerage services, employing a combination of manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Samantha Heiser is a financial advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Her prior roles include positions at Equitable Advisors, Ally Financial, and Clark Hill, PLC. She also has experience working in education and retail sectors. 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 charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, and offers both discretionary and non-discretionary management options.