Margaret Mrsic is a financial advisor at Robert Baird & Co. with 16 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2019, following roles at J.J.B. Hilliard, W.L. Lyons, LLC, and First Kentucky Securities Corporation. Outside of advising, she is the owner of Triple Key Properties, LLC. She is part of The DDK Group at Robert W. Baird & Co., which provides financial planning, portfolio management, and other wealth management services to individuals, corporate clients, and charitable organizations. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing, serving approximately $394 billion in regulatory assets under management as of December 2025.

David Ellifson is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Baird, he worked at Assurant Inc., Gordon Brothers, and held multiple roles at Milwaukee School of Engineering and Veolia Water. The DDK Group, a team within Robert W. Baird’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, separately managed accounts, and municipal advisory services, leveraging internal research and strategic partnerships.

Shannon Vaughn is a financial advisor with Robert Baird & Co. in Paducah, KY, holding a Series 63 designation and 26 years of industry experience. Prior to joining Robert Baird in 2019, Vaughn worked for over two decades at J.J.B Hilliard W.L. Lyons Inc. Outside of finance, Vaughn owns Pink Bubble Painting, a non-investment-related business. Vaughn is part of The DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, including discretionary and non-discretionary strategies, with a focus on manager selection, tax management, and internal research tools.

Timothy Steffen is a financial advisor with Robert Baird & Co. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at PIMCO Investments LLC and Pacific Investment Management Company LLC, and has been with Baird since 1999. Outside of his advisory role, he teaches a tax review course for the Certified Private Wealth Advisor (CPWA) program and serves on the investment committee of a nonprofit endowment fund. 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, providing tailored consulting and portfolio management services that include traditional and non-traditional strategies as well as municipal advisory and public finance services.

Elena Leahy is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Her prior work includes roles in the hospitality sector and at Chilton Trust Company N.A., as well as involvement with Georgetown University and community swim clubs. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay solutions tailored to client goals and risk tolerances.

Mark Gustin is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, where he has worked since 2010. He has 17 years of industry experience. 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 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, with strategies spanning traditional and non-traditional allocations.

Ryan Mulcahy is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Baird in 2022, he worked at American Investment Advisors Inc. and has a background that includes roles in the culinary industry. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of in-house and third-party managers across traditional and non-traditional investment strategies.

Thomas Duffey Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 21 years of industry experience. He has been with Robert W. Baird since 2011. 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 services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Justin Grubisha is a CFP® with 14 years of industry experience, currently serving at Robert Baird & Co. since 2022. Prior to joining Baird, he worked for 13 years at Hefren Tillotson, Inc. The DDK Group, where Grubisha is a team member, operates within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services supported by internal research and advanced tools, including artificial intelligence.

Kelly Engler is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience. Prior to joining Baird in 2023, Engler worked for Bremer Bank, National Association from 2014 to 2023. Engler serves as President of the Rochester Estate Planning Council. The DDK Group at 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, discretionary and non-discretionary portfolio management, separately managed account programs, wrap programs, custody, and brokerage services.

Shadd Clausen is a financial advisor with Robert Baird & Co., holding a Series 66 designation and offering 22 years of industry experience. He has worked at Robert Baird since 2019 and was previously with Hilliard Lyons from 2003. Outside of his advisory role, Clausen is a partner in SDS Partners. Baird’s Private Wealth Management department, including the DDK Group where Clausen practices, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm provides financial planning, portfolio management, and brokerage services with an investment approach that incorporates manager-traded and model-traded strategies, tax-management, and ongoing in-house research.

John Ye is a financial advisor with Robert Baird & Co. in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 2014. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.

Steven Meredith is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Robert Baird since 2019, following a 19-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He is also a partner in Tipton Partners LLC, an entity involved in owning and renovating commercial property. Robert Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm employs manager-traded and model-traded strategies, overlay management, and tax-focused approaches, supported by ongoing home-office research and tools, including artificial intelligence.

Michael Sullivan is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. He has worked at Baird since 2017 and previously held roles at Schoolyard Tavern and Robert Half Technology. Outside of his advisory role, he is an online blogger and has ownership and partnership interests in non-investment-related businesses including North Country LLC and Te di Gio. He 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, portfolio management, and brokerage services, employing manager-traded and model-traded strategies alongside tax management and direct indexing, supported by ongoing manager selection and internal research.

Bryson Wittler is a Series 66-registered financial advisor at Robert W. Baird & Co. in Indianapolis, with one year of industry experience. His prior work includes roles in diverse sectors such as brewing, music, and event management. Baird’s Private Wealth Management team serves individuals, corporate clients, pensions, and charitable organizations, providing services like financial planning, portfolio management, and custody. The firm employs a combination of manager-traded and model-traded strategies, supported by internal research and advanced tools, and reported approximately $394 billion in regulatory assets under management as of the end of 2025.

Lindsey Shiflett is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 14 years before joining Baird in 2026. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of services including discretionary and non-discretionary portfolio management, separately managed accounts, and financial planning, supported by internal research and advanced tools such as artificial intelligence.

Harry Smith III is a financial advisor with Robert W. Baird & Co. in Charlotte, NC, holding Series 63, 65, and 66 credentials and with 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is an investor in NLA Diagnostics, LLC. 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 institutional clients. The group offers customized consulting and portfolio services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional investments.

Major Belli is a financial advisor at Robert W. Baird and Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at SS&C Technologies, Flock AI Solutions, Deloitte, and Amazon. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, internal research including AI tools, and features municipal advisory services and various strategic partnerships.

Lynn Hyde is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2022, following an 11-year tenure at Hefren Tillotson, Inc. Lynn is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research.

Melissa Elliott is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding a Series 66 designation and 23 years of industry experience. She has worked at Robert W. Baird & Co. since 2001, with a one-year tenure at RSM US LLP from 2018 to 2019 before returning to Baird in 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored investment strategies combining in-house and third-party managers, utilizing a range of portfolio management and advisory services including discretionary management and tax overlays.