Benjamin Koehler is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at MHC Kenworth for nine years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that 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, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and tools in client advice.

Sara Denning is a financial advisor at Robert Baird & Co. with Series 66 credentials and over 14 years of industry experience. She previously worked at Edward Jones for 12 years and Wolf Tree Wealth Management for one year before joining Baird. Outside of her advisory role, she is a Mary Kay consultant, focusing on skincare and makeup for family and friends. 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 tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including private funds and real assets.

Richard Sanders is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Robert Baird & Co. since 2019, following 21 years at J.J.B. Hilliard, W.L. Lyons, Inc. 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, portfolio management, and brokerage services, utilizing internal research and model-traded strategies with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Samantha Sparks is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

John Cremer is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, Wisconsin. He has been with Robert W. Baird since 2016. 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 broad range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and strategic partnerships.

Heidi Riley is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Baird in 2025, she worked at Janney Montgomery Scott LLC for 10 years. 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 tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional approaches.

John Warren is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and has worked at Baird since 2011, following two years at Morgan Stanley. He serves as a board member of the French Protestant Huguenot Church of Charleston, contributing to the management of its endowment. John is part of the DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a mix of manager-traded and model-traded strategies supported by internal research and technology.

John Schaffstein is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has worked at Baird since 2020. Before joining Baird, he held roles at Amazon, Eco Tan, and the University of Dayton. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing internal research and a variety of separately managed account strategies.

Honorine Wallack is a CFP® professional with 37 years of industry experience, currently serving at Robert W. Baird & Co. since 2018. Prior to joining Baird, she worked at M. Griffith Investment Services, Inc. for six years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers financial planning, discretionary and non-discretionary portfolio management, and tailored investment strategies utilizing both in-house and third-party managers.

Justin Holsen is a financial advisor with Robert W. Baird & Co. in Naples, FL, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Robert W. Baird since 2003. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, 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.

Barbra Kitchen is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has been with 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, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Jonathan Griego is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He has been with Robert W. Baird & Co. since 2018 and previously worked at TD Ameritrade and Scottrade. He holds Series 63 and Series 66 designations and is based in Dallas, TX. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services with a range of separately managed account programs and utilizes both internal research and external partnerships to support client advice.

Teresa Mattson is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2006. 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 team offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies from traditional to complex approaches.

Samuel Dickinson is a financial advisor with Robert W. Baird & Co. in Glasgow, KY, holding Series 63 and 65 licenses and having 34 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 27 years before joining Baird in 2019. Outside of his advisory role, Dickinson serves as a board member and treasurer for a local club and is on the board and investment committee of the Rotary Scout Reservation Foundation. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm uses internal research, manager‑traded and model‑traded strategies, and offers municipal advisory services, managing approximately $394 billion in regulatory assets as of December 2025.

Roseanna Black is a financial advisor at Robert Baird & Co. with a Series 66 designation. She has been with Baird Private Wealth Management since 2021. Prior to her current role, she worked in healthcare and childcare sectors. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing customized financial planning and portfolio management services.

Michael Swindall is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Robert Baird since 2019. Swindall also serves as Treasurer for the Louisville Fellows Program and is a board member on the finance committee at St. Francis in the Fields. He is part of the DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, ongoing manager selection, and incorporates internal research and artificial intelligence tools in client advisory.

Kristan Seale is a financial advisor with Robert W. Baird & Co. in McKinney, TX, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she is the owner of Seale Interiors, LLC. Seale 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 provides tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional approaches.

Jennifer Olmschenk is a Series 66-licensed financial advisor with Robert W. Baird & Co., based in Mequon, WI. She has 12 years of industry experience, including a one-year tenure at Allspring Funds Management, followed by over a decade with Robert W. Baird. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing both internal research and external manager oversight.

Alyssa Dahms is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Robert W. Baird & Co. since 2012. Outside of her advisory role, she is an owner of a rental property used both as a vacation home and for short-term rentals. She 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 tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of traditional and alternative investment strategies.

Christopher Pistone is a financial advisor with Robert W. Baird & Co. in Roseville, CA. He holds a Series 66 designation and has eight years of industry experience, including four years at Wells Fargo Home Mortgage prior to joining Baird in 2018. 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 financial planning, portfolio management, and brokerage services, tailoring strategies to client goals and risk tolerances through a mix of in-house and third-party managers.