Randee Baer is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. She is currently with Robert Baird & Co., where she has worked since 2022, following a decade at Hefren Tillotson, Inc. Randee 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, and access to separately managed account programs, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Randy West Jr. is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following prior roles at JJB Hilliard W.L. Lyons LLC and Edward Jones. 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 tailored consulting and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Michael Levin is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has been with Robert W. Baird & Co. since 2009. 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 tailored consulting and portfolio services including financial planning, discretionary and non-discretionary management, and a range of investment strategies across traditional and non-traditional asset classes.

Brenda Hutchinson is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Robert Baird & Co. since 1989. 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 consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management.

James Willbrand is a financial advisor with Robert W. Baird & Co. in Indianapolis, IN, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Pacific Investment Management Company LLC and PIMCO Investments LLC for 14 years. He is a silent partner and investor in a bar/restaurant establishment and a firearms-related LLC that holds patents for magazines and gun sights. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Robert Reames is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has been with JJB Hilliard W.L. Lyons LLC since 2015. Robert W. Baird & Co.’s DDK Group, where he is based, serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management. The group offers a range of services including discretionary and non-discretionary management, separately managed accounts, and overlays, covering traditional and non-traditional investment strategies.

Joseph Dressel is a financial advisor at Robert W. Baird & Co. with a Series 66 designation. He joined Baird in 2025 after 12 years at PNC Financial Services Group Inc. and is based in Pittsburgh, PA. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides 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.

Mason Loth is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird since 2020, following a brief tenure at Hilliard Lyons. Outside of his advisory role, he is employed as a high school basketball official by the Ohio High School Athletic Association. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Daniel Buxton is a financial advisor with Robert W. Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Robert W. Baird since 2011. He is also the owner of Kaya Investments, LLC. The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients by providing consulting and portfolio management services tailored to client goals and risk tolerances.

William Kletzien is a financial advisor with Robert Baird & Co. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 1983. Kletzien 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 financial planning and portfolio management services using a combination of in-house and third-party managers, offering a range of investment strategies from traditional to more complex approaches.

Justin Holtz is a Series 66-credentialed advisor with Robert Baird & Co. in Evansville, Indiana, where he has worked since 2019. He has seven years of industry experience and previously worked at J.J.B. Hilliard Wl Lyons and Concannon's Bakery. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, 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 account programs, and custody and brokerage services.

Todd Nichol is a financial advisor at Robert W. Baird & Co. with 38 years of industry experience. He has been with Robert W. Baird since 2002 and holds Series 63 and Series 66 credentials. 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 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.

Timothy Fotsch is a CFA® charterholder and Series 63 licensee based in Milwaukee, WI, with four years of industry experience. He has been with R.W. Baird since 2022 and previously worked at PPM America for ten years. 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, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies along with advanced research and technology tools.

Kristen Folland is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2008. She 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 tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, including private funds and real-asset exposures.

John Barnefield is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Robert W. Baird & Co. since 2013. The DDK Group at Robert W. Baird & Co., where he works, 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 through separately managed accounts and wrap programs, and combines manager-traded and model-traded strategies with tax management and direct-indexing capabilities.

Chelsea Colvin is a financial advisor at Robert Baird & Co. with a Series 66 designation and four years of industry experience. She has worked at Robert W. Baird since 2019 and previously held positions at Hilliard Lyons and Williams Lea. She 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, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Robert Cruse is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding a Series 66 designation and five years of industry experience. His prior work includes roles at United Citizens Bank and Trust Company, Reliance Construction, Henry County Public Schools, and Kentucky State University. Cruse is part of The DDK Group within Baird’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 services including financial planning, portfolio management, and custody and brokerage solutions, utilizing a combination of internally researched manager-traded and model-traded strategies.

Dedrie Bingham is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Bank of America and Merrill from 2004 to 2021 before joining Baird in 2021. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management using a combination of in-house and third-party managers, providing both traditional and non-traditional investment strategies along with municipal advisory and public finance services.

David Morris is a financial advisor at Robert W. Baird & Co. Incorporated in Denver, CO, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior roles include positions at TIAA-CREF Individual & Institutional Services, LLC and Scottrade, Inc. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, supported by internal research and technology tools.

Janet Howard is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Cassaday and Company, The Burney Company, EF Legacy Securities, LLC, and Blisk Financial Group. Outside of her advisory role, she is a consultant for Rodan and Fields, focusing on skin care sales. 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 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.