Julie Willard is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 credentials and has 25 years of industry experience. Her prior work includes positions at JJB Hilliard WL Lyons LLC and Oppenheimer & Co. She is based in Asheville, NC. 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 strategies from traditional to complex investments.

Mark Nickel is a CFP®-certified financial advisor with Robert Baird & Co. in Louisville, KY, bringing 23 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously held roles at JJB Hilliard Wl Lyons LLC and Hilliard Lyons dating back to 2006. Nickel serves on the board of the University of Louisville Foundation, where he focuses on the foundation's investment policy and strategy. He 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, and employs a range of traditional and complex investment strategies.

Laurie Skeen is a financial advisor at Robert Baird & Co. with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.J.B. Hilliard W.L. Lyons, Inc., Park Community / LPL Financial, and Fifth Third Securities. Laurie also serves as a notary, a role she has held since 1999. She 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 services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs with ongoing manager selection and monitoring.

Daniel Palm is a financial advisor at Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation with 20 years of industry experience. He has been with Robert W. Baird since 2006. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, corporations, pensions, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional approaches, with options for discretionary and non-discretionary management.

Erika New is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has previously worked at Spalding Insurance Group and Commonwealth Bank & Trust. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Jeffrey Krummel is a financial advisor with Robert W. Baird & Co. in Grafton, Wisconsin, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Outside of his advisory role, he serves as treasurer for the Grafton Athletic Booster Club, a local nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, 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.

Daniel Phillips is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Robert W. Baird since 2013. Phillips serves as a trustee on the investment committee of Buena Vista University. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio management services. The group offers a range of investment strategies, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

Michael Krecek is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked at Baird since 2017 with a brief period at Ford Motor Company in 2018. Outside of his advisory role, he serves as treasurer for his condominium association. 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 financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs, using both internal research and external partnerships to guide client advice.

Melissa Kinnard is a financial advisor at Robert Baird & Co. with 41 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Baird since 2019, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Baird’s DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations with services including financial planning, portfolio management, separately managed accounts, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, ongoing manager oversight, and internal research, including artificial intelligence, while also providing municipal advisory services.

Zachary Bross is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Morgan Stanley. Outside of finance, he has experience with the Pennsylvania Interscholastic Athletic Association and local government parks and recreation. Bross is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that incorporate both traditional and non-traditional investment strategies.

Mitchell Mundy is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird Private Wealth Management since 2020. Prior to that, he held positions at Springs Valley Bank & Trust, the University of Southern Indiana, and Steinkamp's Home Center. 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 provides customized financial planning and portfolio management services, employing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Christina Scherry is a financial advisor with Robert W. Baird & Co. in Evansville, Indiana, holding a Series 66 designation and two years of industry experience. Prior to joining Baird in 2022, she worked at Vineyard Financial and Profile by Sanford. Outside of her advisory role, she is involved as a temporary employee with Pigtails and Cowlicks LLC. 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 using a combination of in-house and third-party managers across a range of investment strategies.

Matthew Fritts is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019 and Hilliard Lyons since 2006. 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, separately managed account programs, and custody and brokerage services, supported by internal research and investment tools.

Benjamin Zimmer is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2007 and holds a Series 66 designation. He 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 team provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.

Michael Milligan is a financial advisor with Robert Baird & Co. in West Des Moines, IA, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Robert Baird & Co. since 2013 and previously worked at DMKC Advisory Services, LLC from 2009 to 2013. 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 variety of services including financial planning, discretionary and non-discretionary portfolio management, and customized separately managed account programs.

Alice Ambrowiak is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 14 years of industry experience. She has been with Robert W. Baird since 2012. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients through a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs. The firm employs both internal research and external partnerships to support its investment strategies and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Robert Bernardin is a financial advisor with Robert W. Baird & Co. in Evansville, IN, holding Series 63 and Series 65 credentials and 44 years of industry experience. His prior roles include positions at J.J.B. Hilliard W.L. Lyons, Morgan Stanley, and Citigroup Global Markets. He serves as a board member of the YMCA of Southwestern Indiana. Baird’s Private Wealth Management department, including the DDK Group, provides services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services supported by manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

Melissa Motyl is a financial advisor with Robert W. Baird & Co. in Whitesboro, NY, holding a Series 66 designation and nine years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously at M. Griffith Investment Services, Inc. from 2014 to 2018. 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 variety of investment strategies and tools tailored to client goals and risk tolerances.

Brittany Boyle is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Robert Baird since 2014. 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 offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Timothy Moore is a financial advisor with Robert Baird & Co. in Bonita Springs, FL, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 1988 and is also associated with Nmis since 2001. 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 provides customized financial planning and portfolio management services, utilizing a range of strategies and overlay services to meet client goals and risk tolerances.