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Tamie D
Series 63
Milwaukee, WI
Robert Baird & Co.
Tamie Dudor is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Robert Baird & Co. since 1996. 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 financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.
Donna D
Series 63, Series 66
Grand Rapids, MI
Robert Baird & Co.
Donna Devaney is a financial advisor with Robert Baird & Co. in Howard City, MI, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Robert Baird & Co. since 1988. Outside of her advisory role, Donna serves as Treasurer and Secretary of Northern Pines Taxidermy and Wholesale Rugs, Inc., where she manages payroll, bills, and accounting. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, and institutional clients, offering tailored consulting and portfolio management services. Their approach combines in-house and third-party managers across a range of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.
Travis K
Series 63, Series 65
Miamisburg, OH
Robert Baird & Co.
Travis King is a financial advisor with Robert W. Baird & Co. in Miamisburg, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at UBS Financial Services for 19 years before joining Robert W. Baird in 2019. Outside of his advisory role, he is an owner and member of Design Properties - Soraya Farms, LLC. He 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 to implement a range of investment strategies.
Joseph C
Series 66
Racine, WI
Robert Baird & Co.
Joseph Cronin is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2012. 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.
John M
CFP®, Series 63, Series 65
Lexington, KY
Robert Baird & Co.
John Mcintosh is a financial advisor with Robert Baird & Co. in Lexington, KY, holding CFP®, Series 63, and Series 65 designations and bringing 39 years of industry experience. His prior firms include J.J.B. Hilliard, W.L. Lyons, LLC, UBS Financial Services, and Citigroup Global Markets. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, portfolio management, separately managed accounts, and brokerage, utilizing a mix of manager-traded and model-traded strategies along with internal research and advanced tools in client advising.
John F
Series 63, Series 65
Towson, MD
Robert Baird & Co.
John Fuggi is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Franklin Distributors LLC and Legg Mason & Co LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, as well as tax management and direct indexing.
Marisa W
CFP®, Series 63, Series 65
Seattle, WA
Robert Baird & Co.
Marisa Walker is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2014. She is based in Seattle, WA, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a trustee for the Seattle Repertory Theatre. Marisa 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 financial planning and portfolio management services using a combination of in-house and third-party managers, encompassing a range of traditional and non-traditional investment strategies.
Hillery E
Series 63, Series 65
Fort Worth, TX
Robert Baird & Co.
Hillery Emms is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Robert W. Baird since 2013. The DDK Group, part of Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The team customizes strategies using a mix of in-house and third-party managers, offering a range of traditional and non-traditional investment approaches.
Ben S
Series 66
Fox Valley, WI
Robert Baird & Co.
Ben Schoenebeck is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of experience at the firm. Prior to joining Baird, he worked in the education sector for 15 years, including roles with the Hortonville Area School District and the Wake County Public School System. Baird’s DDK Group serves individual, corporate, pension, and charitable clients with a range of financial planning and portfolio management services. The firm utilizes a combination of manager-traded and model-traded strategies, internal research, and technology tools, managing approximately $394 billion in assets as of the end of 2025.
Micah D
Series 66
Milwaukee, WI
Robert Baird & Co.
Micah Dykema is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. His prior roles include positions at Northwestern Mutual, Riverwater Partners, and Enercon Industries. 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 with tailored financial planning and portfolio management strategies. The firm offers a range of services including discretionary and non-discretionary management, separately managed accounts, and overlay services, supporting both traditional and complex investment approaches.
Matthew B
Series 63, Series 66
Charlotte, NC
Robert Baird & Co.
Matthew Bush is a financial advisor at Robert Baird & Co. in Charlotte, NC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 2019, following roles at J.J.B. Hilliard, W.L. Lyons LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. 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, discretionary and non-discretionary portfolio management, and separately managed accounts, supported by ongoing manager selection, internal research, and strategic partnerships.
Amy H
Series 66
Abilene, TX
Robert Baird & Co.
Amy Hall is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 2022. She has three years of industry experience and previously worked with Region 14 ESC and Tumbling Tots, LLC. Outside of her advisory role, she serves as a board member and treasurer for the Big Country Women's Healthcare Fund in Abilene, TX. Amy 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. The group offers tailored financial planning and portfolio management services utilizing a mix of in-house and third-party managers, with options ranging from traditional to more complex investment strategies.
Sandra S
Series 63
Cleveland, OH
Robert Baird & Co.
Sandra Santana is a financial advisor at Robert W. Baird & Co. in Cleveland, Ohio, holding a Series 63 designation with 24 years of industry experience. She has been with Robert W. Baird since 2001. She 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.
Brittany S
Series 63, Series 66
Towson, MD
Robert Baird & Co.
Brittany Stafford is a financial advisor at Robert Baird & Co. with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Baird in 2021, she worked in education for several years at Howard County Public Schools and Shappard Pratt: The Forbush School. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, and charitable organizations using a range of financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies and incorporates internal research and technology, including artificial intelligence, in its advisory process.
Desmond S
Series 66
Bowling Green - Park Plaza, KY
Robert Baird & Co.
Desmond Stock is a Series 66-credentialed advisor with Robert Baird & Co., bringing one year of industry experience. Prior to joining Baird Private Wealth Management, he served in the U.S. Army, 101 Airborne, 2BCT, Viper Company from 2016 to 2019. Outside of his advisory role, he has been involved in the management of Prestige Night Club & Lounge since 2019 and works part-time as a rideshare driver. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves individual, corporate, pension, and charitable clients with a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies, internal research including AI tools, and offers municipal advisory services, overseeing approximately $394 billion in regulatory assets as of the end of 2025.
Michael M
Series 66
Birmingham, MI
Robert Baird & Co.
Michael Marcotte is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following a prior tenure at Hilliard Lyons beginning in 2006. 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 financial planning and portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.
Austin H
CFP®, Series 66
Louisville, KY
Robert Baird & Co.
Austin Hays is a CFP®-credentialed financial advisor with Robert Baird & Co., bringing 10 years of industry experience. He has worked at Robert Baird since 2019 and concurrently at Jjb Hilliard Wl Lyons LLC since 2015. Outside of his advisory roles, he serves as a board member on the investment and finance committee of the Shelbyville Kiwanis Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a wide range of investment strategies.
Saro G
Series 63, Series 66
Fairfax, VA
Robert Baird & Co.
Saro Gahima is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley and Bogart Wealth, LLC. He 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 offers a range of financial planning and portfolio management services, combining internal research and technology with ongoing manager selection to support client advisory needs.
Heather W
Series 63, Series 66
Portland Maine (Id), ME
Robert Baird & Co.
Heather Winslow is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she serves as Treasurer and Board Member for the May Meadow Woods Homeowners Association in Gray, Maine. 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, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a variety of investment strategies.
Trenton S
Series 66
Roseville, CA
Robert Baird & Co.
Trenton Schmitt is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and began his professional career at Baird in 2022. Prior to advising, Schmitt was involved with Rancho Robles Winery and completed his studies at Columbia University. He 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 with a range of financial planning and portfolio management services. The firm employs a variety of advisory strategies, including separately managed accounts and tax-management techniques, supported by in-house research and manager oversight.
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