Robert Schrieber is a financial advisor with Robert W. Baird & Co. in Elgin, Illinois, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as an acting board member of a bank holding company and is involved in several LLC ownership and membership roles across healthcare and investment ventures. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations. The group offers a range of consulting and portfolio management solutions, including discretionary and non-discretionary management, separately managed accounts, and overlay services, covering traditional and complex investment strategies.

Brian Penn is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2009. Penn serves as an Investment Committee Member for Associated Jewish Charities in Baltimore. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a focus on customized strategies using both in-house and third-party managers.

Mary Wallack is a financial advisor with Robert Baird & Co. in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes nine years at Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC before joining Baird in 2025. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored advice and a range of portfolio services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across traditional and non-traditional strategies.

Jonah Durham is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at U.S. Bank, CBRE, DPI Supply, and Morgan Dempsey Capital Management. Durham also worked at the University of Wisconsin Milwaukee from 2014 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and manager options.

Eric Andersen is a financial advisor at Robert W. Baird & Co. in Chicago, IL, holding Series 63 and Series 65 designations with 28 years of industry experience. He has been with Robert W. Baird & Co. since 2013. 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, wrap programs, and custody and brokerage services, utilizing manager-traded and model-traded SMA strategies along with tax-management and direct-indexing capabilities.

Sandra Kirschten is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation and 23 years of industry experience. She 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 charitable organizations. The group provides consulting and portfolio services tailored to client goals, utilizing a range of traditional and complex investment strategies through both in-house and third-party managers.

Matthew Pruyn is a financial advisor at Robert W. Baird & Co. based in Chicago, IL, with 16 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2010. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm combines discretionary and non-discretionary portfolio management with financial planning, utilizing a range of investment strategies and internal research, including artificial intelligence, to support its advisory services.

Shannon Vitale is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Robert Baird in 2019, Vitale worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 32 years. Vitale serves as a trustee for a close friend’s trust and participates on investment and finance committees for several local charitable and community organizations. The DDK Group at Robert W. Baird & Co., where Vitale is a team member, provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight, serving approximately $394 billion in regulatory assets under management as of December 31, 2025.

Joseph Mccann is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2009 and holds Series 63 and Series 65 credentials. He 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 group offers customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Joseph Pietras is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. His prior work includes roles at KPMG LLP and 21st Amendment Wine & Spirits. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology to support client advice.

Glen Wright III is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry. He has worked at Robert W. Baird & Co., Inc. since 2020 and was previously with Edward Jones from 2016 to 2019. He is part of The DDK Group, a team 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 financial planning, portfolio management, and advisory services, utilizing manager-traded and model-traded strategies supported by internal research and technology.

Aaron Benson is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Robert W. Baird & Co. since 2007 following a brief tenure at Northwestern Mutual Investment Management. Benson serves as Vice President of the Board for the CFA Society of Milwaukee. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, employing manager-traded and model-traded strategies alongside tax-management tools and internal research resources.

Brent Heitzenroder is a financial advisor with Robert Baird & Co. holding a Series 66 designation and nine years of industry experience. He has previous experience at Hefren Tillotson and has been with Robert Baird since 2022. 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, supported by internal research, manager selection, and advanced investment strategies.

Matthew Mazurek is a financial advisor with Robert W. Baird & Co. Inc. in Birmingham, MI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Robert W. Baird & Co. since 2010. 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 range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research, model-traded strategies, and tax-management techniques.

Jason Harris is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He 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 group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Gregory Aiken is a financial advisor at Robert W. Baird & Co. based in Salt Lake City, UT, holding Series 63 and Series 65 credentials with 27 years of industry experience. His prior roles include positions at LPL Financial, Zions Bank, Zions Direct, Inc., and Zions Capital Advisors. He serves as a director for The Stephen & Lynda Jacobsen Foundation. Baird’s DDK Group provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management solutions. The firm combines manager-traded and model-traded strategies with tax management and uses internal research tools, including artificial intelligence, while managing approximately $394 billion in assets as of December 31, 2025.

Jennifer Shliakhau is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019. Her prior experience includes roles at Hilliard Lyons, the University of Kentucky, Mulberry & Lime, and operating her own business, Simplify & Purse. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management using a variety of strategies and investment options, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Jodi Ristau is a financial advisor at Robert Baird & Co. with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird & Co. since 1997. 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 consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies from traditional to complex allocations.

Julia Stelloh is a financial advisor with Robert Baird & Co. in Denver, CO, holding the PFS™ and Series 63 designations and possessing four years of industry experience. Prior to joining Baird in 2021, she operated Julia Stelloh CPA, PC, a CPA practice, and held roles at Stelloh Consulting Group PC and Clark & Stelloh CPAs, PC. Outside of her advisory role, she continues to maintain her CPA practice on a limited basis. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and institutional clients. The group offers a range of financial planning and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Talitha Esterhuysen is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2022, with prior experience at Hefren-Tillotson Inc. and United Exports. The DDK Group, part of 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 variety of financial planning, portfolio management, and advisory services, utilizing internal research and a combination of manager-traded and model-traded strategies.