Carrie Berard is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation. Prior to joining Baird, she worked at Stitch Fix and HomeServices Lending LLC dba Edina Realty Mortgage. Outside of her advisory role, she is a member of Hands of the Kingdom, a nonprofit organization. Baird’s DDK Group operates within its Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and use of technology to support client advice.

Michael Clark is a CFP® with eight years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2021. Prior to joining Baird, he worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of his advisory role, he has been involved with PAC Properties since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, utilizing a range of investment strategies including traditional and non-traditional approaches.

Justin Oldham is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 18 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, LLC for 11 years before joining Baird in 2019. Outside of his advisory role, he is a partner in a family crop farming business and serves as a co-trustee for a family trust. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with tax management and internal research capabilities.

Jeffrey Kinziger is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2009, following nine years at Citigroup Global Markets. Baird’s Private Wealth Management department, including the DDK Group where Kinziger is based, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services utilizing manager-traded and model-traded strategies, tax management, and proprietary research tools.

Phillip Banta is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds a Series 66 designation and has been with Robert Baird since 2014. Outside of his advisory role, he serves on the board of directors for Cinch Design. 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 services. The group offers a range of investment strategies and overlays, including discretionary and non-discretionary management, using both in-house and third-party managers.

Daniel Foutch is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He worked nearly three decades at J.J.B. Hilliard, W.L. Lyons, Inc. before joining Robert Baird in 2019. Outside of his advisory role, he is involved in managing family trusts and owns a family farm through Foutch Farms, LLC. Robert Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies, managed account programs, and tax-management techniques supported by internal research and manager oversight.

Bobbie Wiseman is a Series 66 credentialed financial advisor with 15 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent ten years at J.J.B. Hilliard, W.L. Lyons, LLC. Based in Paducah, KY, she is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department. Robert W. Baird & Co. serves a diverse clientele including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by ongoing manager selection and home-office investment research.

John Stepp is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and seven years of industry experience. He has worked at Robert W. Baird & Co. since 2020, following prior roles at Edward Jones and Fifth Third Bank. 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 firm offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

David Jester is a financial advisor with Robert W. Baird & Co. in Chapel Hill, NC, holding a Series 66 designation and 11 years of industry experience. He has been with R.W. Baird since 2017 and previously worked at Franklin School of Innovation. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and other services to individuals, corporate clients, pension plans, and charitable organizations. Robert W. Baird manages approximately $394 billion in regulatory assets and offers investment strategies that include manager-traded and model-traded SMA solutions, tax-management, and direct-indexing capabilities.

Bradley Angeletti is a financial advisor with Robert W. Baird & Co. in Clarendon Hills, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Robert W. Baird & Co. since 1999. 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays to align with client goals and risk tolerances.

John Steel is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 1999. He holds Series 63 and Series 65 licenses and is based in Edina, MN. 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 provides a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Jodi Steczynski is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and eight years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously held roles at LPL Financial and Lawrence P. Gerwe from 2012 to 2018. 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 financial planning and portfolio management services, utilizing a combination of in-house and third-party managers, including traditional and non-traditional investment strategies.

Monica Siebert is a financial advisor at Robert W. Baird & Co. with 19 years of industry experience. She holds the Series 66 designation and has worked at Franklin Templeton and Hantz Financial Services prior to joining Baird in 2021. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Matthew Reynolds is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and previously worked at Hefren Tillotson, Inc. for eight years before joining Robert Baird & Co. in 2022. 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 financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and tools including artificial intelligence in client advice.

Lynne Blodgett is a financial advisor with Robert W. Baird & Co. in Racine, Wisconsin, holding a Series 63 designation and 33 years of industry experience. She has been with Robert W. Baird since 2009. 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 firm offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Nancy Miller is a Series 66–licensed financial advisor with Robert W. Baird & Co. in Valders, Wisconsin. She has 15 years of industry experience, all with Baird since 2011. Outside of her advisory role, she performs basic bookkeeping and check writing for a local community organization, Pigeon Lake of Manitowoc. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group where Miller works, serves individual, corporate, pension, and charitable clients. The firm offers financial planning, portfolio management, and custody services through a range of manager- and model-traded strategies, with internal research and advanced tools supporting its advisory process.

Katherine Schoen is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She has been with Robert W. Baird since 2008 and holds a Series 66 designation. 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 a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Rachel Buckingham is a financial advisor at Robert W. Baird & Co. with four years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2019, with prior experience at The Ohio State University, the Country Club of the North, and Beavercreek Schools. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering services such as financial planning, portfolio management, and custody and brokerage. Baird employs a mix of manager-traded and model-traded strategies, tax management, and internal research including artificial intelligence, managing approximately $394 billion in assets as of December 2025.

Stephen Hatcher is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 32 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 a member of the Town of Carefree Water Oversight Committee and the Carefree City Council, and he is involved with AZ Bingo Enterprises as an LLC member. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing both in-house and third-party managers across traditional and non-traditional investment strategies.

James Leveille II is a Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2020. He has a total of 14 years of industry experience, including 10 years at Bradley Associates. Outside of his advisory role, he serves as a board member and treasurer for the Big Oaks Conservation Society in Madison, Indiana. He is part of The DDK Group within 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.