John Peniche is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding a Series 66 designation and 28 years of industry experience. He has worked at Robert W. Baird since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as power of attorney for his son. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that provides customized consulting and portfolio services to individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group employs a mix of discretionary and non-discretionary management strategies, including separately managed accounts and overlay services, to tailor investment solutions aligned with client goals and risk tolerances.

Susan Dawson is a financial advisor at Robert Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has worked at Baird since 2023, with prior experience at Cetera Advisor Networks and Ana I Ramirez. Outside of financial advising, she serves as Chief Financial Officer and Secretary of Clearview Systems Consulting, Inc., an IT systems consulting company. The DDK Group, a team within 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, portfolio management, separately managed account programs, and custody and brokerage services, using a range of strategies including tax management and direct indexing, supported by internal research and technological tools.

Michael Gegen is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he serves as treasurer for a Denver community organization, managing membership dues and organizing events. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Anne Wiesman is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. Prior to joining Baird in 2023, she worked at Artisan Partners Distributors LLC and Artisan Partners Limited Partnership from 2016 to 2023. She is part of The DDK Group within Baird’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, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and technology.

Jeffrey Hedley is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is the owner and member of an LLC that operates a hobby farm. He 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 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.

Larry Osa is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His previous roles include 11 years at RBC Capital Markets before joining Robert W. Baird in 2019. Outside of his advisory work, he serves on the board of Sunshine Dog Rescue, where he helps establish intake and adoption policies. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional to non-traditional investments and providing both discretionary and non-discretionary management options.

Miguel Rosas Aude is a CFP® with two years of industry experience, currently advising at Robert W. Baird & Co. He previously held roles at Comerica Wealth Management, Fisher Investments, Citigroup, and Wells Fargo in various capacities between 2013 and 2026. He is part of The DDK Group at Baird, which serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Sarah Loe is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Since 2021, she has been with Robert W. Baird & Co. She is part of The DDK Group, a team within Baird’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 investment strategies and overseen manager selection.

Andrew Patterson is a financial advisor with Robert Baird & Co. based in Pittsburgh - Wexford, PA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He worked at Hefren Tillotson, Inc. for 27 years before joining Robert Baird & Co. in 2022. He is also an investment club member of the Curb Club. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate clients, pensions, 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, overlay management, and tax-focused approaches, supported by internal research and technology.

Michael Fritz is a financial advisor with Robert W. Baird & Co. in Ft Wright, KY, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Robert W. Baird since 2008. Fritz serves on the investment committees of the Dorothy Wood Foundation and the Brain Injury Alliance of Northern Kentucky and is involved in several family and charitable LLCs. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and nonprofit organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Melissa Steele is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including roles at Robert Baird & Co. since 2019, JJB Hilliard W.L. Lyons LLC since 2013, and Master One Tax Service since 1997. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager‑traded and model‑traded strategies alongside tax-management and direct-indexing capabilities.

William Wilson is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Hefren Tillotson, Inc. for 32 years before joining Baird in 2022. William is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies, tax-management, direct-indexing, and ongoing manager oversight.

Diane White is a financial advisor at Robert Baird & Co. with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Baird since 2019, following a nine-year tenure at J.J.B. Hilliard, W.L. Lyons, LLC. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to meet varied client goals and risk tolerances.

Jackson Stafford is a financial advisor at Robert Baird & Co. in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Matthews REIS and Mountainside Fitness, as well as positions at Texas Christian University and Notre Dame Preparatory. The DDK Group at Robert W. Baird & Co., where he is based, serves a range of clients including individuals, corporate entities, and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm utilizes manager-traded and model-traded strategies supported by internal research and employs a variety of investment and fee arrangements.

Molly Urbanek is a financial advisor at Robert Baird & Co. in New Berlin, WI, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert Baird & Co. since 2012. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a variety of investment strategies and management approaches tailored to client goals and risk tolerances.

Catherine Coleman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. Prior to joining Baird, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a board member and treasurer of the Moms of Minerva at Sigma Alpha Epsilon - Texas Beta Chapter. She 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, utilizing a combination of in-house and third-party managers to implement traditional and complex investment strategies.

Paul Brick Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2026. His prior roles include positions at Edelman Financial Engines and Financial Engines Advisors L.L.C. He holds the Series 63, Series 65, and Series 66 licenses. Paul is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and advanced portfolio management tools.

Stacie Koesters is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley in various capacities between 2013 and 2018. 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 provides customized financial planning and portfolio management services, utilizing a range of strategies and managers to align with client goals and risk tolerances.

Joseph Maye is a financial advisor with Robert W. Baird & Co. in West Bloomfield, MI, holding Series 63 and Series 66 licenses and bringing 38 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, 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 various investment strategies.

Andrea Paradise is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with Robert W. Baird & Co., where she has worked since 2023, following prior roles at Morgan Stanley and Wells Fargo Bank N.A. Paradise is a non-active member of U Post, LLC, a commercial property rental business. She is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients through tailored financial planning and portfolio management services. The group employs a range of investment strategies including traditional and non-traditional allocations, offering both discretionary and non-discretionary management options.