James Mugele is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 27 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 tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Daniel Renouard is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 27 years of industry experience. He has been with Robert W. Baird & Co. since 1998. Outside of his advisory role, he serves as an adjunct professor teaching venture capital at Marquette University and is a member of advisory boards including Character VC and investment committees for NVNG and the Milwaukee Tech Hub. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and offering both discretionary and non-discretionary management options.

Charles Hughes III is a financial advisor with Robert W. Baird & Co. Inc in Houston, Texas, holding a Series 66 designation and four years of industry experience. His prior work includes roles in legal and public affairs sectors, including at Kean Miller LLP and the Louisiana House of Representatives. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services utilizing both discretionary and non-discretionary strategies. The firm manages approximately $394 billion in regulatory assets and offers distinct capabilities such as municipal advisory services, tax-managed and direct-indexing strategies, and ongoing manager selection supported by internal research and technology.

Lisa Newman is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. She has been with Robert W. Baird since 1999 and holds the 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 tailored financial planning and portfolio management services using a combination of in-house and third-party managers, addressing a range of investment strategies from traditional to complex allocations.

Morgan Miller is a financial advisor at Robert W. Baird & Co. in Columbus, OH, holding a Series 66 license with three years of experience at Baird and eight years in real estate prior to that. The DDK Group, part of Baird’s Private Wealth Management, serves individuals, corporate clients, pensions, and charitable organizations with financial planning, discretionary and non-discretionary portfolio management, and brokerage services. Baird employs a range of strategies including separately managed accounts and overlay management, supported by internal research and ongoing manager oversight.

Zachary Weber is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. Prior to joining Baird, his work history includes roles at Dorothy Lane Market, Winsupply, and DoorDash. He 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 customized financial planning and portfolio management services that incorporate both traditional and non-traditional investment strategies.

Chris Schliepp is a financial advisor with Robert Baird & Co. in Wausau, WI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves on the Investment Committee for the Community Foundation of Northcentral Wisconsin. He works within The DDK Group, a team at Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, institutions, and charitable organizations. The group offers customized investment strategies through a range of portfolio management and consulting services, utilizing both in-house and third-party managers.

Lisa Peterson is a financial advisor with Robert W. Baird & Co. who holds a Series 63 designation and has 22 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Baird in 2022. Outside of advising, she is co-owner of Toto Management, a property management business in Brighton, Colorado. Lisa is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, institutions, and charitable organizations with tailored financial planning and portfolio management services. The group offers a range of strategies including traditional and non-traditional investments, utilizing both in-house and third-party managers.

Jessica Boland is a financial advisor at Robert W. Baird & Co. in Portland, Oregon, with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in a resale home accessories business, handling marketing, sales, purchasing, and restoration. 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 tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and providing both traditional and complex investment strategies.

Scott Ironside is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019. Prior to that, he spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. 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 tailored consulting and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlays for goal and tax management.

Kirsten Wiley is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of her advisory role, she is the sole owner and employee of a dog treat business called Tucker's Treats and also engages in clothing sales through Poshmark. The DDK Group at Robert W. Baird & Co., where she is based, serves individual, corporate, pension, and charitable clients, offering financial planning, portfolio management, and custody services. The firm employs a range of SMA strategies, tax management, and unified fee arrangements, managing approximately $394 billion in assets as of December 2025.

Deborah Bohn is a financial advisor with Robert W. Baird & Co. Inc. in Naples, Florida, holding a Series 63 designation and 31 years of industry experience. She has been with Robert W. Baird & Co. since 2003. She is part of The DDK Group, a team within Robert W. Baird & Co.’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, and provides municipal advisory and public finance services alongside investment banking and trust capabilities.

Eric Schieman is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2019, he worked at PricewaterhouseCoopers and held positions at Barleycorns and VonLeham. He serves on the board of directors for Rosedale Green, a memory care and rehabilitation facility. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services using a variety of strategies and managers, including both traditional and non-traditional investments.

Michael Wyble is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird since 2019, following prior roles at JJB Hilliard W.L. Lyons and Raymond James Financial Services. Outside of his advisory work, he is a morning radio co-host on WSJM. 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 a range of investment strategies and overlays to meet client goals and risk tolerances.

Bryan Vaughn is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2026 and previously spent 20 years at Ameriprise Financial Services. 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 accounts, and custody and brokerage services, supported by internal research and portfolio strategies that incorporate tax management and direct indexing.

Jacob Goran is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with two years of industry experience. He holds the Series 66 designation and previously worked at U.S. Bank and Belfre Kitchen. Outside of his advisory role, Goran is employed seasonally at Riehle's Tree Farm. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a variety of financial planning and portfolio management services, employing a combination of manager-traded and model-traded strategies alongside ongoing manager selection supported by internal research and tools including artificial intelligence.

William Buchman is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Baird in 2021, he worked briefly at TD Ameritrade and has held positions outside the financial sector, including roles at Gold's Gym and Laity Lodge Youth Camp. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including high net worth individuals, corporations, pensions, and charitable organizations. The firm offers a range of wealth management services utilizing a mix of manager-traded and model-traded strategies, overlay management, and tax-management tools, supported by internal research and artificial intelligence.

Kathryn Thompson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has been with Baird since 2017. Prior to her career in finance, she worked at Sony Pictures Television for four years. Outside of her advisory role, she assists with her family’s land development and home building business, Thompson Atlantic LLC. She is part of The DDK Group within Robert W. Baird & Co.’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 mix of in-house and third-party managers across a range of investment strategies.

Jeffrey Tooley is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 designations and has 28 years of industry experience. He has worked at Robert Baird since 2019 and has also been associated with German American Bank and Primevest Financial Services since 2000. Outside of his advisory work, he serves as a volunteer on the economic development board for the City of Huntingburg and coaches high school basketball at Southwest Dubois County School Corporation. Robert Baird & Co. operates through its Private Wealth Management department, including the DDK Group, serving individuals, corporate clients, pension plans, and charitable organizations with a range of financial planning, portfolio management, and advisory services featuring both manager- and model-traded strategies.

Andrew Wilson is a financial advisor with Robert W. Baird & Co. in Hopkinsville, KY. He holds the Series 66 designation and has been with Baird since 2025. Prior to joining Baird, he worked at Dreamfield Lending, where he was owner of a mortgage broker company, and held positions at United Southern Bank and BB&T. Outside of his advisory role, he is involved in several non-investment-related business activities including ownership and partnership in multiple residential and commercial rental property LLCs. He 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 consulting and portfolio management services, utilizing a variety of in-house and third-party managers and offering both traditional and non-traditional investment strategies.