Mack Johnson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and five years of industry experience. He has been with Baird since 2020 and previously worked at National Veterinary Associates from 2016 to 2020. Outside of his advisory role, he serves on the stewardship team at Pleasant View Baptist Church. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary management, separately managed accounts, and overlay strategies.

Lynn Crapo is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2012. 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 group offers tailored consulting and portfolio services, including financial planning and discretionary portfolio management, utilizing a range of strategies and overlays to meet client goals and risk tolerances.

Teresa Bray is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding the ChFC® designation and Series 63 and 66 licenses. She has 34 years of industry experience and has been with Robert W. Baird & Co. for 20 years. 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Vanessa Day is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co. since 2008. She 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 consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers and offering a range of investment strategies and overlays.

Teresa Brennan is a financial advisor at Robert Baird & Co. in Cleveland, OH, holding a Series 66 designation with four years of industry experience. She has worked at Baird since 2019 and previously spent five years at St Christopher School. 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 through a variety of financial planning and portfolio management services. Baird manages approximately $394 billion in regulatory assets as of December 31, 2025, offering strategies that include discretionary and non-discretionary management, tax management, and direct indexing, with ongoing manager selection supported by internal research and technology.

Nancy Short is a financial advisor at Robert Baird & Co. in Towson, MD, with 40 years of industry experience. She has been with Robert Baird & Co. since 2009. Her credentials include Series 63 and Series 66 licenses. Robert Baird & Co. serves individuals, including high net worth clients, 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 account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Jana Pretzer is a financial advisor with Robert W. Baird & Co. in Elgin, IL, holding a Series 66 designation and 12 years of industry experience. She previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Pretzer serves as Treasurer for the North American Versatile Hunting Dog Association (NAVHDA). She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies along with tax management and direct-indexing.

James Martin is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, Merrill, and Edward Jones. Outside of his advisory role, he serves as a business consultant for Origyn Sports. 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 offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering traditional and complex investment strategies.

Amanda Logan is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and eight years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and has been affiliated with Regis University since 2017. Outside of her advisory role, she co-hosts a podcast for Hurrdat Media and is involved with two non-financial ventures: Straight Up Ladies, an LLC she owns, and modeling for Nurture Skin Studio. The DDK Group at Robert W. Baird & Co., where Amanda works, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research and multiple investment strategies.

Ricki Hobgood is a financial advisor at Robert Baird & Co. with 48 years of industry experience. He holds a Series 63 designation and previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 42 years before joining Robert Baird in 2019. Outside of his advisory role, he is a partner in a yogurt franchise and serves as a board member on the Investment Finance Committee of the Honorable Order of Kentucky Colonels. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 31, 2025.

Kim Milligan is a financial advisor with Robert W. Baird & Co. Inc. in Franklin, WI, holding a Series 66 designation and 22 years of industry experience. Milligan has been with Robert W. Baird & Co. since 1999. Milligan is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs.

Rebecca Schuster is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2017, following roles at MPC Advisers, LLC and Girard Securities, Inc. 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 management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jacqueline Keltner is a CFP® and holds a Series 66 designation, with 17 years of industry experience. She has been with Robert Baird & Co. since 2019 and has held roles at J.J.B. Hilliard, W.L. Lyons, LLC and Argi Investment Services, LLC among others. She is also an author, contributing to the publication "Finding Your Financial Advisor." Robert Baird & Co. is an institution serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a variety of financial planning and portfolio management services, including separately managed account programs and tax-management capabilities, supported by internal research and investment professionals.

Monica Rincon 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 firms including Charles Schwab and US Bank prior to joining Baird in 2021. Monica 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 consulting and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex approaches, including discretionary and non-discretionary management.

James Perryman Jr. is a financial advisor with Robert W. Baird & Co. in Davidson, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory work, he is the sole partner of Perryman & Perryman LLC, an entity established for limited liability purposes. He 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 customized financial planning and portfolio management services using a combination of in-house and third-party managers, including discretionary and non-discretionary strategies.

James Galkowski is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments, LLC. Outside of advising, he owns a land restoration business in Preston, MN. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm provides a range of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and technology.

Stephen Buschmann is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Baird in 2025, he worked at Grass Valley RV Resort and held positions at Apple Inc., GNC, and Sierra College. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, using a combination of manager-traded and model-traded strategies, internal research, and advanced tools including artificial intelligence.

Matthew Molnar is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He has worked at Baird since 2019 and spent the previous 17 years at UBS Financial Services. Molnar holds the Series 66 designation. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and manages approximately $394 billion in regulatory assets under management.

Robert Buschur is a financial advisor with Robert W. Baird & Co. in Toledo, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with Robert W. Baird & Co. since 2020. Robert W. Baird & Co.'s DDK Group operates within its Private Wealth Management practice, advising individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and offering both traditional and complex investment strategies.

Tedra Pine is a financial advisor with Robert Baird & Co. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at Eagle Strategies (NY Life), Ferris Financial, LLC, and NYLife Securities LLC. 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 provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering both traditional and complex investment strategies.