Jeffrey Nedley is a financial advisor with Robert Baird & Co. in Steubenville, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at PNC Investments and JJB Hilliard W.L. Lyons LLC. Outside of his advisory work, he is also a landlord. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to align with client goals and risk tolerances.

Ryan Miller is a financial advisor with Robert W. Baird & Co. in Peoria, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Baird in 2023, he worked at PNC Bank and JPMorgan Chase Bank. He serves on several local boards, including The Children's Home Association of Illinois and Peoria Notre Dame High School, contributing to their investment and finance committees. Baird’s DDK Group provides private wealth management services to individuals, families, pensions, corporations, and institutional clients, offering tailored consulting and portfolio management solutions that include both traditional and non-traditional investment strategies.

Robert Jacobsen is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and previously worked at First Trust Advisors L.P. for seven years before joining Baird in 2022. Robert W. Baird & Co. is an institutional firm serving individuals, corporate clients, pension plans, and charitable organizations through a range of wealth management services, including financial planning, portfolio management, and custody. The firm employs a mix of manager-traded and model-traded strategies and incorporates internal research and technology, including artificial intelligence, in its advisory process.

Briana Mullenax is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and previously worked at LBMC, PC from 2008 to 2021. Outside of her advisory role, she serves as the treasurer for the Montessori Centre PTA in Nashville. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and managers tailored to client goals and risk tolerances.

Thomas Phillips is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Baird since 2020. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. He also serves as a co-trustee for his mother. He 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 customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, including private funds and real assets.

Rebecca Mc Kay is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and eight years of industry experience. She has been with Robert W. Baird since 2017. Prior to joining Baird, she worked at Chasers Bar and Grille and has experience from the University of Wisconsin Madison. Robert W. Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. 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 ongoing manager monitoring.

Taylor Paules is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He has held positions at Robert W. Baird since 2020 and previously worked at TIAA-CREF from 2016 to 2020. Paules holds Series 63 and Series 66 licenses and is based in Eagle, Colorado. He is part of The DDK Group, a team within Robert W. Baird’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, separately managed accounts, and custody and brokerage services, supported by in-house investment research and a blend of manager-traded and model-traded strategies.

Shelly Nelson is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Baird since 2019, following a year at Hilliard Lyons. Prior to her financial advisory career, she was involved with the United States Hunter Jumper Association for three years. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary portfolio management, with strategies that incorporate both traditional and non-traditional investments.

Merissa Slowik is a CFP® professional with three years of industry experience, currently with Robert W. Baird & Co. in Milwaukee, WI. She previously worked at Johnson Bank and Johnson Wealth Inc., and has held roles outside finance, including at Walt Disney World and the Center for Students with Disabilities at UW-Whitewater. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Sean Knott is a financial advisor at Robert Baird & Co. in Janesville, WI, with 13 years of industry experience. He has been with Robert Baird & Co. since 2012 and holds a Series 66 designation. Outside of his advisory role, he owns a lake property used for personal and rental purposes. Sean 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 customized financial planning and portfolio management services, employing a variety of investment strategies including traditional and non-traditional approaches.

Sabrina Menkhaus is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation. Prior to joining Baird, she worked in various roles including at We Can Code IT and Ohio State University. 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 financial planning, portfolio management, separately managed accounts, and custody and brokerage services, combining internal research and technology to support client advice.

Janine Hauck is a financial advisor at Robert Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and previously worked for Hefren Tillotson, Inc. for 23 years before joining Robert Baird. Hauck also gives presentations for PALyme Resource Network. She is part of the DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax management and direct indexing.

Daniel Love is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Baird, he worked at Fidelity Investments and has a diverse background including roles at Family Excellence Group, Green River Area Development District, and Austin Peay State University. Robert Baird & Co.’s Private Wealth Management department, which includes the DDK Group, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Clark Samisch is a financial advisor at Robert Baird & Co. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Morgan Stanley, CUSO Financial Services, LP, and SCFCU. Samisch is based in Charleston, SC. He 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to align with client goals and risk tolerances.

Erik Schleicher is a CFA® charterholder with 10 years of industry experience and has been with Robert Baird & Co. since 2015. He is based in Milwaukee, WI. Outside of his advisory role, he owns and manages a residential real estate business. 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 by providing tailored consulting and portfolio management services across a range of traditional and non-traditional investment strategies.

Joshua Henschel is a financial advisor at Robert Baird & Co. with Series 66 registration and one year of industry experience. He has been with Baird since 2025. Outside of his advisory role, he is the sole owner of a small owner-occupied rental property in Pittsburgh. The DDK Group is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and custody services, with a range of investment strategies supported by internal research and ongoing manager oversight.

Gordon Pan is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2001. Outside of his advisory role, he is the owner of Pantheon Services, LLC. He is part of The DDK Group within Robert W. Baird’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, tailoring strategies to client goals and risk tolerances through both in-house and third-party managers.

Karen Davis is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she owns Davis Miller Design, a design company focused on interior and exterior gardens. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Gavin Amato is a financial advisor with Robert W. Baird & Co. in Lake Oswego, OR, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, Amato is involved in business investments through Turn Two Investments, LLC, which focuses on sectors including health care, fitness, and food services, and he is also an owner of a restaurant and bar. Additionally, he serves as a basketball coach at Jesuit High School. Amato is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations with tailored consulting and portfolio management services. The group offers a range of investment strategies and services, including discretionary management, separately managed accounts, and overlay solutions, with capabilities in traditional and non-traditional asset classes as well as municipal advisory and public finance services.

William Luthy is a financial advisor with Robert W. Baird & Co. in Durango, Colorado, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining Baird in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2018. Outside of his advisory role, he serves as treasurer of Dreamweaver LLC and is a board member of the Durango High Noon Rotary Club, participating on its scholarship committee. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.