Michelle Ferlita is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Brimmer, Burek & Keelan, LLP. Prior to her advisory career, she was involved in education and tutoring, including roles at Mercer University and The Homework Spot at Disciplined Minds Tutoring. 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 through tailored financial planning and portfolio management strategies.

Alex Kratz is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and five years of industry experience. He previously worked at UMB Fund Services from 2016 to 2019 before joining Baird in 2019. Kratz is part of The DDK Group, a team within Baird’s Private Wealth Management department that 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 ongoing manager selection and internal research tools.

Stacy Mchugh is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Cambridge Investment Research Advisors, and United Capital Financial Advisers. Outside of her advisory role, she is a commissioned notary in Gibsonia, PA. The DDK Group at Robert W. Baird & Co., where she is based, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Megan Preston is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2016. Prior to her advisory role, she worked at the University of Wisconsin-La Crosse. She is part of The DDK Group within Robert W. Baird’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, and custody and brokerage, with investment strategies supported by internal research and ongoing manager monitoring.

Thomas Stanley is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He has been with Robert Baird & Co. since 1994. Outside of his advisory work, he is associated with Fitzgerald Group, a company involved in mausoleum construction. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing manager-traded and model-traded strategies, tax management, and internal research including artificial intelligence tools.

Ernest Cory II is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 63 designation and 46 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 42 years before joining Robert Baird in 2019. Cory also serves as a FINRA arbitrator. Robert Baird & Co.’s Private Wealth Management team, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, consulting, and portfolio management services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Casey Rajala is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked at Champps Americana Restaurant. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio management services, including discretionary and non-discretionary management, using a variety of strategies and overlays to meet client goals and risk tolerances.

Joseph King is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 designations and possessing 48 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at JJB Hilliard WL Lyons LLC since 2016. He is part of The DDK Group, a team within Robert Baird & Co.’s Private Wealth Management department that serves a diverse client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and ongoing manager monitoring.

Kevin Frisinger is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He has been with Robert W. Baird & Co. since 1999. He holds Series 63 and Series 65 designations. 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 charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Alexa Blasczyk is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at KPMG. Outside of her advisory role, she teaches fitness classes at Total Fitness in Shawano, WI. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing manager-traded and model-traded strategies supported by internal research and technology.

Scott Ludwig is a financial advisor at Robert Baird & Co. with a Series 66 designation and experience in the industry starting in 2025. Prior to joining Baird, he worked at Vituity and spent 17 years with Elite Emergency Physicians. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and other advisory services supported by internal research, manager monitoring, and advanced investment tools.

Christine Lind is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 27 years of industry experience. She has worked at Robert W. Baird & Co. for 25 years and holds a Series 63 designation. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and 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, utilizing internal research and tools such as artificial intelligence in its advisory process.

Michelle Hehl is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Baird in 2022, she held roles in several consumer-focused companies, including Eris Cider Brewery and Orangetheory Fitness. Outside of finance, she has ongoing involvement with Eris Cider Brewery. The DDK Group, a team within Robert W. Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and custody services. Baird employs a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities, supported by in-house research and technology.

Laura Hartman is a financial advisor with Robert W. Baird & Co. in Eau Claire, WI. She holds a Series 66 designation and has been with Baird since 2025. Prior to joining Baird, she worked at T.I.C., Inc (dba The Insurance Center) for six years and spent six years with the Eau Claire Area School District. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded SMA strategies, tax-management, and direct-indexing capabilities, supported by internal research and technology tools.

Mara Williams is a financial advisor at Robert W. Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 designations with 23 years of industry experience. She has been with Robert W. Baird & Co. since 1996. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The firm offers customized financial planning and portfolio management services, including traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Timothy Oetken is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He has also worked with JJB Hilliard WL Lyons LLC since 2016. His outside interests include being a passive investor in several family-related real estate and development ventures. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual and institutional clients, including high net worth individuals and charitable organizations. The firm utilizes a range of portfolio management strategies and ongoing manager oversight supported by internal research and technology tools.

Chadwick Otte is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2019, following four years at Associated Bank. He 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 customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Rebekah Berry is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 1999. Berry serves on the board and the Endowment Trust Committee of the Greater Elgin Family Care Center, where she participates in overseeing the overall investment allocation of the endowment trust. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises 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, addressing a broad range of investment strategies and client goals.

Benjamin Hemer is a CFP® with eight years of industry experience, currently serving at Robert W. Baird & Co. since 2025. His prior experience includes roles at JP Morgan Chase Bank, N.A. and JP Morgan Securities, LLC, where he worked for five years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and custody services to individuals, corporate and business clients, pension plans, and charitable organizations. The firm manages approximately $394 billion in regulatory assets and offers a range of investment strategies and municipal advisory services.

Randal Brotherhood is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He has been with Baird since 2018 and previously worked for Molecular Biology Resources for eleven years. Brotherhood was formerly the owner of SocialNova, LLC, a now inactive business that provided online marketing and website maintenance services. He is part of the DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and municipal advisory services, supported by internal research, technology, and strategic partnerships.