Jill Docking is a financial advisor with Robert W. Baird & Co., holding a Series 63 designation and bringing 36 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she serves as a board member of Docking Bancshares in Arkansas City, Kansas. 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 offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary management, employing a range of traditional and complex investment strategies.

Debbie Montag Evans is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 designations and has 18 years of industry experience. Her prior roles include positions at Hefren Tillotson and LPL Financial. She is based in Pittsburgh - Butler, PA. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Yano Touma is a financial advisor with Robert Baird & Co. holding a Series 66 designation and 24 years of industry experience. He previously worked at JJB Hilliard W.L. Lyons LLC from 2008 to 2019 before joining Robert Baird & Co. in 2019. Touma serves on the board of directors for Hunting Creek Country Club. 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 provides tailored consulting and portfolio services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Daniel Kern is a financial advisor with Robert W. Baird & Co. in West Bend, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. for 20 years. Outside of his advisory role, Kern is a board member on the Investment/Finance Committee of the Slinger Library/Slinger Business Center Planning Committee and participates in land conservation projects with the U.S. Department of Agriculture’s Natural Resource Conservation Service. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct indexing features.

Richard Holman is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Robert Baird & Co. and has previously worked at Northwestern Mutual and Robert W. Baird. 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 provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Benjamin Redfield is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and six years of industry experience. He has worked at Robert Baird & Co. and JJB Hilliard WL Lyons LLC since 2019 and previously was affiliated with the University of Kentucky and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he is an owner and landlord of two real estate entities in Kentucky. Robert Baird & Co.’s DDK Group serves individuals, families, pension plans, corporations, and charitable organizations by providing financial planning and portfolio management services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and combines in-house and third-party managers, along with municipal advisory and public finance services.

Heather Osborn is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously was with JJB Hilliard W.L. Lyons LLC and Hilliard Lyons for a combined 23 years. Outside of her advisory role, she serves as a trustee managing a relative's trust, which includes filing tax returns, managing investments, and distributing income. Heather 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 variety of strategies and both in-house and third-party managers.

Ia Hagan is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Robert Baird & Co. in 2024, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2024. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and 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 advanced tools such as artificial intelligence.

Gregory Evans is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate 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 custody and brokerage services, utilizing both internal research and manager selection supported by advanced tools such as artificial intelligence.

Christopher Boone is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC. 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 financial planning and portfolio management services, including discretionary and non-discretionary management, SMA programs, and complex strategies involving private funds and real assets.

Kimberly Blakely is a CFP® professional with four years of industry experience, currently advising at Robert W. Baird & Co. Incorporated. Her prior experience includes roles at Mariner Wealth Advisors, Ameriprise, and Stock Yards Bank & Trust. She serves as a board member of the Financial Planning Association of Kentuckiana, a nonprofit organization based in Louisville, KY. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, supported by internal research and a combination of manager-traded and model-traded investment strategies.

Kevin Farmer is a financial advisor with Robert Baird & Co., holding Series 63 and Series 66 designations and 30 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 23 years before joining Baird in 2019. Outside of his advisory role, Farmer serves as Secretary/Treasurer for the Cat Alley Quail Club in Sturgis, KY, and acts as guardian over the finances of a relative. 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 financial planning, portfolio management, separately managed accounts, and advisory services with ongoing manager selection supported by internal research and use of artificial intelligence.

Beckie Clark is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 16 years of industry experience. She has been with Robert W. Baird since 2012. Beckie is based in Siesta Key, Florida. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, 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 traditional and non-traditional investment strategies.

Ryan Jaeger is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, Jaeger serves as a ski coach for the Ausblick Ski Race Team. He is part of The DDK Group within Robert W. 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 a range of investment strategies and overlays tailored to client goals and risk tolerances.

Paul Robinson is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with Robert W. Baird since 2013. Robinson serves as a board member of the Bobby Bragan Youth Foundation, a nonprofit that awards college scholarships to students based on an essay about their hero. He 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 provides a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

John Gebhardt is a financial advisor with Robert W. Baird & Co. Inc. in Wausau, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Outside of his advisory role, he is president of JD Mechanical, a business focused on collecting and trading gas station memorabilia. 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 customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Ashley Iwinski is a Series 66-credentialed financial advisor at Robert W. Baird & Co. with one year of industry experience. Her prior roles include positions at Cetera Wealth Services, Avantax Advisory Services, and DBHW Wealth Partners. She is also associated with DB Wehring Wealth LLC and Wehring & DB Tax and Wealth LLC, businesses offering retirement planning and tax services. She works within The DDK Group at Robert W. Baird, which serves individuals, corporate clients, pension plans, and charitable organizations. Baird provides a range of financial planning and portfolio management services using a variety of strategies, including separately managed accounts and tax-managed approaches, supported by ongoing manager selection and internal research.

Thomas Ewing is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He began his advisory career in 2025 and has held various roles at firms including Republic Finance and Goshen Health prior to joining Baird. Robert Baird & Co.’s DDK Group serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of separately managed account programs supported by in-house research and investment professionals.

Aimee Watkins is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2020. Prior to her current role, she worked at Benson & Mangold Real Estate from 2014 to 2017. 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, utilizing a range of investment strategies and both in-house and third-party managers.

Brian Donnelly is a financial advisor with Robert Baird & Co. in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1996. Outside of his advisory role, he serves as Treasurer for the YMCA of Northern Rock County. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options.