Bridget Cesar is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019. Prior to joining Baird, she spent 11 years with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management. She 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 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.

Elliott Sternberg is a CFP® and Series 66 registered advisor with Robert W. Baird & Co. in Sarasota, FL, with three years of industry experience. Prior to joining Baird, he held positions at Fifth Third Bank, Northwestern Mutual Investment Services, and J.J.B. Hilliard, W.L. Lyons, LLC. He is part of the DDK Group within Robert W. 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 technology-driven investment approaches.

Mariah Dehaven is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. She previously worked at Financial Engines Advisors L.L.C. for seven years, as well as at Edelman Financial Services, LLC and EF Legacy Securities, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, as well as internal research tools including artificial intelligence.

Brooke Mcconahy is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has eight years of industry experience. Prior to joining Baird in 2021, she worked at SagePoint Financial, Inc. and Smith, Moses & Company. 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 range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, with a focus on ongoing manager selection, tax management, and the use of internal research and technology in client advice.

Lucas Flick is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds Series 63 and Series 66 designations and joined Robert Baird & Co. in 2025 after roles in diverse sectors including automotive retail and academia. 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 a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing research and manager monitoring in its advisory approach.

Scott Komaromy is a CFP® with 13 years of industry experience. He has been with Robert W. Baird & Co. since 2019 and previously worked with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients through a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Kimberly Giannone is a financial advisor with Robert W. Baird & Co. in Grand Junction, Colorado, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Robert W. Baird since 2015. Giannone serves as a board member of the Western Colorado Community Foundation, participating in strategic planning and oversight for the nonprofit organization. She 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 tailored financial planning and portfolio management services using a range of investment strategies and overlays, alongside municipal advisory and public finance services.

Madison Gray is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and beginning advisory work in 2024. Prior to joining Baird, Gray held roles in various businesses including Cultivated Cocktails Distillery and Itto Ramen Bar & Tapas. Gray is part of The DDK Group, a team within Baird’s Private Wealth Management department serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a mix of manager-traded and model-traded strategies, supported by internal research and ongoing manager monitoring.

Benjamin Falk is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert W. Baird & Co. since 2015. 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, separately managed account programs, and custody and brokerage services.

Edward Taliaferro is a financial advisor with Robert Baird & Co. in Chattanooga, TN, holding Series 63 and Series 65 certifications and bringing 39 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent 18 years at J.J.B. Hilliard, W.L. Lyons, Inc. 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 employs a range of financial planning and investment management services, including separately managed accounts, tax-managed strategies, and ongoing manager selection supported by internal research and tools.

Brent Denker is a CFP®-designated financial advisor with Robert W. Baird & Co. who has 32 years of industry experience. He has been with Baird since 2019 and previously worked at Hilliard Lyons for 19 years. Denker serves as Finance Chair on the Board of Directors for the Country Club of Paducah. He is part of the DDK Group, a team within 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 municipal advisory services, supported by in-house research and strategic partnerships.

Orval Stallsmith Jr. is a financial advisor with Robert Baird & Co. in Bloomington, IN, holding a Series 66 license and 18 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at Hilliard Lyons. Outside of his advisory role, he participates in Fifty Men Who Care, a local charitable organization. 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 using a range of strategies, including traditional and non-traditional asset allocations, and integrates municipal advisory and public finance services.

Anna Ferkel is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with six years of industry experience. She has worked at Baird since 2018 and previously at Northwestern Mutual in 2017. Outside of her advisory role, she was involved with the Cedarburg Community Pool from 2013 to 2017. 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 provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to complex non-traditional investments.

Andrew O'Connell is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 13 years of industry experience. He has been with Robert Baird & Co. since 2011. 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 customized consulting and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.

Lea Gerschwiler is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2010. 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 customized consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs.

Michael Spainhour is a financial advisor with Robert Baird & Co., holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent a decade 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 charitable organizations. The group offers a range of consulting and portfolio services, tailoring investment strategies through a combination of in-house and third-party managers to meet client goals and risk tolerances.

Samantha Gerrity is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Baird since 2017, following two years at BMO Investment Distributors. She 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. Baird provides a range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax management, and direct indexing, supported by internal research and investment monitoring.

Ralph Reed Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with four years of industry experience. He has worked at Robert W. Baird since 2019 and previously spent three years at BMO Harris Bank. 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, pension 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, manager monitoring, and innovative investment strategies.

Sheldon Metz is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He has worked at Baird since 2018 and previously spent five years at Harvest Christian Academy. Metz serves as a director for the National Multiple Sclerosis Society, where he advocates for access to quality and affordable health care for people living with MS. Robert W. Baird & Co.'s DDK Group serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and advisory services. The firm employs both manager-traded and model-traded SMA strategies supported by internal research and ongoing manager oversight.

Michael Benash is a financial advisor with Robert W. Baird & Co. in Waukesha, WI. He holds the Series 66 designation and has two years of industry experience. His prior work history includes roles at LSEG and Fis. 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 a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded SMA strategies, internal research—including AI tools—and maintains approximately $394 billion in regulatory assets under management as of December 31, 2025.