Ethan Dahlberg is a financial advisor with Robert W. Baird & Co. in Janesville, Wisconsin, holding a Series 66 designation and bringing nine years of industry experience. He has been with Robert W. Baird since 2017, following two years at Lakeshore Electrical Sales. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, emphasizing ongoing manager selection and the use of internal research tools in client advice.

Diane Bloxdorf is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Robert Baird since 2023. Robert Baird’s DDK Group, where Diane works, serves individuals, families, pensions, corporations, and other institutional clients by providing consulting and portfolio management services tailored to client goals and risk tolerances. The group employs a range of investment strategies including traditional and non-traditional allocations and offers both discretionary and non-discretionary management options.

Garrett Sweere is a financial advisor with Robert W. Baird & Co. in Chicago, holding a Series 66 designation and five years of industry experience. He has worked at Baird since 2020 and previously held positions at Oshkosh Corporation, University of Wisconsin Oshkosh, and Lunda Construction Company. 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 range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies as well as internal research and artificial intelligence tools in client advice.

Patrick Mccusker is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2013, following four years at Morgan Stanley. Mccusker serves as treasurer for The Wright Way Foundation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, internal research tools, and a range of separately managed account programs.

Xochitl Corona Russell is a financial advisor at Robert Baird & Co. in Austin, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Robert W Baird in 2020, she worked at Central Texas Valet, LLC for three years. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that 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, tax management, and ongoing investment research.

John Brooks is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has been with Robert Baird since 2019, following prior work at JJB Hilliard WL Lyons LLC starting in 2016. Brooks serves on several investment committees for local organizations, including the Blue Grass Community Foundation and the Episcopal Diocese of Lexington. Robert Baird & Co.’s Private Wealth Management department, where Brooks works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, manager selection, and strategic partnerships.

Heriberto Rios is a financial advisor with Robert Baird & Co. in Oak Creek, WI, holding a Series 66 designation and five years of industry experience. He has been with Baird since 2017, following brief roles at TCF Bank and Woodman's Food Market. Outside of his advisory work, he is an owner and landlord of a rental property. 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 strategies from traditional asset allocation to more complex approaches, including private funds and real-asset exposures.

Sandra Gehler is a financial advisor with Robert Baird & Co. in Madison West, WI, holding Series 63 and Series 66 licenses and having 33 years of industry experience. She has been with Robert Baird & Co. since 1994 and has also been associated with The Gray Companies since 1993. 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 services including financial planning, portfolio management, and custody and brokerage, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Christine Wiskochil is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Robert W. Baird since 2014. Outside of her advisory role, she serves as treasurer for both Nana's Tribe Foundation and the Rotary Club of Cleveland, assisting with budgeting and financial oversight. She 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 provides tailored financial planning and portfolio management using a combination of in-house and third-party managers, offering a range of traditional and non-traditional investment strategies.

Tyler Stone is a Series 66-licensed advisor at Robert Baird & Co. in Pittsburgh, PA, with six years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent four years at Hefren-Tillotson, Inc. Outside of his advisory roles, he has experience working in educational settings, including Grove City College and Butler High School. Tyler is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm provides a wide range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with tax management and direct indexing capabilities.

Mark Purcell is a financial advisor with Robert Baird & Co. in Hinsdale, IL, holding a Series 66 designation and nine years of industry experience. He has been with Robert Baird & Co. since 2015, initially joining Robert W. Baird & Co. before continuing with the firm under its current name. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The team 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.

Connor Dennehy is a financial advisor at Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with five years of industry experience. He has been with Robert W. Baird & Co. since 2020 and has prior work experience in healthcare and installation services. Dennehy is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of managed account strategies, tax management, and internal research tools.

Jennifer Ewert is a financial advisor with Robert W. Baird & Co. in Wind Lake, Wisconsin, holding a Series 66 credential and 15 years of industry experience. She has been with Robert W. Baird since 2003. Outside of her advisory role, she serves as a Girl Scouts troop leader and treasurer and manages a local youth soccer team. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Stephen Jenkins is a financial advisor at Robert Baird & Co. in Battle Creek, MI, holding a Series 66 designation with 12 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent five years at J.J.B. Hilliard, W.L. Lyons, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves high net worth individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services that include manager-traded and model-traded strategies, tax management, and ongoing investment research supported by internal tools and strategic partnerships.

Craig Peotter is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Robert Baird & Co. since 1998. 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 with tailored consulting and portfolio services. The group offers a range of strategies including discretionary management, separately managed accounts, and overlay services, covering traditional and non-traditional investments.

Angela Stenklyft is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. She 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 offers customized financial planning and portfolio management services using a range of strategies and investment options tailored to client goals and risk tolerances.

Kathleen Lamke is a CFP® and Series 66-licensed financial advisor with Robert W. Baird & Co., bringing 12 years of industry experience. She has been with Robert W. Baird & Co. since 2013. 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 financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Nicholas Klos is a Series 66-licensed financial advisor with nine years of industry experience, currently with Robert W. Baird & Co. since 2017. Prior to joining Baird, he worked at Wells Fargo for two years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence in client advice.

Donald Barry is a financial advisor with Robert W. Baird & Co. in Wichita, KS, holding Series 63 and Series 66 licenses and with 45 years of industry experience. He has been with Robert W. Baird since 2015. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and the use of artificial intelligence in client advice.

Heather Brockie is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and nine years of industry experience. Her prior roles include positions at LPL Financial, Cetera Advisor Networks LLC, and The Prudential Insurance Company of America. She is also a commissioned Notary Public. Brockie 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, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and advanced management techniques.