Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Melissa M
Series 66
West Palm Beach, FL
Robert Baird & Co.
Melissa Mills is a financial advisor with Robert W. Baird & Co. in West Palm Beach, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Baird since 2016, following a brief tenure at Wells Fargo Advisors. Outside of her advisory role, she works as a beauty consultant for Mary Kay and is employed by a local cleaning company. The DDK Group at Robert W. Baird & Co., where Mills practices, serves a wide range of clients including individuals, corporate and business entities, pensions, and charitable organizations. The firm offers comprehensive wealth management services through a mix of discretionary and non-discretionary portfolio management strategies, emphasizing ongoing manager selection, internal research, and the integration of artificial intelligence in client advice.
Daniel N
Series 63, Series 65
St. Joseph, MI
Robert Baird & Co.
Daniel Norton is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JJB Hilliard WL Lyons LLC and Regal Investment Advisors LLC. Outside of his advisory role, he serves as Vice President of a local chapter of Business Networking International, focusing on membership enrollment and committee activities. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager oversight and the integration of internal research and technology in client advice.
Sandra D
Columbus, OH
Robert Baird & Co.
Sandra Dixon is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She has been with Robert Baird & Co. since 1999. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across a range of investment strategies and account types.
David P
Series 63, Series 65
Fox Valley, WI
Robert Baird & Co.
David Purcell is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Robert Baird & Co. since 1997 and Nmis since 2001. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across traditional and non-traditional investment strategies.
Jordan M
Series 66
Nashville, TN
Robert Baird & Co.
Jordan Marshall is a financial advisor at Robert W. Baird & Co. in Nashville, TN, with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of advising, he works as a tax return preparer for Larry J. Carter CPA, LLC. 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, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.
Scott L
Series 63, Series 65
Evansville, IN
Robert Baird & Co.
Scott Lobel is a financial advisor with Robert Baird & Co. in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 23 years before joining Robert Baird in 2019. Lobel also serves as a trustee of multiple family trusts in Indiana. Robert Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services supported by internal research and a mix of manager-traded and model-traded strategies.
Cody B
Series 66
Dallas, TX
Robert Baird & Co.
Cody Barfknecht is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He has worked at Baird since 2020 and previously was employed by DATCU Credit Union from 2016 to 2020. Outside of his advisory role, he is a color analyst broadcaster for high school football games in the Dallas-Fort Worth area. Baird’s DDK Group provides wealth management services to individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with ongoing manager selection supported by internal research and technology.
Viktoria N
Series 66
Madison West, WI
Robert Baird & Co.
Viktoria Nielsen is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2019. Outside of her financial advisory role, she is also a fitness instructor at Princeton Club East in Madison, Wisconsin. Robert W. Baird & Co.'s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.
Kimberley W
Series 66
Evansville, IN
Robert Baird & Co.
Kimberley Wren is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Edward Jones and The Virtual Savvy, as well as five years with Evansville Vanderburgh School Corporation. Outside of her advisory work, she serves as Treasurer and board member for both Wesselman Woods and the Arts Council of Southwestern Indiana, and is also a self-employed freelance musician. 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 a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.
Rebekah D
Series 66
Evansville, IN
Robert Baird & Co.
Rebekah Dodd is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at Baird Trust Company, Hilliard Lyons Trust Company, and operated Dodd Business Services, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension 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, supported by internal research and ongoing manager monitoring.
Michelle P
Series 63, Series 66
Asheville, NC
Robert Baird & Co.
Michelle Patrick is a financial advisor with Robert Baird & Co. in Asheville, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Robert Baird & Co. since 2019 and has prior experience at Hilliard Lyons from 1998 to the present, including its predecessor firm J.J.B. Hilliard, W.L. Lyons, Inc. from 1998 to 2019. The DDK Group, part of Robert 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, separately managed account programs, and custody and brokerage services, supported by internal research and a variety of investment strategies.
Craig R
CFP®, Series 66
Indianapolis, IN
Robert Baird & Co.
Craig Replogle is a CFP®-designated financial advisor with Robert W. Baird & Co. Inc., where he has worked since 2011. He has 19 years of industry experience and holds a Series 66 license. Outside of his advisory role, he is a financial partner and LLC member of French Repo LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client objectives.
Justin Y
CFP®, Series 66
Pittsburgh - Wexford, PA
Robert Baird & Co.
Justin Yasko is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent six years at Hefren Tillotson. He is based in Pittsburgh - Wexford, PA. 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 financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing manager-traded and model-traded strategies, tax-management, and internal research, including the use of artificial intelligence.
Brett L
Series 66
Oconomowoc, WI
Robert Baird & Co.
Brett Lange is a Series 66 registered advisor with Robert W. Baird & Co., based in Oconomowoc, WI, where he has worked since 2019. He has six years of industry experience and previously worked at Pierce Manufacturing. Outside of his advisory role, Lange has been a basketball official for the Wisconsin Interscholastic Athletic Association since 2013, officiating at local high school and youth tournaments. The DDK Group at Robert W. Baird & Co. serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, with ongoing manager selection and monitoring supported by internal research and advanced tools.
Brandy R
Series 63
Gallipolis, OH
Robert Baird & Co.
Brandy Richards is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent over 16 years at Hilliard Lyons. Richards holds the Series 63 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and multiple investment strategies.
Scott V
Series 66
Milwaukee, WI
Robert Baird & Co.
Scott Van Klompenburg is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Johnson Financial Group, U.S. Bank, and Zywave, and he has served in the Wisconsin Army National Guard since 2017. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients, including individuals, families, pensions, corporations, and charitable organizations. The group offers comprehensive consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.
Benjamin E
CFP®, Series 63
Franklin, TN
Robert Baird & Co.
Benjamin Elder is a financial advisor with Robert Baird & Co. in Franklin, TN, holding the CFP® designation and Series 63 license. He has 11 years of industry experience, including prior roles at Janney Montgomery Scott, LLC and Jackson National Life Distributors, LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and ongoing monitoring.
Mandy H
Series 66
Milwaukee, WI
Robert Baird & Co.
Mandy Hess is a Series 66-licensed financial advisor with Robert Baird & Co. in Milwaukee, WI, where she has worked since 2019. She has five years of industry experience and previously spent 14 years with The Lynde and Harry Bradley Foundation, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises 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.
James H
Series 63
Towson, MD
Robert Baird & Co.
James Hodges is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 63 designation and bringing 50 years of industry experience. He has been with Robert W. Baird & Co. since 2009. 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 financial planning and portfolio management services, utilizing a variety of strategies and managers to meet client goals and risk tolerances.
John R
Series 63, Series 65
Seattle, WA
Robert Baird & Co.
John Ramseyer is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he is involved in ranching operations through Ellensburg Cattle Company, participating in general farm activities on weekends. Robert Baird & Co.’s DDK Group, where Ramseyer works, serves high net worth individuals, corporate and business 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 strategies, with ongoing manager selection and internal research support.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters