Keith Dickerson is a CFA® charterholder with 15 years of industry experience. He is currently with Robert W. Baird & Co. Incorporated and has previously worked at the City of Milwaukee Employes' Retirement System, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Allspring Funds Management, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research and tools such as artificial intelligence.

Andrew Parker is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2020. He previously worked at Morgan Stanley in various roles from 2009 to 2020. Parker is a board member of the Shaq Mason Foundation and serves on the advisory board of Maury Regional Health System. He is part of The DDK Group at Robert W. Baird, which provides tailored wealth management services to individuals, families, and institutional clients through a combination of consulting, portfolio management, and specialized strategies including separately managed accounts and overlay services.

Tina Mccallum is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 27 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Baird in 2018. Outside of her advisory role, she serves as treasurer for a local business and is an owner/member of a private LLC unrelated to investments. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jamie Williams is a financial advisor at Robert Baird & Co. with Series 66 credentials and seven years of industry experience. He has worked at Robert Baird since 2019 and has been associated with JJB Hilliard WL Lyons LLC since 2016. 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, discretionary and non-discretionary portfolio management, and separately managed account programs, with ongoing manager selection supported by internal research and technology tools.

Dennis Price II is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and one year of industry experience. Prior to joining Baird, he worked at Grand Valley State University and Rocket Mortgage. Outside of his advisory role, he is a coach for West Ottawa Public Schools. 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 financial planning, portfolio management, and advisory services supported by internal research and manager oversight.

Megan Obenauf 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 Salon Halo and Capri College. Megan 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 offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Geofrey Banda is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a rental property in Milwaukee. 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 strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-assets.

Gabriella Maniaci is a CFP® with five years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Prior to joining Baird, she worked at Quicken Loans and Meridian Health Plan. She 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 employs a combination of manager-traded and model-traded separately managed account strategies, along with tax management and direct-indexing capabilities, supported by internal research and tools including artificial intelligence.

Matthew Darpel is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Independent Advisor Alliance, LPL Financial, and operated his own practice, Matthew L. Darpel P.S.C., for over two decades. In addition to his financial advisory work, he is also an attorney specializing in estate planning, probate, and elder law. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The group offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by internal research and monitoring.

Thomas Bennett Jr. is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Baird in 2019, he spent 23 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, Bennett serves as Vice President Treasurer for START, a nonprofit organization, since 1997. 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 SMA strategies, tax-management, and direct-indexing capabilities, supported by internal research and strategic affiliations.

Chad Restori is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. Restori serves on the finance committee of Central Catholic High School in Pittsburgh. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that provides financial planning and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of strategies including separately managed accounts, overlay management, and tax-efficient investing, supported by internal research and technology such as artificial intelligence.

Jess Henrickson is a Series 66-registered advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2008. He has 17 years of industry experience. Henrickson serves as a board member and Endowment Chair for Congregation Shalom. 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 offers customized financial planning and portfolio management services utilizing a range of investment strategies and managers.

Jack Ritchay is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked at RSM US LLP, Schreiber Foods, and Schneider National. His background also includes roles at the University of St. Thomas and Oneida Golf and Country Club. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, utilizing both internal research and strategic partnerships.

Billie Wilson is a financial advisor at Robert Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JJB Hilliard WL Lyons LLC and Private Client Services, LLC. His prior fiduciary appointment for a domestic partner is noted in his other business activities. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with services such as financial planning, portfolio management, and custody and brokerage. The firm utilizes a mix of SMA strategies, overlay management, tax-management, and internal research including artificial intelligence in its advisory process, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Jennifer Brown is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley for 10 years. Brown is based in Birmingham, MI. She 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 services including financial planning, portfolio management, separately managed accounts, and brokerage services.

Deanne Soetenga is a CFP® with 23 years of industry experience, currently serving at Robert W. Baird & Co. since 2004. She holds Series 63 and Series 66 licenses and is based in Waukesha, WI. She 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 firm offers customized financial planning and portfolio management services, employing a range of strategies from traditional allocations to complex alternatives, and provides municipal advisory and public finance services alongside its investment management capabilities.

David Koning is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird since 2002. Outside of his advisory role, he serves on the finance committee of Brookfield Christian School. 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 through a range of financial planning, portfolio management, and advisory services.

Jeanna Woods is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She has held roles at Robert W. Baird since 2016 and previously worked at MSI Financial Services, Inc. for 10 years. Woods holds the Series 66 designation and operates out of Milwaukee, WI. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services supported by ongoing manager monitoring, internal research, and tools including artificial intelligence.

Matthew Leatherwood is a CFP® with 18 years of industry experience, currently advising at Robert W. Baird & Co. since 2013. He is also the owner of Beck Beck Designs LLC, a non-investment related business. The DDK Group at Robert W. Baird & Co., where he works, serves individual and institutional clients with financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Jennifer Buttram is a financial advisor with Robert Baird & Co. in Sheboygan, WI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Baird in 2023, she was affiliated with Clear Track Financial Advisors and Raymond James Financial Services for nine years. She has also provided administrative support at Clear Track Financial Advisors. Jennifer 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 tailored financial planning and portfolio management using a range of strategies, including discretionary management, separately managed accounts, and both traditional and non-traditional investment approaches.