Robert Schultz is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Robert W. Baird & Co. since 2021 and previously held positions at CWM, LLC, Red Cedar Capital, Cyprium Partners, and taught at Creighton University. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax-management, direct-indexing capabilities, and ongoing manager selection supported by internal research and tools.

John Mabee is a financial advisor at Robert Baird & Co. with 51 years of industry experience. He has been with Robert Baird & Co. since 1994. Mabee holds Series 63 and Series 65 licenses. 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 consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

David Savides is a financial advisor at Robert Baird & Co. with 18 years of industry experience and holds a Series 66 designation. He has worked at Robert Baird since 2014 and previously held positions with BMO Asset Management Corp., M&I Investment Management Corp., and Wells Fargo Investments. He serves on the Endowment Committee for the YMCA of the Fox Cities, where he assists in evaluating managers responsible for the endowment fund. Robert Baird & Co. offers a broad range of wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a variety of portfolio management strategies, including separately managed accounts and tax-management techniques, supported by internal research and ongoing manager oversight.

Matthew Coburn is a financial advisor with Robert W. Baird & Co. in Mequon, Wisconsin, holding a Series 63 designation and 33 years of industry experience. He has been with Robert W. Baird & Co. since 1997. Robert W. Baird & Co.'s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, discretionary and non-discretionary portfolio management, and brokerage services. The team customizes investment strategies based on client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and non-traditional asset classes.

William Mc Clure is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, Cerity Partners, ARGI Investment Services, Indiana University Southeast, and Faurecia. 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 firm offers a broad range of services, including financial planning, portfolio management, and separately managed accounts, supported by internal research and investment tools.

William Ticali is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 1997. Outside of finance, he has been involved with Filippo's Italian Restaurant for 30 years and serves as Treasurer for St. John's Lutheran Church in Sullivan, WI. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored investment solutions combining in-house and third-party managers, offering services from financial planning to discretionary portfolio management.

Allison Meza is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at several mortgage and financial services firms. The DDK Group at Robert W. Baird & Co., where she is based, serves a diverse client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and brokerage services, supported by internal research and advanced investment tools.

Bruce Bittles is a financial advisor at Robert W. Baird & Co. with 47 years of industry experience. He has been with Robert W. Baird since 2002. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, utilizing a range of investment strategies from traditional to complex, including discretionary management and overlay services.

Timothy Fuhr is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He has been with Robert Baird & Co. since 1993 and holds a Series 63 designation. 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 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.

Michael Vander Roest is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2015. He 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, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and the use of artificial intelligence in client advice.

Allison Menke is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Baird since 2021. Prior to joining Baird, she spent 13 years at OFS Brands Holdings Inc. Outside of her advisory role, Menke serves as Treasurer and Board Member of the Menke Charitable Foundation. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Dianne Daniel is a financial advisor at Robert Baird & Co. in Evansville, IN, holding a Series 63 designation with 29 years of industry experience. She joined Robert Baird & Co. in 2019 after 22 years at J.J.B. Hilliard, W.L. Lyons, Inc. The DDK Group, where she works, is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies with ongoing investment manager oversight.

Kristy Miles is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co., Inc. since 2012. She is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional equity and fixed-income allocations to more complex alternatives.

Scott Willms is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Robert W. Baird & Co. since 2013, with a two-year period at U.S. Bancorp Investments, Inc. in between. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of strategies including traditional and non-traditional investments.

Sarah Springer is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2017. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a partner in Synchronicity Investments, an LLC involved in investment projects in Alaska, and serves as a board member of McKinley Management, LLC. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, pensions, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Benjamin Maslyn is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds the CFP® and CFA® designations and previously worked at Truist Banks, Inc. Advisory Services and Truist Advisory Services. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. 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.

John Wedell is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 18 years of industry experience. He has worked at Robert W. Baird & Co. since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Wedell serves as a golf coach for the Judson University golf team and acts as treasurer for the Conifer Cove Homeowners Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using both in-house and third-party managers, with capabilities spanning traditional and complex investment strategies.

Brian Petersdorf is a financial advisor at Robert W. Baird & Co. in Seattle, WA, with 16 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2006. 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, charitable organizations, and institutional clients. The group provides financial planning, portfolio management, and consulting services tailored to client goals and risk tolerances, utilizing a range of investment strategies and overlay services.

Matthew Liston is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with six years of industry experience. He has worked at Baird since 2020 and previously was a college student from 2016 to 2020. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. Baird employs a diverse range of investment strategies including discretionary portfolio management, separately managed accounts, and tax-managed approaches, supported by internal research and technology such as artificial intelligence.

Samuel Tvedt is a financial advisor with Robert Baird & Co. based in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Robert Baird, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he manages basic finances for a veteran on a limited basis. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering traditional and non-traditional investment strategies.