Jack Cooper is a financial advisor at Robert Baird & Co. in Akron, OH, holding a Series 66 designation. He joined Baird in 2025 and has prior experience at Abbott Labs. His background includes various roles in education and logistics. 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 with tailored financial planning and portfolio management strategies.

Michael McGrath is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he spent 18 years at Hefren Tillotson, Inc. He holds the Series 66 designation and works out of the Pittsburgh–Wexford, PA area. Michael is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and advanced tools such as artificial intelligence.

Larry Telle is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 63 designation and bringing 46 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 39 years before joining Baird in 2019. Outside of his advisory work, he is actively involved in managing horse racing activities. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services. The firm utilizes a variety of strategies including manager-traded and model-traded separately managed accounts, tax management, and direct indexing, supported by ongoing manager selection and proprietary research tools.

Brook Brindley is a financial advisor with Robert W. Baird & Co. in Waunakee, Wisconsin, holding a Series 63 designation and 24 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services tailored to client goals, employing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Mac Kenzie Wessell is a financial advisor at Robert Baird & Co. with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Baird in 2024, Wessell worked at Johnson Bank from 2015 to 2023. 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, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, supported by ongoing manager selection, internal research, and a mix of SMA strategies.

Taylor Porter is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Robert Baird & Co. since 2019 and has also worked at JJB Hilliard Wl Lyons LLC since 2015. Porter serves as a board member for New Vista, a nonprofit organization, where he reviews and makes recommendations on the organization's CD portfolio. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations with a range of financial planning and investment services. The firm employs a combination of manager-traded and model-traded strategies and offers municipal advisory services alongside comprehensive portfolio management and consulting.

Zachary Chamberlain is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Northwestern Mutual Wealth Management Company, Patrick Robison, and Lucas Chamberlain. He 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 group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional allocations to complex and non-traditional investments.

Matthew Trontel is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he is a co-manager of an LLC that holds mining rights. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through financial planning, portfolio management, separately managed accounts, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, overlay management, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

Cindy Bergman is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Raymond James & Associates for nine years before joining Baird in 2022. Bergman 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 offers tailored financial planning and portfolio management services, employing a mix of in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

John Bickel is a financial advisor at Robert W. Baird & Co. in Denver, CO, with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Robert W. Baird since 2010. Outside of his advisory role, he is the owner of Prewitt Waterfowlers, a hunting and fishing club. Baird’s DDK Group serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and offers distinctive services including municipal advisory roles, strategic partnerships, and advanced investment management tools.

Benjamin Hamblin is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has been with Robert W. Baird since 2021 and previously worked in various roles outside the financial industry. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, 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 traditional and non-traditional investment strategies.

David Anderson is a financial advisor with Robert Baird & Co. based in Midland, MI, holding a Series 66 designation and 14 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for seven years before joining Baird in 2019. Anderson serves as President and a board member of Saginaw Field and Stream, where he oversees the Investment and Finance Committee. 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 using a range of financial planning, consulting, and portfolio management strategies.

Denise Vonhof is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird since 2020. Prior to that, she held positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. 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 offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, covering a broad range of investment strategies and account types.

John Mcallister is a financial advisor with Robert W. Baird & Co. Inc. in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2002. 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Sam Howard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2019. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Howard is a board member of The Arnold Center’s Investment Committee and also serves on the board of the Leon P Martuch chapter of Trout Unlimited. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and charitable organizations. The group offers a range of investment strategies and overlays, including traditional and non-traditional asset allocations, along with municipal advisory and public finance services.

Dena Guthrie is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2018. Prior to her current role, she worked at Port Washington High School and held positions at Baskin Robbins and Concordia University Wisconsin. Robert W. Baird’s DDK Group, where Guthrie works, 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 brokerage services utilizing both manager-traded and model-traded strategies, supported by internal research and technology including artificial intelligence.

Daniel Mueller is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of his advisory role, he is an owner and member of Sunflower Partners LLC, an investment property entity. 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 financial planning and portfolio management services using a mix of in-house and third-party managers across traditional and complex investment strategies.

Samuel Lee is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Baird in 2022, he worked at RBC Capital Markets from 2014 to 2022. He serves on the Board of Development at Hardin-Simmons University, contributing to the university’s goal-setting activities. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises 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 investments, with both discretionary and non-discretionary options.

Kelley Kochendorfer is a financial advisor with Robert W. Baird & Co. in Wisconsin Dells, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, Kelley worked at TeachTown and Knewton, and also spent four years at Blueprint Health Studios 30A. Kelley 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 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.

Jayme Bailey is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Knoxville, TN, where he has worked for 26 years. He is part of a large institutional firm with extensive experience in private wealth management. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and direct-indexing capabilities.