Robert Bowman is a CFA® credentialed financial advisor at Robert W. Baird & Co. with 26 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, Edelman Financial Services LLC, and Virtus Capital Advisers, LLC. He is based in Glen Allen, VA. Robert Bowman 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. Baird provides a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing in-house research and a variety of investment strategies.

Gregory Porath is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds the Series 66 designation and has previously worked in the hospitality and banking sectors, including roles at Mike Mohn / Bestside Bar & Grill and Macatawa Bank Corporation. 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 tailored financial planning and portfolio management services, implementing strategies through a combination of in-house and third-party managers across traditional and non-traditional asset classes.

Eric Nelson is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding a Series 66 designation and 10 years of industry experience. He 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 practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning, portfolio management, and consulting services, utilizing a blend of in-house and third-party managers across traditional and non-traditional investment strategies.

Caden Seiferth is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has one year of industry experience and has worked at firms including Morgan Stanley and Xcelsior Advisor Partners LLC. Outside of finance, he has experience with Rock Solid Climbing and Fitness. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and investment management services, utilizing a combination of separately managed accounts, overlay management, tax strategies, and internal research including AI tools.

Stevanna Van Dijk is a CFP® professional at Robert W. Baird & Co. in Chicago, IL, with 10 years of industry experience. She has worked at Robert W. Baird & Co. since 2018, following roles at MML Investor Services, Mass Mutual Life Insurance Company, Lenox Advisors, and Naseba LLC. She is part of The DDK Group, a team within Baird’s Private Wealth Management department serving individuals, corporate clients, pensions, and charitable organizations. The firm provides a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, overlay management, and tax-management tools as part of its advisory approach.

Amanda Gall is a financial advisor with Robert Baird & Co. in Cincinnati, Ohio, holding a Series 66 designation and 16 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously held positions at J.J.B. Hilliard, W.L. Lyons, LLC and UBS Financial Services. Outside of her advisory role, she is involved with BMG Marketing, conducting promotional beverage tasting events. She 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, pension 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 a focus on ongoing manager selection, internal research, and advanced tools including artificial intelligence in client advisory.

Melissa Creditt is a financial advisor with Robert Baird & Co. in Lexington, KY, holding a Series 66 designation and 19 years of industry experience. She has been with Robert Baird & Co. since 2019 and has worked at Hilliard Lyons since 2007. Melissa is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department. The firm serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services supported by internal research and advanced investment tools.

Charles Ankrim is a financial advisor at Robert W. Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and 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 tailored consulting and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Noah Vokes is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in pharmaceuticals, orthodontics, elder care, and at the University of Pittsburgh. Outside of his advisory role, he is a part-time health and wellness class guide at MindFuel in Pittsburgh. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of wealth management services, including portfolio management and financial planning, utilizing both manager-traded and model-traded SMA strategies and internal research tools.

Mary Baumer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 credential and 17 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Ameriprise Financial Services. She also acts in fiduciary capacities such as trustee and personal representative. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary portfolio management, and separately managed accounts, supported by internal research and manager oversight.

Robert Choy is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Robert W. Baird & Co. and has previously worked at Financial Engines Advisors L.L.C., Edelman Financial Services, Fidelity, Citigroup Global Markets, and Merrill. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual and institutional clients with services including financial planning, portfolio management, and custody and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax-management techniques, and ongoing manager oversight, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Samantha Hirkala is a Series 66 licensed financial advisor with Robert Baird & Co., bringing four years of industry experience. She previously worked at Hefren-Tillotson, Wells Fargo Advisors, and Chilton Investment Co. The DDK Group at Robert W. Baird & Co., where she operates, provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, employing a combination of managed account strategies, tax management, and ongoing manager oversight.

Jeffrey Roberts is a CFP®-certified financial advisor at Robert Baird & Co. with 13 years of industry experience. Prior to joining Baird in 2019, he worked for six years at J.J.B. Hilliard W.L. Lyons, LLC. He serves on the finance and investment committees of The Cabbage Patch Settlement House in Louisville, KY. Robert Baird & Co.’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager oversight supported by internal research and technology.

Doug Wiedemeier Jr. is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at D.A. Davidson & Co., Equitable Advisors, LPL Financial, LLC, and NYLife Securities, LLC. He has also worked in various other positions outside the financial sector, including at Costco Wholesale Corporation and DoorDash. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing both internal research and external partnerships to guide client advice.

Debra Grill is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at Robert W. Baird since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 customized financial planning and portfolio management services, utilizing a range of traditional and alternative investment strategies tailored to client goals and risk tolerances.

Cristina Phillips is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Bacarella & Associates, PLLC prior to joining Baird. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, wrap programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools.

Ken Williams is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors 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 tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Gregory Thomson is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He has been with Robert Baird since 1994 and 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 department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, wrap programs, and custody and brokerage services.

Daniel Schnoll is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2014. Outside of his advisory role, he serves as Treasurer for the Cambridge Heights Condominium 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 customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Timothy Matanick is a financial advisor with Robert Baird & Co. in Akron, Ohio. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Baird, he worked at Sherwin Williams and spent 15 years with the City of Bay Village. The DDK Group, a team within 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, supported by internal research and investment tools.