Nicholas Groff is a financial advisor with Robert W. Baird & Co. in Muskego, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Robert W. Baird since 2014. 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 offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing a range of investment strategies from traditional to complex allocations.

Robert Mcmillan II is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding a Series 66 designation with 15 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves as treasurer for the Heron Marsh Villas Unit 53 HOA and is a board member of The Benedicts in Charlotte; he also participates as a guest speaker for Abbvie Inc. 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 consulting and portfolio services, combining in-house and third-party managers to implement a range of investment strategies from traditional to complex allocations.

Matthew Ogier is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex investments, alongside municipal advisory and public finance capabilities.

Andrew Epstein is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2012. 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 consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and uses a range of investment strategies from traditional allocations to more complex approaches.

Charity Davis Lowe is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Elgin, Illinois, where she has worked since 2015. She has 14 years of experience in the industry. Outside of her advisory role, she assists with various non-investment activities including occasional caregiving and event service roles. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a range of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and strategic partnerships.

Cory Davis is a financial advisor with Robert Baird & Co. in Sheboygan, WI, holding a Series 63 designation and 33 years of industry experience. He has been with Robert Baird & Co. since 1990. Outside of his advisory role, he serves as a principal and member of Jim Weimer Rod Garage and JWRG Holdings in Belgium, WI. 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, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services utilizing a variety of traditional and non-traditional investment strategies.

Allen Hamilton is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2021. Outside of his advisory role, Hamilton serves as an assistant golf coach at Saint Xavier High School in Louisville, KY. Robert Baird & Co. is a large institutional firm with a Private Wealth Management team that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and advanced strategies including tax management and direct indexing.

Lyle Fitterer is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Prior to joining Baird, he worked at Wells Capital Management/Wells Fargo Asset Management for 14 years and Strong Capital Management Inc for seven years. He serves on the investment committee for Divine Savior Holy Angels High School, overseeing its endowment investments, and is a partner in a family farmstead business. Robert Baird & Co.’s Private Wealth Management department, including The DDK Group where Fitterer works, serves individuals, corporate clients, pensions, and charitable organizations. The firm provides a range of portfolio management and advisory services, utilizing a combination of manager-traded and model-traded strategies, internal research, and tax-management tools.

Belinda Gantz is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and bringing 20 years of industry experience. She previously worked at Ameriprise Financial Services, UBS Financial Services, and Osaic FA. Baird’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering a variety of financial planning and portfolio management services supported by internal research and ongoing manager oversight.

Ryan Gill is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to joining Robert Baird in 2026, he spent eight years with JPMorgan Chase Bank and J.P. Morgan Securities and five years with JPMorgan Chase Bank, N.A. 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 employs a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes both internal research and external partnerships in its investment approach.

Ariel Goh is a financial advisor at Robert Baird & Co. with a Series 66 credential and recent industry experience beginning in 2024. Prior to joining Baird, Ariel worked at Syncopation Foundation, Stratacore, Eastside Stomp, and Taxman & Associates. Outside of finance, Ariel is involved in dance instruction and choreography, teaching swing dance classes and coaching a performance team. Robert Baird & Co. serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Mariah Doyle is a CFP®-certified financial advisor with 10 years of industry experience, currently with Robert W. Baird & Co. She has previously worked at Gratz Park Private Wealth, Raymond James Financial Services, and Oppenheimer. Doyle serves as Chair of the Board and Finance Committee member for the North Carolina Arboretum Society, a nonprofit organization. She is part of The DDK Group at Baird, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Nash Jackson is a financial advisor at Robert W. Baird & Co. in Columbus, Indiana, holding a Series 66 designation with four years of industry experience. Prior to joining Baird in 2021, he worked at Enkei America Inc. and Indiana Smokehouse, and was a full-time student from 2019 to 2021. He is part of The DDK Group, a team within Baird’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, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and investment professionals.

Nicholas Robinson is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 63 and Series 65 designations and has prior work experience at Fifth Third Securities, Fifth Third Bank, Sunglass Hut, Eastern Kentucky University, and Bath County Schools. Robert W. Baird & Co.’s Private Wealth Management department, which includes The DDK Group, serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection and internal research tools.

Carol Meyer is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Robert W. Baird & Co. since 2019 and previously at J.J.B. Hilliard W.L. Lyons from 2017 to 2019. She 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. The firm utilizes a range of strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management techniques, supported by ongoing manager selection and internal research tools.

Lucy Bogen is a financial advisor at Robert W. Baird & Co. in Bellevue, WA, holding a Series 66 designation. She has one year of industry experience and previously worked at Saltchuk. Baird’s DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services supported by internal research and manager oversight.

Samuel Collins is a financial advisor with Robert Baird & Co. in Lexington, KY, holding a Series 66 designation and 23 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, LLC for 17 years before joining Robert Baird in 2019. 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 a range of financial planning and portfolio management services, utilizing internal research and tools including artificial intelligence, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

June Brown is a financial advisor with Robert W. Baird & Co. in Middleton, WI, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has been with Robert W. Baird since 2007. Brown serves as an active board member of Gilda's Club Madison, participating in decisions related to fundraising, capital spending, programming, and community marketing. She 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Christopher Carpenter is a financial advisor with Robert Baird & Co. in Louisville, KY, 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 Robert Baird & Co. in 2019. Outside of his advisory role, he serves as a board member and real estate sales associate for William C Carpenter Inc. 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. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, using a combination of internal research and external partnerships to support client strategies.

Kim Anh Hua is a financial advisor with Robert Baird & Co. in Quad Cities, IA. She holds the Series 66 designation and has recently begun her career in the industry, joining Baird in 2025. Prior to this, she worked at UP Management for nine years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex approaches, including discretionary and non-discretionary management.