Armando Cruz is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at RBC Capital Markets and previous tenure at Robert Baird & Co. Outside of his advisory work, he operates as an independent contractor for package delivery through Amazon Flex. 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 a range of investment strategies and management approaches.

Justin Dammel is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2015. Outside of his advisory role, he serves as a board member on the Kenton County Library Foundation's Investment Committee. 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 provides consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches.

George Gamez is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he serves as a committee member for the Aledo Growth Committee and as treasurer for the AHHS class of 1985 reunion. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Stephen Mitchell is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 credential with one year of industry experience. Prior to joining Baird in 2025, he worked at Marquette University and held positions in both Wilson High School and Wilson West Middle School. Outside of his advisory role, Mitchell is a player in the Rio Grande Valley Vipers basketball league. 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 financial planning and investment management services including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management strategies, supported by internal research and technology tools.

Mark Nicolet is a CFP®-designated financial advisor at Robert W. Baird & Co. in Denver, CO, with 12 years of industry experience. His prior roles include positions at LPL Financial, Trilogy Capital, and National Planning Corporation. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Gregory Johnson is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary management, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Hersh Kumbhani is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Robert W. Baird since 2021. Prior to that, he was employed at Sonder Holdings Inc. and Paunch Brothers Hospitality LLP. He serves as a board member and on the investment and finance committee for Lake Park Friends in Milwaukee. 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and complex investment strategies.

Jeffrey Johnson is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience, all with Baird since 2003. He serves as a board member for the Illinois College of Optometry, his alma mater, where he participates in overseeing the school’s finances and endowment. Baird’s DDK Group, where Johnson works, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management through separately managed accounts, and municipal advisory services, supported by ongoing manager selection and internal research tools.

Elizabeth Baird is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding a Series 66 designation and six years of industry experience. She joined Baird in 2020 after working at Marquette University and the YMCA of Greater Waukesha County. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a combination of manager-traded and model-traded strategies as well as internal research tools in client advisory.

Paul Christian is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1994. 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.

Jane Dunlap is a financial advisor at Robert Baird & Co. with a Series 66 credential and two years of industry experience. She has held positions at Covenant Wealth Management, LPL Financial, Independent Bank, and Calvin University. Prior to her advisory roles, she worked in various non-financial positions including at Panera Bread and United Parcel Service. The DDK Group, 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 financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.

Terrence Hosty Sr. is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including J.J.B. Hilliard, W.L. Lyons, Wells Fargo Clearing, A.G. Edwards & Sons, Citigroup Global Markets, and Legg Mason Wood Walker. Hosty is a passive investor in private equity through Vine Street Venture Fund 2 and in Greentech Motors Corporation, a company focused on electric motor manufacturing technology. Robert Baird & Co. serves individual, corporate, pension, and charitable clients through the DDK Group within its Private Wealth Management department, offering a variety of financial planning, portfolio management, and custody services. The firm employs a range of managed account strategies, tax management, and internal research tools, and has reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Benjamin Hoeger is a CFP® professional with 18 years of industry experience, currently serving at Robert W. Baird & Co. since 2009. He holds the Series 66 designation and is based in Cleveland, OH. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex investments, and offers municipal advisory and public finance services alongside its investment banking and trust capabilities.

Jonathan Komp is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of services including financial planning, portfolio management, and customized investment strategies using both in-house and third-party managers.

Riley Rock is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior experience at Russell Investments and the University of Washington. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pension plans, and charitable organizations through financial planning, discretionary and non-discretionary portfolio management, and various separately managed account programs. The firm utilizes manager selection, internal research including artificial intelligence tools, and offers services such as municipal advisory and unified fee arrangements.

Thomas Brophy is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2019. Prior to that, he was employed in the construction materials sector, including roles at CT&S Builders and Talon Concrete and Quicksilver Readymix. 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 employs a range of advisory strategies, including discretionary and non-discretionary portfolio management, separately managed accounts, and municipal advisory services.

Robert Graue is a financial advisor with Robert Baird & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory work, he is involved with the Bellevue Sunrise Rotary, a charitable organization. Robert Baird & Co.’s Private Wealth Management practice, including the DDK Group, serves individuals, families, pensions, corporations, and charitable organizations by providing consulting and portfolio services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and services, including discretionary management, separately managed accounts, and municipal advisory and public finance services.

Philip Faulkner is a financial advisor at Robert Baird & Co. in Hopkinsville, KY, with 42 years of industry experience. He has been with Robert Baird since 2019 and previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 36 years. Outside of finance, Faulkner owns a taxidermy business. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm manages approximately $394 billion in assets and employs a combination of internal research, manager selection, and strategic partnerships to support its advisory offerings.

Michael Johnson is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He 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 financial planning and portfolio management services, leveraging internal research and external partnerships across a range of investment strategies.

Benjamin Koemptgen is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Ruttger's Bay Lake Lodge, Drake University, Chevrolet, and Cretin-Derham Hall. 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 a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.