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Stephanie Q

Series 66

Columbus, OH

Robert Baird & Co.

Stephanie Quick is a financial advisor at Robert W. Baird & Co. with 9 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary management, utilizing a range of investment strategies and overlay services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Andrew H

Series 63

Tampa, FL

Robert Baird & Co.

Andrew Hirsch is a financial advisor at Robert Baird & Co. in Tampa, FL, holding a Series 63 designation with 41 years of industry experience. He has been with Robert Baird & Co. since 1993. Outside of his advisory role, Hirsch serves on the Temple Investment Committee and Cemetery Committee at Congregation Schaarai Zedek, providing advice on investments and property issues. Robert Baird & Co. serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, overseeing approximately $394 billion in regulatory assets under management as of December 31, 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Ken P

Series 63, Series 65

Fox Valley, WI

Robert Baird & Co.

Ken Petter is a financial advisor with Robert Baird & Co. in Green Bay, 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 advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex investments.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Collin K

Series 66

Boulder, CO

Robert Baird & Co.

Collin Kurcz is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at Citizens State Bank and in several other roles prior to joining Baird. Outside of his advisory work, he has experience with extended travel. 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 a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Lorri C

Series 66

Green Bay, WI

Robert Baird & Co.

Lorri Cisler is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. Incorporated since 2012 and holds a Series 66 designation. She 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 financial planning and discretionary portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Ted S

Series 66

Milwaukee, WI

Robert Baird & Co.

Ted Stuckslager is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Mequon, WI, where he has worked since 1999, accumulating 25 years of industry experience. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice. The DDK Group advises individuals, families, pensions, corporations, and institutional clients through customized financial planning and portfolio management services. The firm offers a range of investment strategies, including discretionary and non-discretionary management, using both in-house and third-party managers, and provides additional services such as municipal advisory and public finance.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Johnathan M

Series 66

Pittsburgh - Wexford, PA

Robert Baird & Co.

Johnathan Miller is a financial advisor with Robert W. Baird & Co. in Pittsburgh - Wexford, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Baird, he worked at BNY Mellon and CNB Bank. Miller also has experience with Pro Football Focus. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and brokerage services, utilizing internal research and a mix of manager- and model-traded strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Lawrence T

Series 63, Series 65

Cookeville, TN

Robert Baird & Co.

Lawrence Taylor is a financial advisor at Robert W. Baird & Co. with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert W. Baird since 2021, following 21 years at UBS Financial Services. Outside of advising, he is the owner of TaylorMade Signs Inc., a sign-making business based in Cookeville, Tennessee. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and utilizes internal research and technology, including artificial intelligence, in client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Angela J

Series 63, Series 66

Sarasota, FL

Robert Baird & Co.

Angela Johnson is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with Robert W. Baird since 2000. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, 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, addressing a range of investment strategies including traditional and non-traditional allocations.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Charles S

Series 63, Series 65

Milwaukee, WI

Robert Baird & Co.

Charles Severson is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Robert W. Baird & Co. since 1987. Outside of his advisory role, he serves as a general board member and investment committee member for the Lakeview Foundation, a nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and offering a range of investment strategies from traditional to complex allocations.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michael M

Series 66

Pittsburgh - Wexford, PA

Robert Baird & Co.

Michael Mc Kee is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 10 years of industry experience. He has worked with Robert Baird & Co. since 2022 and previously with Hefren-Tillotson, Inc. from 2015. He serves as an investment committee member for the Marsha Mae Foundation’s scholarship fund. Baird’s DDK Group, where Mc Kee is based, offers a range of wealth management services including financial planning, portfolio management, and custody services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a mix of manager-traded and model-traded strategies, ongoing manager selection, and internal research tools to deliver client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Darrin R

Series 63, Series 66

Paducah, KY

Robert Baird & Co.

Darrin Rudolph is a financial advisor with Robert Baird & Co. in Paducah, KY, holding Series 63 and Series 66 licenses and over 26 years of industry experience. His prior roles include positions at J.J.B. Hilliard, W.L. Lyons LLC and Woodbury Financial Services, Inc. Outside of his advisory work, he is involved as a member and manager of a hunting and fishing club. Robert Baird & Co. serves individual and institutional clients, including high net worth individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of financial planning, portfolio management, and advisory services supported by internal research and model-driven strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Lanee N

Series 66

Scottsdale, AZ

Robert Baird & Co.

Lanee Nawrocki is a financial advisor at Robert Baird & Co. with a Series 66 credential and less than one year of industry experience. Prior to joining Robert Baird, Lanee attended Arizona State University and held various roles including positions in retail and school districts. Lanee 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, and custody, utilizing a combination of manager-traded and model-traded SMA strategies supported by internal research and advanced tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Carol G

Series 63, Series 65

Waukesha, WI

Robert Baird & Co.

Carol Galewski is a financial advisor with Robert W. Baird & Co. in Waukesha, Wisconsin, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and previously spent time at Sikich. 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 services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and use of internal research and tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Katrina B

Series 66

Houston - Memorial City, TX

Robert Baird & Co.

Katrina Butler is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2014. Outside of her advisory role, she works as a sales consultant for Scentsy. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Richard L

Series 66

Columbia, TN

Robert Baird & Co.

Richard Law is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Law is involved in several community and business activities, including serving as a board member and treasurer for the United Way of Maury County and CASA of Maury County, as well as holding ownership roles in August 15 Capital, LLC and Gold Coast Shipping Company LLC. 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 offers a range of consulting and portfolio management services tailored to client goals, employing both traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Andrew B

Series 63, Series 66

Louisville, KY

Robert Baird & Co.

Andrew Bronger is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 20 years before joining Robert Baird in 2019. Outside of his advisory role, he serves as a lacrosse coach at Oldham County High School. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pension plans, and charitable organizations. The firm employs a range of investment strategies and utilizes internal research and technology, including AI, to support client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Sissi S

Series 63, Series 66

Seattle, WA

Robert Baird & Co.

Sissi Sondgroth is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert Baird & Co. since 2014. She 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, utilizing a range of strategies from traditional equity and fixed-income to more complex and non-traditional investments.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Shawna H

Series 63, Series 65

Edina, MN

Robert Baird & Co.

Shawna Hurst is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously spent nine years with Raymond James & Associates. She 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 consulting and portfolio services, including financial planning and discretionary management, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kathryn F

Series 66

West Bend, WI

Robert Baird & Co.

Kathryn Fisher Davies is a Series 66 licensed advisor with Robert W. Baird & Co. in West Bend, WI, where she has worked since 2000, totaling 26 years of industry experience. She serves as a board member of the Holy Angels School Trust Fund, overseeing investment policy and performance reviews for the charitable fund. The DDK Group, part of Baird’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 portfolio management services, combining manager-traded and model-traded strategies with ongoing investment monitoring and research.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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