Shannon Wedepohl is a CFP® professional with six years of industry experience, currently serving at Robert Baird & Co. since 2026. Prior to joining Baird, Shannon worked at Mariner Wealth Advisors and spent several years at Financial Engines Advisors L.L.C. Outside of financial advising, Shannon rents out a vehicle through an automated car-sharing service at the Phoenix airport. 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 utilizes a combination of discretionary and non-discretionary portfolio management strategies, including separately managed accounts and overlay management, supported by internal research and technology tools.

Jessica Tai is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Morgan Stanley. Tai is based in Denver, CO. She 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 consulting and portfolio services tailored to client goals, employing a range of investment strategies and offering both discretionary and non-discretionary management options.

Marshall Harkrider is a financial advisor with Robert Baird & Co. in Knoxville, TN. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Northwestern Mutual Life Insurance Company and various positions related to education and local organizations. Robert Baird & Co.’s Private Wealth Management team serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs both manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and technology, including artificial intelligence.

Katherine Lust is a CFP® and holds a Series 66 designation with five years of industry experience. She is currently with Robert Baird & Co. and previously worked at Hefren-Tillotson, Inc. for ten years. 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, pensions, profit-sharing plans, and charitable organizations using a range of portfolio management and financial planning services.

Laura Murray is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird & Co. since 2000. Outside of her advisory role, she serves as Vice President and Finance Committee member on the Board of Directors for the Dane County Humane Society. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, including separately managed accounts and overlay services.

Tracey Killoran is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2002. 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 mix of in-house and third-party managers to implement a variety of investment strategies.

Angela Taylor is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Robert Baird & Co. since 2019, following positions at J.J.B. Hilliard W.L. Lyons and Raymond James Financial. The DDK Group, a team within 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 variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs supported by internal research and advanced tools such as artificial intelligence.

Cherie Seale is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, and Wunderlich Securities, Inc. She is affiliated with The DDK Group, a team within Robert Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The group provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs supported by ongoing manager selection and internal research.

Brittany Zeske is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 12 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2012. 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 a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jordan Fritz is a financial advisor at Robert W. Baird & Co. with a Series 66 credential. He joined Baird in 2026 and has prior experience in technology and defense firms, including Blue Canyon Technologies and Northrop Grumman. The DDK Group, part of Baird’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, managing approximately $394 billion in regulatory assets as of year-end 2025.

Nicolle Hudachek is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and bringing 20 years of industry experience. She has been with Robert W. Baird since 2012. She 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 team provides tailored consulting and portfolio services, including financial planning and discretionary management, employing a variety of investment strategies and overlay services.

Josephine Oliva is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 1993. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through various management approaches and overlays.

David Adams is a Series 66-licensed financial advisor with Robert W. Baird & Co., based in Towson, MD, and has 18 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he owns and operates a self-storage facility through MEAD Investments LLC. David 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 using a combination of in-house and third-party managers, including discretionary and non-discretionary approaches as well as tax and goal-management overlays.

Mary Sharon Deguzman is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2000. She has 24 years of industry experience. Deguzman serves on the investment and finance committees of several nonprofit organizations, including Catholic Charities Foundation, TEMPO Milwaukee, Divine Savior Holy Angels High School, and the Wauwatosa Public Library Foundation, and holds board roles in community and faith-based groups. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Paul Ramsey Jr. is a financial advisor with Robert Baird & Co., holding a Series 66 designation and three years of industry experience. He has been with Baird’s Willowpointe Group since 2023. Outside of his advisory role, he is the owner of C-Fold, Inc., operating Xpress Lube since 1994. 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 to implement a variety of investment strategies.

Susanna Sackett is a financial advisor at Robert Baird & Co. in Seattle, WA, with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Robert Baird & Co. since 2014, following two years at McAdams Wright Ragen, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients with a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools to support its advisory work.

Gary Garvin is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mass Mutual Life Insurance Company and with the Ho-Chunk Nation in various roles. 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 financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside ongoing manager selection and internal research.

Melissa Barry is a Series 66 registered advisor with Robert W. Baird & Co., bringing 21 years of industry experience. She has been with Robert W. Baird & Co. for most of her career, with a brief tenure at Schaper, Benz & Wise Investment Counsel, Inc. from 2023 to 2024. Baird’s DDK Group, where Barry works, is part of the Private Wealth Management department and 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, using a combination of manager-traded and model-traded strategies supported by internal research and investment tools.

Kevin Geenen is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Baird since 2019, following three years at AHT Wisconsin Windows. 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, portfolio management, and custody and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Lisa Vliek is a CFP® designated financial advisor with 25 years of industry experience, currently at Robert Baird & Co. since 2017. She previously worked at Better Business Works, LLC from 2015 to 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a variety of financial planning, portfolio management, and advisory services supported by in-house research, manager selection, and strategic partnerships.