Sharon Hirschler is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2018, following a 23-year tenure at George K. Baum & Company. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes internal research and technology such as artificial intelligence in delivering advice.

John Adams is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert W. Baird & Co. since 1998. Outside of his advisory role, he owns Pittsburgh Subs, Inc., a restaurant and food/beverage business. 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 consulting and portfolio services, including financial planning and discretionary management, across a range of traditional and non-traditional investment strategies.

Theresa Guzman is a financial advisor at Robert Baird & Co. with 24 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2015. 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 a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through both in-house and third-party managers.

Kathleen Cobb is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds a Series 63 designation and has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in managing rental property maintenance through two LLCs. She is part of The DDK Group within Robert W. Baird’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 overlays to meet client goals and risk tolerances.

Todd Fleming is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has worked at both Robert Baird & Co. and Hefren-Tillotson, Inc. since 2016. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Fleming is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts and wrap programs, and utilizes internal research and technology in its advisory process.

Devon Payne is a financial advisor with Robert W. Baird & Co. in Westerville, OH, holding a Series 66 designation and three years of industry experience. He has been with Robert W. Baird since 2016 and previously worked at Rusty Bucket Tavern for 11 years. He 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and a variety of investment strategies.

Kelly Garrow is a financial advisor with Robert W. Baird & Co. in Janesville, Wisconsin, holding a Series 66 designation and seven years of industry experience. Prior to joining Baird in 2019, Garrow worked at Thrivent Investment Management Inc. and Thrivent Financial, as well as serving at Trinity International University. Baird’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research, model-traded strategies, and ongoing manager monitoring.

Sean Wintz is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Edelman Financial Services, LLC, EF Legacy Securities, LLC, and Financial Engines Advisors L.L.C. Outside of his advisory role, he has acted as an insurance agent through Edelman Financial Services and EF Legacy Securities. Baird’s DDK Group serves a diverse client base including individuals, high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and brokerage services, with investment oversight supported by internal research and the use of artificial intelligence.

Matthew Turner is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 26 years of industry experience. He has been with Robert Baird & Co. since 2005. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by in-house investment research and tax-management capabilities.

Jonathan Wheatley is a financial advisor with Robert W. Baird & Co. in Traverse City, MI, holding a Series 66 designation and six years of industry experience. His prior work history includes positions at Bank of America and Merrill, each from 2020 to 2024, and two decades with the Antrim County Sheriff's Office from 2000 to 2020. The DDK Group at Robert W. Baird & Co., where Wheatley is based, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning, consulting, and portfolio management services that incorporate internal research, manager selection, and oversight, with nearly $394 billion in regulatory assets under management as of December 2025.

Erica Stalo is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018. Outside of her advisory role, she is a Twitch affiliate, dedicating 20-40 hours per month to this activity. Erica 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 financial planning and portfolio management services, utilizing internal research and various investment strategies, including model-traded SMA strategies and tax-management capabilities.

Angel Tellez Rodriguez is a financial advisor at Robert Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining Robert Baird & Co., he worked at Charles Schwab and held several roles outside the financial industry. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a range of SMA strategies and internal research, including artificial intelligence tools, and reported approximately $394 billion in regulatory assets under management as of year-end 2025.

James Meredith is a financial advisor with Robert Baird & Co., holding the PFS™ designation and Series 63 license. He has 48 years of industry experience, including 44 years at Hefren Tillotson, Inc. prior to joining Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm utilizes a range of portfolio management strategies and combines internal research and external partnerships to provide integrated wealth advisory services.

Michael Fohr is a CFA® charterholder with eight years of industry experience. He is currently with Robert W. Baird & Co., joining the firm in 2026, and previously worked at National Investment Services of America and Reinhart Partners. 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 broad range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services.

Alyce Zollman is a financial advisor with Robert Baird & Co. in Bloomington, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent eight years with J.J.B. Hilliard, W.L. Lyons, LLC. Zollman is also affiliated with the Indiana University Tennis Center, where she has been involved since 2009. 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. The firm offers services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, employing a combination of manager-traded and model-traded strategies alongside internal research and tools.

Jennifer Olen is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 18 years of industry experience. She has been with Robert W. Baird since 1997. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of strategies from traditional to complex allocations.

William Johnson is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding Series 63 and Series 65 credentials and bringing 45 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 practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex strategies.

Rebekah Bozich is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Robert W. Baird & Co. since 2014. She 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 financial planning, portfolio management, separately managed account programs, and advisory services supported by internal research and investment tools.

Colton Irion is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. His prior work includes roles at Deloitte, Clark Schaefer Hackett, and BDO USA, LLP. 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 a variety of financial planning, portfolio management, and custody services supported by internal research and a range of advisory strategies.

Brian Wielgus is a financial advisor with Robert W. Baird & Co. in Waukesha, WI. He holds a Series 66 designation and has 14 years of industry experience, with his tenure at Robert W. Baird beginning in 2011. 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 institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement strategies across traditional and non-traditional asset classes.