Jesse Wagner is a financial advisor with Robert Baird & Co. in Greenville, WI, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks LLC, and SII Investments Inc. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, and provides both discretionary and non-discretionary management options.

Michele Sheridan is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. She previously spent 25 years at M. Griffith, Inc. Michele assists the finance committee of The Women's Fund of Herkimer and Oneida Counties in developing investment policy statements. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises 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 across a range of investment strategies.

Lindsay Krivosha is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Baird in 2017, she worked at RBC Capital Markets from 2009 to 2017. She serves as Treasurer for the Women for Children Chapter of the Doernbecher Children's Hospital Foundation. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology tools.

Marilyn Ward is a financial advisor at Robert W. Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019, with prior experience at Hilliard Lyons, Edward Jones, and First Community Bank of Central Alabama. 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 charitable organizations. The group provides customized financial planning and portfolio management services using a range of strategies, including separately managed accounts and overlay services.

Benjamin Collins is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019, following 15 years at J.J.B. Hilliard, W.L. Lyons, Inc. He is part of The DDK Group within Robert Baird’s Private Wealth Management department, serving 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 manager-traded and model-traded strategies, tax management, and internal research to support client advice.

Fred Mclaughlin is a financial advisor at Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Robert W. Baird since 2000. Outside of his advisory role, he serves as a trustee on the investment committee for the Goodwill of Middle TN Foundation and is a board member of the Sugartree HOA investment and finance committee. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of strategies from traditional allocations to complex alternatives.

Clare Blim is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, Clare held roles in various organizations including Pure Barre and Advanced Global Communications. The DDK Group at Robert W. Baird & Co., where Clare works, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies with ongoing internal research and monitoring.

Malaya Watanabe is a financial advisor at Robert Baird & Co. based in Phoenix, AZ, holding a Series 66 designation and with three years of industry experience. Prior to joining Robert Baird & Co., Watanabe has worked in various roles outside finance, including in the restaurant and retail sectors, and has been a full-time student at the University of Arizona. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, families, institutional clients, and charitable organizations, offering tailored financial planning, portfolio management, and consulting. The firm employs a range of investment strategies and overlays to meet client goals and risk tolerances, and also offers municipal advisory and public finance services.

Brian Robinson is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Denver, Colorado. He has 20 years of industry experience, including prior roles at Morgan Stanley, Citigroup Global Markets, and Allianz Global Investors Managed Accounts LLC. He serves as a board member of the Economic Club of Colorado, where he helps organize events and recruit members related to economics and local business. Robinson is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies combined with ongoing manager selection and internal research, including the use of artificial intelligence, to deliver financial planning and advisory services.

Andrew Schwertfeger is a financial advisor with Robert W. Baird & Co. in Wilson, Wyoming, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008 and has additional business interests in broadcasting and property management. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real assets.

Christina Yards is a financial advisor at Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation with eight years of industry experience. She has been with Robert W. Baird since 2015. 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 offers a combination of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across a range of investment strategies.

Aleksei Fedor is a financial advisor with Robert W. Baird & Co. in Oro Valley, AZ, holding a Series 66 credential and eight years of industry experience. Prior to joining Baird, he worked at Saffron Indian Bistro and spent seventeen years in an educational role. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations with tailored financial planning and portfolio management services. The firm offers a range of investment strategies, including discretionary management and separately managed accounts, as well as municipal advisory and public finance services.

Brian Heidelbach is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 23 years of industry experience. He previously worked for Deutsche Bank Securities Inc. for 25 years and had brief tenures at Db Usa Core Corporation and a period of unemployment before joining Baird in 2021. 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 offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jayson Bales is a financial advisor at Robert W. Baird & Co. based in Dallas, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2012, with prior experience at Spectrum Strategies, L.L.C. and Mass Mutual Investors Services. Outside of his advisory work, he is a musician and performs as a singer and guitarist in a band on a hobby basis. He is part of The DDK Group within Baird'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 financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax management, and internal research tools.

Gunnar Meyers is a financial advisor at Robert Baird & Co. in Chicago, IL, holding a Series 66 designation with five years of industry experience. Prior to joining Baird in 2021, he worked in various roles including positions at Craft Master Painting, Muellers Locker Room, Willies, and Farm to Table Catering. 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 employs a range of investment strategies and advisory services supported by in-house research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Robert Sargent is a CFP® credentialed financial advisor with 17 years of industry experience. He is currently with Robert W. Baird & Co., having joined in 2024. His prior experience includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Robert works within The DDK Group, part of Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. Baird offers a range of wealth management services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and the use of internal research and technology tools.

Richard Rossi is a financial advisor with Robert Baird & Co. in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2013. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools.

David Schwarz is a financial advisor at Robert W. Baird & Co. Inc. in Cleveland, OH, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2011. Outside of his advisory role, he participates in Local Matters, a nonprofit focused on healthy food education and access in urban communities, where he reviews financial statements quarterly. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and managers, including traditional and non-traditional investments, as well as municipal advisory and public finance services.

John Diemer is a CFP® with 36 years of industry experience and has been with Robert W. Baird & Co. since 2011. He serves as Chair of the Investment Committee for the Gesu Parish Endowment Fund in University Heights, Ohio. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional to complex allocations.

Jennifer Curtiss is a Series 66-licensed advisor at Robert W. Baird & Co. with 17 years of industry experience. She has been with Robert W. Baird since 2008. Outside of her advisory role, she serves as President of the Picnic Grove Homeowners' Association and is a member of the Board of Trustees for the Village of Fox River Grove. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies and both in-house and third-party managers.