Harold Tearse III is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at City National Bank and RBC Capital Markets LLC. Outside of his advisory role, Tearse is involved in coaching youth hockey and serves as an advisor for high school hockey players; he is also engaged in writing a book on wealth management and operates a photography business. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations with tailored financial planning and portfolio management services that include both traditional and non-traditional investment strategies.

Robert Browne is a financial advisor with Robert W. Baird & Co. in Florham Park, NJ, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 team provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Sarah Moir is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has nine years of industry experience, including seven years at Baird. Moir serves as Treasurer for the Maine Women's Network Portland Chapter, managing the budget and financial reporting for the organization. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing internal research and a mix of manager-traded and model-traded strategies.

Norena Kirwan 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 2020, following prior roles at Ameriprise Financial and other firms. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of investment management and financial planning services, utilizing manager-traded and model-traded strategies alongside internal research and technology tools.

Amy Hanlin is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds the Series 66 designation and has worked at Baird since 2020, following eight years at U.S. Bank. 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 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.

Ernest Freeman is a financial advisor at Robert W. Baird & Co. with 48 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Janney Montgomery Scott for 10 years. Freeman serves as a guarantor and voting member of the Swampscott Beach Club in Massachusetts. 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 investment strategies and overlays to meet client goals and risk tolerances.

Steven Smith is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at J.J.B. Hilliard W.L. Lyons, LLC and Raymond James Financial. Robert Baird & Co.’s DDK Group, where Smith is based, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of advisory services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research, manager monitoring, and a combination of active strategies and tax-management tools.

Alex Wheeler is a financial advisor with Robert W. Baird & Co. in Salt Lake City, UT, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Robert W. Baird since 2011, following positions at Morgan Stanley and Citigroup Global Markets. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations 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, overseeing approximately $394 billion in regulatory assets under management.

Betty Thomas is a financial advisor at Robert Baird & Co. with 16 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. Prior to that, she was with J.J.B. Hilliard, W.L. Lyons, LLC for seven years. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both internal research and various managed account strategies.

Nathan Kauffman is a CFP®-designated financial advisor at Robert Baird & Co. with 25 years of industry experience. He worked at Hefren Tillotson, Inc. for 21 years before joining Robert Baird in 2022. He is part of the DDK Group within Robert Baird’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 financial planning, portfolio management, and brokerage services, utilizing a combination of internally managed and external strategies supported by ongoing research and technology.

Belynda Slaugenhaupt is a CFP® with over 31 years of experience in the financial industry. She has worked at Robert Baird & Co. since 2022 and was previously with Hefren Tillotson, Inc. for 22 years. She is part of The DDK Group within Robert W. Baird & Co.’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, portfolio management, and custody and brokerage services, employing a mix of separately managed accounts, model strategies, and tax-management techniques.

Carisa Oppermann is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI. She holds a Series 63 designation and has 21 years of industry experience, having been with Robert W. Baird & Co. since 2003. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, 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.

John Frisbie is a financial advisor at Robert W. Baird & Co. in Boulder, Colorado, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2010. Outside of his advisory role, he is an owner/member of JaLew LLC, a non-investment related business. 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 provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Thai Vi Pham is a financial advisor with Robert W. Baird & Co. in Ann Arbor, MI, holding a Series 66 designation and 23 years of industry experience. Prior to joining Baird in 2018, Pham worked at Wells Fargo Clearing from 2016 to 2018 and Wells Fargo Advisors LLC from 2009 to 2016. Pham 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies from traditional allocations to complex investments.

Harrison Grandgenett is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and the University of St Thomas. He serves as a board member on the Investment/Finance Committee for St John the Baptist Catholic Church. He is part of the DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate clients, and charitable organizations. The firm utilizes a variety of managed account strategies and internal resources, managing approximately $394 billion in assets as of December 31, 2025.

Jonathan Good is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 24 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 advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.

Zackary Smith is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following prior roles at Hilliard Lyons and Invest Financial. 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, 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 complex non-traditional investments.

Bradley O'Keef is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2011 and holds Series 63 and Series 65 designations. 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Michael Boosel is a financial advisor with Robert W. Baird & Co. in Atlanta North Point, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Robert W. Baird & Co. since 2005. 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 consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Nathan Samek is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2011. Outside of his advisory role, he serves as a board member and treasurer for a homeowners association. Nathan is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group provides tailored financial planning, portfolio management, and consulting services using a mix of in-house and third-party managers across a range of investment strategies.