Stephen Allain is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Robert W. 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 and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies and advisory services supported by internal research, portfolio management expertise, and strategic partnerships.

William Mc Ginty is a Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2020. He has six years of industry experience and operates from Siesta Key, Florida. Outside of his advisory role, he owns and manages McGinty Marine International, a yacht delivery service that he runs on weekends. He 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 financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, with approximately $394 billion in assets under management as of December 2025.

Heath McAteer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Domain Money, Inc., Buckingham Strategic Wealth, LLC, and Anton Collins Mitchell, LLP. Outside of his advisory role, McAteer is involved in music, performing and writing songs locally with a band through Heath McAteer Entertainment and Pathfinder Music, LLC. He works within The DDK Group at Robert W. Baird & Co., which provides wealth management services to individuals, corporate clients, pensions, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services supported by ongoing manager research and use of advanced tools.

James Roberts is a financial advisor with Robert W. Baird & Co. in Evansville, Indiana, holding a Series 66 designation and 21 years of industry experience. He has been with Robert W. Baird & Co. since 2019, and previously worked at J.J.B. Hilliard W.L. Lyons and Ameriprise. Roberts serves on the board of the Southwest Indiana Chamber of Commerce and provides strategic oversight to the Evansville Museum of Arts, History, and Science. The DDK Group at Robert W. Baird & Co., where Roberts works, serves individual, corporate, pension, and charitable clients through a variety of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies and emphasizes ongoing manager selection supported by internal research and artificial intelligence tools.

Christy Yetka is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2018, following prior roles at Wells Fargo Advisors from 2009 to 2018. Christy 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 customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, as well as discretionary and non-discretionary management approaches.

Spencer Giesige is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Robert W. Baird Co., he worked at Honda Development and Manufacturing and the State Auditor's Office, and spent several years in educational roles. 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 through a variety of portfolio management and financial planning services. The firm combines manager-traded and model-traded strategies, tax management, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Sara Holler is a financial advisor with Robert Baird & Co. in Greenville, SC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Lending Path Mortgage and Next School at Eagle Ridge. 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 offers customized financial planning and portfolio management services using a range of strategies and third-party managers, including both traditional and non-traditional investment approaches.

Jeffrey Johnston is a financial advisor with Robert Baird & Co. holding a Series 66 designation and two years of industry experience. Prior to joining Robert Baird & Co., he held positions at Medallion, Solv., and PatientPop Inc., and also worked at the University of Arizona. Robert Baird & Co.’s DDK Group, where Johnston works, provides wealth management services to individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, including separately managed accounts and tax-managed strategies, supported by internal research and investment professionals.

Randall North is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he serves on the investment committees for Catholic Memorial High School and Community Care, Inc. 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 offers customized financial planning and portfolio management services, utilizing a range of in-house and third-party managers and strategies tailored to client goals and risk tolerances.

Mary Ellen Stanek is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2000. Outside of advising, she serves as a trustee for Faith in Our Future and as a board member and finance committee member for Wisconsin Energy Corporation. Baird’s DDK Group, where Stanek works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and provides services that include municipal advisory, discretionary and non-discretionary management, and the use of advanced research tools in client advice.

Samantha Leber is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, she worked at Cornerstone Community Bank and held roles at Mead Public Library and Blue Harbor Resort. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Cassandra Chaney is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group team Cassandra is part of, serves individual, corporate, pension, and charitable clients. The firm offers a range of services such as financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies, along with internal research and tools including artificial intelligence.

Donald Smiley is a CFA® charterholder with seven years of industry experience. He has worked at Robert W. Baird & Co. since 2017 following a period as a full-time student. Based in Milwaukee, WI, he is part of The DDK Group within Baird’s Private Wealth Management department. The DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services. Baird manages approximately $394 billion in regulatory assets and employs a combination of manager-traded and model-traded strategies, internal research, and technology, including artificial intelligence, in its investment approach.

Sue Badgett is a financial advisor at Robert Baird & Co. with 57 years of industry experience. She holds the Series 63 designation and previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 54 years before joining Robert Baird in 2019. Outside of her advisory role, she is involved with SBS Enterprises, a corporation that functions as a conduit for Badgett Investment Associates LP, where she serves as president and general partner. 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 financial planning and portfolio management services, employing distinct strategic partnerships and a mix of manager‑traded and model‑traded strategies.

Katherine Johnson is a financial advisor at Robert Baird & Co. in Chicago, IL, with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2016 to 2019. Johnson has been with Baird since 2019. She 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 utilizes a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies, tax management, and unified fee arrangements supported by internal research and investment tools.

Peter Duback is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement traditional and complex investment strategies.

Barbara Nelson is a financial advisor with Robert Baird & Co. in Elm Grove, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Robert Baird & Co. since 1995. 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 customized financial planning and portfolio management services using a range of investment strategies and overlays, including both traditional and non-traditional asset allocations.

Paul Koch is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2023. 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 services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Brendan Watts is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at Prescient and Lake Lawn Resort. Brendan’s career also includes time at the University of Notre Dame. The DDK Group at Robert W. Baird & Co. serves individuals—including 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, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and technology including artificial intelligence.

Drayton Henderson is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2011. 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 a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.