Jon Kay is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019, following a 25-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He also serves as a trustee for the Roger and Camille Blume Foundation. The DDK Group, part of Robert Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with services including financial planning, portfolio management, and brokerage. The firm employs a mix of manager-traded and model-traded strategies and emphasizes ongoing manager selection, use of internal research, and partnerships to support client advice.

David Laplante is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He has been with Robert Baird & Co. since 1996 and holds Series 63 and Series 65 designations. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research and includes several distinctive features such as municipal advisory services and strategic minority investments.

Theodore Martin III is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following prior roles at Bank of America, N.A. and Merrill. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and utilizes internal research and technology in investment decision-making.

Hye Kwon is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having one year of industry experience. Prior to joining Baird, Kwon held various roles including positions at American Marketing & Publishing, LLC, Central Cafe, and comprehensive healthcare and restaurant settings. Outside of financial advising, Kwon is the president of Press. Waffles. The DDK Group at Robert W. Baird & Co., where Kwon works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through various separately managed account programs, and uses internal research and technology, including artificial intelligence, in delivering investment advice.

John Taft is a financial advisor with Robert W. Baird & Co. in Minnetonka, MN, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Baird in 2018, he worked at Deloitte and Touche LLP and Columbia Threadneedle Funds. He serves on the investment committees of the Andy Warhol Foundation for the Visual Arts and The Minneapolis Foundation. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird manages approximately $394 billion in assets and offers a combination of manager-traded and model-traded SMA strategies, tax-management, and unified fee arrangements.

Joseph O Brien is a financial advisor at Robert Baird & Co. in Racine, WI, holding a Series 66 designation with eight years of industry experience. Prior to joining Baird in 2018, he worked for Vantiv (now Worldpay) from 2014 to 2018. Outside of his advisory role, he is involved with the SCHS Foundation in Racine. Robert Baird & Co. delivers private wealth management services through the DDK Group, serving individuals, corporate clients, pensions, and charitable organizations. The firm employs a variety of portfolio management strategies and emphasizes ongoing manager selection and internal research, with approximately $394 billion in assets under management as of December 31, 2025.

John Allman is a financial advisor at Robert W. Baird & Co. in Raleigh, NC, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Robert W. Baird since 2012. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlay approaches to meet client goals and risk tolerances.

Jay Morrison is a financial advisor with Robert W. Baird & Co. based in Sioux City, Iowa, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked with Robert W. Baird & Co. since 2011, following prior roles at Morgan Stanley and Citigroup Global Markets. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group where Morrison works, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and separately managed account programs, supported by ongoing investment research and strategies including the use of artificial intelligence.

Erik Lenyk is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Robert Baird & Co. in 2022, he worked for 18 years at Hefren Tillotson, Inc. 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 provides a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services.

Susan Fettig is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird since 2010 and holds the Series 66 designation. Outside of her advisory role, she is an owner of a non-investment-related LLC property. 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 tailored financial planning and portfolio management services, including both discretionary and non-discretionary strategies, utilizing a range of traditional and alternative investment approaches.

Jay Simon is a CFP® with 37 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 30 years at Hefren Tillotson, Inc. He is based in Pittsburgh - Wexford, PA. Jay Simon 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 wide range of financial planning and portfolio management services, utilizing internal research and tools, including artificial intelligence, to support client advice.

Ann Treml Olson is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2020. Her prior experience includes roles at Work Optional, Inc., Merrill, and Raymond James Financial. Outside of her advisory work, she occasionally assists her husband with administrative tasks related to his business. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual and institutional clients through a variety of financial planning, portfolio management, and brokerage services. The firm manages approximately $394 billion in assets and offers a combination of manager-traded and model-traded strategies, alongside municipal advisory services and strategic partnerships.

Donald Hutchinson is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 credentials, and has 22 years of industry experience. He previously worked at Goelzer Investment Management for 19 years before joining Baird in 2026. Hutchinson serves as a director for two non-profit organizations: Cookies for Kids Cancer and the Cornea Research Foundation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management options, utilizing internal research, manager selection, and tax-management strategies.

Robert Jacobsen is a CFP® with 44 years of experience in the financial services industry. He has worked at Robert W. Baird & Co., Incorporated since 2018 and previously spent over three decades at INVEST Financial Corp. and Johnson Bank. He is based in Naples, FL. Robert W. Baird & Co.’s DDK Group, where he is a team member, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and brokerage services, supported by internal research and a mix of manager-traded and model-traded strategies.

R Griffith III is a financial advisor with Robert Baird & Co. in Cookeville, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Robert Baird & Co. since 2012. 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, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, covering a range of traditional and non-traditional investment approaches.

Kerry Wright is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and experience at JPMorgan Chase & Co. Inc. and Banner Bank. Wright's background also includes roles outside finance, such as work at Scott Auto Trim and as a homemaker. Wright 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 customized financial planning and portfolio management services, employing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Shannon Radabaugh is a Series 66-credentialed financial advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird in 2021, Radabaugh worked for 14 years at HSHS Sacred Heart Hospital. Outside of financial advising, Radabaugh volunteers with BioLife Plasma. Radabaugh is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex non-traditional investments.

Rachel Leinon is a financial advisor at Robert Baird & Co. with six years of industry experience. She holds the Series 66 designation and has been with Baird since 2016. Rachel 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 range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research and manager oversight.

Michael Olszewski is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, VOYA Financial Advisors, Inc., Fidelity, and Allspring Funds Management, LLC. Outside of his advisory work, he is the owner and operator of Green Ridge Stable, a non-investment related business. 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 range of financial planning, portfolio management, and advisory services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence.

Gerald Marquez is a financial advisor at Robert W. Baird & Co. with 40 years of industry experience. He has been with Robert W. Baird since 2009 and holds Series 63 and Series 65 licenses. He 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 group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, employing both in-house and third-party managers across traditional and complex investment strategies.