Andrew Sabel is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2019. His prior experience includes roles at Wells Fargo and Pope Scientific. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Dawson Shirley is a financial advisor at Robert Baird & Co. in Charlotte, NC, holding Series 63 and Series 66 designations with three years of industry experience. His prior roles include positions at Merrill, US TEH SOLUTIONS INC, Wells Trade Clearing Services LLC, New York Life Insurance Company, and Clemson University. 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 alongside ongoing manager selection and internal research tools.

David Beyerle is a CFP® and Series 66-registered financial advisor with Robert W. Baird & Co., bringing 12 years of industry experience. He has worked at Robert W. Baird since 2019 and previously held roles at UBS Financial Services. Outside of his advisory work, he is an LLC member of BFE Parking, a non-investment-related business. He is part of The DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and institutional clients by providing a range of financial planning and portfolio management services tailored to client goals and risk tolerances. The firm offers both traditional and complex investment strategies, including discretionary management and overlay services, alongside municipal advisory and public finance capabilities.

Elizabeth Owens is a financial advisor with Robert Baird & Co. in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Robert Baird & Co. since 1998. 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 range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Rachel Albrecht is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Baird, she held positions with the Milwaukee Bucks, Workiva, and Iowa State University Athletics Department. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Joseph Grunwald is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. His prior experience includes roles at Hefren Tillotson, Inc. and TIAA-CREF. He 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, separately managed account programs, and municipal advisory services.

David Riehl is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he spent 11 years at Hefren Tillotson, Inc. Outside of his advisory role, he is involved as a board member and investment committee participant for Jeremaiah's Place and Calvary Episcopal Church, and serves as an adjunct instructor at Saint Vincent College. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pension plans, and charitable organizations using a combination of separately managed accounts, tax management, and unified fee arrangements.

Kimberly Benefield is a financial advisor with Robert Baird & Co. in Columbia, Tennessee, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She worked at Morgan Stanley for 10 years before joining Baird in 2021. She 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 services including financial planning, discretionary and non-discretionary portfolio management, and employs a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Brent Mccormick is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 1999. Outside of his advisory role, he serves on the Finance and Investment Committee of the Moline Public Schools Foundation. Robert W. Baird & Co.’s DDK Group advises individuals, families, pensions, corporations, and institutional clients through customized financial planning and portfolio management services. The team employs a variety of investment strategies, including traditional and non-traditional approaches, and offers both discretionary and non-discretionary management options.

Daniel Miller is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 credential and 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent several years with J.J.B. Hilliard W.L. Lyons. The DDK Group, where Miller is based, operates within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, including separately managed account programs and utilizes a combination of internal research and external partnerships to support its advisory approach.

Kelly Meshaw 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 2018. Prior to joining Baird, she was with Mosaic Capital and Palladium Healthcare, and has also been involved in community volunteering. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that 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 manager options.

James Saunders is a financial advisor with Robert W. Baird & Co. in Gallipolis, Ohio, holding a Series 66 license and bringing 12 years of industry experience. Prior to joining Baird in 2019, he worked for J.J.B. Hilliard, W.L. Lyons, LLC for five years. Outside of his advisory role, Saunders co-owns and manages agricultural businesses focused on cattle farming and genetics, and serves on the boards of Holzer Health System and the Community Improvement Corporation of Gallia County. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and specialized account programs to individuals, corporate clients, pensions, and charitable organizations. Baird manages approximately $394 billion in regulatory assets, employing a mix of SMA strategies, tax management, and ongoing manager selection supported by internal research and technology.

Donald Conrad Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Baird, he worked at Michael Best Strategies and Advocate Aurora Health. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, business and corporate clients, pensions, 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 specialized investment strategies.

Timothy Orth is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 17 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 provides customized financial planning and portfolio management services, employing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

William Hienz Jr. is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Robert W. Baird & Company since 2000. 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 provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies and overlay services.

Joseph Ostrom is a financial advisor at Robert Baird & Co. based in Bellevue, WA, holding a Series 66 designation with 22 years of industry experience. His prior work includes roles at Pacific Portfolio Consulting, Morgan Stanley, Oppenheimer, and Ameriprise. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a mix of discretionary and non-discretionary portfolio management strategies, manager and model-traded SMA programs, and tax-management tools, overseeing approximately $394 billion in regulatory assets as of December 31, 2025.

Eric Mozur is a Series 66 credentialed advisor with 13 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 13 years at Hefren Tillotson, Inc. He is based in Pittsburgh - Butler, PA. 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 range of financial planning and portfolio management services. Baird employs a mix of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 31, 2025.

James Stocker Jr. is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has been with Baird since 2018, following two years at Total Quality Logistics. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and separately managed account programs, supported by internal research and a blend of manager-traded and model-traded strategies.

Amy Ray is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She worked at UBS Financial Services for 21 years before joining Baird in 2021. Amy 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 provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by ongoing manager selection, internal research, and the use of advanced tools including artificial intelligence.

Bartley Gravelle is a financial advisor with Robert Baird & Co. in Ann Arbor, MI, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously with J.J.B. Hilliard, W.L. Lyons, Inc. for over 20 years. Outside of advising, he is president and owner/operator of Full Moon Farms, an agricultural business. 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 range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and uses a combination of manager-traded and model-traded strategies supported by internal research and technology.