Michael Braun is a financial advisor with Robert Baird & Co. in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and 37 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, he serves as treasurer for the Immaculate Heart of Mary Church Golf League. 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 tailored consulting and portfolio services, including discretionary management and separately managed accounts, with a range of investment strategies and overlay services.

Niki Walters is a Series 66 licensed financial advisor at Robert Baird & Co. with 19 years of industry experience, including 12 years at her current firm. She serves as a board member and treasurer for the Jean Thompson Guild. The DDK Group at Robert W. Baird & Co., where she works, provides wealth management services to individuals, businesses, pensions, and charitable organizations using a mix of portfolio management strategies and internal research tools.

Anne Poisl is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She has been with R.W. Baird since 2018 and previously worked at Johnson Financial Group/Johnson Investment Services for 29 years. She holds a Series 66 designation and is based in Racine, WI. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, providing a range of strategies from traditional allocations to more complex investments.

Cole Shelton is a financial advisor with Robert Baird & Co. who holds a Series 66 designation and has 15 years of industry experience. His prior experience includes positions at J.J.B. Hilliard W.L. Lyons, LLC and Merrill. Outside of his advisory role, Shelton is a partial owner and investor in a technology manufacturing company, Hart Technologies, and serves on the investment committees for First Baptist Dyersburg and the Union University Foundation. 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 offers a range of financial planning, portfolio management, and advisory services, employing a combination of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Charles Woodford is a financial advisor with Robert Baird & Co. in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 1994. 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 tailored consulting and portfolio services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Chase Bentley is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he held positions at GE Appliances and River Road Asset Management. The DDK Group at Robert W. Baird & Co., where Chase works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and a mix of manager-traded and model-traded strategies.

Jennifer Wolfe is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 27 years of industry experience. She previously worked at Monona State Bank and LPL Financial before returning to Baird in 2024. 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. Baird offers a range of services including financial planning, portfolio management through various separately managed account strategies, and utilizes internal research tools and manager monitoring in their advisory approach.

Tyler Schroeder is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 license and has been with Baird since 2017, after six years in a prior role at MattressFirm. Outside of his advisory work, he is a principal in several LLCs, including The BS Group LLC and The TCM Group LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual and institutional clients through a variety of financial planning and portfolio management services. The firm manages approximately $394 billion in assets and employs a mix of manager-traded and model-traded strategies, supported by internal research and technology including artificial intelligence.

Amy Lofgren is a Series 66-licensed financial advisor with Robert Baird & Co. in Chippewa Falls, WI, where she has worked since 2017. She has nine years of industry experience, including four years at Orgel Wealth Management. Outside of her advisory role, she is a property owner involved in rental real estate. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals.

Terry Thompson is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1991. Outside of his advisory role, Thompson is involved with Resurrection Lutheran Church as Council President and is a business owner of a recording studio. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Kelli Downs is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Robert W. Baird & Co. since 1996. 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, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and tax-management strategies, supported by internal research and tools including the use of artificial intelligence.

Michael Klein is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, he is the owner of Ripple Records LLC and serves as an advisory committee member for Commonfund Capital Secondary Partners IV, L.P. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research and a combination of manager-traded and model-traded strategies.

David Mc Kinney is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and two years of industry experience. Prior to joining Baird, he worked for eight years at Smithville Fiber. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing.

Morgan Ford is a financial advisor at Robert W. Baird & Co. Incorporated with three years of industry experience. He holds a Series 66 designation and previously worked in architecture and financial services roles, including at Graves Architects & Planners and Money Concepts Capital Corp. Morgan is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and separately managed accounts, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology tools.

Jamie Hatter is a financial advisor with Robert W. Baird & Co. in Danville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2020, Hatter was involved with the Lincoln County Board of Education and operated a daycare and learning center. He also has experience with Zion Baptist Church. He 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 financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals.

Scott George is a CFP®-credentialed financial advisor with 30 years of industry experience, currently with Robert W. Baird & Co. since 2018. Prior to joining Baird, he worked for M. Griffith Locke Investment Services Inc. for 13 years. 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 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 alternatives.

Peter Lim is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds the Series 66 designation and previously worked at J.J.B. Hilliard W.L. Lyons LLC for nine years before joining Baird in 2019. Peter Lim 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, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services.

Jacob Lowe is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Southwestern Insurance Group, Citrix Systems, and the University of Central Florida. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The team offers a range of services such as financial planning, portfolio management, and customized investment strategies utilizing both in-house and third-party managers.

James Ritchay Jr. is a financial advisor at Robert W. Baird & Co. in Green Bay, WI, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Baird since 2011. Outside of his advisory work, he serves as a paid referee for youth basketball through the Green Bay Officials Association. 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, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance capabilities.

Paul Noel is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for nine years before joining Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through both in-house and third-party managers.