Katelyn Shiver is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation. She has been with Baird since 2025 and has prior experience working at Tennessee Technological University and Darling State of Mind. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and tools in delivering client advice.

Brooklyn Young is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2015. 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 customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Ryan Bagarella is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch Pierce Fenner & Smith for seven years. His background also includes time at Pappy's Sweet Shop and Purdue University. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and non-traditional investment strategies.

Joseph Mayfield is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at JJB Hilliard WL Lyons LLC. 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 customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with both discretionary and non-discretionary options.

John Kautz is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and previously worked at Hefren-Tillotson, Inc. and ADP, LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate 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 a combination of manager-traded and model-traded strategies supported by internal research and investment professionals.

Kevin Northup is a financial advisor at Robert Baird & Co. in Louisville, KY, with 16 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following nine years at J.J.B. Hilliard, W.L. Lyons, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and technology tools.

Karla Olson Bellfi is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is a board member of the Ann Arbor Area Community Foundation. She is part of The DDK Group within Robert W. Baird & Co.’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 overlay services.

Sophie Stallings is a financial advisor with Robert W. Baird & Co. in Louisville, Kentucky, holding Series 63 and 65 licenses with three years of industry experience. Before joining Baird, she worked at ARGI and spent a combined ten years in education. Outside of her advisory role, she serves as a Community Living Support Worker for an intellectually disabled adult, assisting with physical support and community involvement on a part-time basis. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The group utilizes a range of investment strategies including manager-traded and model-traded separately managed accounts and incorporates internal research and technology, including artificial intelligence, in delivering advisory services.

Chelsey Mathias is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and four years of industry experience. She has been with Baird’s Private Wealth Management team since 2022 and previously worked for USD 309 for ten years. Chelsey is part of The DDK Group within Robert W. 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, separately managed accounts, and custody and brokerage services, supported by internal research and a blend of manager-traded and model-traded strategies.

Matthew Doane is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and two years of industry experience. His prior work includes roles at LPL Financial LLC, Redwood Legal Group, PLLC, and legal and nonprofit organizations. He is also a licensed notary in the state of Kentucky. Matthew is part of the DDK Group within Baird’s Private Wealth Management department, which serves a variety of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and advisory services with an emphasis on manager-traded and model-traded strategies supported by in-house research and technology.

Tanner Hopfensperger is a financial advisor with Robert W. Baird & Co. in Fox Valley, Wisconsin. He holds a Series 66 designation and has one year of experience at Baird, following six years at American Family Insurance and four years at Ameriprise Auto and Home Insurance. He is part of The DDK Group within Baird’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 and portfolio management services, employing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

John Luy is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Robert Baird since 1985. 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 variety of financial planning, portfolio management, and advisory services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools.

Andrew Williams is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Fifth Third Securities, Equitable Advisors LLC, Old National Wealth Management, and Edward Jones. Outside of his advisory role, he is involved in a real estate holding company based in Indiana. 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 tailored financial planning and portfolio management services, employing a variety of investment strategies and management approaches to meet client goals and risk tolerances.

Philip Stathos is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. He has held positions at Wells Fargo Advisors and Baird, and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as co-administrator and co-executor of an estate, and is involved with Mayflower Financial Advisors LLC. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a variety of investment strategies including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.

Betty Brecht is a financial advisor with Robert Baird & Co. in Cleveland, OH, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Robert Baird & Co. for 30 years since 1996. Robert Baird & Co.’s DDK Group, where Ms. Brecht is based, provides wealth management services to individuals, including high net worth clients, as well as corporate, pension, and charitable clients. The firm offers a range of advisory services that include financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and technology-driven tools.

Cree Jenkins is a financial advisor at Robert Baird & Co. with the Series 66 designation and has been with the firm since 2015. Based in Henderson, KY, Jenkins has 11 years of industry experience. 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 consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Carly Ellis is a CFP® with 25 years of industry experience and has been with Robert W. Baird & Co. since 2002. She is based in Traverse City, MI. Outside of her advisory role, she is involved in managing a rental home in Williamsburg, MI. 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 provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers with a range of investment strategies and overlays.

Jerred Crumley is a CFP® with 18 years of industry experience and has been with Robert W. Baird & Co. for 13 years. He is based in Houston - Memorial City, TX, and holds the Series 66 designation. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a variety of investment programs, utilizing internal research and tools including artificial intelligence to support client advisory services.

Tyler Osterloo is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 credential and has worked at several firms including Simplicity Investments, Reeg Private Wealth (DBA Xcelsior Advisor Partners), and CorTrust Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed account programs, and utilizes both internal research and artificial intelligence in its advisory process.

Daniel Corbett is a financial advisor at Robert W. Baird & Co. in Boulder, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird since 2016. Outside of his advisory work, Corbett is the owner of Lemon Press Creative LLC, a non-investment related business. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm provides a range of services including financial planning, portfolio management, and custody, employing a blend of manager-traded and model-traded strategies alongside internal research and tools to support client advice.