Wendy Wolfe is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2011. 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 institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services to meet client goals and risk tolerances.

Aaron Payne is a financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird, he spent nine years at Boardwalk Pipelines. He is registered with the Series 66 designation. 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 other institutional clients. The group offers financial planning, portfolio management, and a variety of investment strategies tailored to client goals and risk tolerances.

Nicholas Slater is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and having 21 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Kristen Metcalf is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, where she has worked since 1999, accumulating 21 years of industry experience. She is involved in the leadership and planning of the Children's Ministry at Thirst4Jesus Church. Kristen is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers, and provides a range of traditional and non-traditional investment strategies.

Robert Klein is a CFP® professional with 34 years of industry experience, currently advising at Robert Baird & Co. since 2019. He also has a longstanding affiliation with JJB Hilliard, W.L. Lyons, LLC dating back to 2012. Outside of his advisory work, Klein has served as a substitute teacher at Wise Temple Religious School for over 20 years and is a board member and investment committee member of the Jewish Federation of Cincinnati. Robert Baird & Co. operates through the DDK Group within its Private Wealth Management department, serving individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of financial planning, discretionary portfolio management, and separately managed account strategies, supported by internal research and tools including the use of artificial intelligence.

Michael Russell is a financial advisor at Robert Baird & Co. with 26 years of industry experience and holds a Series 66 designation. He has worked at Robert Baird & Co. since 2019 and previously at JJB Hilliard WL Lyons LLC and Hilliard Lyons from 2003 to 2017. Outside of his advisory work, he is a member and owner of Vanguard Crossfit LLC. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through comprehensive wealth management services, including financial planning, portfolio management, and custody. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Beau Burns is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He has been with Robert Baird & Co. since 2014 and holds the Series 66 designation. Outside of his advisory role, he is a passive investor in a separate business venture, Dog Academy Clay Road LLC. Robert Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with tax-management tools and ongoing manager selection.

Jillian Mc Gann is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She has worked at Robert W. Baird since 2019 and previously at McMaster-Carr Supply Company from 2013 to 2018. Jillian holds the Series 66 designation and is based in Scottsdale, AZ. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including high-net-worth individuals, families, pensions, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both in-house and third-party managers to implement traditional and complex investment strategies.

Thomas Kerner is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds a Series 66 designation and has worked at Baird and its related entities since 2020. Outside of his advisory role, he also works as a delivery driver for Instacart. 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 financial planning, discretionary and non-discretionary portfolio management, and other advisory services supported by internal research, manager selection, and a combination of manager-traded and model-traded strategies.

Anna Kaczmarek is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Prudential Financial and Seattle Textile. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, tax-management techniques, and internal research tools, including artificial intelligence.

Cynthia Schoen is a CFP® professional with 14 years of industry experience, currently with Robert W. Baird & Co. in Green Bay, WI, where she has worked since 2014. She holds Series 63 and Series 65 licenses. 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, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real assets.

Landon Rudolph is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at the University of Kentucky and Ballard County Country Club. Outside of finance, his background includes involvement with Cunningham Golf Cart and Utility Vehicle and Parlor Donuts. 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 with tailored consulting and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Nondo Capuano is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2011. He is based in Englewood, CO. Outside of his advisory role, he is involved with the Capuano Family Charitable Foundation. Capuano is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex, non-traditional investments.

Chambers Moore is a financial advisor with Robert Baird & Co. in Brooklyn, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliards, W.L. Lyons, LLC since 2006. Moore serves as a board member of The River Valley Club. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, with a range of investment strategies and overlays.

Kyle Lanter is a financial advisor with Robert W. Baird & Co. in Madison, Indiana, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Hilliard Lyons, Raymond James Financial Services Advisors Inc., Raymond James Financial Services, Inc., and MainSource Bank. Outside of his advisory work, he serves as Treasurer and board member for the Madison Fairmount Cemetery and the Hebron Cemetery Association. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Heather Bacon is a financial advisor at Robert Baird & Co. with 18 years of industry experience. She has been with Robert Baird since 2019 and previously worked at Hilliard Lyons. She holds a Series 66 designation. Heather 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 consulting and portfolio management services, utilizing a range of strategies and managers to align with client goals and risk tolerances.

Deborah Zeller is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Baird since 2016. She 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, separately managed accounts, and utilizes both internal research and artificial intelligence tools in client advisory.

Michael Henning is a financial advisor with Robert W. Baird & Co. in Leawood, KS, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Robert W. Baird since 2014. Henning serves as a board member on the Finance Council of the Archdiocese of Kansas City in Kansas. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides a range of portfolio and consulting services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Maria Mc Dermott is a financial advisor with Robert W. Baird & Co. in Cedarburg, WI, holding a Series 63 designation and bringing 24 years of industry experience. She has worked at Robert W. Baird & Co. since 2006. She 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 offers customized consulting and portfolio services, including financial planning and discretionary management, and implements strategies using both in-house and third-party managers across a range of traditional and non-traditional asset classes.

John Beery is a financial advisor with Robert Baird & Co. in Midland, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Baird since 2019 and previously worked nine years at J.J.B. Hilliard, W.L. Lyons, LLC. Baird’s DDK Group, where Beery is part of the team, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, alongside internal research and AI tools, with reported assets under management of approximately $394 billion as of December 31, 2025.