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Kurt D

Series 63, Series 66

Grand Rapids, MI

Robert Baird & Co.

Kurt Droppers is a financial advisor with Robert Baird & Co. in Kalamazoo, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he serves on the investment committee of the Portage Public School board. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment strategies through a combination of in-house and third-party managers, providing services from financial planning to discretionary portfolio management.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Carmen W

Series 63, Series 66

Ann Arbor, MI

Robert Baird & Co.

Carmen Woskershian is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing. She 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, using a mix of manager-traded and model-traded strategies supported by internal research and technology, including artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Ryan A

CFP®, Series 66

Roseville, CA

Robert Baird & Co.

Ryan Allen is a CFP® professional with 26 years of industry experience, currently with Robert Baird & Co. since 2020. Prior to joining Baird, he worked with Wells Fargo in various capacities from 2001 to 2020. Outside of his advisory role, he is a part-time magician, owning a business called Reel Magic in Elk Grove, CA. The DDK Group at Robert W. Baird & Co., where Allen is based, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and uses a mix of manager-traded and model-traded strategies supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Alison C

Series 65

Milwaukee, WI

Robert Baird & Co.

Alison Couch is a financial advisor with Robert Baird & Co. in Milwaukee, WI. She holds a Series 65 designation and has six years of industry experience, including prior roles at Heck Capital Advisors, LLC and Aflac. She 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, and brokerage services, using a blend of manager-traded and model-traded strategies supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Thomas N

Series 66

Milwaukee, WI

Robert Baird & Co.

Thomas Niswonger is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has been with Baird since 2019. Prior to his current role, he worked at Rexnord Power Transmission from 2017 to 2019. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning, consulting, and portfolio management services, utilizing a mix of manager-traded and model-traded strategies along with overlay management and tax-management capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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David K

Series 66

Milwaukee, WI

Robert Baird & Co.

David Kelnhofer is a financial advisor at Robert W. Baird & Co. with 7 years of industry experience and holds a Series 66 designation. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves as a board member for Pewaukee Parks & Recreation and is involved in marketing survey work. 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 financial planning and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Satvinder G

Series 66

Roseville, CA

Robert Baird & Co.

Satvinder Gill is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2009. Outside of his advisory role, he has ownership responsibilities as a landlord for a rental property in Roseville, CA. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michelle S

Series 66

Louisville, KY

Robert Baird & Co.

Michelle Solinger 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 Nethery Insurance Agency, Lululemon, and JCrew Factory. Outside of her advisory role, she teaches physical education at St. Stephen Martyr Catholic School. 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 financial planning, portfolio management, and advisory services supported by in-house research, manager selection, and strategic partnerships.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Grant F

CFP®, Series 66

Pittsburgh - Wexford, PA

Robert Baird & Co.

Grant Fleming is a CFP® professional with 12 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services that include manager and model-traded SMA strategies, tax management, and custody solutions.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Maria Y

Series 66

Pittsburgh - Greensburg, PA

Robert Baird & Co.

Maria Yezovich is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and previously worked at Hefren Tillotson and BNY Mellon. Outside of her advisory work, she is the lead female vocalist for a Pittsburgh-based cover band called Walkin' Rosie. She is part of The DDK Group within Robert W. Baird & Co.’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 advisory solutions, supported by a combination of internal research, manager selection, and a variety of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Amy G

Series 63, Series 66

Edina, MN

Robert Baird & Co.

Amy Gilbert is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Baird since 2018. Prior to that, she was associated with CRI Securities Inc, Fortune Financial, and Securian Financial Services Inc. Outside of finance, she has been involved with Jazzercise since 1999. Robert W. Baird & Co. is a large institutional firm with approximately $394 billion in assets under management as of December 2025. The DDK Group within Baird’s Private Wealth Management serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations, offering a wide range of financial planning, portfolio management, and advisory services supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Noelle C

Series 66

Sarasota, FL

Robert Baird & Co.

Noelle Cartier is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She has been with Robert W. Baird since 2011 and holds a Series 66 designation. She 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 provides tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Karley R

CFP®, Series 66

Murfreesboro, TN

Robert Baird & Co.

Karley Rouse is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Karley is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brent C

Series 66

Lynchburg, VA

Robert Baird & Co.

Brent Childress is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has been with Baird since 2015. Outside of his advisory role, he serves as a trustee of the endowment fund for the Friends of the Lynchburg Public Library. The DDK Group at Robert W. Baird & Co. is part of the firm’s Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and uses internal research and technology tools to support its advisory services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Alicia S

Series 63, Series 65

Roseville, CA

Robert Baird & Co.

Alicia Stuckert is a financial advisor with Robert W. Baird & Co. in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Robert W. Baird & Co. since 2012. Outside of her advisory role, she volunteers as a troop leader for the Girl Scouts Heart of Central California. 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 tailored financial planning and portfolio management services, including discretionary and non-discretionary management, with a range of traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Rene E

Series 63, Series 66

Conroe, TX

Robert Baird & Co.

Rene Ewing is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He has been with Robert W. Baird since 2015 and holds Series 63 and Series 66 designations. 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. The firm provides a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and a combination of manager-traded and model-traded strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Joshua M

Series 66

Columbus, IN

Robert Baird & Co.

Joshua Meredith is a financial advisor with Robert Baird & Co. in Columbus, Indiana, holding a Series 66 designation and four years of industry experience. Prior to joining Baird in 2022, he worked for Cummins Engine Company for fourteen years. 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 services, including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and technology in client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kellie R

Series 63, Series 65

Denver, CO

Robert Baird & Co.

Kellie Rixse is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she owns Kellie’s Krochets, LLC, where she designs and creates afghans. 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 provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Chase E

Series 66

Seattle, WA

Robert Baird & Co.

Chase Ekins Gulick is a financial advisor at Robert W. Baird & Co. in Seattle, WA, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Edward Jones and Sage Advisors LLC. Outside of finance, he serves as an independent volleyball official for the Greater Seattle and Puget Sound regions and participates on the Western Washington Board of Collegiate Volleyball. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement tailored investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Matthew G

Series 66

Milwaukee, WI

Robert Baird & Co.

Matthew Garrity is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2024. His previous work experience includes roles at Direct Supply, GNC, DoorDash, Sendiks Food Market, and the University of Minnesota-Duluth. 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 provides customized financial planning and portfolio management services using a range of strategies and manager options, as well as municipal advisory and public finance services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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