Michael Schroeder is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 24 years of industry experience. He has been with Robert W. Baird since 2013 and holds Series 63 and Series 66 licenses. Schroeder serves as Treasurer on the board of the Lakepointe Townhomes Condominium Association. Robert W. Baird & Co. provides wealth management services to individuals, corporate clients, pensions, and charitable organizations through a variety of portfolio management programs and financial planning services. The firm uses internal research, manager selection, and tax-management strategies as part of its advisory approach, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Amanda Ridgway is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. She has been with Robert W. Baird since 2016. The DDK Group, where Amanda works, is part of Robert W. Baird & Co.'s Private Wealth Management department and provides services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions, utilizing internal research, manager selection, and technology including artificial intelligence to support client advice.

Meredith Woods is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. She holds the Series 66 designation and has been with Baird since 2012. Outside of her advisory role, she is involved in managing residential rental properties in Durango, Colorado. She 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 financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Jessica Green is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Robert Baird & Co., where she has worked since 2022. Her prior roles include positions at Hefren Tillotson, Stitch Fix, and BNY Mellon. Robert 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 a range of separately managed account programs, supported by internal research and ongoing manager monitoring.

Jennifer Greene is a financial advisor with Robert Baird & Co. in Pittsburgh - Wexford, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her previous roles include positions at Private Advisor Group, LPL Financial, and PNC Bank. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with ongoing manager selection and monitoring supported by internal research tools.

Beau Nichols is an advisor with Robert W. Baird & Co. holding a Series 66 credential. He joined the firm in 2024 and has experience transitioning from full-time student roles at the University of Houston, LSU/Blinn, and prior educational institutions. Outside of finance, he has worked at 6320 Training Yard (formerly Buckley Performance). Beau is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, including separately managed accounts and tax-management strategies, supported by internal research and a mix of manager-traded and model-traded investment approaches.

Mark Smith is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio. He holds Series 63 and Series 66 licenses and has 44 years of industry experience. Prior to joining Robert Baird & Co. in 2019, he worked at Hilliard Lyons starting in 2005. Robert Baird & Co.’s DDK Group, where Mark Smith is a team member, advises individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Hearne Harralson is a financial advisor with Robert W. Baird & Company, Incorporated, holding Series 63 and Series 66 credentials and 23 years of industry experience. His career includes roles at First Southern National Bank, Caldwell County Schools, and Encompass Wealth Management. He also works as a contractor in supplemental insurance sales on a limited basis. 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 provides a range of services including financial planning, portfolio management, and custody and brokerage solutions, with notable capabilities in manager selection, tax management, and municipal advisory services.

Thomas Housand is a financial advisor at Robert Baird & Co. with Series 66 credentials and one year of industry experience. He previously worked at The Horton Group for 13 years. Outside of his advisory role, he coaches at Elkhart High School. 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 by providing customized financial planning and portfolio management services. The group employs a variety of investment strategies and offers both discretionary and non-discretionary management tailored to client goals and risk tolerances.

Evan Gorse is a CFP® and Series 66 licensed advisor at Robert Baird & Co. with 12 years of industry experience. He has worked at Robert Baird since 2022 and previously spent seven years at Hefren Tillotson and Hefren Tillotson, Inc. He is part of The DDK Group, a team within Robert Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Madelynn Alejos is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird since 2014. Alejos also owns a sole proprietorship unrelated to investment activities. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies and investment options, including discretionary and non-discretionary management and overlay services.

Matthew Snider is a CFP®-designated financial advisor with 27 years of industry experience. He currently works at Robert Baird & Co., joining the firm in 2022 after 23 years at Hefren Tillotson, Inc. Outside of his advisory role, he serves as treasurer for Faith Evangelical Lutheran Church and is a board member and investment committee participant at Clelian Heights. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which offers financial planning, portfolio management, and advisory services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research to support its client advice.

Kathryn Bruckner is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 designations and has 28 years of industry experience. She previously worked at Hefren Tillotson and TIAA-CREF before joining Robert Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients, offering financial planning, portfolio management, and custody services through various managed account programs and advisory strategies.

Laurel Lee is a CFP® and holds a Series 66 designation, with 14 years of experience in the financial services industry. She has worked at Robert Baird & Co. since 2019 and concurrently at JJB Hilliard WL Lyons LLC since 2013. Laurel is based in Louisville, KY. She is part of The DDK Group at Robert W. Baird & Co., a team within the firm’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

Zachary Richardson is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at Kohl's Corporation and Waterstone Mortgage. Outside of his advisory role, he is the owner of Richardson Fitness LLC, a non-investment-related business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with a range of strategies from traditional to complex investments.

Gabriel Diederich is a CFA® charterholder with 12 years of industry experience. He has been with Robert W. Baird & Co. since 2020 and previously worked at Wells Capital Management and Allspring Funds Management, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies, with ongoing manager selection and internal research supporting client advice.

Steven Kluever is a financial advisor at Robert Baird & Co. in Denver, CO, holding a Series 66 designation and bringing 25 years of industry experience. He joined Baird in 2025 after roles at Ohio National Equities, Northwestern Mutual, Edward Jones, and other firms. Outside of his advisory work, he is the owner of Retter Properties, Inc. The DDK Group within 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, separately managed accounts, and other services supported by internal research and a mix of manager-traded and model-traded strategies.

Jessica Edwards is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC, Charles Schwab, and Park Avenue Securities. Outside of her advisory role, she serves as a contractor for the Louisville Metro Office of Housing. Robert Baird & Co.’s DDK Group, where Edwards is based, advises a wide range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Bradley Lundquist is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Robert W. Baird & Co.'s DDK Group provides wealth management services to individuals, families, pensions, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage services. The group tailors strategies to client goals and risk tolerances using a combination of in-house and third-party managers, with capabilities ranging from traditional allocations to more complex investment strategies.

Christopher Brennan is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Rudius Management and Sanford C. Bernstein & Co., LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio services, employing a variety of investment strategies and management approaches tailored to client goals and risk tolerances.