Theodore Linn is a financial advisor at Robert Baird & Co. with five years of industry experience. Prior to joining Baird in 2021, he served eight years in the United States Marine Corps. Outside of his advisory role, he is a co-founder of Locaris, a resident referral business. He works within The DDK Group at Baird, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Elizabeth Kaplan is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, previously serving at JJB Hilliard WL Lyons LLC and Hilliard Lyons Capital Management, LLC. Kaplan serves as a board member for Baptist Health in Louisville, KY. She 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 through customized consulting and portfolio management services. The firm offers a range of investment strategies, including discretionary and non-discretionary management, and provides municipal advisory and public finance services alongside its wealth management offerings.

Timothy Butler is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird since 2011. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Donald Cussen is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves as a director for the nonprofit Volunteer Lawyers for Justice. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, including discretionary and non-discretionary strategies, using a combination of in-house and third-party managers.

John Melick III is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird & Co. since 2018. Prior to joining Baird, he was with Wells Fargo Clearing and Wells Fargo Advisors 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 financial planning, portfolio management, and a variety of separately managed account programs, using a combination of manager-traded and model-traded strategies supported by in-house research and technology.

Kimberly Scarlett is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She has been with Robert Baird since 2014 and holds Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using both in-house and third-party managers, and provides access to traditional and complex investment strategies.

Mollie Rushing is a financial advisor at Robert W. Baird & Co. with 11 years at the firm and four years of industry experience. She holds Series 63 and Series 65 credentials. Rushing is a 50% owner and limited partner of McIntyre Acres LLC. She 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 variety of advisory services, including financial planning, portfolio management, and municipal advisory services, supported by internal research and a mix of manager-traded and model-traded strategies.

Michael Rattigan is a financial advisor with Robert Baird & Co. in Findlay, Ohio, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Robert Baird in 2025. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Joshua Horsley is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2020. Prior to joining Baird, he spent time at Key Investment Services and KeyBank, and he also has experience with the Zillah School District and Follow The Harvest LLC. Robert W. Baird & Co.'s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services. The firm employs a combination of managed account strategies, internal research including AI tools, and ongoing manager monitoring to deliver advisory services.

Christopher Merker is a financial advisor with Robert W. Baird & Co., Incorporated, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, Merker teaches "Business Basics for Lawyers" at Marquette University Law School and consults for Timberwolf Technologies, a media and financial technology company. He is also an author published by Palgrave-Macmillan and serves on the board of Water + Energy Forward, Inc., where he participates in the Investment Finance Committee. Merker 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 variety of investment strategies and overlay services to meet client goals and risk tolerances.

Christopher Sevilla is a financial advisor at Robert W. Baird & Co. based in Winnetka, IL. He holds a Series 66 designation and joined Baird in 2025. Prior to his current role, he has held various positions in hospitality and entertainment industries. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and advisory services. The firm employs both manager-traded and model-traded strategies, along with tax management and direct indexing, supported by internal research and technology including artificial intelligence.

Christopher Yesbeck is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird since 2009 and previously worked at Wells Fargo Clearing. Yesbeck holds a Series 63 designation. He 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. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services.

James Blauw is a financial advisor at Robert W. Baird & Co. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves 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 tailored to client goals and risk tolerances.

Elizabeth Duggan is a financial advisor with Robert W. Baird & Co. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Merrill and Northwestern Mutual Investment Management. Outside of her advisory work, she is involved as a customer and marketing executive for Melaleuca, a wellness store. She is part of The DDK Group at Baird, which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services that include both traditional and complex investment strategies.

Gretchen Fretheim is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Robert W. Baird & Co. since 2013. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a diverse client base including individuals, corporate 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 brokerage services, supported by internal research and advanced tools including artificial intelligence.

Karanveer Nagpal is a financial advisor with Robert W. Baird & Co. in Minnetonka, MN, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Baird in 2024, he worked at Great Waters Financial and RBC Wealth Management, among other firms. He is part of The DDK Group, a team within Baird’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 advisory services including financial planning, portfolio management, and separately managed account programs, supported by internal research and advanced tools such as artificial intelligence.

Joseph Kraft is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves on the Westlake City Schools Board of Education. The DDK Group at Robert W. Baird & Co. advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a variety of investment strategies and overlays, with capabilities that include municipal advisory and public finance services.

Chaitanya Yaramada is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with Robert Baird & Co., where he has worked since 2026, following seven years at Brown Capital Management and ten years previously at Robert W. Baird & Co. INC. 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, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, employing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Trevor Mc Cance is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Hefren Tillotson and LPL Financial. He 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, separately managed accounts, and custody and brokerage services, supported by home-office investment professionals and a combination of manager-traded and model-traded strategies.

Jennifer Tratnyek is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and recent industry entry beginning in 2024. Prior to joining Baird, she spent over a decade affiliated with the University of Wisconsin - Madison. She 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 through tailored consulting and portfolio management services. The firm offers a range of investment strategies and overlays, including traditional and non-traditional allocations, municipal advisory, and public finance services.