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John S
Series 63, Series 65
Seneca, SC
Robert Baird & Co.
John Stomberger Jr. is a financial advisor at Robert Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 28 years before joining Robert Baird in 2019. Outside of his advisory role, he is involved as an owner and member of Pioneer Venture LLC, an investment holding entity. John is part of The DDK Group within Robert W. Baird & Co.’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 financial planning, portfolio management, and advisory services, supported by internal research and various investment strategies.
Stephen E
Series 66
Winston-Salem, NC
Robert Baird & Co.
Stephen Edwards is a financial advisor at Robert Baird & Co. in Winston-Salem, NC, holding a Series 66 credential with eight years of industry experience. Prior to joining Baird in 2018, he worked at Wake Forest University for five years. He is the founder and president of the Twilight Golf Club. The DDK Group, a team 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, portfolio management, separately managed account programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing capabilities.
Scott G
Series 66
Lake Oswego, OR
Robert Baird & Co.
Scott Gettel is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He has been with Baird since 2017 and previously worked at RBC Capital Markets Corporation for nine years. He holds a Series 66 designation and is based in Lake Oswego, Oregon. Scott 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 consulting and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex approaches, including private funds and real-asset exposures.
Scott S
Series 66
Franklin, WI
Robert Baird & Co.
Scott Schiek is a financial advisor at Robert W. Baird & Co. in Franklin, WI, holding a Series 66 designation with 20 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, utilizing a variety of investment strategies and overlays to align with client goals and risk tolerances.
Matthew B
Series 66
Pittsburgh - Wexford, PA
Robert Baird & Co.
Matthew Blazewick is a Series 66 credentialed advisor with Robert W. Baird & Co. He has three years of industry experience, including prior roles at Hefren-Tillotson and work at the University of Pittsburgh and Connoquenessing Country Club. Baird’s DDK Group, where Blazewick is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a variety of financial planning, portfolio management, and brokerage services, employing both manager-traded and model-traded strategies with ongoing manager selection and internal research support.
Richard A
CFP®, Series 63
Houston - Memorial City, TX
Robert Baird & Co.
Richard Ashcroft is a CFP®-certified financial advisor with Robert Baird & Co., based in Houston, TX, and has 42 years of industry experience. He has been with Robert Baird since 2013. Outside of his advisory role, he is a co-owner and manager of a family partnership, Ashcroft Management. 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 employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and the use of technology in client advice.
Katharine C
CFP®, Series 63, Series 65
Houston - Memorial City, TX
Robert Baird & Co.
Katharine Christian is a CFP® with 30 years of industry experience, currently serving at Robert W. Baird & Co. since 2018. Her prior roles include positions at Hornor, Townsend & Kent, Inc and Penn Mutual Life Insurance Company. She 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, discretionary and non-discretionary portfolio management, and utilizes a blend of manager-traded and model-traded strategies, supported by internal research and ongoing manager monitoring.
Allison O
CFP®, Series 65, Series 66
Pittsburgh - Wexford, PA
Robert Baird & Co.
Allison O'Brien is a CFP®-certified financial advisor with 18 years of industry experience. She currently works at Robert Baird & Co., where she has been since 2022, following 15 years at Hefren Tillotson Inc. 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 variety of financial planning and portfolio management services, combining manager-traded and model-traded strategies with tax management and unified fee arrangements.
Stephanie R
Series 66
Milwaukee, WI
Robert Baird & Co.
Stephanie Ray Kuczynski is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. She holds a Series 66 designation and has been associated with Robert W. Baird & Co. since 1999. Additionally, she serves as an elected official on the St. Francis School District Board. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations.
Robert K
Series 66
Lexington, KY
Robert Baird & Co.
Robert Kessinger is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds a Series 66 designation and previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for eight years before joining Robert Baird in 2019. Outside of his advisory role, he serves as a board member for a family-owned agricultural farm and is an advisory board member for Peoples Exchange Bank. He is part of The DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and specialized separately managed account programs, utilizing internal research and technology such as artificial intelligence to support client advice.
Christina C
Series 66
Raleigh, NC
Robert Baird & Co.
Christina Creech is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018, following prior roles at Prospera Financial Services and AXA Advisors. Outside of her advisory work, she is an independent stylist selling nail polish strips through a direct sales organization. She 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, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and technology.
Michael M
CFP®, Series 63, Series 66
Florham Park, NJ
Robert Baird & Co.
Michael Moore is a CFP® with 28 years of industry experience, currently serving at Robert W. Baird & Co. since 2017. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. The DDK Group at Robert W. Baird & Co., where Moore is based, serves individuals, corporate clients, pensions, and charitable organizations with financial planning, portfolio management, and custody services. The firm employs a range of investment strategies including separately managed accounts and tax-management techniques, supported by internal research and use of artificial intelligence in client advice.
Braden R
Series 66
Columbus, OH
Robert Baird & Co.
Braden Riehl is a financial advisor with Robert Baird & Co. in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Corient, Summit Financial Strategies, and Croghan Colonial Bank. He attended Ohio State University from 2021 to 2025. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The group offers financial planning, portfolio management, and custody services, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.
Brandon C
Series 66
Pittsburgh, PA
Robert Baird & Co.
Brandon Coppa is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Hefren Tillotson, RBC Capital Markets, LLC, and Equitable Advisors. Outside of his advisory role, Coppa serves as a board member and treasurer of the Clean and Sober Humans Association, a nonprofit organization. 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 variety of services including financial planning, portfolio management, separately managed accounts, and utilizes internal research and technology in its investment approach.
Caile W
Series 63, Series 66
Waukesha, WI
Robert Baird & Co.
Caile Wilson is a financial advisor at Robert W. Baird & Co. in Hartland, WI, holding Series 63 and Series 66 designations with 14 years of industry experience. She has been with Robert W. Baird since 2013. Outside of her advisory role, Wilson promotes healthy living and wellness through sales and marketing of whole food-based nutrition products with The Juice Plus Company. She 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 with a range of consulting and portfolio management services tailored to client goals and risk tolerances.
Jeremy H
Series 66
Nashville, TN
Robert Baird & Co.
Jeremy Hall is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He has been with Robert W. Baird & Co. Inc since 2003 and holds a Series 66 designation. Outside of his advisory role, Hall serves as a trustee overseeing the investment of assets. Robert W. Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of strategies and internal research tools, including the use of artificial intelligence, to support client advice.
Daniel L
Series 63, Series 66
Milwaukee, WI
Robert Baird & Co.
Daniel Laubusch is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1998. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, employing both traditional and non-traditional investment strategies.
James H
Series 63, Series 65
Seattle, WA
Robert Baird & Co.
James Harkins is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. He has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, profit-sharing, and charitable clients, offering a variety of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets as of December 31, 2025, and employs a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.
Ryan R
Series 63, Series 66
Ashland, KY
Robert Baird & Co.
Ryan Reames is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Robert Baird since 2019, following earlier experience at JJB Hilliard WL Lyons LLC. Outside of his advisory role, he serves as mayor of Bellefonte, Kentucky, and is a board member of the Ashland Alliance, a local chamber of commerce chapter. He 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. The group provides customized portfolio and consulting services, including discretionary and non-discretionary management, using a variety of investment strategies and overlays.
Reece S
Series 66
Louisville, KY
Robert Baird & Co.
Reece Stephens is a financial advisor at Robert Baird & Co. with two years of industry experience. He previously worked at Edward Jones and Old National Bank and holds a Series 66 designation. 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 brokerage services, utilizing both manager-traded and model-traded strategies along with internal research tools and partnerships.
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