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Larry L
Series 63, Series 66
Denver, CO
Robert Baird & Co.
Larry Lagerberg is a financial advisor at Robert Baird & Co. in Denver, CO, with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked with Holy Shepherd Lutheran Church for seven years before joining R.W. Baird in 2022. The DDK Group, part of 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 a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both internal research and external partnerships to support its advisory work.
Andrew W
Series 66
Milwaukee, WI
Robert Baird & Co.
Andrew Wulf is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Refinitiv and JP Morgan Securities LLC. Outside of finance, he has experience working at Zazzo's Pizza and Bar and served at Carroll University. He 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 employs a range of portfolio management strategies and offers financial planning, manager selection, and tax-management services, supported by internal research and technology tools.
Kimberly R
Series 63, Series 65
Knoxville, TN
Robert Baird & Co.
Kimberly Redding is a financial advisor at Robert W. Baird & Co. in Knoxville, TN, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Baird, she worked in retail and hospitality sectors, including roles at Petro's Chili and Chips and TJX Corporation. The DDK Group at Baird serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by in-house research and technology.
Amanda T
Series 66
Pittsburgh - Butler, PA
Robert Baird & Co.
Amanda Taylor is a financial advisor at Robert Baird & Co. with 18 years of industry experience and holds a Series 66 designation. She previously worked at Hefren-Tillotson for over a decade and rejoined the firm’s successor before joining Robert Baird in 2022. Outside of her advisory role, she works as a server at her family’s bar-restaurant and serves as Treasurer and Board Member for the Karn City Area Youth Football organization. Robert Baird & Co. serves individuals, corporate and business clients, pension plans, and charitable organizations through its Private Wealth Management department. 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, supported by ongoing research and internal tools including artificial intelligence.
Elizabeth G
CFP®, Series 66
Pittsburgh, PA
Robert Baird & Co.
Elizabeth Gladden is a CFP® and holds a Series 66 license with Robert Baird & Co. She has four years of industry experience, including prior roles at Hefren-Tillotson, Inc. and Denison University. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises 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 more complex approaches.
Jacob H
Series 66
Grand Rapids, MI
Robert Baird & Co.
Jacob Hufnagel is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation and two years of industry experience. He has worked with Robert W. Baird since 2017, including his current tenure starting in 2021, and previously held roles at Lake Michigan Credit Union and Generational Wealth Management. Robert W. Baird & Co.’s Private Wealth Management team, including The DDK Group, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a range of investment strategies supported by internal research and ongoing manager monitoring.
Angela B
Series 63, Series 66
Nashville, TN
Robert Baird & Co.
Angela Beckley is a financial advisor with Robert W. Baird & Co., Inc. in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.
Benjamin V
Series 66
Cedar Rapids, IA
Robert Baird & Co.
Benjamin Vander Leest is an advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird in 2026, he worked at Garmin for two years and has a background in education, having worked at Iowa State University and Iowa City West High School. The DDK Group, a team within 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 services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research, manager selection, and advanced tools such as artificial intelligence.
Darla K
Series 66
Edina, MN
Robert Baird & Co.
Darla Kashian is a Series 66 registered advisor at Robert W. Baird & Co. with 21 years of industry experience. Her prior roles include positions at RBC Capital Markets LLC and City National Bank. She serves on the boards of the nonprofit GiveMN and the Roosevelt Institute, a women's business networking organization. The DDK Group at Robert W. Baird & Co., where Darla works, is part of the firm’s Private Wealth Management department serving individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and advisory services supported by home-office investment professionals and internal research.
Connor L
Series 66
Lake Oswego, OR
Robert Baird & Co.
Connor Leahy is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds a Series 66 designation and has been with Baird since 2019, following two years at Perlo Construction. Outside of his advisory role, Leahy serves as an athletics coach at Jesuit High School in Portland, Oregon. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and charitable organizations. The group offers a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services, supporting both traditional and complex investment approaches.
Zachary H
Series 66
Paducah, KY
Robert Baird & Co.
Zachary Hosman is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Paducah Bank and Trust Company. 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 provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.
John Z
Series 66
Milwaukee, WI
Robert Baird & Co.
John Zielinski is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, Zielinski serves as an advocate for Wisconsin DECA in Milwaukee Public Schools, supporting leadership training and competitive opportunities for high school business students. 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 financial planning and portfolio management services using a variety of investment strategies and offers additional municipal advisory and public finance services.
Judy R
Series 63, Series 65
Roseville, CA
Robert Baird & Co.
Judy Ruiz is a financial advisor at Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses with 26 years of industry experience. She previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing before joining Baird in 2020. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.
Mark W
Series 63, Series 66
Denver, CO
Robert Baird & Co.
Mark Witter is a financial advisor at Robert Baird & Co. in Denver, CO, holding Series 63 and Series 66 licenses with 28 years of industry experience. His prior roles include positions at Principal Funds Distributor, Inc., Neuberger Berman LLC, and Merrill. He is involved as a rental property owner outside of his advisory activities. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage. Baird manages approximately $394 billion in assets and integrates manager-traded and model-traded SMA strategies, tax management, and ongoing investment research in its advisory approach.
Kendall I
CFP®, Series 66
Fort Worth, TX
Robert Baird & Co.
Kendall Inman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services Inc. Before entering the financial industry, he was affiliated with the University of Texas at Arlington. 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 customized financial planning and portfolio management services, employing both in-house and third-party managers across traditional and non-traditional investment strategies.
Kyle S
Series 66
Lake Oswego, OR
Robert Baird & Co.
Kyle Shick is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He has been with Robert W. Baird & Co. since 2015 and holds a 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 institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.
Christine F
Series 63, Series 65
Pittsburgh - Wexford, PA
Robert Baird & Co.
Christine Farrell is a financial advisor at Robert Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously spent 23 years at Hefren Tillotson, Inc. Farrell serves as a board member of the Pittsburgh Presbytery Foundation and participates on its Investment and Finance Committee. 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 through a range of financial planning, portfolio management, and brokerage services.
Bradley W
Series 63, Series 65
Louisville, KY
Robert Baird & Co.
Bradley Walker is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He worked previously at J.J.B. Hilliard, W.L. Lyons, Inc. for 18 years before joining Robert Baird in 2019. Walker serves as a board member for NOBO Inc., a startup medicinal cannabis holding and consulting company, where he provides organizational oversight and financial management guidance. 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 using a combination of portfolio management strategies and financial planning services.
Joshua G
Series 63, Series 65
Seattle, WA
Robert Baird & Co.
Joshua Gray is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Robert Baird since 2014 and previously worked at McAdams Wright Ragen, Inc. in 2014. Outside of his advisory role, Gray is an author through Strangeland LLC, serves as a board member on the investment and finance committee of the nonprofit Home Together, and owns Kirkland Co-Lab, which provides guidance to artists, print shops, and marketing. Robert Baird & Co.’s Private Wealth Management department, where Gray works, 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 and portfolio management services, utilizing both manager-traded and model-traded strategies, with a focus on ongoing manager selection and internal research, including the use of artificial intelligence.
Brian G
Series 63, Series 66
Danvers, MA
Robert Baird & Co.
Brian Glavin is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott and RiverFront Investment Group, LLC. Outside of his advisory role, he volunteers in youth lacrosse organizations, serving as Vice President of the Board for Andover Youth Lacrosse and Chair of the Girl’s Select Committee for Massachusetts Youth Lacrosse. He 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 customized financial planning and portfolio management using a mix of in-house and third-party managers, including traditional and non-traditional investment strategies.
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