Michael Zuleger is a financial advisor at Robert Baird & Co. in Fox Valley, WI. He holds the Series 66 designation and has been with Robert Baird & Co. since 2025. Prior to joining the firm, he worked at Holy Spirit Parish Corp. and St. Mary Catholic Schools. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department and serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The team offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a range of investment strategies and internal research tools.

Joel Berg is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Carter Advisory Services and Raymond James Financial. Outside of his advisory role, he serves as Treasurer for the Assistance Center of Collin County, a nonprofit organization. He 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 provides tailored financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Michael Roarke is a financial advisor with Robert Baird & Co. in Lake Oswego, Oregon. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 12 years with Robert Baird & Co. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management practice, advising individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

James Bors is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and accumulating 26 years of industry experience, all with the same firm. He also serves as Treasurer for the Woodland Shores Homeowners' Association. The DDK Group, part of Baird's Private Wealth Management department, provides services to individuals, corporate and business clients, pensions, and charitable organizations through a variety of financial planning, portfolio management, and custody solutions. Baird manages approximately $394 billion in regulatory assets and employs a combination of manager-traded and model-traded strategies, utilizing internal research and technological tools.

Brian Kocherzat is a CFA® charterholder and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held roles at Hefren Tillotson, Morgan Stanley, and PNC Wealth Management. He 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 services including financial planning, portfolio management, and separately managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Judson Platz is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Robert W. Baird since 2006. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that 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 both in-house and third-party managers.

Kevin Phillips is a CFP® professional with 35 years of industry experience, currently serving at Robert Baird & Co. since 2013. He holds Series 63 and Series 65 licenses and is based in Davidson, NC. Phillips serves as a board member of The Rock Church in Boone, NC. 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 provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jesse Wilson is a CFP® with 27 years of industry experience. He is currently with Robert W. Baird & Co., where he has worked since 2026. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial LLC. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a variety of managed account strategies and internal research tools.

Nicholas Pronovost is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 66 designation and has previously worked at Babson College, Cellular Sales, and Tyler Technologies. 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 financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and advanced tools.

Andrew Lien is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert W. Baird & Co. since 2005. Outside of his advisory role, he is a passive investor in DMS Supplements LLC. 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, using a combination of in-house and third-party managers and offering various investment strategies including traditional and non-traditional allocations.

James Brookshire is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Apex Systems and Speckled Trout. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services combining manager-traded and model-traded strategies, with an emphasis on internal research and ongoing manager monitoring.

Erica Rennison is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has worked at Baird Private Wealth Management since 2025, following roles at Apex Financial Group and Thrivent Financial. Outside of her advisory work, she is a part-time bartender at Willie Beamons, a family-friendly bar and grill that hosts sporting events. The DDK Group at Robert W. Baird & Co., where Erica practices, serves individuals, families, pensions, corporations, and charitable organizations with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Thomas Fleischmann is a CFP® professional with three years of industry experience currently serving at Robert W. Baird & Co. Incorporated. His prior roles include positions at Client First Tax & Wealth Advisors and various other organizations. He is also involved with Chicagoans for Nebraska as Treasurer and serves on its Investment Committee. He works within The DDK Group, a team at Robert W. Baird & Co. that provides wealth management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations, utilizing a range of portfolio management strategies and advisory services.

Rachel Bunnell is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as treasurer for the Anchorage chapter of Jack and Jill of America and for Jack and Jill, Inc., and provides divorce financial analysis through the Alaska Association of Collaborative Divorce. She 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 through tailored financial planning and portfolio management strategies that include both traditional and non-traditional investments.

Jamie Nix is a financial advisor with Robert W. Baird & Co. in Charleston, SC, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides financial planning, portfolio management, and consulting services to individuals, families, pensions, corporations, and institutional clients. The group offers tailored investment strategies using a combination of in-house and third-party managers, with services ranging from discretionary management to complex allocations including private funds and real assets.

Diane Walker is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and Robert Thomas. Before her advisory career, she spent 18 years at Girls Preparatory School in Chattanooga, TN. The DDK Group, part of Baird’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 range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection and internal research.

Jill Frye is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory role, she is involved as a retail employee at a retail business. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, separately managed accounts, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, ongoing manager selection, and internal research tools, including artificial intelligence, to provide advisory services.

Keith Black is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Baird in 2025, he worked at Heritage Investment Services, Inc. and Commonwealth Financial Network for 17 years, and Edward Jones for one year. He is a notary public and has ownership interests in Heritage Investment Services, Inc. Baird’s DDK Group serves a diverse client base including individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, supported by internal research and investment professionals.

Brian Neitzke is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2007. 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 tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Matthew Garrett is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Prior to joining Baird, he worked for 13 years at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory role, Garrett serves as a deacon and chairman of the finance committee at Edmonton Baptist Church. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporations, pension plans, and charitable organizations. The firm employs a variety of managed account strategies and internal research tools, including AI, while also engaging in municipal advisory services and strategic partnerships.