Leah Mork is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has worked at several firms including Old National Bank and Bell Bank. Prior to her financial career, she was a full-time student for eleven years. Leah is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and manager options.

Jacinda Hughen is a financial advisor with Robert Baird & Co. in Princeton, Indiana, holding CFP® and Series 66 credentials and having 10 years of industry experience. She previously worked at Hilliard Lyons from 2016 to 2019. Outside of her advisory role, she is president of The Glittered Pig, a small business focused on bookkeeping and apparel production. She is part of The DDK Group at Robert Baird & Co., which serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and advanced tools.

Barton Rudolph is a financial advisor with Robert Baird & Co. in Paducah, KY, holding Series 63 and Series 66 designations with 26 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons LLC and Woodbury Financial Services, Inc. Outside of his advisory role, he is involved in several non-investment activities including operating livestock feedyards and owning a fast food restaurant and a daycare center. Robert Baird & Co. is an institutional firm serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services through multiple separately managed account programs, utilizing internal research and manager monitoring alongside advanced tax-management and direct-indexing strategies.

Robert Wathen II is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 38 years before joining Robert Baird in 2019. He also serves as a trustee for a niece's trust. Robert Baird & Co. is an institutional firm with a Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes both manager-traded and model-traded strategies with ongoing manager selection and monitoring supported by internal research and advanced tools.

William Schaffler is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Robert W. Baird since 2012. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers across various investment strategies and account types.

Maeve Donohue is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds a Series 66 designation and has previously worked at Hefren-Tillitson and iNetworks, as well as having experience at Bucknell University and Sewickley Academy. Outside of finance, she was involved with Mambo Italia for three years. Maeve 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 financial planning, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies along with internal research and technology in its advisory approach.

Gail Tway is a CFP® with 16 years of industry experience, currently practicing at Robert Baird & Co. Since 2019, she has been with Robert Baird & Co. and previously worked at Hilliard Lyons, PNC Wealth Management, Atlas Brown, and J.J.B. Hilliard, W.L. Lyons, LLC. She serves as a fiduciary and co-trustee for her parents’ trust alongside her sister. Gail 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, utilizing manager-traded and model-traded strategies, tax management, and internal research, supported by a large platform managing approximately $394 billion in assets as of December 2025.

Roger Metz is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 designations with 43 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves as a board member on the Gladney Center for Adoption, participating in committees focused on domestic adoption from foster care and financial oversight. He is part of the DDK Group within Baird’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of investment management and planning solutions, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing manager selection and research, including the use of artificial intelligence.

Brett Hober is a financial advisor with Robert W. Baird & Co. in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His work history includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Robert W. Baird in 2017. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager monitoring.

Jonathan Lee is a financial advisor with Robert W. Baird & Co. in Grass Valley, CA, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is involved in several real estate partnerships and supervises commercial property management. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals and risk tolerances.

Dina Sofair is a financial advisor with Robert Baird & Co., holding a Series 66 designation and three years of industry experience. Prior to joining Baird, she was affiliated with Goizueta Business School and engaged in full-time education from 2015 to 2023. She 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 financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies, along with internal research tools and ongoing manager oversight.

Natalie Denny is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Vanderbilt Mortgage & Finance and involvement with Cedar Springs Presbyterian Church. She also has experience in education and hospitality sectors, having worked at Centre College, Bearden High School, and Bluegrass Pizza and Pub. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Tara Martin is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and has worked at Baird since 2021. Prior to her advisory role, she was employed at Koco's Pub and Collins Aerospace. The DDK Group, where Tara is based, is part of Robert W. Baird & Co.’s Private Wealth Management department, serving 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, tax management, direct indexing, and ongoing manager selection supported by internal research and the use of artificial intelligence.

John Mascarich is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. from 2002 to 2019. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and employs multiple investment strategies including separately managed accounts and tax-managed approaches.

Paula Jensen is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. She holds the Series 66 designation and has been with Baird since 2010. Outside of her advisory role, she is involved as an owner and bookkeeper in several non-investment businesses, including Cedar Wings and Wash Pro Systems. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services supported by internal research, including the use of artificial intelligence, and maintains nearly $394 billion in regulatory assets under management as of December 2025.

Michael Trapp is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He also has a prior role at JJB Hilliard WL Lyons LLC dating back to 2016. Outside of advising, he is an owner/member of an LLC and holds rental property investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a combination of discretionary and non-discretionary portfolio management strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

Joseph Lindquist is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He has been with Robert Baird since 2014 and holds a Series 66 designation. Outside of his advisory role, Lindquist serves as an elected official setting policy for the Skagit Public Utility District and has a governance role at Summersun Montessori Preschool. 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, and custody, employing manager-traded and model-traded strategies alongside tax management and direct indexing.

Victor Kizushi is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kestra Financial and Daiwa Capital Markets America. Victor is based in Del City, OK. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group provides financial planning and portfolio services tailored to client goals, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Lucas Schneider is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Denver, CO. His prior roles include positions at TIAA-CREF, Strategic Advisers, Inc., and Fidelity Brokerage Services. He is part of The DDK Group within Baird’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients using a combination of in-house and third-party managers.

Janet Leon is a financial advisor at Robert W. Baird & Co. with 41 years of industry experience. She has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Robert W. Baird in 2018. In addition to her advisory work, she serves as a co-trustee for her parents' trusts and is a notary public in Tucson, Arizona. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and 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 in-house research, manager monitoring, and a combination of investment strategies.