Terrence Horan is a financial advisor with Robert Baird & Co. in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 49 years of industry experience. He has been with Robert Baird & Co. since 1995. 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 customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Rebecca Ross is a financial advisor at Robert W. Baird & Co. Inc. with 45 years of industry experience. She has been with Robert W. Baird since 2009. She holds Series 63 and Series 66 designations. 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 a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and advanced tools such as artificial intelligence in client advice.

Thomas Edwards is a financial advisor with Robert Baird & Co. in Pittsburgh - Butler, PA, holding a Series 66 license and 11 years of industry experience. Before joining Baird in 2022, he worked at Hefren Tillotson, Inc. for seven years. Edwards serves as a volunteer trustee for the Grand Lodge of Pennsylvania, assisting with the development of its long-term investment policy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and other wealth management services to individuals, businesses, pensions, and charitable organizations. The firm offers a range of investment strategies and emphasizes ongoing manager selection, internal research, and unique municipal advisory services.

Rick Fuller is a financial advisor with Robert Baird & Co. in Portland, OR, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Robert Baird & Co. since 2014. 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 consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

William Barrow is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2013. He is based in Houston - Memorial City, TX, and holds a Series 63 license. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department. The firm serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of services such as financial planning, portfolio management, and brokerage services.

Lindsay Vair is a financial advisor with Robert Baird & Co., holding a Series 66 designation and four years of experience in private wealth management. Prior to joining Baird, Lindsay worked at Reams Asset Management and held various roles within IU Health. 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, and custody services, employing a range of strategies including separately managed accounts and tax management, supported by ongoing manager selection and internal research tools.

Carissa Guernsey is a financial advisor at Robert Baird & Co. with a Series 66 designation and three years of industry experience. She has worked at R.W. Baird since 2022 and previously held roles in physical therapy and chiropractic fields. 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 variety of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies along with ongoing manager selection and monitoring by internal investment professionals.

Ryan Bromberg is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with Robert W. Baird & Co. since 2024. Outside of his advisory role, he was involved with The Animal House of La Crosse from 2022 to 2025. 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, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals.

Jeffrey Trollinger is a CFP® with 26 years of industry experience and has been with Robert W. Baird & Co. since 2009. He is based in Winston-Salem, NC, and holds Series 63 and Series 66 licenses. 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 broad range of financial planning, portfolio management, and advisory services supported by internal research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Lindsey Kabat is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding Series 63 and Series 66 designations and having 19 years of industry experience. She has been with Robert W. Baird & Co. since 2009. Outside of her advisory role, Kabat owns a restaurant and serves on the investment and finance committees of two nonprofit organizations. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations through customized financial planning and portfolio management services. The team employs a range of strategies including traditional and non-traditional asset allocations and offers both discretionary and non-discretionary management options.

Grace Satori is a financial advisor with Robert W. Baird & Co. in Sheboygan, WI, holding a Series 66 credential and with one year of industry experience. Prior to joining Baird in 2023, she worked at Treehouse Foods and Shipbuilders Credit Union while completing her studies. Outside of her advisory role, she serves as an athletic coach for the Lakeshore Storm Volleyball Club. She 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 a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Emma Conrad is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019 and JJB Hilliard WL Lyons LLC since 2016. Conrad serves on the investment committee of the YWCA Charleston WV, is a board member and treasurer of Trinity Evangelical Lutheran Church, and participates on the investment committee for the Clay Center. 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 services including financial planning, discretionary and non-discretionary portfolio management, and specialized account programs, utilizing internal research, manager selection, and tax management strategies.

Erin Smith is a financial advisor at Robert W. Baird & Co. with seven years of industry experience, holding Series 63 and Series 65 licenses. Prior to joining Baird, Erin worked at Hilliard Lyons and Jason Spindler Law. Outside of her advisory role, she serves as a record keeper and director for Owensville Community Planners Inc. and assists with bookkeeping and client invoicing at Absolute Custom Machine LLC, a family-owned custom parts machining business. Erin is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, supported by internal research and technology.

David Mudd is a financial advisor with Robert Baird & Co. in Madison West, WI, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Robert Baird & Co. since 1999. 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 customized consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of traditional and non-traditional investment strategies.

Brian Hanrahan is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Co. since 2005. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

Louis Kessinger is a financial advisor at Robert W. Baird & Co. with the Series 66 designation and four years of industry experience. His prior work includes roles at DoorDash, Reinhardt University, and Henry Clay High School. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a mix of SMA strategies, tax management, and internal research tools.

Gena Gooding is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and five years of industry experience. She has been with Baird since 2019 and previously worked at the College Heights Foundation for six years. Outside of her advisory role, Gooding provides part-time bookkeeping services and is an owner/member of Cave Country Yurts & Lodging LLC. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves a broad client base including high net worth individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, supported by internal research and various managed account programs.

Rebecca Teahen is a financial advisor with Robert W. Baird & Co. in Traverse City, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Baird, she worked at Northwestern Michigan College for twelve years. She serves as a board member and treasurer for 20 Fathoms, a local organization, and is a limited partner in Teahen Farms LLC. Baird’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 manager-traded and model-traded SMA strategies, tax management, and internal research tools, and manages approximately $394 billion in regulatory assets as of December 2025.

Gregory Longtine is a CFP® professional with 27 years of industry experience, currently advising clients at Robert W. Baird & Co. since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years. He is part of The DDK Group at Robert W. Baird & Co., a team within the firm’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex approaches including private funds and real assets.

Jesse Ryan is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and seven years of industry experience. He has been with Robert Baird & Co. and Hilliard Lyons since 2019. Prior to his advisory career, he worked for Accounting Principals/Adecco for 12 years. Jesse 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 other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.