Michael East is a financial advisor with Robert W. Baird & Co. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Moors & Cabot, Inc. and Wells Fargo Investments, LLC. Outside of advising, he is involved as an LLC member of Dirtbag's Bar and owns East Private Equity LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Johnathan Fitzgibbons is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert Baird & Co. since 2011. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed account programs, and a range of traditional and non-traditional investment strategies.

Colette Gregory is a financial advisor with Robert Baird & Co. in Menomonee Falls, WI, holding a Series 63 designation and 33 years of industry experience. She has been with Robert Baird & Co. since 1991 and concurrently serves at Marquette University. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a combination of in-house and third-party managers to implement a range of investment strategies from traditional to non-traditional approaches.

Keith Levitt is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He is part of The DDK Group within Robert W. 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, portfolio management, separately managed account programs, and municipal advisory services.

Amy Gibson is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has previously worked at Fidelity Brokerage Services, Charles Schwab, Northwestern Mutual Investment Management, PRUCO Securities, and Citigroup Global Markets. Amy is based in Denver, CO. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients with a variety of financial planning and portfolio management services. Baird utilizes a combination of manager-traded and model-traded strategies, internal research, and advanced tools including artificial intelligence to deliver advisory solutions.

Timothy Dally is a financial advisor at Robert Baird & Co. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019. Prior to that, he spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he serves as a director and officer of a family-owned tire and auto service business in Coldwater, Michigan. Robert Baird & Co. serves a diverse client base including individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by ongoing manager selection, research tools, and tax-management strategies.

John Gordinier is a financial advisor at Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 26 years before joining Robert Baird in 2019. He also serves as a trustee for family trusts, performing investment-related trustee duties. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension 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 monitoring and the use of internal research and tools in client advice.

John Varga Jr. is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at the University of Kentucky and Saint Xavier High School. 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 institutional clients. The group offers financial planning, portfolio management, and customized investment strategies using both in-house and third-party managers.

Wilson Mitchell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. 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 provides financial planning, portfolio management, and a range of advisory services supported by internal research, manager selection, and advanced investment tools.

Alec Schaefer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with Robert W. Baird since 2023. Prior to his current role, Alec worked in various positions including at Benvenutos Italian Grille and Madison College. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Brian P. Brennan is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 18 years before joining Baird in 2021. Brennan serves on the investment sub-committee for Magnificat High School, reviewing outside investment managers quarterly. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that 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 ongoing manager selection and internal research.

William Watt is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 66 designation and 27 years of industry experience. He has been with Robert W. Baird & Co. since 2009. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, 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, and employs internal research and tools, including artificial intelligence, in developing client advice.

Matthew Mc Guire is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2021. Prior to this, he held roles at Ete Reman, The Ruby Tap, and DLS Lawn & Garden. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by offering tailored consulting and portfolio services, including discretionary and non-discretionary management and a variety of investment strategies.

William Ryan is a CFP® with 24 years of industry experience, currently advising at Robert W. Baird & Co. since 2011. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Ryan serves on the board of Casas por Cristo, where he is involved in operational oversight and fundraising to support short-term mission trips. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and customized fee arrangements, supported by internal research and ongoing manager oversight.

William Hawley Jr. is a financial advisor at Robert Baird & Co. with 36 years of industry experience and holds the Series 63 designation. He has worked at Robert Baird since 2019, following prior roles at J.J.B. Hilliard, W.L. Lyons, LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory work, he serves on the Brescia University Investment Committee and the Boulware Mission Investment Finance Committee, and is the treasurer for the 4200 Homeowners Association. Robert Baird & Co. is an institutional firm with a Private Wealth Management team that serves individuals, corporate clients, pensions, and charitable organizations, offering services including financial planning, portfolio management, and brokerage. The firm employs a combination of manager-traded and model-traded strategies, tax management, and direct indexing, supported by internal research and strategic partnerships.

Toni Francis is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. Her prior experience includes roles at Jjb Hilliard Wl Lyons, LLC and UBS Financial Services Inc. She 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 management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Colin Surges is a financial advisor at Robert W. Baird & Co. based in Edina, MN, holding a Series 66 designation with nine years of industry experience. He has worked at Robert W. Baird & Co. since 2017 and was previously affiliated with Iowa State University from 2013 to 2017. 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 financial planning, portfolio management, and custody services, employing a mix of manager-traded and model-traded strategies supported by internal research and tools.

Kelly Maumenee is a financial advisor with Robert Baird & Co. in Hendersonville, NC, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. Prior to joining Robert Baird & Co. in 2019, Maumenee worked at J.J.B. Hilliard W.L. Lyons, LLC from 2013 to 2019 and Merrill from 2002 to 2013. Outside of advisory work, Maumenee serves as a fiduciary, power of attorney, and executor. Robert Baird & Co.’s DDK Group, where Maumenee is a team member, 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 accounts, and brokerage services, supported by internal research, manager oversight, and various investment strategies.

Roddy Scott is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 42 years before joining Robert Baird in 2019. Outside of his advisory role, he serves as a trustee and managing member for several family-related trusts and LLCs involved in investment and finance activities. Robert Baird & Co. serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools to support its advisory work, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Amanda Thompson is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI with six years of industry experience. She has held positions at Baird since 2018 and previously worked at Educated Solutions Corp, Kohl's Department Stores, and Quarles & Brady LLP. Outside of her advisory role, she serves as a caregiver for the Wisconsin Department of Health Services. Baird’s Private Wealth Management department, including the DDK Group to which Amanda belongs, 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 that incorporate manager-traded and model-traded strategies with ongoing home-office investment oversight.