Theresa Boyd is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 1999. She 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 offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of investment strategies.

Kari Drascic is a financial advisor at Robert Baird & Co. with nine years of industry experience. She has been with Robert Baird & Co. since 2016 and holds a Series 66 designation. Kari is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and alternative investment strategies.

Laura Hebert is a financial advisor with Robert Baird & Co. in Racine, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Robert Baird & Co. since 1998. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Scott Chipokas is a financial advisor with Robert Baird & Co. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert Baird & Co. since 1995. Outside of his advisory role, he is a partner in a real estate business. 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 customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income to more complex allocations, and provides municipal advisory and public finance services alongside investment banking and trust-company capabilities.

Jack Price is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and previously worked at Brighton Jones and Stifel. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and various separately managed account programs, supported by in-house research and a mix of manager-traded and model-traded strategies.

Jesus Baez is a financial advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird, he held roles at the United States House of Representatives, Sooper Credit Union, and Colorado Business Bank. He holds a Series 66 designation. 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 with tailored financial planning and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary and non-discretionary management, with access to both traditional and non-traditional asset classes.

John Gannon is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to joining Baird in 2019, he spent 30 years at J.J.B. Hilliard, W.L. Lyons, Inc. He serves as a Montgomery County Government Commissioner in Clarksville, Tennessee, participating on budget and investment committees. 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 with financial planning, portfolio management, and a variety of separately managed account programs. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Diana Sanchez is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Robert W. Baird & Co. since 2009. She 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 offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Seth Kaplan is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he manages a rental property in Sacramento as a landlord. The DDK Group at Robert W. Baird & Co. serves individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services. The team employs a combination of in-house and third-party managers, providing a range of strategies from traditional allocations to more complex approaches, alongside municipal advisory and public finance services.

Brittany Lee is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Racine, WI, bringing three years of industry experience. Her prior roles include positions at Professional Wealth Advisors and Planners Financial Group. She is also a co-owner of Fluid Jiu Jitsu Mount Pleasant. Baird’s Private Wealth Management department serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Michelle Dowling is a Series 66-licensed financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has worked at firms including Raymond James & Associates, First Command Financial Planning, and Morgan Stanley Private Bank. Dowling has been with Robert W. Baird since 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 group offers tailored financial planning, portfolio management, and a variety of investment strategies utilizing both in-house and third-party managers.

George Schmidt is a financial advisor with Robert Baird & Co. in Fort Wright, KY, holding a Series 63 designation and 39 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of advisory work, he is an owner of a rental property in Villa Hills, KY. Robert Baird & Co.'s DDK Group, where Schmidt works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage solutions. The firm employs a range of investment strategies supported by in-house research and offers municipal advisory services alongside its other offerings.

Benjamin Kallo is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Benjamin 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 a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Deron Donalson is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Robert Baird & Co. in 2022, he worked at Hefren Tillotson, Inc. for 14 years, PNC Wealth Management for 4 years, and J.J.B. Hilliard, W.L. Lyons, LLC for 1 year. 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 financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, wrap programs, and custody and brokerage services, employing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Albert Pompeo is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2021. Prior to his current role, he worked at Cinemark from 2017 to 2020. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, employing a range of investment strategies including traditional and non-traditional approaches tailored to client goals and risk tolerances.

Andrew Whaley is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. He has been with Robert W. Baird & Co. since 2012. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, utilizing both traditional and non-traditional investment strategies.

Jodi Wheeler is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2011. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and discretionary management options.

Jordan Bathey is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and previously worked at Ernst & Young for two years before joining Baird in 2017. Baird’s DDK Group 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 a mix of manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence, to support client advice.

Joel Guinane is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 17 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2015. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, 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 complex investment strategies.

Jefferson Bruner is a financial advisor with Robert Baird & Co. in Ketchum, ID, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at McAdams Wright Ragen, Inc. and Wells Fargo Investments, LLC. 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 department, which serves individuals, corporate 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, artificial intelligence tools, and a combination of manager-traded and model-traded strategies.