James Perkins II is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2014. Perkins serves as a trustee on the Herbert Templeton Foundation board. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Matthew Bruner is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he is an owner and landlord of a rental property in Hilton Head Island, SC. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, and offers municipal advisory and public finance services alongside its investment and trust capabilities.

Andrew Hughes is a financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird, he worked at Lawrence and Associates and has a background in law, including positions at Reed Law Firm and Bailey Law Firm. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and provides financial planning, consulting, and brokerage services.

Harlan Van Vooren is a financial advisor with Robert Baird & Co. based in Roseville, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 17 years and at Citigroup Global Markets for 10 years. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers various financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts, tax management, and model-traded SMA strategies, supported by ongoing manager selection and internal research.

Michael Prioletti is a financial advisor with Robert Baird & Co., holding a Series 63 designation and 35 years of industry experience. He has been with Robert Baird since 1991. Outside of his advisory role, he serves on the Collier County Housing Finance Authority and is a board member of the Rotary Club of Bonita Naples. Robert Baird & Co.’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services, utilizing internal research, manager selection, and a combination of managed account strategies.

John Dwyer III is a financial advisor at Robert W. Baird & Co. with 48 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2005. Outside of his advisory role, he serves as the head coach for the varsity girls lacrosse team at Loyola Academy in Wilmette, Illinois. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.

Alexander Smith is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird & Co. and R.W. Baird since 1995. Outside of his advisory role, he is a member of SCHO Investments LLC, a passive investment entity. 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 customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a variety of investment strategies.

Brianna Kvam is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has 18 years of industry experience, including prior roles at RBC Capital Markets and U.S. Bancorp Investments. Outside of her advisory work, she serves as president of the St. Bonifacius Fire Auxiliary, a community organization supporting the local fire department. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The team provides customized portfolio management and consulting services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Jacob George is a Series 66-credentialed financial advisor at Robert W. Baird & Co. with two years of industry experience. He has also held roles at St. John Fisher University and has a diverse work history including positions at Instacart and several service businesses. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm employs a variety of portfolio management strategies and incorporates internal research and technology, including artificial intelligence, in its advisory approach.

Jacob Osterman is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at firms including Robinhood Markets, TD Ameritrade, and Swanson Russell. His background also includes work outside the financial sector, notably at Metropolitan Utilities District and Polo Ralph Lauren. The DDK Group at Robert Baird & Co., where Osterman is based, serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of wealth management services utilizing a combination of discretionary and non-discretionary portfolio management strategies, internal research, and technology-driven tools.

Timothy Pennise is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Baird since 2019, following a decade at UBS Financial Services Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, 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.

Deborah Cecsarini is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Mequon, WI, where she has worked for seven years. Prior to joining Baird, she held various roles in theatre and audio production and has maintained a freelance voice-over and acting business since 2003. She also serves as an investment committee member for the Milwaukee Repertory Theatre. The DDK Group at Robert W. Baird & Co. serves individuals, businesses, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines internal research, manager-traded strategies, and tax-management tools to deliver tailored wealth management solutions.

Victoria Best is a CFP® with 25 years of industry experience, currently advising at Robert W. Baird & Co. in Seattle, WA. Her previous roles include positions at Ameriprise Financial Services and Badgley Phelps Wealth Managers. She also holds a real estate license. Victoria 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 and portfolio management services, combining internal research and technology-driven tools in its investment processes.

Robert Ferriman III is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, he serves as Chairman of the Finance Committee for Arts and Culture El Dorado. Robert W. Baird & Co. is an institutional firm serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and advisory services. The firm offers a mix of manager-traded and model-traded strategies, tax-management capabilities, and ongoing manager selection supported by internal research, serving approximately $394 billion in regulatory assets under management as of December 31, 2025.

Harris Terry is a Series 66-licensed financial advisor with Robert Baird & Co., where he has worked since 2019, and has 11 years of industry experience including prior work at JJB Hilliard W.L. Lyons LLC. He is involved in the operation of a fast food franchise business that has shifted focus toward leasing fast food properties and serves as a trustee and beneficiary of family trusts managing property and coal assets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers customized consulting and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex alternatives, alongside municipal advisory and public finance services.

Dustin Thompson is a financial advisor at Robert Baird & Co. with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Hefren Tillotson, Inc. for nine years. He also serves as a board member and on the Investment Finance Committee of the Seneca Valley Foundation. 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 financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.

Robert King is a CFA® charterholder with 12 years of industry experience. He has worked at R.W. Baird & Company since 2021 and was previously employed by Central Bank & Trust from 2015 to 2021. He is based in Lexington, KY. Robert King 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, supported by internal research and a combination of manager-traded and model-traded strategies.

April Wiltzer Spohn is a financial advisor with Robert W. Baird & Co. in Jenison, MI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird since 2003. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers a range of consulting and portfolio management services, tailoring strategies to client goals and risk tolerances through various investment approaches including separately managed accounts and overlay services.

Mark Chumbler is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019 and Hilliard Lyons since 2016. He is also associated with the Hugh Sandefur Training Center. 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 offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

Elizabeth Pfeil is a financial advisor with Robert W. Baird & Co. holding a Series 66 designation. She has been with Robert W. Baird & Co. since 2024, with previous experience at Wisenbaker Builder Services and Sherwin Williams. 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, tax management, and internal research tools including artificial intelligence.