Sean Doche is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2022. Prior to joining Baird, he held roles in marketing and hospitality and attended Gonzaga University. Sean is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The firm offers a range of financial planning and portfolio management services, tailoring strategies to client goals through a mix of in-house and third-party managers, including traditional and non-traditional investment options.

Adam Sander is a financial advisor at Robert W. Baird & Co. with CFA® and Series 63 credentials. He has been with Baird since 2025 and previously worked for All Aboard America Holdings, Inc. from 2017 to 2025. Outside of his advisory role, he is an owner of a rental home in Littleton, Colorado. Robert W. Baird & Co. is an institutional firm with a Private Wealth Management team that serves individuals, corporate clients, pensions, and charitable organizations. The firm’s investment approach includes discretionary and non-discretionary portfolio management, separately managed account programs, and tax-managed strategies, supported by internal research and ongoing manager monitoring.

Rachel Bunnell is a CFP® and holds a Series 66 license, with 16 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and briefly at Wells Fargo Clearing prior to that. Outside of her advisory work, she serves as treasurer for both the Jack and Jill organizations in her region and provides divorce financial analysis through the Alaska Association of Collaborative Divorce. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, employing manager-traded and model-traded strategies alongside tax-management tools and ongoing manager monitoring.

Brandon Berdecia is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CrowdStreet Capital, LLC, Charles Schwab, and BNB Bank. Berdecia is a passive participant in Steward Lending LLC, a non-investment-related activity. 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 through a variety of financial planning, portfolio management, and advisory services. The firm manages approximately $394 billion in regulatory assets and employs a range of strategies including manager-traded and model-traded separately managed accounts, with ongoing manager selection supported by internal research and technology tools.

Richard Hansen Jr. is a financial advisor with Robert Baird & Co. in Anchorage, Alaska, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Baird in 2022, he worked for Wells Fargo Clearing and Wells Fargo Bank, N.A. Hansen also works as a personal care attendant with Arctic Care Services, assisting with household duties in his local community. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Timothy Frey is a financial advisor with Robert Baird & Co. in Anchorage, AK, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Wells Fargo Investments and Wells Fargo Clearing. He has been with Robert Baird since 2017. 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, using a combination of SMA strategies, tax management, and proprietary research to support client advice.

John Dixon is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he worked at Elevate Services Group and Xerox Corporation. The DDK Group at Robert W. Baird & Co., where Dixon is based, 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 custody and brokerage services, supported by internal research and manager monitoring.

Grant Shearer is a financial advisor with Robert W. Baird & Co. in Anchorage, Alaska, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Robert W. Baird since 2017 and previously worked at Wells Fargo Clearing. Shearer serves as a board member for the Municipality of Anchorage Trust Fund. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, and charitable organizations through a range of financial planning and portfolio management solutions. The firm manages approximately $394 billion in regulatory assets and offers distinct capabilities including municipal advisory services and strategic partnerships.