Stephen Morse is a financial advisor with Robert W. Baird & Co. in Bellevue, WA, holding Series 63 and Series 65 designations and four years of industry experience. He previously worked at NYLIFE Securities LLC, New York Life Insurance Co, PHP Agency, Paladin Services, and Sunrise Identity. Outside of his advisory role, Morse is active in the Rotary Club of Seattle, serves on the board of We Heart Seattle, and teaches at North Seattle College. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations using a range of financial planning, portfolio management, and brokerage services. The firm employs manager-traded and model-traded strategies, tax management, and internal research to deliver advisory services.

Patrice Rue is a financial advisor at Robert Baird & Co. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert Baird since 2014. 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, and institutional clients. The group offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Timothy Ganahl is a financial advisor with Robert W. Baird & Co. in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Robert W. Baird since 2016. The DDK Group, where Ganahl works, is part of Robert W. Baird’s Private Wealth Management department and provides services to individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, supported by internal research and specialized strategies including tax management and direct indexing.

Michael Foody is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including City National Bank, RBC Capital Markets, and Wells Fargo. He serves on the advisory board of Treehouse, a nonprofit supporting youth in foster care. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, using a combination of manager-traded and model-traded strategies alongside tax management and direct-indexing capabilities.

Christy Gatien is a CFP® professional with 28 years of industry experience, currently with Robert W. Baird & Co. since 2026. Prior to joining Baird, she spent 21 years at D.A. Davidson & Co. She is also a sole proprietor of a rental property business in Chelan, WA. She works within The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with ongoing manager selection and research, including the use of artificial intelligence, and manages approximately $394 billion in assets.

Bradley Pietila is a financial advisor with Robert Baird & Co. in Mercer Island, WA, holding a Series 63 credential and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 2014. 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 financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Laurel Reynolds is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at RBC Capital Markets, LLC, Wells Fargo Clearing, and Wells Fargo Investments, LLC. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate clients, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Doug Wiedemeier Jr. is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at D.A. Davidson & Co., Equitable Advisors, LPL Financial, LLC, and NYLife Securities, LLC. He has also worked in various other positions outside the financial sector, including at Costco Wholesale Corporation and DoorDash. 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 such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing both internal research and external partnerships to guide client advice.

Lucy Bogen is a financial advisor at Robert W. Baird & Co. in Bellevue, WA, holding a Series 66 designation. She has one year of industry experience and previously worked at Saltchuk. Baird’s DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services supported by internal research and manager oversight.

Robert Graue is a financial advisor with Robert Baird & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory work, he is involved with the Bellevue Sunrise Rotary, a charitable organization. Robert Baird & Co.’s Private Wealth Management practice, including the DDK Group, serves individuals, families, pensions, corporations, and charitable organizations by providing consulting and portfolio services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and services, including discretionary management, separately managed accounts, and municipal advisory and public finance services.

Joseph Ostrom is a financial advisor at Robert Baird & Co. based in Bellevue, WA, holding a Series 66 designation with 22 years of industry experience. His prior work includes roles at Pacific Portfolio Consulting, Morgan Stanley, Oppenheimer, and Ameriprise. 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 employs a mix of discretionary and non-discretionary portfolio management strategies, manager and model-traded SMA programs, and tax-management tools, overseeing approximately $394 billion in regulatory assets as of December 31, 2025.

Anna Kaczmarek is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Prudential Financial and Seattle Textile. She 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, utilizing a combination of manager-traded and model-traded strategies, tax-management techniques, and internal research tools, including artificial intelligence.

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.

Debby Johanson is a financial advisor with Robert Baird & Co. in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she serves as treasurer for the Mount Si High School 70s Reunion. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pension plans, corporations, and charitable organizations. The group offers customized consulting and portfolio services using a variety of investment strategies and management approaches.

Andrew Roed is a financial advisor at Robert Baird & Co. with 24 years of industry experience. He has been with Robert Baird & Co. since 2014 and holds a Series 66 designation. He 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 provides tailored consulting and portfolio services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Jennifer Borgen is a financial advisor at Robert Baird & Co. in Bothell, WA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Robert Baird & Co. since 2014. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, institutions, and charitable organizations. The firm offers a range of investment strategies and services, including discretionary management, separately managed accounts, and municipal advisory, alongside its investment banking and trust capabilities.

Sean Ladd is a financial advisor at Robert W. Baird & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson & Co. and RUSSELL Investments. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, 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, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Matthew Hobbs Mallyon is a financial advisor at Robert W. Baird & Co. in Bellevue, WA, holding a Series 66 designation with four years of industry experience. He has been with R.W. Baird since 2021. Prior to his current role, his work history includes positions outside the financial industry. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services, tailoring strategies through both in-house and third-party managers to meet client goals and risk tolerances.

Neale Foody is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Robert W. Baird & Co. with five years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, Fairview Partners, JLL, Westlake Associates, and the University of Washington. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and consulting services, discretionary and non-discretionary portfolio management, and utilizes internal research and tools including artificial intelligence in its advisory work.

Kyle Eng is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He has been with Baird since 2017 and previously worked at Wells Fargo Clearing for one year. Kyle holds the Series 66 credential. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment services, including discretionary and non-discretionary portfolio management, tax-management strategies, and manager selection supported by internal research and technology tools.