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Michael W
Series 63, Series 65
Birmingham, MI
Robert Baird & Co.
Michael Welch is a financial advisor with Robert Baird & Co. in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Robert Baird & Co. since 1997 and with Ohio Co. since 1985. Outside of his advisory role, he is a part owner of Gearhead Garage. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients through tailored financial planning and portfolio management. The group offers a range of services including discretionary and non-discretionary management, separately managed accounts, and strategies spanning traditional and non-traditional asset classes.
Cameron P
Series 66
Birmingham, MI
Robert Baird & Co.
Cameron Peel is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. Outside of his advisory role, he is the owner of Dog Gear Co., an e-commerce business. Robert Baird & Co. is an institutional firm whose Private Wealth Management practice advises individuals, families, pensions, corporations, and charitable organizations. The firm offers a range of portfolio and consulting services, including discretionary and non-discretionary management, separately managed accounts, and municipal advisory services.
Cortney C
Series 63, Series 65
Birmingham, MI
Robert Baird & Co.
Cortney Cook is a financial advisor at Robert W. Baird & Co. in Birmingham, MI, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with Robert W. Baird & Co. since 2016. 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, profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning, portfolio management, and advisory services, supported by internal research and tools including artificial intelligence.
Diane V
Series 63, Series 66
Birmingham, MI
Robert Baird & Co.
Diane Vertin is a financial advisor with Robert Baird & Co. in Rochester Hills, MI, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has been with Robert Baird & Co. since 1998. She 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.
Troy Y
CFP®, Series 63, Series 65
Birmingham, MI
Robert Baird & Co.
Troy Yaldoo is a CFP® professional with 34 years of industry experience, currently associated with Robert W. Baird & Co. since 2020. Prior to joining Baird, he worked at Wells Fargo Clearing from 2016 to 2020. 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 provides a range of financial planning, portfolio management, and advisory services supported by internal research, manager oversight, and use of advanced tools including artificial intelligence.
Daryl S
CFP®, Series 63, Series 65
Birmingham, MI
Robert Baird & Co.
Daryl Severson is a CFP® with 44 years of industry experience, currently serving at Robert Baird & Co. since 2019. Prior to this, he spent 22 years with J.J.B. Hilliard, W.L. Lyons, Inc. He is based in Birmingham, MI. 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, portfolio management, and brokerage services, employing both manager-traded and model-traded strategies and leveraging internal research and tools, including artificial intelligence, in client advice.
Daniel P
Series 63, Series 65
Birmingham, MI
Robert Baird & Co.
Daniel Paulson is a financial advisor with Robert W. Baird & Co. in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2001. Outside of his advisory role, he serves as a board member on the Schoolcraft Foundation Board of Governors, participating on the Finance Committee. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The team provides tailored consulting and portfolio services, employing a range of investment strategies and management approaches to meet client goals and risk tolerances.
Michael T
Series 63, Series 65
Birmingham, MI
Robert Baird & Co.
Michael Thorstad is a financial advisor with Robert W. Baird & Co. in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Robert W. Baird since 2001. 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 offers tailored financial planning, portfolio management, and consulting services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including discretionary and non-discretionary management.
Michael M
Series 66
Birmingham, MI
Robert Baird & Co.
Michael Marcotte is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following a prior tenure at Hilliard Lyons beginning in 2006. 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 customized financial planning and portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.
Matthew M
Series 63, Series 66
Birmingham, MI
Robert Baird & Co.
Matthew Mazurek is a financial advisor with Robert W. Baird & Co. Inc. in Birmingham, MI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Robert W. Baird & Co. since 2010. 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 services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research, model-traded strategies, and tax-management techniques.
Monica S
Series 66
Birmingham, MI
Robert Baird & Co.
Monica Siebert is a financial advisor at Robert W. Baird & Co. with 19 years of industry experience. She holds the Series 66 designation and has worked at Franklin Templeton and Hantz Financial Services prior to joining Baird in 2021. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.
Joseph M
Series 63, Series 66
Birmingham, MI
Robert Baird & Co.
Joseph Maye is a financial advisor with Robert W. Baird & Co. in West Bloomfield, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2009. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.
Ryan M
Series 66
Birmingham, MI
Robert Baird & Co.
Ryan Mc Callum is a financial advisor with Robert W. Baird & Co. in Birmingham, MI, holding a Series 66 designation and eight years of industry experience. He has worked at Baird since 2018 and previously held positions at Oakland University and PASS Charters. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. Baird offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.
Gabriella M
CFP®, Series 66
Birmingham, MI
Robert Baird & Co.
Gabriella Maniaci is a CFP® with five years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Prior to joining Baird, she worked at Quicken Loans and Meridian Health Plan. She 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 combination of manager-traded and model-traded separately managed account strategies, along with tax management and direct-indexing capabilities, supported by internal research and tools including artificial intelligence.
Jennifer B
Series 63, Series 66
Birmingham, MI
Robert Baird & Co.
Jennifer Brown is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley for 10 years. Brown is based in Birmingham, MI. She is part of The DDK Group within 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 accounts, and brokerage services.
Andrew M
Series 66
Birmingham, MI
Robert Baird & Co.
Andrew Mullins is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds the Series 66 credential and has worked solely with Baird since 2018, including a brief role at DuBois Bookstore in 2019. 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 brokerage services, utilizing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.
Jeffrey F
Series 63, Series 65
Birmingham, MI
Robert Baird & Co.
Jeffrey Forche is a financial advisor at Robert Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2020, following four years at Wells Fargo Clearing. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and specialized tools.
Alfred H
Series 63, Series 66
Birmingham, MI
Robert Baird & Co.
Alfred Hassinger III is a financial advisor with Robert W. Baird & Co. in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Robert W. Baird & Co. since 2013. He is a member of two LLCs unrelated to investment activities. Alfred 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 tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, including private funds and real-asset exposures.
John M
Series 63, Series 65
Birmingham, MI
Robert Baird & Co.
John Mccallum is a financial advisor with Robert W. Baird & Co. in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Robert W. Baird & Co. since 2009. 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 charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and advanced tools such as artificial intelligence for client advice.
Jay G
Series 63, Series 65
Birmingham, MI
Robert Baird & Co.
Jay Godfrey is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He has been with Robert Baird since 1998 and holds Series 63 and Series 65 licenses. 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 services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and monitoring through internal research and technology.
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