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Christopher B

Series 66

Bloomington, IN

Robert Baird & Co.

Christopher Bomba is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has 25 years of industry experience, including a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. in addition to his current role at Baird. Outside of his advisory work, he serves as a board member of Morris Initiative, a medical device manufacturer. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that 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 combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Yazeed R

Series 66

Bloomington, IN

Robert Baird & Co.

Yazeed Rabadi is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following prior roles at Hilliard Lyons and Mist Harlem. Outside of his advisory work, he is an owner and member of Tensleep LLC, a non-investment-related business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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William R

Series 66

Bloomington, IN

Robert Baird & Co.

William Reed is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, as well as at J.J.B. Hilliard, W.L. Lyons, LLC since 2014. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Vadim M

Series 66

Bloomington, IN

Robert Baird & Co.

Vadim Morozov is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at J.J.B. Hilliard W.L. Lyons and Royal East. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage services. The team employs a variety of investment strategies tailored to client goals and risk tolerances, including traditional and non-traditional asset allocations, with both discretionary and non-discretionary management options.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Colleen C

Series 66

Bloomington, IN

Robert Baird & Co.

Colleen Curry is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. She has 11 years of industry experience, including roles at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2014. She serves as a board member for the Community Foundation Monroe County. Colleen 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 group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Orval S

Series 66

Bloomington, IN

Robert Baird & Co.

Orval Stallsmith Jr. is a financial advisor with Robert Baird & Co. in Bloomington, IN, holding a Series 66 license and 18 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at Hilliard Lyons. Outside of his advisory role, he participates in Fifty Men Who Care, a local charitable organization. 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 customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional asset allocations, and integrates municipal advisory and public finance services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Alyce Z

Series 63, Series 65

Bloomington, IN

Robert Baird & Co.

Alyce Zollman is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 21 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, LLC, and involvement with the Indiana University Tennis Center. 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 firm offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, along with municipal advisory and public finance services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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David M

Series 66

Bloomington, IN

Robert Baird & Co.

David Mc Kinney is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and two years of industry experience. Prior to joining Baird, he worked for eight years at Smithville Fiber. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kyle S

Series 66

Bloomington, IN

Robert Baird & Co.

Kyle Stewart is an advisor with Robert Baird & Co., holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at Morgan Stanley, Midland States Bank, and Gunderson Capital Management. Stewart also has a background as an IHSA Official and worked in various positions during his education at Indiana University. The DDK Group, part of Robert W. Baird & Co.'s Private Wealth Management department, serves individuals, corporate and business clients, pension plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services, utilizing internal research, manager-traded and model-traded strategies, and distinct features such as municipal advisory services and strategic minority investments.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Daniel M

Series 63, Series 65

Bloomington, IN

Robert Baird & Co.

Daniel Matthews is a financial advisor at Robert Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, following a long tenure at Hilliard Lyons. Outside of his advisory role, Matthews serves as treasurer of the Gran Haven Neighborhood Association and is a member of the finance committee for the Greater Bloomington Chamber of Commerce. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pension plans, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Loren S

Series 66

Bloomington, IN

Robert Baird & Co.

Loren Snyder is a financial advisor with Robert W. Baird & Co. in Franklin, Indiana, holding a Series 66 designation and 17 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. Outside of his advisory role, he is president of a capital limited investment club and serves as a board member and treasurer for Project 44. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients including individuals, families, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jenna Y

Series 66

Bloomington, IN

Robert Baird & Co.

Jenna Yandl is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has prior experience at Vista Investment Partners LLC and Indiana University. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools in its advisory work.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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