William Norris is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2012. He holds the Series 66 designation and is based in Boulder, Colorado. Outside of his advisory work, Norris is involved in managing rental properties and is an owner/member of Mountain Beach Adventure LLC. He 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 uses a combination of internal research and third-party partnerships in its investment approach.

Michael Corbett is a financial advisor at Robert Baird & Co. in Boulder, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Baird, he worked for the University of Oklahoma Athletics Department from 2016 to 2018. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, supported by internal research and technology.

Collin Kurcz is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at Citizens State Bank and in several other roles prior to joining Baird. Outside of his advisory work, he has experience with extended travel. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

John Frisbie is a financial advisor at Robert W. Baird & Co. in Boulder, Colorado, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2010. Outside of his advisory role, he is an owner/member of JaLew LLC, a non-investment related business. 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 institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Nathan Samek is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2011. Outside of his advisory role, he serves as a board member and treasurer for a homeowners association. Nathan 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 provides tailored financial planning, portfolio management, and consulting services using a mix of in-house and third-party managers across a range of investment strategies.

Daniel Corbett is a financial advisor at Robert W. Baird & Co. in Boulder, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird since 2016. Outside of his advisory work, Corbett is the owner of Lemon Press Creative LLC, a non-investment related business. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm provides a range of services including financial planning, portfolio management, and custody, employing a blend of manager-traded and model-traded strategies alongside internal research and tools to support client advice.

Cameron Dankel is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at United Bank and the College of Charleston. His background also includes roles outside finance, such as working with Uashmama and Greenville Country Club. 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 customized consulting and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real-asset exposures.

Jacob Hansen is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2021, with prior roles at institutions including Tri City National Bank and Amazon. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, 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.

Shawn Smith is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2012. He holds a Series 63 license and is based in Westminster, CO. He 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, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a variety of investment strategies.

Matthew Ruplinger is a financial advisor with Robert W. Baird & Co. in Boulder, CO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at the Milwaukee County Medical Examiner and Marquette University. Robert W. Baird & Co.’s Private Wealth Management department, including The DDK Group team, serves individuals, corporate clients, pension plans, and charitable organizations with financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and uses internal research and technology, including artificial intelligence, in its advisory process.