Michelle Hehl is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Baird in 2022, she held roles in several consumer-focused companies, including Eris Cider Brewery and Orangetheory Fitness. Outside of finance, she has ongoing involvement with Eris Cider Brewery. The DDK Group, a team within Robert W. Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and custody services. Baird employs a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities, supported by in-house research and technology.

Garrett Sweere is a financial advisor with Robert W. Baird & Co. in Chicago, holding a Series 66 designation and five years of industry experience. He has worked at Baird since 2020 and previously held positions at Oshkosh Corporation, University of Wisconsin Oshkosh, and Lunda Construction Company. 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 financial planning and portfolio management services, employing both manager-traded and model-traded strategies as well as internal research and artificial intelligence tools in client advice.

Robert Ospalik is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has been with the firm since 1998. Based in Chicago, IL, he operates within a well-established institution. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, separately managed accounts, and custody and brokerage services. The firm employs a range of investment strategies, including manager-traded and model-traded SMA strategies, overlay management, tax management, and direct indexing, supported by internal research and technology tools.

Stevanna Van Dijk is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. Her prior experience includes roles at MML Investor Services, Mass Mutual Life Insurance Company, Lenox Advisors, and Naseba LLC. She 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 firm offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Lisa Vliek is a CFP® designated financial advisor with 25 years of industry experience, currently at Robert Baird & Co. since 2017. She previously worked at Better Business Works, LLC from 2015 to 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a variety of financial planning, portfolio management, and advisory services supported by in-house research, manager selection, and strategic partnerships.

Gunnar Meyers is a financial advisor at Robert Baird & Co. in Chicago, IL, holding a Series 66 designation with five years of industry experience. Prior to joining Baird in 2021, he worked in various roles including positions at Craft Master Painting, Muellers Locker Room, Willies, and Farm to Table Catering. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies and advisory services supported by in-house research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Matthew Ellison is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and four years of industry experience. He has previously worked at Guggenheim Securities, Kodama Systems, and NextGen Growth Partners. Outside of his advisory role, he serves as a general partner of Irish Capital Partners, LLC, and acts as a student mentor in Chicago. Matthew 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 offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, internal research including AI tools, and distinct features such as municipal advisory services.

Margaret Massari is a financial advisor with Robert Baird & Co. in Homer Glen, IL, holding a Series 66 designation and 23 years of industry experience. She has been with Robert Baird & Co. since 1995. Outside of her advisory role, she leads and manages a cover band called Droptop, performing as the band leader and lead vocalist. 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 using a range of investment strategies and management approaches.

William Nicholson is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding Series 63, 65, and 66 licenses and bringing 47 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that provides tailored consulting and portfolio services to individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group employs a range of strategies including discretionary and non-discretionary portfolio management, SMA programs, and overlay services to align investment approaches with client goals and risk tolerances.

Katherine Johnson is a financial advisor at Robert Baird & Co. in Chicago, IL, with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2016 to 2019. Johnson has been with Baird since 2019. 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 utilizes a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies, tax management, and unified fee arrangements supported by internal research and investment tools.

Theodore Martin III is a financial advisor with Robert Baird & Co. in Chicago, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. He works within the DDK Group, a team in Robert W. Baird & Co.’s Private Wealth Management department serving individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management through separately managed account programs, and custody and brokerage services, supported by internal research tools and ongoing manager oversight.

James Blauw is a financial advisor at Robert W. Baird & Co. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co. since 2008. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Terrence Horan is a financial advisor with Robert Baird & Co. in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 49 years of industry experience. He has been with Robert Baird & Co. since 1995. 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 consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Scott Schwartz is a financial advisor with Robert W. Baird & Co. in Deerfield, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Robert W. Baird & Co. since 2015. 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 offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

John Dwyer III is a financial advisor at Robert W. Baird & Co. with 48 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2005. Outside of his advisory role, he serves as the head coach for the varsity girls lacrosse team at Loyola Academy in Wilmette, Illinois. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which 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 mix of in-house and third-party managers across traditional and complex investment strategies.

James Pavlik is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 22 years of industry experience. He has been with Baird Venture Partners since 2003. The DDK Group, part of Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. They provide customized consulting and portfolio services, including financial planning and discretionary management, using a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Alexander Smith is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at Nuveen Securities, LLC, Aon McLagan, and Mechanics Bank. Outside of finance, he has experience in education and worked at Hamilton College for two years. 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 team offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Richard Andersen is a financial advisor at Robert W. Baird & Co. in Chicago, IL, with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert W. Baird & Co. since 2013. 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 other institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a variety of investment strategies ranging from traditional allocations to complex, non-traditional approaches.

James Meixner is a financial advisor with Robert W. Baird & Co. in Winnetka, IL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Robert W. Baird & Co. since 2011. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Joshua Colburn is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has been with R.W. Baird since 2019, including prior experience at Indiana University. 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, portfolio management, and brokerage services, utilizing various separately managed account strategies and internal research tools.