Samantha Anderson is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding a Series 66 designation and four years of industry experience. She has been with Robert W. Baird since 2020. 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 financial planning, portfolio management, and custody services, utilizing a range of separately managed account strategies and internal research tools, including artificial intelligence, to support client advice.

Jeffrey Tolbert is a financial advisor with Robert W. Baird & Co. in Chicago, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at UBS Financial Services for 23 years before joining Baird in 2017. Outside of his advisory role, Tolbert serves as Treasurer and Vice President of Finance and Operations on the board of the Illinois Kids Wrestling Federation, a nonprofit organization. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research to support client investment decisions.

Rebecca Jacobs is a financial advisor with Robert W. Baird & Co. in Chicago, holding a Series 66 designation and six years of industry experience. She has been with Baird since 2017, following brief roles at CDE Collision Damage Experts and Gerber Collision & Glass. She works within The DDK Group, a team in Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Richard Bingaman is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Robert W. Baird since 2018, following a 25-year tenure at Edward D. Jones & Co. Bingaman serves as secretary for Cary Co. in Addison, IL. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a broad client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches.

Paiten Grosvenor is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has previously been involved with Urban Beets and Marquette University. 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 and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Megan Wholey is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 credential and has worked at Baird since 2019, following three years at Edelman Public Relations. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies alongside ongoing research and monitoring by home-office professionals.

Kane Layng is a financial advisor with Robert Baird & Co., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Pebble Valley Wealth Management, Forest Asset Management, and Northwestern University. 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 charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both traditional and non-traditional investment strategies.

Hallie Lindsey is a Series 66 credentialed financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird in 2024, she held various roles primarily within educational institutions and hospitality. Lindsey volunteers as a finance advisor for the Alpha Delta Pi Gamma Tau Chapter at the University of Vermont. The DDK Group at Robert W. Baird & Co., where Lindsey works, is part of the firm’s Private Wealth Management department serving individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, supported by internal research, manager selection, and advanced investment strategies.

Thomas Marchal is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers with a range of investment strategies and overlays.

Eric Dahl is a financial advisor with Robert Baird & Co. in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Baird since 2019 and previously spent 10 years with UBS Financial Services Inc. 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 offers customized consulting and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

Richard Wholey is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses and has been with Baird since 2006. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody with a focus on manager-traded and model-traded strategies, tax management, and use of internal research and tools in client advice.

John Leshock is a financial advisor with Robert W. Baird & Co. in Naperville, IL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at Ballast Equity Management and Schwartz Capital Group. 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 provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional to alternative investments.

Gregory Collins is a financial advisor at Robert Baird & Co. with 38 years of industry experience. He has been with Robert Baird & Co. since 1995 and holds Series 63 and Series 65 designations. 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 provides customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.