Michael Trapp is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He also has a prior role at JJB Hilliard WL Lyons LLC dating back to 2016. Outside of advising, he is an owner/member of an LLC and holds rental property investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a combination of discretionary and non-discretionary portfolio management strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

James Trapp is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert Baird since 2019. Prior to that, he worked at J.J.B. Hilliard W.L. Lyons. Outside of advising, he serves as a co-trustee for a family account and is involved with the operations of a family farm in Grove City, Ohio. Robert Baird & Co. is an institutional firm serving individuals, corporate clients, pension plans, and charitable organizations through the DDK Group within its Private Wealth Management department. The firm offers a variety of services including financial planning, portfolio management, and separate account programs, with a focus on manager selection, internal research, and a range of investment strategies.

Catherine Callard is a financial advisor at Robert Baird & Co. with 17 years of industry experience. She holds a Series 66 credential and has worked previously at JJB Hilliard WL Lyons LLC and Fifth Third Securities. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, providing financial planning, portfolio management, and brokerage services supported by internal research and manager oversight.

Mark Lieser is a financial advisor with Robert Baird & Co. in Columbus - Grandview Heights, OH. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior work history includes roles at JJB Hilliard W.L. Lyons LLC, Fifth Third Securities, Merrill, and Advest, Inc. He is part of The DDK Group at Robert W. Baird & Co., 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 supported by internal research, model-traded strategies, and a distinctive approach that includes municipal advisory services and strategic partnerships.

John Trapp is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. His prior experience includes roles at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities, Inc. He is also a member of several LLCs related to investment activities. The DDK Group, part of Robert Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning and portfolio management services.