David Burchfield is a financial advisor at Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Robert W. Baird & Co. since 2019, following a 20-year tenure at Charles Schwab & Co., Inc. and Charles Schwab Bank. Outside of his advisory role, he serves as a consultant for Jihi Technologies Inc. David is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and a variety of investment strategies tailored to client goals and risk tolerances.

Scott Staudenmier is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates and Charles Schwab, where he worked for over two decades across multiple Schwab entities. Outside of finance, he co-owns Rose Brooke Designs LLC, a business selling nature photographs and related products along with handmade earrings. He is part of The DDK Group at Baird, which serves high-net-worth individuals, families, institutions, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a variety of traditional and non-traditional investment strategies.

Steven Kluever is a financial advisor at Robert Baird & Co. in Denver, CO, holding a Series 66 designation and bringing 25 years of industry experience. He joined Baird in 2025 after roles at Ohio National Equities, Northwestern Mutual, Edward Jones, and other firms. Outside of his advisory work, he is the owner of Retter Properties, Inc. The DDK Group 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 offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and other services supported by internal research and a mix of manager-traded and model-traded strategies.

Nicholas Turnquist is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Confetti Wealth - Ameriprise Financial Services for three years and spent time at Wipfli LLP in two separate roles. He also has experience at Eau Claire Golf & Country Club prior to his finance career. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and 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 ongoing manager monitoring.

Benjamin Haynes is a financial advisor with Robert Baird & Co. in Denver, CO, holding Series 66 and Series 63 licenses and 18 years of industry experience. Prior to joining Robert Baird in 2025, he worked at TIAA-CREF and Tiaa from 2014 to 2025. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, with an investment approach that includes manager selection, tax management, and the use of internal research and artificial intelligence tools.

Christopher Peters is a financial advisor at Robert Baird & Co. in Denver, CO, with 16 years of industry experience. He has been with Robert Baird & Co. since 2013 and holds the Series 66 designation. Outside of his advisory role, Mr. Peters serves on the Board of Trustees for the Denver Rotary Club Foundation, participates on the Finance Committee at Columbine Country Club, and is a member of the Finance Council for Littleton Preparatory Charter School. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations through a variety of portfolio management and financial planning services. The firm employs a blend of manager-traded and model-traded strategies, tax management, and research-supported advice, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Joseph Celli is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Pearl Holding Group/Policy Services for 29 years. Joseph 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 offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, with investment strategies supported by internal research and ongoing manager monitoring.

Stephanie Aragon is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC, TD Ameritrade, and Scottrade prior to joining Baird in 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, 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 non-traditional investment strategies.

Brian Kelso is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and 21 years of industry experience. He has worked at Robert W. Baird & Co. since 2009, with a brief tenure at Public Trust Advisors, LLC from 2020 to 2021. 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 institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, and provides both discretionary and non-discretionary management options.

Courtney Wilhelm is a financial advisor at Robert Baird & Co. in Denver, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Baird in 2023, Wilhelm worked at Morgan Stanley from 2021 to 2023. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, offering services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and a range of advisory solutions supported by internal research, manager selection, and distinctive municipal advisory services.

Frank Fresquez Jr. is a financial advisor with Robert Baird & Co. in Denver, Colorado, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Clearing for six years and Elevations Credit Union for two years before joining Baird in 2023. 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 institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

David Lubchenco is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. He has been with Robert W. Baird & Co. since 2016 and holds Series 63 and Series 65 licenses. Robert W. Baird & Co.'s DDK Group serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and investment professionals.

Lauren Griffin is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert W. Baird & Co. since 2018, following prior roles at TD Ameritrade and Scottrade. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients, offering financial planning, discretionary and non-discretionary portfolio management, and brokerage services. Baird employs a combination of manager-traded and model-traded strategies, tax management techniques, and internal research, managing approximately $394 billion in regulatory assets as of December 2025.

Ann Muck is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding Series 66 and Series 63 licenses and three years of industry experience. She previously worked at Fidelity Investments and has a background that includes periods of full-time education. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and utilizes internal research and tools to support client advice.

Emma Schmeling is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and the League of Women Voters of Wisconsin. Outside of finance, she operated Beyond Vintage Furnishings for five years. Emma is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Michael Moore is a Series 66-registered financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He has worked previously at LPL Financial, Trilogy Capital, National Planning Corporation, and Trilogy Financial Services. Moore serves as President of the Cherry Creek Chamber of Commerce Young Professional Advisory Board and is involved with the Colorado Judicial Institute, Juggernaut Cargo Bikes, and the Wish for Wheels charity. He is part of the DDK Group within Baird’s Private Wealth Management department, which offers comprehensive financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-managed approaches, and ongoing investment research to serve its clients.

Melissa Elliott is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding a Series 66 designation and 23 years of industry experience. She has worked at Robert W. Baird & Co. since 2001, with a one-year tenure at RSM US LLP from 2018 to 2019 before returning to Baird in 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored investment strategies combining in-house and third-party managers, utilizing a range of portfolio management and advisory services including discretionary management and tax overlays.

David Morris is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Baird in 2026, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2018 to 2026, and Scottrade, Inc. from 2014 to 2018. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary portfolio management, and separately managed account programs, using a combination of internal research, manager trading, and model trading strategies.

Daniel Palm is a financial advisor at Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation with 20 years of industry experience. He has been with Robert W. Baird since 2006. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, corporations, pensions, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional approaches, with options for discretionary and non-discretionary management.

Mark Duffy is a financial advisor with Robert W. Baird & Co. in Evergreen, Colorado, holding a Series 66 designation and over 40 years of industry experience. Prior to joining Baird in 2020, he worked at BOK Financial Securities, Inc. and Bokf, Na from 2014 to 2020. Outside of his advisory role, he is principal of Mark Duffy & Associates, LLC, a consulting business providing advice and documentation review to business owners. 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 firm offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies and overlay services.