Ashley Leibfried is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Ernst & Young. She 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 financial planning, portfolio management, and a range of managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Julia Stelloh is a financial advisor with Robert Baird & Co. in Denver, CO, holding the PFS™ and Series 63 designations and possessing four years of industry experience. Prior to joining Baird in 2021, she operated Julia Stelloh CPA, PC, a CPA practice, and held roles at Stelloh Consulting Group PC and Clark & Stelloh CPAs, PC. Outside of her advisory role, she continues to maintain her CPA practice on a limited basis. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and institutional clients. The group offers a range of financial planning and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Michael Gegen is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he serves as treasurer for a Denver community organization, managing membership dues and organizing events. 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 provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Lisa Peterson is a financial advisor with Robert W. Baird & Co. who holds a Series 63 designation and has 22 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Baird in 2022. Outside of advising, she is co-owner of Toto Management, a property management business in Brighton, Colorado. Lisa is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, institutions, and charitable organizations with tailored financial planning and portfolio management services. The group offers a range of strategies including traditional and non-traditional investments, utilizing both in-house and third-party managers.

Amanda Logan is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and eight years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and has been affiliated with Regis University since 2017. Outside of her advisory role, she co-hosts a podcast for Hurrdat Media and is involved with two non-financial ventures: Straight Up Ladies, an LLC she owns, and modeling for Nurture Skin Studio. The DDK Group at Robert W. Baird & Co., where Amanda works, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research and multiple investment strategies.

John Arnold is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 13 years before joining Robert W. Baird in 2022. 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 charitable organizations with tailored financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and alternative allocations, utilizing both in-house and third-party managers.

David Bauer is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he has engaged in rental property management. Baird’s DDK Group, where Bauer practices, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Trisha Renner is a financial advisor at Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation with 25 years of industry experience. She has been with Robert W. Baird & Co. since 2000. Outside of her advisory role, she is a property owner and passive investor in renovation and property holdings. She 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 group provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including private funds and real assets.

Matthew Trontel is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he is a co-manager of an LLC that holds mining rights. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through financial planning, portfolio management, separately managed accounts, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, overlay management, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

John Bickel is a financial advisor at Robert W. Baird & Co. in Denver, CO, with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Robert W. Baird since 2010. Outside of his advisory role, he is the owner of Prewitt Waterfowlers, a hunting and fishing club. Baird’s DDK Group serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and offers distinctive services including municipal advisory roles, strategic partnerships, and advanced investment management tools.

Mark Nicolet is a CFP®-designated financial advisor at Robert W. Baird & Co. in Denver, CO, with 12 years of industry experience. His prior roles include positions at LPL Financial, Trilogy Capital, and National Planning Corporation. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Jessica Tai is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Morgan Stanley. Tai is based in Denver, CO. She 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 provides consulting and portfolio services tailored to client goals, employing a range of investment strategies and offering both discretionary and non-discretionary management options.

Brian Robinson is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Centennial, Colorado, where he has worked since 2012. He has 19 years of industry experience. Robinson serves as a board member of the Economic Club of Colorado, where he assists with membership development and event organization related to economics and Colorado business. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, and institutional investors. The group offers customized financial planning and portfolio management services, utilizing a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Nondo Capuano is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2011. He is based in Englewood, CO. Outside of his advisory role, he is involved with the Capuano Family Charitable Foundation. Capuano 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 range of strategies from traditional allocations to complex, non-traditional investments.

Timothy Butler is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird since 2011. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Larry Lagerberg is a financial advisor at Robert Baird & Co. in Denver, CO, with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked with Holy Shepherd Lutheran Church for seven years before joining R.W. Baird in 2022. 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 services including financial planning, portfolio management, and custody and brokerage services, utilizing both internal research and external partnerships to support its advisory work.

Mark Witter is a financial advisor with Robert Baird & Co. in Denver, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Principal Funds Distributor, Inc. and Neuberger Berman LLC. 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 a combination of consulting and portfolio services, tailoring strategies through both in-house and third-party managers across a range of traditional and non-traditional investment approaches.

Lucas Schneider is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Denver, CO. His prior roles include positions at TIAA-CREF, Strategic Advisers, Inc., and Fidelity Brokerage Services. He is part of The DDK Group within Baird’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients using a combination of in-house and third-party managers.

Carissa Guernsey is a financial advisor at Robert Baird & Co. with a Series 66 designation and three years of industry experience. She has worked at R.W. Baird since 2022 and previously held roles in physical therapy and chiropractic fields. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies along with ongoing manager selection and monitoring by internal investment professionals.

Amy Gibson is a financial advisor with Robert W. Baird & Co. in Aurora, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously at Fidelity Brokerage Services from 2013 to 2018. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, including separately managed accounts and overlay strategies, serving a diverse client base with both traditional and non-traditional investment approaches.