Jesus Baez is a financial advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird, he held roles at the United States House of Representatives, Sooper Credit Union, and Colorado Business Bank. He holds a Series 66 designation. 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 with tailored financial planning and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary and non-discretionary management, with access to both traditional and non-traditional asset classes.

Kevin Cross is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Robert W. Baird & Co. since 2013 and has longstanding affiliations with Charles Schwab and Charles Schwab Bank dating back to 2002 and 2005, respectively. 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, utilizing both in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.

Grant Reffett is a financial advisor at Robert Baird & Co. in Denver, CO, holding a Series 66 designation with four years of industry experience. Prior to joining R.W. Baird in 2021, he worked at Epic Systems and held other positions outside the financial industry. He is also an owner/member of Grant and JJ LLC, a non-investment related business. 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 variety of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and tools.

Denise Stup is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual. Outside of her advisory role, she is involved as a franchisee in a network marketing business focused on wellness and better food choices and serves as a class coordinator for a community Bible study. She is part of the DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations through a combination of consulting, portfolio management, and specialized investment strategies.

Tupper Macdowell is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves as a member of the investment committee for St. Anne's Episcopal School, overseeing the school's endowment and trust investments. 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 offers customized investment solutions combining in-house and third-party managers and provides services ranging from financial planning to discretionary portfolio management.

Kelly Heppe is a CFP®-designated financial advisor with 19 years of industry experience. She has worked at Robert Baird & Co. since 2013, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is based in Denver, CO. Kelly is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing both internal research and advanced tools such as artificial intelligence in client advice.

Stuart Vander Velde is a financial advisor with Robert Baird & Co. in Denver, CO, holding a Series 66 designation and nine years of industry experience. He has been with Baird since 2016. The DDK Group, where Stuart works, is part of Robert W. Baird & Co.’s Private Wealth Management department serving 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 accounts, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Thomas Boh is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Based in Denver, CO, he is part of a large institutional firm with over 3,000 advisors. He is a member 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 team provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.

Joanna Heckman is a CFP® professional with 14 years of industry experience, currently advising at Robert Baird & Co. in Denver, CO. She previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Joanna 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 financial planning and investment management services, utilizing a combination of SMA strategies, overlay management, tax management, and internal research tools.

Christopher Medley is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Robert W. Baird since 2016. Outside of his advisory role, he serves as the Investment Committee Leader and Executive Board Member for the Pittsburg State University Foundation. The DDK Group at Robert W. Baird serves individual, corporate, pension, and charitable clients through a variety of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing tools, supported by internal research and technology, including artificial intelligence, and manages approximately $394 billion in regulatory assets.

Melanie Schmieding is a financial advisor at Robert Baird & Co. in Denver, CO, with 29 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is the owner of Summit Trails LLC, a non-investment-related business. She 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 group offers tailored financial planning and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Rebecca Moreland is a CERTIFIED FINANCIAL PLANNER™ with 29 years of industry experience. She has worked at Robert W. Baird & Co. since 2013 and previously spent 13 years at Wells Fargo Clearing. 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 offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and the use of advanced tools such as artificial intelligence.

Alexander Phillips is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Castlight Health and IGS Energy, as well as positions related to Ohio University’s culinary services and academic environment. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and uses a combination of manager-traded and model-traded strategies supported by internal research and technology tools.

Jeffrey Terhune is a financial advisor at Robert Baird & Co. in Denver, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Baird in 2022, he worked at JBS Communications, LLC and STEMconnector. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through comprehensive financial planning and portfolio management services. Baird manages approximately $394 billion in regulatory assets and offers a range of investment strategies, including separately managed accounts and tax-managed approaches, supported by internal research and technology tools.

Owen Valasek is a financial advisor with Robert Baird & Co. in Denver, CO, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the Pennsylvania Department of Transportation, Hapanowicz & Associates Wealth Management, and Treloar & Heisel. He has also been involved with the Richard G. Snyder YMCA. 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 other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement a range of investment strategies.

Bradley Bartick is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Robert W. Baird & Co. since 2022 and previously spent 25 years at Charles Schwab in various roles. 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 tailored financial planning and portfolio management services, including discretionary and non-discretionary strategies utilizing both in-house and third-party managers.

Mollie Savage Wray is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Alera Investment Advisors, Triad Advisors, GCG Financial, Securian Financial Services, and Minnesota Life Insurance Company. Since 2020, she has been with Robert W. Baird & Co., based in Denver, CO. She is part of the DDK Group within Baird’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 management services tailored to client goals, utilizing both in-house and third-party managers, and provides access to traditional and non-traditional investment strategies.

Sierra Jones is a CFP® with nine years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. She has held positions at RiverFront Investment Group, ALPS Distributors, Northern Trust Bank, and Athleta. Jones is part of the DDK Group, a team within Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to align with client goals and risk tolerances.

Michael Gegen is a financial advisor at Robert W. Baird & Co. with 40 years of industry experience. He has been with Robert W. Baird since 2014 and holds Series 63 and Series 65 designations. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Donald Thacker Jr. is a financial advisor at Robert W. Baird & Co. with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Baird in 2020, he worked at BOK Financial Securities, Inc. and Bokf, Na from 2014 to 2020. 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 financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.