Scott Shadid is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. before joining Baird in 2022. Scott 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, and brokerage services, utilizing manager-traded and model-traded strategies as well as internal research and tools to support client advice.

William Luthy is a financial advisor with Robert W. Baird & Co. in Durango, Colorado, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining Baird in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2018. Outside of his advisory role, he serves as treasurer of Dreamweaver LLC and is a board member of the Durango High Noon Rotary Club, participating on its scholarship committee. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Tina Mccallum is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 27 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Baird in 2018. Outside of her advisory role, she serves as treasurer for a local business and is an owner/member of a private LLC unrelated to investments. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Martin Johnson is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2024. Prior to joining Baird, he held positions in energy, hospitality, education, and healthcare sectors. Outside of his advisory role, he coaches at a local CrossFit gym during weekends and holidays. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services utilizing a range of strategies and investment options.

Thomas Helms is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, Helms is active in his community as a youth football referee and serves as a board member and treasurer for the La Plata Family Coalition Center, a nonprofit supporting underprivileged families. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients. The group employs a range of investment strategies and offers both discretionary and non-discretionary management, incorporating traditional and alternative asset classes.

Riley Barber is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Baird since 2023. His prior experience includes roles at Castellan-Piatt Accounting, Sandia National Laboratories, and the University of New Mexico. Barber is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of services including financial planning, portfolio management, and tax-management strategies, supported by internal research and ongoing manager oversight.

Suzanne Jackson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018. Prior to joining Baird, she worked at Mountain Middle School from 2014 to 2018. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a 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.