Ally Shuman is a financial advisor at Robert Baird & Co. with 23 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and alternative investment strategies.

Kathy Marson is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Kinuu. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Brandon Navara is a financial advisor with Robert W. Baird & Co. in Mahtomedi, MN, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Robert W. Baird since 2013. He works within The DDK Group, a team in Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

Cassidy Burns is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Baird since 2018, following prior roles at IMST Distributors, LLC and Riverbridge Partners, LLC. Burns serves as chair of the Investment/Finance Committee for Interfaith America and participates on the investment committee for St. Martins by-the-Lake Church. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research, manager selection, and strategies including model- and manager-traded SMAs.

Kevin Rollwagen is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Kevin is part of The DDK Group, a team within Baird’s Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, with an investment approach that includes manager-traded and model-traded strategies, tax management, and ongoing manager selection supported by internal research and advanced tools.

Ryan Antkowiak is a CFP® professional with 21 years of industry experience, currently serving at Robert W. Baird & Company since 2007. He holds the Series 63 designation and is based in St. Paul, MN. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Andrea Olson is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA prior to joining Baird. Outside of her advisory role, Olson serves as a waterless beauty consultant for Oliveda-The Olive Tree People. 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 custody services using a combination of manager-traded and model-traded strategies, supported by internal research and technology including artificial intelligence.

Bobby Burns is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Northwestern Mutual Wealth Management Company and Austin Wagner. Burns is based in Milwaukee, WI. 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. The group provides customized financial planning and portfolio management services, utilizing a variety of investment strategies and offering both discretionary and non-discretionary management options.

Daniel Phillips is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Robert W. Baird since 2013. Phillips serves as a trustee on the investment committee of Buena Vista University. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio management services. The group offers a range of investment strategies, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

Abigail Mc Clay is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked in photography and various service roles before joining Baird in 2022. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with support from internal research and technology.

John Steel is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 1999. He holds Series 63 and Series 65 licenses and is based in Edina, MN. He 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 provides a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Casey Crandall 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 2022, following prior roles at RBC Wealth Management and 3M Company. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized 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-asset exposures.

Tanner Petroske is a CFP® and Series 66 registered advisor at Robert W. Baird & Co. with four years of industry experience. He has worked at Robert W. Baird since 2026 and previously spent eight years at RBC Capital Markets. He 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 uses a range of strategies including discretionary and non-discretionary portfolio management, tax management, and model-traded SMA approaches, supported by internal research and AI tools.

Benjamin Koemptgen is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Ruttger's Bay Lake Lodge, Drake University, Chevrolet, and Cretin-Derham Hall. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Shawna Hurst is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously spent nine years with Raymond James & Associates. She 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 tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Carson Jones is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

Deborah Zeller is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Baird since 2016. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves 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 utilizes both internal research and artificial intelligence tools in client advisory.

Amy Gilbert is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Baird since 2018. Prior to that, she was associated with CRI Securities Inc, Fortune Financial, and Securian Financial Services Inc. Outside of finance, she has been involved with Jazzercise since 1999. Robert W. Baird & Co. is a large institutional firm with approximately $394 billion in assets under management as of December 2025. The DDK Group within Baird’s Private Wealth Management serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations, offering a wide range of financial planning, portfolio management, and advisory services supported by internal research and technology.

Gretchen Fretheim is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Robert W. Baird & Co. since 2013. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a diverse client base including individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and advanced tools including artificial intelligence.

Darla Kashian is a Series 66 registered advisor at Robert W. Baird & Co. with 21 years of industry experience. Her prior roles include positions at RBC Capital Markets LLC and City National Bank. She serves on the boards of the nonprofit GiveMN and the Roosevelt Institute, a women's business networking organization. The DDK Group at Robert W. Baird & Co., where Darla works, is part of the firm’s Private Wealth Management department serving individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and advisory services supported by home-office investment professionals and internal research.

Colin Surges is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2017. Prior to his advisory career, he worked at Iowa State University. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers consulting and portfolio services tailored to client goals, using a range of strategies from traditional allocations to complex approaches, and provides municipal advisory and public finance services alongside its investment management capabilities.

Ann Hoen is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. Her prior roles include positions at RBC Capital Markets and RBC Capital Markets, LLC. Outside of her advisory work, she is involved as an independent contractor in direct sales for jewelry and cleaning supply businesses. She is part of The DDK Group within Robert W. Baird’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, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools, including the use of artificial intelligence.

Peter Jandric is a financial advisor with Robert W. Baird & Co. in St. Paul, MN, holding a Series 66 designation and 13 years of industry experience. He previously worked at Raymond James Financial Services and Bremer Bank. Outside of his advisory role, he owns and manages three residential rental properties in St. Paul. He is part of The DDK Group at Robert W. Baird, which serves individuals, families, pension plans, corporations, and charitable organizations through a range of financial planning and portfolio management services tailored to client goals and risk tolerances.

Frank Bevsek is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert Baird & Co. since 1992. 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 both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Catina Koenig is a financial advisor at Robert W. Baird & Co. in Eden Prairie, MN, holding a Series 66 designation with 25 years of industry experience. She has been with Robert W. Baird & Co. since 2001. 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 through a range of consulting and portfolio services tailored to client goals and risk tolerances.

Joel Silver is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at City National Bank and RBC Capital Markets. 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 provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Michael Karels is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. He previously worked at RBC Capital Markets for 17 years and City National Bank for 7 years. Outside of his advisory role, Karels serves as Treasurer and board member of the Northern Clay Center, a charitable foundation in Minneapolis. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a blend of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Robert Mccrea Jr. is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. from 2009 to 2018. 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies from traditional allocations to complex non-traditional investments.