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Ryan U

Series 66

Fairfax, VA

Robert Baird & Co.

Ryan Unthank is a financial advisor with Robert W. Baird & Co. in Fairfax, VA, holding a Series 66 designation and 21 years of industry experience. He has worked at Robert W. Baird since 2007 and was previously with Ferris, Baker Watts, LLC from 2005 to 2007. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kaitlyn P

Series 63, Series 65

Fairfax, VA

Robert Baird & Co.

Kaitlyn Powell is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Baird in 2024, she worked for Financial Engines Advisors L.L.C. and Wegmans Food Markets. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Janet H

Series 63, Series 65

Fairfax, VA

Robert Baird & Co.

Janet Howard is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Cassaday and Company, The Burney Company, EF Legacy Securities, LLC, and Blisk Financial Group. Outside of her advisory role, she is a consultant for Rodan and Fields, focusing on skin care sales. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Darrell R

Series 63, Series 65

Fairfax, VA

Robert Baird & Co.

Darrell Reynard Jr. is a financial advisor with Robert Baird & Co. holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He 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 financial planning and portfolio management services combining internal research, model-traded strategies, and manager-traded separately managed accounts.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Saro G

Series 63, Series 66

Fairfax, VA

Robert Baird & Co.

Saro Gahima is a financial advisor at Robert W. Baird & Co. Incorporated with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Morgan Stanley and Bogart Wealth, LLC. Based in Fairfax, VA, his background includes roles in wealth management and mortgage services. Robert W. Baird & Co.’s Private Wealth Management department, where Saro is part of The DDK Group, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody services, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Mary W

Series 63, Series 65

Fairfax, VA

Robert Baird & Co.

Mary Wallack is a financial advisor at Robert Baird & Co. with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley Dw Inc. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager oversight, and advanced investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Paul B

CFP®, Series 63, Series 65, Series 66

Fairfax, VA

Robert Baird & Co.

Paul Brick Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2026. His prior roles include positions at Edelman Financial Engines and Financial Engines Advisors L.L.C. He holds the Series 63, Series 65, and Series 66 licenses. Paul 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 separately managed account programs, supported by internal research and advanced portfolio management tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Mariah D

CFP®, Series 63, Series 66

Fairfax, VA

Robert Baird & Co.

Mariah Dehaven is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. She previously worked at Financial Engines Advisors L.L.C. for seven years, as well as at Edelman Financial Services, LLC and EF Legacy Securities, LLC. 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 variety of financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, as well as internal research tools including artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Robert S

CFP®, Series 63, Series 65

Fairfax, VA

Robert Baird & Co.

Robert Sargent is a CFP® credentialed financial advisor with 17 years of industry experience. He is currently with Robert W. Baird & Co., having joined in 2024. His prior experience includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Robert works within The DDK Group, part of Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. Baird offers a range of wealth management services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and the use of internal research and technology tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Joshua R

Series 66

Fairfax, VA

Robert Baird & Co.

Joshua Roberts is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Cassaday & Company, Inc., and Clark & Associates Inc. Financial Solutions. Prior to his financial career, he was employed at Ballast Point Brewing & Spirits and Roanoke College. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage/custody services. The team customizes strategies based on client goals and risk tolerances, utilizing a mix of in-house and third-party managers alongside both traditional and complex investment approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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William C

CFP®, Series 65, Series 63

Fairfax, VA

Robert Baird & Co.

William Corso is a CFP® professional at Robert W. Baird & Co. with 29 years of industry experience. He joined Baird in 2024 after roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory work, Corso is an investor in Northern Neck LLC. He 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 through a range of financial planning and portfolio management services. The firm utilizes a blend of manager-traded and model-traded SMA strategies, tax-management techniques, and internal research tools, supporting approximately $394 billion in regulatory assets under management as of December 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kenneth M

Series 66

Fairfax, VA

Robert Baird & Co.

Kenneth Murray III is a financial advisor with Robert W. Baird & Co. in Fairfax, VA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities LLC, and Edelman Financial Services LLC. Outside of his advisory work, he is a musician who plays guitar in a musical group. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with ongoing research and monitoring by home-office professionals.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Nancy P

Series 63, Series 65

Fairfax, VA

Robert Baird & Co.

Nancy Popovich is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Baird since 2007. Outside of her advisory role, she serves on the Virginia Hospital Center Health Board’s Investment Finance Committee and is involved as a board member, troop leader, and treasurer for a local Girl Scouts troop. Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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