David Thuli is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 24 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 CitiGroup Global Markets. He 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 team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

John Schutz is a financial advisor with Robert Baird & Co. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for over three decades at J.J.B. Hilliard, W.L. Lyons, Inc. He serves as a board member on the Investment/Finance Committee of the University of Southern Indiana Foundation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing various separately managed accounts and techniques such as tax management and direct indexing, supported by ongoing manager selection and internal research.

Darryl Metzger is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019. Prior to that, he was with Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. from 1999 to 2019. Outside of his advisory role, he participates annually in portfolio discussions for AH Investments. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and uses internal research and tools, including artificial intelligence, to support client advice.