Jack Seitz is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Prior to his advisory career, he was a student for 18 years. 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, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Rachel Florence is a financial advisor at Robert W. Baird & Co. based in Fort Worth, TX, with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Fauxcades Inc. from 2016 to 2021. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, overlay management, and tax-management techniques, supported by internal research and tools including artificial intelligence, to deliver investment advice.

Bradley Jones is a financial advisor with Robert Baird & Co. in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Robert Baird & Co. since 2015. Outside of his advisory role, he serves as a substitute worship leader at University Baptist Church. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with capabilities spanning traditional and non-traditional investment strategies.

Whitney Welch is a financial advisor with Robert Baird & Co. in Fort Worth, TX, holding the Series 66 designation and having 8 years of industry experience. Prior to joining Baird in 2018, Welch worked at Temple Days for one year. She serves as a board member for the Benbrook Elementary School PTA. Whitney is part of The DDK Group within Baird’s Private Wealth Management department, which offers financial planning and investment management services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of portfolio strategies and emphasizes ongoing manager selection and internal research, including the use of artificial intelligence.

Catherine McGrath is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird since 2019, following prior roles at Wells Fargo Clearing Services LLC and UBS Financial Services. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and strategic partnerships.

Peter Philpott is a financial advisor with Robert W. Baird & Co. Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he is a passive joint owner of Industrial Refractory Services, Inc., a company involved in building furnaces and temperature controls. 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 tailored financial planning and portfolio management services that range from traditional equity and fixed-income strategies to more complex and non-traditional investments.

Paul Robinson is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he is an owner/member of a real estate LLC. Robinson 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 provides tailored financial planning and portfolio management services through a combination of in-house and third-party managers, offering a range of investment strategies including traditional and non-traditional allocations.

William Davis is a financial advisor with Robert W. Baird & Co. in Aledo, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he serves as a board member for CPX in Dallas. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services tailored to client goals, employing both traditional and non-traditional investment strategies.

Caitlin Kraft is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked for the Hurst-Euless-Bedford Independent School District for 13 years. Outside of her advisory role, she is a passive investor in Salon Suite Solutions, LLC. She is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, with a range of strategies from traditional to non-traditional investments.

Bryan Vaughn is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2026 and previously spent 20 years at Ameriprise Financial Services. 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 offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and portfolio strategies that incorporate tax management and direct indexing.

Paul Robinson is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with Robert W. Baird since 2013. Robinson serves as a board member of the Bobby Bragan Youth Foundation, a nonprofit that awards college scholarships to students based on an essay about their hero. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Scott Taft is a financial advisor with Robert W. Baird & Co. in Northlake, Texas, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at ClearBridge Investments LLC and Legg Mason & Co LLC. He is also a member of Legacy Homebuyers, LLC. Scott Taft is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

George Gamez is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he serves as a committee member for the Aledo Growth Committee and as treasurer for the AHHS class of 1985 reunion. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which 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 overlays tailored to client goals and risk tolerances.

David Adams is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2011. Outside of his advisory role, Adams serves as a trustee for the Jacob Ratliff 2011 Revocable Trust. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a combination of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a variety of investment strategies and management approaches.

Mallory Wittkowske is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2023, she worked at Goosehead Insurance and has held various roles associated with the University of Iowa and other organizations. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional investments.

Susan Fettig is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird since 2010 and holds the Series 66 designation. Outside of her advisory role, she is an owner of a non-investment-related LLC property. She is part of the DDK Group, a team within Robert W. Baird’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 both discretionary and non-discretionary strategies, utilizing a range of traditional and alternative investment approaches.

Kendall Inman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services Inc. Before entering the financial industry, he was affiliated with the University of Texas at Arlington. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both in-house and third-party managers across traditional and non-traditional investment strategies.

William Ryan is a CFP® with 23 years of industry experience and has been with Robert W. Baird & Co. since 2011. He is based in Fort Worth, TX. Outside of his advisory role, Ryan serves on the board of Casas por Cristo, where he is involved in operational oversight and fundraising efforts. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management and consulting services to individuals, families, institutions, and charitable organizations, utilizing a range of portfolio management strategies and overlays.

Marcus Qualls is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding a Series 66 designation and 20 years of industry experience. He has worked at Baird since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. 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 a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a mix of in-house and third-party managers and offering both traditional and non-traditional investment strategies.

Savannah Petronis is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves as Treasurer and Board Member for the Fort Worth Delta Delta Delta Alumnae Charities. 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, offering a range of portfolio management and consulting solutions including discretionary and non-discretionary strategies.

Joseph Sholden is a financial advisor at Robert Baird & Co. with 28 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he has involvement with mineral rights related to Total Energies E&P Barnett USA. 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 with customized financial planning and portfolio management services. The group employs a variety of strategies including discretionary and non-discretionary management, SMA programs, and overlay services, and also provides municipal advisory and public finance services.

Yanely Garcia is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and with 10 years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously at Fidelity Brokerage Services LLC from 2016 to 2018. The DDK Group, within 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 and portfolio management services, incorporating manager-traded and model-traded strategies, tax management, and internal research, including the use of artificial intelligence, to support client advice.

Jeniree Sanchez is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Robert W. Baird & Co. since 2018, following roles at TD Ameritrade and MarketSource Inc. 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, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a wide range of investment strategies and account types.

Peter Philpott is a financial advisor with Robert W. Baird & Co. based in Fort Worth, TX. He holds the Series 66 designation and has one year of industry experience, including prior roles at Kleinheinz Capital Partners and Pegasus Resources. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services using a combination of in-house and third-party managers, with capabilities ranging from traditional equity and fixed-income strategies to more complex and non-traditional investments.

Joshua Allen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with RW Baird since 2022 and has prior work experience at Starbucks Coffee Company and Barnes and Noble. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and providing traditional and complex investment strategies.