Phillip Lodzinski is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2019, with prior experience at Grand River Aseptic Manufacturing and Cascade Hills Country Club. 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 team offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Myron Sawyer Jr. is a financial advisor with Robert Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Robert Baird & Co. since 1998. Outside of his advisory role, he serves as Vice Chairman of the Board for the charitable Compass College of Cinematic Arts. 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 a range of consulting and portfolio services tailored to client goals, utilizing various management approaches and investment strategies, and also provides municipal advisory and public finance services.

Kirsten Terpstra is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and with 25 years of industry experience. She has been with Robert W. Baird since 1997. Outside of her advisory role, she is an owner/member of CK Kalamazoo Holdings LLC. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, employing a variety of traditional and non-traditional investment strategies.

Tammy Brouwer is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2009. She is part of The DDK Group, a team within Robert W. 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 tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Benjamin Keiser is a financial advisor at Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation. He joined the firm in 2025 and has a varied background that includes work with Summit Ministries, Amazon, and self-employment ventures. The DDK Group at Robert W. Baird & Co., where Keiser works, serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, internal research tools, and tax management techniques, supporting approximately $394 billion in regulatory assets under management as of December 31, 2025.

Lisa Howland is a financial advisor with Robert W. Baird & Co. in Byron Center, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Robert W. Baird & Co. since 2009. 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 institutional clients. The group offers financial planning, portfolio management, and brokerage services, tailoring strategies through a combination of in-house and third-party managers across a range of asset classes and investment approaches.

Bradley Maclachlan is a financial advisor with Robert Baird & Co. in Spring Lake, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Robert Baird & Co. since 2011. Outside of his advisory role, he serves as a Finance Council Member for St. Patrick's / St. Anthony's Catholic Church, advising on church finances and fundraising activities. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations with customized financial planning and portfolio management services. The firm offers a range of investment strategies and municipal advisory services alongside its wealth management capabilities.

Skylar Howard is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2021. Outside of his advisory role, Howard is employed part-time at JAM Sports and has a weekend dog-walking job. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pension plans, corporations, and institutional clients by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Donna Devaney is a financial advisor with Robert Baird & Co. in Howard City, MI, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Robert Baird & Co. since 1988. Outside of her advisory role, Donna serves as Treasurer and Secretary of Northern Pines Taxidermy and Wholesale Rugs, Inc., where she manages payroll, bills, and accounting. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, and institutional clients, offering tailored consulting and portfolio management services. Their approach combines in-house and third-party managers across a range of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Joell Thompson is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2001. He 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. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Gary Werkman is a financial advisor with Robert W. Baird & Co. Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert W. Baird since 2006. Outside of his advisory role, he is a part-owner of Port Sutton Marina LLC, a community-owned entity formed to manage a local marina that affects his residential property. The DDK Group at Robert W. Baird, where Gary works, serves individuals, corporate clients, pensions, and charitable organizations through a variety of wealth management and advisory services. The firm utilizes manager-traded and model-traded SMA strategies, overlay management, tax-management techniques, and ongoing manager monitoring supported by internal research and advanced tools.

Mara Williams is a financial advisor at Robert W. Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 designations with 23 years of industry experience. She has been with Robert W. Baird & Co. since 1996. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The firm offers customized financial planning and portfolio management services, including traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Rachel Hughes is a financial advisor with Robert W. Baird & Co. in Allendale, MI, holding a Series 66 designation and 19 years of industry experience. She has been with Robert W. Baird & Company since 1998. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Paul Solberg is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert Baird & Co. since 1995 and Nmis since 2002. 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 a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

David Laplante is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He has been with Robert Baird & Co. since 1996 and holds Series 63 and Series 65 designations. 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 supported by internal research and includes several distinctive features such as municipal advisory services and strategic minority investments.

Michael Braun is a financial advisor with Robert Baird & Co. in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and 37 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, he serves as treasurer for the Immaculate Heart of Mary Church Golf League. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary management and separately managed accounts, with a range of investment strategies and overlay services.

Kurt Droppers is a financial advisor with Robert Baird & Co. in Kalamazoo, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he serves on the investment committee of the Portage Public School board. 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 tailored investment strategies through a combination of in-house and third-party managers, providing services from financial planning to discretionary portfolio management.

Jacob Hufnagel is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation and two years of industry experience. He has worked with Robert W. Baird since 2017, including his current tenure starting in 2021, and previously held roles at Lake Michigan Credit Union and Generational Wealth Management. Robert W. Baird & Co.’s Private Wealth Management team, including The DDK Group, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a range of investment strategies supported by internal research and ongoing manager monitoring.

April Wiltzer Spohn is a financial advisor with Robert W. Baird & Co. in Jenison, MI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird since 2003. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers a range of consulting and portfolio management services, tailoring strategies to client goals and risk tolerances through various investment approaches including separately managed accounts and overlay services.

Jackson Graham is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. He has been with R.W. Baird & Co. since 2022. His prior work history includes roles outside the financial industry, such as positions at Manistee Public Schools and Crossed Sabres Ranch. 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 tailored financial planning and portfolio management services, utilizing a variety of strategies and manager options, and provides municipal advisory and public finance services alongside traditional investment capabilities.

Timothy Deenik is a financial advisor with Robert Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has been with Robert Baird & Co. since 2006. Outside of his advisory role, he is the owner of Deenik Global Holding LLC, a real estate holding entity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a range of clients 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, with capabilities spanning traditional and complex investment strategies.

Jeffrey Walsh is a financial advisor with Robert W. Baird & Co. Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and having 18 years of industry experience. He has been with Robert W. Baird & Co. since 2010. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Jeffery Hagen is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 license and bringing 11 years of industry experience. He has been with Robert W. Baird & Co. since 2014. Hagen serves as a board member of the Forest Park Recreation Association in Grand Haven, MI. Robert W. Baird & Co.’s Private Wealth Management team provides services to individual, corporate, pension, and charitable clients through a variety of portfolio management and financial planning solutions. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Thomas Schlender is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Robert W. Baird & Co. since 2000. 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 across traditional and complex investment strategies.

Thomas Hilldore is a financial advisor with Robert W. Baird & Co. Incorporated in Grand Rapids, MI. He holds a Series 66 designation and has 20 years of industry experience, including 21 years at Robert W. Baird & Co. 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 offers tailored consulting and portfolio services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.

Robert Peel is a financial advisor with Robert W. Baird & Co. in Grand Rapids, Michigan, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Peel serves on the investment committee of the Grand Haven Community Foundation’s Boer Family Fund, where he reviews portfolio performance quarterly. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and a variety of investment strategies.

Admir Lugonjic is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and ten years of industry experience. He has been with Robert W. Baird since 2016. Outside of his advisory role, Lugonjic serves as President of K&M Transport, Inc., a private company, and is Treasurer on the board of directors for the Grand Rapids Ballet, where he participates in strategic planning. He is part of the DDK Group within Baird’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, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Michael Pniewski is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He has been with Robert Baird & Co. and its incorporated entity since 1988, serving in his current role since 1994. He holds Series 63 and Series 66 credentials and is based in Grand Rapids, MI. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a wide range of clients including 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, with strategies that range from traditional asset allocations to more complex investments and overlays.

Alexander Seekell is a financial advisor at Robert Baird & Co. with Series 66 credentials. He has prior experience at Marceco LTD. and MOSS, spanning over a decade in various roles before joining Robert Baird in 2024. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio management services tailored to client goals, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Michael Seekell is a financial advisor with Robert Baird & Co. in Fort Myers, FL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he serves as Treasurer and Board Member for Forest Hills Public Schools, advising on curriculum and financial matters. 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 group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of investment strategies.

Nathaniel Woolum is a Series 66-licensed financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird, he worked at Macatawa Bank and held roles at Biggby Coffee, Hope College, RBH Detasseling, and Mattawan High School. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing internal research and advanced tools including artificial intelligence to support client advice.

Eric Peters is a financial advisor at Robert Baird & Co. with 44 years of industry experience. He has been with Robert Baird & Co. since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns Gun Lake Discount Storage in Wayland, Michigan. He 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 other institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Thomas Graham is a Series 66-licensed financial advisor with Robert Baird & Co. in Grand Rapids, MI, where he has worked since 2021. He has four years of industry experience, with a background that includes various roles prior to joining Baird. 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 other institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a broad range of traditional and non-traditional investment strategies.