Allison Menke is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Baird since 2021. Prior to joining Baird, she spent 13 years at OFS Brands Holdings Inc. Outside of her advisory role, Menke serves as Treasurer and Board Member of the Menke Charitable Foundation. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Mitchell Mundy is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird Private Wealth Management since 2020. Prior to that, he held positions at Springs Valley Bank & Trust, the University of Southern Indiana, and Steinkamp's Home Center. 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 provides customized financial planning and portfolio management services, employing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Jeffrey Tooley is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 designations and has 28 years of industry experience. He has worked at Robert Baird since 2019 and has also been associated with German American Bank and Primevest Financial Services since 2000. Outside of his advisory work, he serves as a volunteer on the economic development board for the City of Huntingburg and coaches high school basketball at Southwest Dubois County School Corporation. Robert Baird & Co. operates through its Private Wealth Management department, including the DDK Group, serving individuals, corporate clients, pension plans, and charitable organizations with a range of financial planning, portfolio management, and advisory services featuring both manager- and model-traded strategies.

Phillip Ruhe is a Series 66-licensed financial advisor with Robert Baird & Co. in Jasper, Indiana, and has 12 years of industry experience. He has been with Robert Baird & Co. since 2019 and also has experience at Jjb Hilliard Wl Lyons Llc. Outside of his advisory role, Ruhe serves on the board of directors and is an officer for MOBEL, Inc., a furniture manufacturing company, and the MOBEL Foundation, a charitable organization supporting local causes in Dubois County, Indiana. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with internal research and specialized advisory capabilities.