Jeffrey Golliher is a financial advisor with Robert Baird & Co. in Knoxville, TN, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Robert Baird since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, LLC since 2009. His other activities include serving as successor trustee for a long-time friend’s trust. 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 group uses a range of financial planning, portfolio management, and advisory strategies supported by ongoing manager selection and home-office research.

Cole Smith is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at Sumitomo Mitsui Banking Corporation for three years and has educational experience from Princeton University. He is part of The DDK Group, a team within Baird’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 traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Jayme Bailey is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Knoxville, TN, where he has worked for 26 years. He is part of a large institutional firm with extensive experience in private wealth management. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and direct-indexing capabilities.

Marshall Harkrider is a financial advisor with Robert Baird & Co. in Knoxville, TN. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Northwestern Mutual Life Insurance Company and various positions related to education and local organizations. Robert Baird & Co.’s Private Wealth Management team serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs both manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and technology, including artificial intelligence.

Benjamin Collins is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following a tenure at J.J.B. Hilliard, W.L. Lyons, Inc. beginning in 2004. 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, utilizing a variety of strategies and investment approaches tailored to client goals and risk tolerances.

Kimberly Redding is a financial advisor at Robert Baird & Co. with Series 65 and Series 63 credentials and three years of industry experience. Her work history includes multiple roles at RW Baird since 2019, along with prior experience in retail and food service sectors. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody services, supported by internal research and ongoing manager monitoring.

Natalie Denny is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Vanderbilt Mortgage & Finance and involvement with Cedar Springs Presbyterian Church. She also has experience in education and hospitality sectors, having worked at Centre College, Bearden High School, and Bluegrass Pizza and Pub. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Darren Welch is a financial advisor with Robert Baird & Co. in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons. He serves as treasurer for West High, a non-investment related role. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio management services using a variety of investment strategies and overlays.

Tracy Gangone is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 25 years of industry experience and has been with Robert Baird since 2019, also maintaining a role at JJB Hilliard WL Lyons LLC since 2014. 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 tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a range of traditional and non-traditional investment strategies.

Thomas Keeler is a financial advisor with Robert W. Baird & Co. in Knoxville, TN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at NAI Koella | RM Moore, Reynolds and Reynolds, and CosmoProf Beauty. He serves as Board President of the Holston Hills Neighborhood association. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Stephen Golliher is a financial advisor with Robert Baird & Co. in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Robert Baird since 2019 and concurrently with J.J.B. Hilliard, W.L. Lyons LLC since 2009. Robert Baird’s DDK Group serves individuals, families, pensions, corporations, and charitable organizations with tailored financial planning and portfolio management services, offering a range of investment strategies including traditional and non-traditional allocations.