Maisy Lyne is a Series 66-licensed financial advisor with Robert Baird & Co. in Lexington, KY, joining the firm in 2024. Prior to entering the financial industry, she held various roles in education and retail, including positions with Oldham County Schools and Kohl's. Robert Baird & Co. is a large institution serving individual and corporate clients, including high net worth individuals and charitable organizations, offering a range of financial planning, portfolio management, and advisory services through the DDK Group within its Private Wealth Management department.

Jennifer Wooldridge is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019 and at JJB Hilliard W.L. Lyons LLC since 2009. Outside of her advisory role, she performs bookkeeping for a family business called Foreign Affairs Autowerks. Jennifer is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of financial planning and portfolio management services. The firm offers a range of SMA strategies, tax management, and advisory services supported by internal research and partnerships with external managers.

Roseanna Black is a financial advisor at Robert Baird & Co. with a Series 66 designation. She has been with Baird Private Wealth Management since 2021. Prior to her current role, she worked in healthcare and childcare sectors. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing customized financial planning and portfolio management services.

James Jolly III is a financial advisor at Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation with three years of industry experience. He has been with Baird since 2022 and previously worked at White Lodging Services and Article Menswear. The DDK Group, a team within Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and customized separately managed account programs, combining manager-traded and model-traded strategies alongside ongoing investment research and monitoring.

Mary Osborne is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked in education, including roles at Junior Achievement of the Bluegrass and several public school districts. She 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 financial planning, portfolio management, and custody services with a focus on manager selection, tax management, and the use of internal research tools.

Jennifer Reisenbichler is a financial advisor at Robert Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following nearly 11 years at J.J.B. Hilliard W.L. Lyons. Outside of advising, she is involved in several non-investment ventures including co-owning a maple syrup production business, training and selling horses, and serving on an equine grand jury. The DDK Group at Robert Baird & Co., where she practices, serves a diverse client base including high net worth individuals, business clients, and charitable organizations. The firm offers comprehensive wealth management services with a focus on discretionary and non-discretionary portfolio management, utilizing a range of separately managed accounts, overlay management, and tax strategies.

Richard Hart is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, Inc. since 1983. Outside of his advisory work, he serves as treasurer for Broadway Baptist Church in Lexington, Kentucky. He 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 investment strategies using a mix of in-house and third-party managers and provides a range of services from financial planning to discretionary portfolio management.

Theodore Bates Jr. is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 2019 and has worked at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons since 1998. Outside of his advisory role, he is involved in thoroughbred horse breeding and serves as executor and trustee for family trusts. The DDK Group at Robert W. Baird & Co., where he practices, 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 to implement strategies that align with client goals and risk tolerances.

Catherine Dimarco is a financial advisor at Robert Baird & Co. with 14 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird since 2019, previously affiliated with J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she is involved in skincare sales as a Mary Kay beauty consultant. 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 provides tailored financial planning and portfolio management services, offering a range of strategies including discretionary management, separately managed accounts, and overlay services.

Stephen Grossman is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding Series 63 and Series 65 credentials and over 43 years of industry experience. Prior to joining Baird in 2019, he spent more than three decades at J.J.B. Hilliard, W.L. Lyons, Inc. Grossman serves on several boards, including the University of Kentucky Gaines Center for the Humanities and the American Heart Association, where he is chairman. He is part of the DDK Group, a team within Baird’s Private Wealth Management practice that 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 to meet diverse client goals.

S. Thomas Ogden is a financial advisor with Robert Baird & Co. based in Lexington, KY, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. Outside of his advisory roles, he is the owner of a non-investment related business, JC Resorts LLC. 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 provides financial planning, portfolio management, and consulting services, tailoring strategies to client goals through a mix of in-house and third-party managers, including traditional and non-traditional investment approaches.

James Master is a financial advisor with Robert Baird & Co., holding a Series 63 designation and bringing 33 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Outside of his advisory role, he serves as treasurer for the Eastwood Maintenance Association, a homeowners association in Lexington, KY. 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 offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including traditional and non-traditional investment strategies.

William Arnett is a financial advisor at Robert Baird & Co. in Lexington, KY, holding a Series 66 designation. He has been with Baird since 2024, with prior experience including a role at Worthington Hills Country Club and periods as a student. He 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, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Thomas Kessinger is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and previously spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. He is also a co-trustee of family trusts established in 1999 and an investor in a restaurant group. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a variety of investment strategies and both in-house and third-party managers.

Margaret Sutton is a financial advisor with Robert Baird & Co. in Lexington, KY, holding a Series 66 designation and 12 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently with J.J.B. Hilliard, W.L. Lyons, LLC since 2013. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, 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 non-traditional investment strategies.

Bryan Pope is a financial advisor at Robert Baird & Co. with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Robert Baird & Co. and JJB Hilliard W.L. Lyons LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a comprehensive range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and a mix of manager-traded and model-traded strategies.

Robert Reames is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has been with JJB Hilliard W.L. Lyons LLC since 2015. Robert W. Baird & Co.’s DDK Group, where he is based, serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management. The group offers a range of services including discretionary and non-discretionary management, separately managed accounts, and overlays, covering traditional and non-traditional investment strategies.

Matthew Fritts is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019 and Hilliard Lyons since 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that 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 account programs, and custody and brokerage services, supported by internal research and investment tools.

Kristin Smith is a financial advisor at Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird since 2013. 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, utilizing a range of strategies and investment approaches including separately managed accounts and overlay services.

Phoebe Raybine is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation and four years of industry experience. Her background includes roles at RW Baird and previous positions at companies such as J Crew and Starbucks. The DDK Group, part of 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 services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and ongoing manager oversight.

John Mcintosh is a CFP® with 39 years of industry experience, currently serving at Robert Baird & Co. since 2019. He has also worked at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. Mcintosh holds Series 63 and Series 65 licenses. 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 strategies that span traditional and non-traditional asset classes.

Jennifer Shliakhau is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019. Her prior experience includes roles at Hilliard Lyons, the University of Kentucky, Mulberry & Lime, and operating her own business, Simplify & Purse. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management using a variety of strategies and investment options, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Shelly Nelson is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Baird since 2019, following a year at Hilliard Lyons. Prior to her financial advisory career, she was involved with the United States Hunter Jumper Association for three years. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary portfolio management, with strategies that incorporate both traditional and non-traditional investments.

John Brooks is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has been with Robert Baird since 2019, following prior work at JJB Hilliard WL Lyons LLC starting in 2016. Brooks serves on several investment committees for local organizations, including the Blue Grass Community Foundation and the Episcopal Diocese of Lexington. Robert Baird & Co.’s Private Wealth Management department, where Brooks works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, manager selection, and strategic partnerships.

Jamie Williams is a financial advisor at Robert Baird & Co. with Series 66 credentials and seven years of industry experience. He has worked at Robert Baird since 2019 and has been associated with JJB Hilliard WL Lyons LLC since 2016. The DDK Group, part of 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 range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, with ongoing manager selection supported by internal research and technology tools.

Thomas Bennett Jr. is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. for over 30 years. Outside of his advisory role, he is involved as Vice President and Treasurer of START, a position he has held since 1997, and owns a family farm in Indiana. 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 provides tailored financial planning and portfolio management services that utilize both in-house and third-party managers, offering various investment strategies and overlays to meet client goals and risk tolerances.

Hannah Wright 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. Her prior roles include positions at Shooting Star Country Club and Burger Up, as well as involvement with the Sneds Junior Golf Tour. She 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 by providing tailored financial planning and portfolio management services through a variety of strategies and account options.

Taylor Porter is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Robert Baird & Co. since 2019 and at Jjb Hilliard Wl Lyons Llc since 2015. Porter serves as a board member of the nonprofit New Vista, where he reviews and makes recommendations for the organization’s certificate of deposit portfolio. 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 financial planning, portfolio management, separately managed accounts, and other advisory services, incorporating manager selection, tax management, and internal research tools.

Melissa Creditt is a financial advisor with Robert Baird & Co. in Lexington, KY, holding a Series 66 designation and 19 years of industry experience. She has been with Robert Baird & Co. since 2019 and has worked at Hilliard Lyons since 2007. Melissa is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department. The firm serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services supported by internal research and advanced investment tools.

Nicholas Robinson is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Baird, he worked at Fifth Third Securities and Fifth Third Bank, and his background includes roles outside finance such as at Sunglass Hut and in education at Bath County Schools and Eastern Kentucky University. He is part of The DDK Group within Robert W. Baird’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, and separately managed accounts, supported by internal research, manager oversight, and a combination of manager-traded and model-traded strategies.

Samuel Collins is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following a tenure at J.J.B. Hilliard, W.L. Lyons, LLC beginning in 2002. 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 offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers with various investment strategies and overlay services.

Blair Martin is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has previously worked at Tempur-Sealy, Inc., Blend Labs, Inc., and Pandora Media, Inc. Outside of his advisory role, he serves as Board President of Providence Montessori School in Lexington, KY. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, and institutional clients. The group offers tailored consulting and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex investments.

Dale Ditto is a CFP® with 26 years of industry experience, currently with Robert Baird & Co. since 2019 and previously with J.J.B. Hilliard, W.L. Lyons, LLC. He is based in Lexington, KY. Outside of his advisory role, he is involved as an investing member in a commercial real estate venture near Fort Worth, TX. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services supported by internal research and manager oversight, managing approximately $394 billion in regulatory assets as of December 2025.

Jamie Hatter is a financial advisor with Robert W. Baird & Co. in Danville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2020, Hatter was involved with the Lincoln County Board of Education and operated a daycare and learning center. He also has experience with Zion Baptist Church. He 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 group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals.

Robert Kessinger is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, Kessinger serves as a board member for a family-owned agricultural farm and is an advisory board member for Peoples Exchange Bank. The DDK Group at Robert W. Baird & Co., where Kessinger works, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management using various separately managed account programs, and utilizes internal research and manager monitoring to inform client advice.

Louis Kessinger is a financial advisor at Robert W. Baird & Co. with the Series 66 designation and four years of industry experience. His prior work includes roles at DoorDash, Reinhardt University, and Henry Clay High School. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a mix of SMA strategies, tax management, and internal research tools.

Roddy Scott is a financial advisor at Robert Baird & Co. with 52 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 1977. Outside of advisory work, he serves as a trustee for several family investment-related entities and manages a Florida LLC that owns and leases commercial property, providing commercial loans exclusively to family-controlled companies. Robert Baird & Co.’s DDK Group advises individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services. The firm employs a mix of in-house and third-party managers and provides a range of strategies from traditional allocations to complex, non-traditional investments, alongside municipal advisory and public finance services.

Robert King is a CFA® charterholder with 12 years of industry experience. He has worked at R.W. Baird & Company since 2021 and was previously employed by Central Bank & Trust from 2015 to 2021. He is based in Lexington, KY. Robert King 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, portfolio management, and advisory services, supported by internal research and a combination of manager-traded and model-traded strategies.

Kacie Miller is a financial advisor at Robert W. Baird & Co. who holds the Series 66 designation. She joined Baird in 2026 and has prior experience working at Kentucky Educational Television and the University of Kentucky. Baird’s DDK Group serves a variety of clients including individuals, corporate and business entities, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services using a combination of manager-traded and model-traded strategies, with ongoing internal research and manager monitoring.

Mason Quinn is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at the University of Kentucky, Kentucky Farmers Bank, and Spectrum Financial Alliance. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves a diverse client base including individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Scott Carius is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons beginning in 1999. Outside of his advisory role, he volunteers as a coach for South Lexington Youth Baseball. He is part of The DDK Group at Robert Baird, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional to complex allocations.

John Ditto is a financial advisor at Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at Robert Baird & Co. since 2019 and also has a background with JJB Hilliard W.L. Lyons LLC starting in 2015. Outside of his advisory role, Ditto is an independent contractor for Wrigley Media Group, where he hosts a hunting video journal. He is part of The DDK Group within Robert W. Baird & Co.’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 diverse client goals and risk profiles.

Randal Master is a financial advisor at Robert Baird & Co. with 24 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, as well as J.J.B. Hilliard, W.L. Lyons, Inc. since 2001. 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Eric Miracle is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Primerica Advisors and Primerica Financial Services, as well as positions in education and consulting. 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 charitable organizations. The group offers tailored financial planning and portfolio management solutions using a combination of in-house and third-party managers, with services ranging from discretionary management to complex strategies including private funds and real-asset exposures.

Dale Ditto II is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation and six years of industry experience. He has worked at Baird since 2019 and previously held positions at the Kentucky Science and Technology Corporation and the Commonwealth of Kentucky. Outside of his advisory role, Ditto is an owner of Ditto Tours and serves as a board member on the finance committee at Asbury Theological Seminary. He 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 group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet diverse client goals and risk tolerances.

Christopher Lee is a financial advisor with Robert W. Baird & Co. in Lexington, KY, holding a Series 66 designation and 26 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. since 1999. Outside of advising, he is involved as an owner or member in several non-investment-related LLCs. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to align with client goals and risk tolerances.