Maisy Lyne is a financial advisor at Robert Baird & Co. based in Lexington, KY, holding a Series 66 designation. She joined Robert Baird & Co. in 2024 and has prior work experience in education and various service roles. Robert Baird & Co.’s DDK Group, part of the Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax-management techniques, and ongoing manager selection supported by internal research and tools.

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. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously spent 36 years at J.J.B. Hilliard, W.L. Lyons, Inc. Hart serves as Treasurer for Broadway Baptist Church, providing bi-monthly financial reports. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Theodore Bates Jr. is a financial advisor with Robert Baird & Co. based in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. He is involved in thoroughbred horse breeding and serves as an executor and trustee for family trusts. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, business clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm utilizes manager-traded and model-traded SMA strategies, overlay management, and tax-management techniques, supported by internal research and technologies, including artificial intelligence, to deliver advisory services.

Catherine Dimarco is a financial advisor at Robert Baird & Co. with 14 years of industry experience. She holds a Series 66 designation and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for 20 years before joining Robert Baird in 2019. Outside of her advisory role, she is involved in skincare sales as a Mary Kay beauty consultant. Robert Baird & Co. serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, and municipal advisory services, supported by internal research and investment professionals.

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 at Robert Baird & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.J.B. Hilliard, W.L. Lyons, LLC and Citigroup Global Markets. Outside of his advisory role, he is the owner of JC Resorts LLC. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

James Master is a financial advisor at Robert Baird & Co. in Lexington, KY, with 34 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird & Co. since 2019, following a 27-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he serves as treasurer for a local homeowners association. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Master works, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research, including artificial intelligence, to support client investment decisions.

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 Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. from 1993 to 2019. Outside of his advisory role, he serves as co-trustee of family trusts and is an investor in a restaurant chain with no active responsibilities. 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 through comprehensive financial planning, portfolio management, and brokerage services. The firm uses a combination of manager-traded and model-traded strategies, internal research tools, and strategic partnerships to deliver investment advice.

Margaret Sutton is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent six years with J.J.B. Hilliard, W.L. Lyons, LLC. She is based in Lexington, KY. Margaret is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and custody, utilizing a blend of manager-traded and model-traded strategies supported by internal research and technology.

Bryan Pope is a financial advisor at Robert Baird & Co. in Lexington, KY, with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities, Inc. Robert 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 financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded separately managed account strategies along with tax management and direct indexing capabilities.

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 Series 66 licensed advisor at Robert Baird & Co. in Lexington, KY, with four years of industry experience. She has held roles at Robert W. Baird since 2021 and previously worked at J Crew, Starbucks, the University of Kentucky, Kroger, and Gap. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services through a range of separately managed account programs and strategic investment approaches.

John Mcintosh is a financial advisor with Robert Baird & Co. in Lexington, KY, holding CFP®, Series 63, and Series 65 designations and bringing 39 years of industry experience. His prior firms include J.J.B. Hilliard, W.L. Lyons, LLC, UBS Financial Services, and Citigroup Global Markets. 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, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, portfolio management, separately managed accounts, and brokerage, utilizing a mix of manager-traded and model-traded strategies along with internal research and advanced tools in client advising.

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 with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Baird in 2019, he spent 23 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, Bennett serves as Vice President Treasurer for START, a nonprofit organization, since 1997. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded SMA strategies, tax-management, and direct-indexing capabilities, supported by internal research and strategic affiliations.

Taylor Porter is a financial advisor with Robert Baird & Co. in Lexington, KY, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at JJB Hilliard Wl Lyons LLC since 2015. Porter serves as a board member for New Vista, a nonprofit organization, where he reviews and makes recommendations related to its CD 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, pension plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded SMA strategies supported by internal research and sophisticated fee arrangements.

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 at Robert W. Baird & Co. with Series 65 and 63 credentials and one year of industry experience. His prior work includes roles at Fifth Third Securities, Fifth Third Bank, and Eastern Kentucky University. Robert W. Baird & Co.'s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm uses a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Samuel Collins is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with Robert Baird & Co. since 2019, following a 17-year tenure at J.J.B. Hilliard, W.L. Lyons, LLC. He is based in Lexington, KY. Robert Baird & Co.’s DDK Group within Private Wealth Management serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining internal research and manager-traded strategies, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

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® professional with 26 years of experience in the financial industry, currently serving at Robert Baird & Co. since 2019. His prior experience includes roles at J.J.B. Hilliard, W.L. Lyons, LLC and UBS Financial Services. Outside of his advisory role, he is involved as an investing member in a company developing light industrial and warehouse space near Fort Worth, TX. He works within the DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and research tools, managing approximately $394 billion in regulatory assets as of December 31, 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 Baird & Co. with 15 years of industry experience. He holds a Series 66 designation and previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for eight years before joining Robert Baird in 2019. Outside of his advisory role, he serves as a board member for a family-owned agricultural farm and is an advisory board member for Peoples Exchange Bank. He is part of The DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and specialized separately managed account programs, utilizing internal research and technology such as artificial intelligence to support 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 with Robert Baird & Co. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 42 years before joining Robert Baird in 2019. Outside of his advisory role, he serves as a trustee and managing member for several family-related trusts and LLCs involved in investment and finance activities. Robert Baird & Co. serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools to support its advisory work, managing approximately $394 billion in regulatory assets as of December 31, 2025.

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 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert Baird since 2019. Prior to that, he worked at Hilliard Lyons (now J.J.B. Hilliard, W.L. Lyons, Inc.) from 1999 to 2019. Outside of his advisory role, Carius volunteers as a coach for South Lexington Youth Baseball. Robert Baird & Co. serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, ongoing manager monitoring, and internal research supported by artificial intelligence to inform client advice.

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 with Robert Baird & Co. in Lexington, KY, holding a Series 66 designation and 25 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 18 years before joining Robert Baird & Co. in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which 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 and brokerage services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and tools.

Eric Miracle is a CFP®-designated financial advisor with Robert Baird & Co. in Lexington, KY, bringing four years of industry experience. Prior to joining Baird, he worked at Primerica Advisors and Primerica Financial Services, and he has a background in education with Fayette County Public Schools. Robert Baird & Co.’s DDK Group within the Private Wealth Management department serves individuals, corporate clients, pension plans, and charitable organizations, offering a range of services including financial planning, portfolio management, and brokerage. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools to support its advisory work.

Abigail Sutherland is a financial advisor at Robert Baird & Co. She holds a Series 66 designation and has recently started her career in the industry. Prior to joining Robert Baird, she was involved in retail at AJ's Casuals and has experience in educational roles at the University of Kentucky, Sacred Heart Academy, and Holy Trinity Parish School. She 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 and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and custody and brokerage services, leveraging both internal research and external partnerships.

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 at Robert Baird & Co. in Lexington, KY, holding a Series 66 designation with 26 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 20 years before joining Robert Baird & Co. in 2019. Outside of his advisory role, he is involved as an owner or member of several non-investment-related LLCs. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.