Brent Gillies is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been associated with JJB Hilliard WL Lyons LLC since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. Baird offers a range of advisory services including financial planning, portfolio management, and separately managed account programs, supported by internal research and advanced tools such as artificial intelligence.

John Stepp is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and seven years of industry experience. He has worked at Robert W. Baird & Co. since 2020, following prior roles at Edward Jones and Fifth Third Bank. 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 firm offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Amber Willoughby is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds a Series 63 designation and has worked at Robert Baird & Co. since 2019, including her current role since 2021. Prior to that, she spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. 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, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Scott Ironside is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019. Prior to that, he spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. 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 consulting and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlays for goal and tax management.

Yano Touma is a financial advisor with Robert Baird & Co. holding a Series 66 designation and 24 years of industry experience. He previously worked at JJB Hilliard W.L. Lyons LLC from 2008 to 2019 before joining Robert Baird & Co. in 2019. Touma serves on the board of directors for Hunting Creek Country Club. 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 consulting and portfolio services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Heather Osborn is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously was with JJB Hilliard W.L. Lyons LLC and Hilliard Lyons for a combined 23 years. Outside of her advisory role, she serves as a trustee managing a relative's trust, which includes filing tax returns, managing investments, and distributing income. Heather 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 tailored financial planning and portfolio management services using a variety of strategies and both in-house and third-party managers.

Christopher Boone is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC. 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, including discretionary and non-discretionary management, SMA programs, and complex strategies involving private funds and real assets.

Marcia Henderson is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 66 and Series 63 licenses and possessing 17 years of industry experience. Her prior work includes roles at Stock Yards Bank & Trust, LPL Financial LLC, and Horizon Wealth Management. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research, manager oversight, and a variety of investment strategies.

Cory Gerkin is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following over a decade at J.J.B. Hilliard, W.L. Lyons. Outside of his advisory role, he participates as a boxer in four-round matches with CTH Boxing Promotions. Robert Baird & Co.’s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, employing both traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

James Mc Carty is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Baird Trust and AllianceBernstein. Mc Carty also serves as an adjunct professor of finance at the University of Kentucky Gatton College of Business and Economics, where he teaches financial modeling. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, and institutional investors. The group offers tailored advice and diversified portfolio management through a combination of in-house and third-party managers, with services spanning traditional and non-traditional investment strategies.

Bradley Fry is a CFA® charterholder and holds Series 65 and Series 63 licenses, with seven years of industry experience. He has worked at Robert Baird & Co. since 2024, following prior roles at Cerity Partners, ARGI Investment Services, Professional Data Solutions, Inc., and Wright Express Inc. In addition to his advisory work, Fry teaches a course at Bellarmine University. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The group offers financial planning, portfolio management, and brokerage services, utilizing a mix of strategies including separately managed accounts and tax-management techniques.

Scott Durham is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 22 years of industry experience. He previously worked at Hilliard Lyons and JJB Hilliard WL Lyons LLC. Outside of his advisory role, Durham coaches a traveling soccer team with the Falls City Soccer Club. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutions with tailored financial planning and portfolio management services. The group employs a mix of in-house and third-party managers, offering a range of investment strategies from traditional to complex allocations.

Joshua Smith is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Baird since 2019 and previously spent six years with JJB Hilliard WL Lyons. Outside of his advisory role, Smith serves as an assistant varsity baseball coach at Lanesville High School, where he mentors and instructs student-athletes. He is part of The DDK Group within Baird’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, offering a range of investment strategies including traditional and non-traditional approaches.

Betty Thomas is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 15 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent several years at JJB Hilliard W.L. Lyons LLC. 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 charitable organizations. The group provides a range of financial planning and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Curtiss Scott is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Kentucky Trust, Nationwide Incorporated Investment Services, and Jefferson National Securities Corporation. Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing manager selection supported by internal research and tools.

Daniel Miller is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019. Prior to that, he was with J.J.B. Hilliard W.L. Lyons from 2012 to 2017. 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, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Joseph Mayfield is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at JJB Hilliard WL Lyons LLC. 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 range of strategies including traditional and non-traditional investments, with both discretionary and non-discretionary options.

Elizabeth Kaplan is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, previously serving at JJB Hilliard WL Lyons LLC and Hilliard Lyons Capital Management, LLC. Kaplan serves as a board member for Baptist Health in Louisville, KY. She 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 through customized consulting and portfolio management services. The firm offers a range of investment strategies, including discretionary and non-discretionary management, and provides municipal advisory and public finance services alongside its wealth management offerings.

Reece Stephens is a financial advisor at Robert Baird & Co. with two years of industry experience. He previously worked at Edward Jones and Old National Bank and holds a Series 66 designation. 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, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research tools and partnerships.

John Mascarich is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 22 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. from 2002 to 2018. 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 customized financial planning and portfolio management using a mix of in-house and third-party managers, offering a range of strategies from traditional to complex allocations.