Christopher Klopatek is a financial advisor with Robert W. Baird & Co. in Mequon, WI. He holds a Series 66 designation and has two years of industry experience. Prior to joining Baird in 2023, Klopatek worked in various roles including at Active Appraisal Services and has experience in theater-related positions. He is also active as an actor outside of his advisory work. The DDK Group within Baird’s Private Wealth Management department 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 variety of managed account programs and investment strategies supported by internal research and technology.

Jennifer Olmschenk is a financial advisor with Robert W. Baird & Co. Incorporated, holding a Series 66 designation and 11 years of industry experience. She has been with Baird since 2011, apart from a four-year period of unemployment from 2022 to 2026. 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 financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies supported by internal research and AI tools.

Thomas Lane is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent five years at UBS Financial Services Inc. Lane serves as Treasurer and a board member of the Germantown Chamber of Commerce. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies including discretionary management and separately managed accounts.

Jeffrey Schmit is a financial advisor at Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 licenses with 30 years of industry experience, all with Robert Baird since 1996. He serves as a board and finance committee member for the Port Catholic School/St. John XXIII Endowment Fund, where he oversees investment policy and financial decisions. Robert Baird & Co. is a large institutional firm offering private wealth management services through teams like the DDK Group. The firm serves individuals, corporate clients, pensions, and charitable organizations with a comprehensive range of investment management and financial planning services supported by internal research and manager oversight.

Gregory Pauly is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he works with the Notre Dame Alumni Club of Milwaukee organizing events for young alumni and serves on the investment committee of the Riveredge Nature Center. He 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. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays, and also provides municipal advisory and public finance services.

Peter Ament is a financial advisor with Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 1992 and is also associated with Nmis 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 a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through various portfolio management and overlay solutions.

April Leffingwell is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Robert W. Baird & Co. since 2015. 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, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of strategies from traditional allocations to complex approaches involving private funds and real assets.

Randal Leonard is a financial advisor with Robert Baird & Co. in Mequon, WI, holding a Series 63 designation and over 41 years of industry experience. He has been with Robert Baird & Co. since 1984. 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 firm provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across various investment strategies.

Jordan Jacobs is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes multiple roles at Baird since 2017, as well as prior positions at Concordia University Wisconsin, Newport Shores, and Draught Specialties. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Dena Guthrie is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 66 licenses and having six years of industry experience. She has been with Robert W. Baird since 2018. Prior to that, she held various roles including positions at Port Washington High School, Baskin Robbins, and Concordia University Wisconsin. 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 charitable organizations. The group offers a range of consulting and portfolio services, tailoring strategies to client goals through both in-house and third-party managers and providing options from traditional allocations to more complex investment approaches.

Jordan Fritz is a financial advisor at Robert W. Baird & Co. with a Series 66 credential. He joined Baird in 2026 and has prior experience in technology and defense firms, including Blue Canyon Technologies and Northrop Grumman. The DDK Group, part of Baird’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, managing approximately $394 billion in regulatory assets as of year-end 2025.

Grace Durham is a Series 66 licensed financial advisor with Robert W. Baird & Co., based in Mequon, WI. She has eight years of industry experience, including four years at Indiana University and nine years with Robert W. Baird. Grace is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a blend of manager-traded and model-traded strategies along with internal research tools to support client advice.

Gregory Sommersberger is a financial advisor at Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 66 licenses with 23 years of industry experience, all spent at Robert W. Baird. Outside of his advisory role, he is an owner/member of GTS Farms, an LLC unrelated to investment activities. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio services that include discretionary management and separately managed accounts.

Samantha Leber is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, she worked at Cornerstone Community Bank and held roles at Mead Public Library and Blue Harbor Resort. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Brian Nethery is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Robert W. Baird since 2015. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies.

Deborah Cecsarini is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Mequon, WI, where she has worked for seven years. Prior to joining Baird, she held various roles in theatre and audio production and has maintained a freelance voice-over and acting business since 2003. She also serves as an investment committee member for the Milwaukee Repertory Theatre. The DDK Group at Robert W. Baird & Co. serves individuals, businesses, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines internal research, manager-traded strategies, and tax-management tools to deliver tailored wealth management solutions.

Daniel Koth is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He has been with Robert Baird since 2004 and holds a Series 66 designation. Outside of his advisory role, Koth serves as a board member of the Notre Dame Club of Milwaukee and participates on the Investment/Finance Committee of Ozaukee Family Services. 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, corporations, and charitable organizations. The group offers customized consulting and portfolio services, utilizing both in-house and third-party managers, and provides a variety of investment strategies and portfolio management options.

Michelle Buestrin is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2011. Outside of her advisory role, she owns Open Books, a small business where she creates and sells journals and sketchbooks online and at craft fairs. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutional clients, and charitable organizations. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through various managed account options and overlays.

Ashley Strickland is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2015. 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 other institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, using a combination of in-house and third-party managers across various investment strategies.

Brady Weas is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. Prior to this, he was involved with Juiced Juicery in 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

Gunner Gonzalez is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at Kwik Trip Inc. and Starbucks Coffee Co. before joining Baird. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional to complex allocations.

Connor Day is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 designation and has worked at Baird since 2022. Prior to joining Baird, he was employed at ABC Supply Company Inc. and attended the University of Wisconsin-Madison. Connor is part of The DDK Group, a team within Baird’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 strategies including separately managed accounts and tax-management overlays.

John Lewenauer is a financial advisor with Robert Baird & Co. in Mequon, WI, holding a Series 63 designation and having 38 years of industry experience. He has been with Robert Baird & Co. since 1987. Lewenauer serves as a board member for several charitable foundations, including the Dorothy and Margaretha Schmidtbauer Foundation and the Gladys Gores Charitable Foundation, where he is involved in investment policy and charitable grant decisions. 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 tailored investment strategies using a combination of in-house and third-party managers, providing services ranging from financial planning to discretionary portfolio management and specialized overlays.

Gilbert Cervelli is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering both traditional and complex investment strategies.