Nicholas Wong is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has previously worked at Venzee Technologies and Epic Systems. Outside of his advisory role, he is involved with the Posse Foundation and Capital Fitness. 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 variety of services including financial planning, portfolio management, separately managed account programs, and uses internal research and tools, including artificial intelligence, in client advice.

Thomas Oconnor is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 37 years of industry experience. He has been with Robert Baird & Co. since 1989 and holds the Series 63 and Series 65 designations. Oconnor serves on the Board of Directors and the Finance Committee of the 24 Hour Foundation. Robert Baird & Co. provides a range of wealth management services through its DDK Group, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research, AI tools, and strategic partnerships.

Matthew Shapiro is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has been with Robert Baird since 2015. Outside of his advisory role, he is involved with USA Hockey as a Coach Developer. 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 with tailored financial planning and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary management and access to traditional and non-traditional asset classes.

Mitchell Steiler 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 Charles Schwab and other non-financial firms. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with tailored investment and financial planning services. The group employs a range of strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services, addressing both traditional and complex investment needs.

Sally Falci is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. She holds a Series 66 designation and has been with Baird since 2015. Outside of her advisory role, she serves as a board member and on the finance committee for Milestones Programs for Children in Milwaukee. She is part of The DDK Group within 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 custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Matthew Blank is a Series 66-licensed financial advisor at Robert Baird & Co. with two years of industry experience. Prior to joining Baird in 2024, he worked for four years at Concordia Golf Club, Troon Golf, and spent five years in full-time education. The DDK Group is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management through separately managed account programs, and municipal advisory services, supported by internal research and technology tools.

Carisa Oppermann is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI. She holds a Series 63 designation and has 21 years of industry experience, having been with Robert W. Baird & Co. since 2003. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Jonathan Good is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.

Bradley O'Keef is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2011 and holds Series 63 and Series 65 designations. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Randall North is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he serves on the investment committees for Catholic Memorial High School and Community Care, Inc. 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 customized financial planning and portfolio management services, utilizing a range of in-house and third-party managers and strategies tailored to client goals and risk tolerances.

Mary Ellen Stanek is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2000. Outside of advising, she serves as a trustee for Faith in Our Future and as a board member and finance committee member for Wisconsin Energy Corporation. Baird’s DDK Group, where Stanek works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and provides services that include municipal advisory, discretionary and non-discretionary management, and the use of advanced research tools in client advice.

Donald Smiley is a CFA® charterholder with seven years of industry experience. He has worked at Robert W. Baird & Co. since 2017 following a period as a full-time student. Based in Milwaukee, WI, he is part of The DDK Group within Baird’s Private Wealth Management department. The DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services. Baird manages approximately $394 billion in regulatory assets and employs a combination of manager-traded and model-traded strategies, internal research, and technology, including artificial intelligence, in its investment approach.

Peter Duback is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2006. 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 provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement traditional and complex investment strategies.

Barbara Nelson is a financial advisor with Robert Baird & Co. in Elm Grove, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Robert Baird & Co. since 1995. She 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 customized financial planning and portfolio management services using a range of investment strategies and overlays, including both traditional and non-traditional asset allocations.

Hye Kwon is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having one year of industry experience. Prior to joining Baird, Kwon held various roles including positions at American Marketing & Publishing, LLC, Central Cafe, and comprehensive healthcare and restaurant settings. Outside of financial advising, Kwon is the president of Press. Waffles. The DDK Group at Robert W. Baird & Co., where Kwon works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through various separately managed account programs, and uses internal research and technology, including artificial intelligence, in delivering investment advice.

Michael Olszewski is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, VOYA Financial Advisors, Inc., Fidelity, and Allspring Funds Management, LLC. Outside of his advisory work, he is the owner and operator of Green Ridge Stable, a non-investment related business. He is part of The DDK Group within 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 financial planning, portfolio management, and advisory services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence.

Alicja Lemieux is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with nine years of industry experience. She has been with Robert W. Baird & Co. since 2015. 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 team provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, using both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Bennett Love is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 65 licenses. He joined Baird in 2026 after a one-year position at T. Rowe Price. Bennett has no prior industry experience before entering the financial sector. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of wealth management services including financial planning, portfolio management, and custody and brokerage. The firm combines manager-traded and model-traded strategies with internal research and technology to provide advisory services.

Bailey Adkins is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with six years of industry experience. Prior to joining Baird in 2020, Bailey worked at Camp Olson YMCA and Peaceful Valley Montessori Academy and attended the University of Minnesota. Bailey is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and oversees approximately $394 billion in regulatory assets under management.

Evan Holmstrom is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he has worked in various capacities including at Swag Guys and Winona State University. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk profiles.