Kathleen Beronja is a financial advisor with Robert Baird & Co. in Franklin, WI, holding a Series 63 designation and over 33 years of industry experience. She has been with Robert Baird & Co. since 1985. Outside of her advisory role, she serves as a trustee on her family's accounts. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a variety of in-house and third-party managers to address client goals and risk tolerances.

Brett Dawsey is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he serves on the investment committee for Civic Music Milwaukee. 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 broad range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with ongoing manager selection and monitoring by home-office professionals.

Ethan Arneson is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise and Morgan Stanley. Outside of his advisory role, he participates in an investment club with friends. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a variety 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 technology.

Amanda Ignasiak is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2013. She has 12 years of industry experience. She 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 using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Judy Villegas is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience. She has been with Robert W. Baird & Co. for 28 years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing a range of investment strategies and internal research tools.

Lauren Vollrath is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Robert W. Baird & Company since 2012. Outside of her advisory role, she serves on the boards of the Milwaukee Youth Symphony Orchestra and the Milwaukee Youth Arts Center Foundation, participating in their investment and finance committees. She 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 tailored consulting and portfolio management services, utilizing both in‑house and third‑party managers to implement a variety of traditional and non‑traditional investment strategies.

Alexandria Simons is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird since 2011. Alexandria serves as a Finance Committee Member for Friends of Lakeshore State Park. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management and customized investment strategies.

Charles Hoover is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Citigroup for nine years before joining Baird in 2023. Outside of his advisory role, he owns a rental property investment. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies along with internal research and technology in its advisory process.

Chad Giese is a financial advisor with Robert W. Baird & Co. in New Berlin, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Robert W. Baird & Co. since 2000. 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 consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches.

Brennan Demark is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked at Baird since 2020. Prior to joining Baird, he was employed at Lavelle Industries and Dyemark Contracting. Brennan is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team provides 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.

Margaret Savage is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Erin Gray is a financial advisor at Robert W. Baird & Co. with 22 years of experience at the firm. She holds the Series 66 designation and is based in Milwaukee, WI. 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 offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Jean Pratt is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Company Inc. since 1993. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides tailored consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs.

Nicholas De France is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and no prior industry experience. His work history includes roles at Grande Cheese Company and Weyco Group Inc. before joining Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients using a range of portfolio management and financial planning services. The firm employs multiple SMA strategies, tax management, and unified fee arrangements, supported by internal research and ongoing manager monitoring.

Patrick Mutsune is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, he is a rental property owner. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Alexandra Spangler is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with five years of industry experience. She has worked at Robert W. Baird since 2020 and previously held positions at Santander Bank, Definitive Healthcare, and Bryant University. 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 a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers with various investment strategies.

Samantha Bane is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 12 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2014. Outside of her advisory role, she serves as a board member on the Investment/Finance Committee of HEAR Wisconsin. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—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 accounts, and brokerage services, supported by internal research and ongoing manager monitoring.

Cassandra Meyers is a CFP® and holds a Series 66 designation with 15 years of experience in the financial industry. She has been with Robert W. Baird & Co. since 2011, based in Milwaukee, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporations, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and technology tools.

Emily Phillips is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Robert W. Baird & Co. since 2013. 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 a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing internal research and tools such as artificial intelligence in delivering client advice.

Megan Allen is a Series 66-licensed financial advisor at Robert W. Baird & Co. with seven years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously held roles at Thrivent Investment Management Inc. and Muskego Lakes Group - Thrivent Financial. In addition to her advisory role, she owns Ardent Coaching, where she works as a career coach. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.