William Evans is a financial advisor at Robert Baird & Co. based in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Baird in 2024, he held various roles across multiple sectors including retail and education. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services utilizing a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and tools.

Kellcy Anderson is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has held positions at Robert W. Baird & Co. since 2017 and worked at Wells Fargo Funds Distributor, LLC from 2016 to 2017. Anderson holds Series 63 and Series 65 licenses. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual clients, 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 supported by ongoing manager selection and internal research.

Jennifer Haldemann is a CFP® professional with 23 years of experience in the financial industry, currently serving at Robert W. Baird & Co. since 2003. She holds Series 63 and Series 66 licenses and is based in Milwaukee, WI. In addition to her advisory role, she acts as a co-trustee of the Hannah Hoch 2018 Trust. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which 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 and a variety of investment strategies.

Maureen Patterson is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and five years of industry experience. She has held prior roles at UBS Financial Services Inc. and Sanford C. Bernstein & Co., LLC. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that 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, separately managed account programs, and brokerage services, supported by in-house research and investment tools.

Michael Thelen Jr. is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2013. He 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and offering various discretionary and non-discretionary management solutions.

Colin Kavanaugh is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and with 14 years of industry experience. He has been with Robert W. Baird & Co. since 2015. 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 tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Mary Lee Hope is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Her prior work history includes roles at Williams Sonoma and Cleary Gull Advisors/Johnson Financial Group. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that 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, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools such as artificial intelligence.

Michael Ratkovitch is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 15 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously spent eight years at B.C. Ziegler and Company. He 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 provides financial planning, portfolio management, and brokerage services, tailoring investment strategies to client goals and risk tolerances using a range of traditional and non-traditional approaches.

Christopher Leidel is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He has been with Robert W. Baird & Co. since 2008 and holds a Series 66 designation. Outside of his advisory role, he is employed in various non-investment delivery and service positions, including roles with the Milwaukee Brewers, Uber, DoorDash, Instacart, and Walmart Spark. 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 financial planning and portfolio management services using a combination of in-house and third-party managers, with a range of investment strategies from traditional to complex, including discretionary and non-discretionary management.

J Mclaughlin is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with Robert Baird & Co. since 1992. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax-management techniques, and utilizes internal research and technology, including artificial intelligence, in client advice.

Peter Anderson is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2002. He is part of The DDK Group, a team within Robert W. Baird’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 traditional and non-traditional investment strategies.

Lyssa Mc Gauran is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with four years of industry experience. She has been with Robert W. Baird & Co. since 2020, following her time in full-time education from 2013 to 2021. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Claire Mielke is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience, including prior roles at Winebow and Thomas Liquor. She is based in Milwaukee, WI. Claire 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, and tax-management strategies, supported by internal research, technology tools, and strategic partnerships.

Robert Nelson is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Baird. Nelson is based in Milwaukee, WI. 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. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to address client goals and risk tolerances.

Riley Gaynor is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding CFP® and Series 66 designations with nine years of industry experience. He has been with Robert W. Baird since 2015. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides tailored financial planning and portfolio management services using a range of strategies, including discretionary management and separately managed accounts.

Cynthia Trapp is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before joining Baird, she spent time in education with the Oak Creek Franklin School District. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a range of investment strategies and ongoing manager oversight, supported by internal research and technology, including artificial intelligence.

Allison Fantetti is a financial advisor at Robert W. Baird & Co. with five years of industry experience. She holds the Series 66 designation and has been with Baird since 2021. Outside of her advisory role, she works as a tour guide for Mobcraft Brewery in Milwaukee. Baird’s Private Wealth Management department, including the DDK Group where Fantetti serves, provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a mix of manager-traded and model-traded strategies, tax-management, and internal research, overseeing approximately $394 billion in regulatory assets under management.