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Ashley A

Series 66

Murfreesboro, TN

Robert Baird & Co.

Ashley Apanowicz is a financial advisor at Robert W. Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2019, following four years at Hilliard Lyons. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Micah P

Series 66

Murfreesboro, TN

Robert Baird & Co.

Micah Pruitt is a financial advisor at Robert W. Baird & Co., holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Deloitte, Pure Barre, and Middle Tennessee State University. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. Baird manages approximately $394 billion in assets and utilizes a combination of manager-traded and model-traded strategies, internal research, and technology in client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brennan S

Series 63, Series 65

Murfreesboro, TN

Robert Baird & Co.

Brennan Shea is a financial advisor with Robert W. Baird & Co. in Murfreesboro, TN, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Baird, he worked at Jackson National Life Distributors, Exit Realty Bob Lamb & Associates, and Applied Pressure. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, internal research including AI tools, and provides municipal advisory services alongside its broad wealth management offerings.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michael S

Series 63, Series 65

Murfreesboro, TN

Robert Baird & Co.

Michael Shea is a financial advisor with Robert Baird & Co. in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. from 1997 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 tailored consulting and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Elias H

Series 63, Series 65

Murfreesboro, TN

Robert Baird & Co.

Elias Hassan is a financial advisor with Robert W. Baird & Co. in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 17 years before joining Baird in 2019. Outside of his advisory role, he is involved as a member in a startup restaurant, Gusto Wood Fire Grill LLC, and holds interests in several investment and business ventures, including a family investment partnership and a small investment in a Nashville-based tech firm. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services featuring discretionary and non-discretionary strategies, manager selection, and tax management, supported by internal research and investment technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Justin O

Series 66

Murfreesboro, TN

Robert Baird & Co.

Justin Oldham is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 18 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, LLC for 11 years before joining Baird in 2019. Outside of his advisory role, he is a partner in a family crop farming business and serves as a co-trustee for a family trust. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with tax management and internal research capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Karley R

CFP®, Series 66

Murfreesboro, TN

Robert Baird & Co.

Karley Rouse is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Karley 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 high-net-worth 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 across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Connor S

Series 66

Murfreesboro, TN

Robert Baird & Co.

Connor Shea is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and nine years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has also been associated with JJB Hilliard W.L. Lyons LLC since 2016. Outside of his advisory work, Shea co-hosts the Co-Lab Podcast in Murfreesboro, TN, and serves as treasurer for Branches, a local organization. Shea 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 custody, and employs a mix of manager-traded and model-traded strategies supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Marisela G

Series 66

Murfreesboro, TN

Robert Baird & Co.

Marisela Garcia is a financial advisor with Robert W. Baird & Co. in Murfreesboro, TN, holding a Series 66 designation and five years of industry experience. She has worked at Robert W. Baird & Co. since 2019, following prior roles at Hilliard Lyons and Avondale Advisers. Marisela 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 range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and the use of artificial intelligence in advising.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Katherine O

Series 66

Murfreesboro, TN

Robert Baird & Co.

Katherine O'Bryan is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 2019. She has a total of five years of industry experience, including five years previously at Hilliard Lyons. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm provides customized consulting and portfolio services that integrate traditional and non-traditional investment strategies through both in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Whitney H

Series 66

Murfreesboro, TN

Robert Baird & Co.

Whitney Heckert is a financial advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird in 2022, she worked in education for several years with Murfreesboro City Schools and Rutherford County Schools. Outside of her advisory role, she is a sales consultant for Norwex. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse range of clients including 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 to implement a variety of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Landon C

Series 63, Series 65

Murfreesboro, TN

Robert Baird & Co.

Landon Carlisle is a financial advisor with Robert Baird & Co. based in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. since 1998. Robert Baird & Co.’s DDK Group, where Mr. Carlisle works, is part of the firm’s Private Wealth Management department and serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection and internal research processes.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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