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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 65, Series 63

Murfreesboro, TN

Robert Baird & Co.

Brennan Shea is a financial advisor with Robert W. Baird & Co. who holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Baird in 2025, he worked at Jackson National Life Distributors and has experience in real estate and pressure equipment industries. Baird’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and tools.

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 at Robert Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 2002. Outside of his advisory role, he is a member of a start-up restaurant, Gusto Wood Fire Grill LLC, and is an investor in companies focused on medical testing and technology based in Nashville. He 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 team offers tailored financial planning and portfolio management using a combination of in-house and third-party managers, covering a broad range of investment strategies from traditional to complex alternatives.

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 Baird & Co. and holds a Series 66 designation. He has 17 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. Outside of his advisory work, he is a partner in a family crop farming business and serves as co-trustee for a family trust. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a 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 and a variety of investment strategies.

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 at Robert Baird & Co. with eight years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019, previously affiliated with JJB Hilliard W.L. Lyons LLC and Applied Pressure. Outside of his advisory role, he co-hosts the Co-Lab Podcast and serves as treasurer for Branches, a local organization in Murfreesboro, TN. He is part of The DDK Group within Robert Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients using customized portfolio management and financial planning services. The firm offers a range of traditional and non-traditional investment strategies alongside municipal advisory and public finance services.

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. 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 J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons since 1998. Outside of his advisory role, he is an owner of a rental property in Murfreesboro. He 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 tailored financial planning and portfolio management services using a variety of investment strategies, including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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