Alanna Jacobson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch and Raymond James & Associates. Outside of her advisory role, she teaches dance part-time at the Fellowship School of Creative Arts and Studio 1:16. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals.

Madelyn Malczewski is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Kroll, Caterpillar Financial, and other firms. Robert Baird & Co. is a large institutional firm that provides wealth management services to 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 accounts, and uses in-house research and technology to support its advisory processes.

Christopher Otillio is a financial advisor with Robert W. Baird & Co. in Nashville, TN. He holds a Series 66 designation and has 17 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Otillio serves as a board member of YWCA Nashville. 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 and portfolio management services, employing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Caleb Graham is a Series 66-licensed advisor with Robert Baird & Co. in Nashville, Tennessee. He has recently begun his career in the financial industry, with previous experience at MML Investors Services, LLC and MassMutual Life Insurance Co. Prior to entering the financial sector, Caleb held positions in education and retail. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a variety of portfolio management and financial planning services.

James Clarke III is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent significant time at J.J.B. Hilliard, W.L. Lyons, Inc. and Morgan Keegan & Company, Inc. Clarke serves as a donor advisor for the Community Foundation of Middle Tennessee and is a board member of the investment committee for the Guardianship and Trust Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations with discretionary and non-discretionary management options.

Ann Duckworth is a Series 66-licensed financial advisor at Robert W. Baird & Co. in Nashville, TN, with two years of industry experience. She was previously employed at LBMC PC for seven years. She 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 utilizes a combination of discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management strategies supported by internal research and technological tools.

Linda Grant Smith is a CFP®-certified financial advisor with 28 years of industry experience. She has been with Robert W. Baird & Co. since 2017 and previously worked at Sii. Outside of her advisory role, she is involved as a fitness coach with Beach Body, providing online support and training. She is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients through tailored financial planning and portfolio management services. The group employs a variety of investment strategies and offers both discretionary and non-discretionary management options.

Tammy Rogan is a financial advisor with Robert W. Baird & Co. in Dickson, Tennessee, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Robert W. Baird & Co. since 2001. Outside of her advisory role, she is a co-owner of Printer's Ink, a non-investment-related business. Robert W. Baird & Co.’s DDK Group, where she practices, serves individuals, families, pensions, corporations, and institutional clients by offering financial planning and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of strategies and account types.

Morgan Bumbaugh is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked previously at Cherry Bekaert LLP, Southern Baptist Foundation, Frasier, Dean & Howard, PLLC, and KPMG. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, combining manager-traded and model-traded strategies with ongoing manager selection and internal research.

Anne Morgan is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 22 years of industry experience. She has been with Robert W. Baird & Co. since 2006. 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, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with both discretionary and non-discretionary approaches.

Robert Ramsey is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Robert W. Baird since 2005. Outside of his advisory role, he serves as a board member for the 100 Club of Nashville, a charitable organization, and the Nashville Dolphins nonprofit. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises 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 variety of investment strategies.

Sherri Overton is a financial advisor at Robert W. Baird & Co. in Nashville, TN, holding a Series 63 designation with 28 years of industry experience. She has been with Robert W. Baird & Co. since 2013. 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.

Malcolm Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Baird since 2013. Outside of his advisory role, he serves on the board of the Arthur & Sylvia Lee Educational Foundation, which provides scholarships, and holds several other board and ownership roles related to investment committees and land management. Liles is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The group employs a range of strategies including separately managed accounts and overlay services, catering to diverse client goals and risk tolerances.

Albert Hooper III is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2001. He 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Carley Bacon is a financial advisor at Robert Baird & Co. in Nashville, TN, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Robert Baird & Co., she worked at OneOncology and LBMC, PC, and she also has experience at the University of Tennessee, Knoxville. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Carley is based, 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 customized account programs, supported by in-house research and strategic partnerships.

Veruschka Halligan is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with Robert Baird & Co. in Nashville, TN, where she has worked since 2023. Prior to joining Baird, she held various roles at SunTrust Investment Services and SunTrust Bank from 2011 to 2023. 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 charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Alec Mono is a CFP®-certified financial advisor at Robert Baird & Co. in Nashville, TN, with two years of industry experience. Prior to joining Baird in 2025, he worked at UBS Financial Services and The Investment Counsel Company. Outside of his advisory role, he coaches youth hockey at the Las Vegas Ice Center. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations using a variety of portfolio management strategies and financial planning services.

Larry Carter is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 credential and 25 years of industry experience. He has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, Carter owns an LLC providing tax preparation services to non-Baird clients. 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 offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Frank Downey is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked at Robert W. Baird since 2000 and at Nmis since 2001. 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 management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Briana Mullenax is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and previously worked at LBMC, PC from 2008 to 2021. Outside of her advisory role, she serves as the treasurer for the Montessori Centre PTA in Nashville. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and managers tailored to client goals and risk tolerances.

William Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Robert W. Baird since 2013. Outside of his advisory role, Liles is involved in community service and finance oversight, serving on the Finance/Investment Committee for Family & Children's Service and as Finance Committee Chair at Woodmont Christian Church. He is also the owner of a farm and hunting land in Charlotte, TN. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, employing a range of strategies from traditional allocations to more complex investments, alongside municipal advisory and public finance services.

Jordan Marshall is a financial advisor at Robert W. Baird & Co. in Nashville, TN, with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of advising, he works as a tax return preparer for Larry J. Carter CPA, LLC. 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 customized financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

John Mcallister is a financial advisor with Robert W. Baird & Co. Inc. in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2002. 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 and risk tolerances, utilizing a range of investment strategies and management approaches.

Ken Williams is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Fred Mclaughlin is a financial advisor at Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Robert W. Baird since 2000. Outside of his advisory role, he serves as a trustee on the investment committee for the Goodwill of Middle TN Foundation and is a board member of the Sugartree HOA investment and finance committee. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of strategies from traditional allocations to complex alternatives.

Justin Butterfield is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and seven years of industry experience. He has worked at Baird since 2018 and previously at William Blair from 2015 to 2018. He 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, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jon Kay is a financial advisor with Robert Baird & Co. in Nashville, TN, holding a Series 63 designation and 38 years of industry experience. He has been with Robert Baird & Co. since 2019 and also has a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1994. Kay serves as a trustee for the Roger and Camille Blume Foundation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

R Griffith III is a financial advisor with Robert Baird & Co. in Cookeville, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Robert Baird & Co. since 2012. 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 customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, covering a range of traditional and non-traditional investment approaches.

David George is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 27 years of industry experience. He has been with Robert W. Baird & Co. since 2007. The DDK Group, where he works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, including separately managed account programs and utilizes internal research and advanced tools in its advisory process.

Jeremy Hall is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He has been with Robert W. Baird & Co. Inc since 2003 and holds a Series 66 designation. Outside of his advisory role, Hall serves as a trustee overseeing the investment of assets. Robert W. Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of strategies and internal research tools, including the use of artificial intelligence, to support client advice.

Angela Beckley is a financial advisor with Robert W. Baird & Co., Inc. in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Brian Hanrahan is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Co. since 2005. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

Mary Lynne Kaatz is a Series 66-licensed financial advisor with Robert W. Baird & Co. She has three years of industry experience, including roles at Sharecare, Incorporated and PricewaterhouseCoopers. Kaatz serves as a board member and is part of the investment and finance committee for CASA Nashville. She works within The DDK Group, a team at Robert W. Baird & Co. that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services through a variety of strategies and emphasizes ongoing manager selection, internal research, and innovative advisory approaches.

Kathleen Ward is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and possessing 15 years of industry experience. Her prior roles include positions at Vanderbilt University, Williams Hunter Wealth Group, Raymond James Financial Services Advisors Inc., and Wells Fargo Advisors. She 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 provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers, offering both traditional and complex investment strategies.

Robert Mason is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2000. Based in Nashville, TN, Mason works within a large firm that includes over 3,000 advisors. He 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 customized consulting and portfolio services, utilizing a combination of in-house and third-party managers to implement tailored investment strategies.

Brian Dunston is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Bank of America, Merrill, and Fifth Third Securities. Based in Nashville, TN, he has been with Baird since 2025. Brian is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers customized consulting and portfolio services, including financial planning and discretionary management, utilizing a range of strategies from traditional equities to complex private funds and real assets.

Waymon Tipton is a CFA charterholder with 34 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He has also worked at Jjb Hilliard Wl Lyons and Avondale Partners, LLC. Outside of his advisory role, Tipton co-owns a car wash business operated primarily by his son. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group provides a range of consulting and portfolio management services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Malcom Liles is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. Prior to joining Baird, he worked at Sano Informed Prescribing, Inc. from 2015 to 2018. Outside of his advisory role, he is involved in community and educational activities, including coaching youth lacrosse and serving on the finance committee and as co-treasurer of the Martha O'Bryan Center, a nonprofit providing early learning and after-school programs. 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 to implement a variety of investment strategies.

Andrew Graham is a financial advisor with Robert Baird & Co. in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent over 17 years at J.J.B. Hilliard, W.L. Lyons, Inc. Graham is also a property owner outside of his advisory role. 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, and charitable organizations. The group provides customized financial planning and portfolio management services, using a combination of in-house and third-party managers, and offers a range of investment strategies from traditional to complex allocations.

Karen Colavecchio is a financial advisor with Robert Baird & Co. in Nashville, TN. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with Robert Baird & Co. since 2012. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools.