Kelly Ruoff is a financial advisor with Robert Baird & Co. in Nashville, TN, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Robert W. Baird since 2019, with prior roles at American Enterprise Investment Services Inc and Thrivent Financial. Robert Baird & Co. is an institution with approximately 2,600 advisors, offering private wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies, including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-managed and direct-indexing capabilities, supported by ongoing manager selection and internal research.

Jennifer Hawthorne is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Robert W. Baird since 2019 and previously held positions at Nationwide Investment Services Corp, Foreside Financial, and MSI Financial Services, Inc. Outside of her advisory role, she is a passive investor and LLC member of The Lakeside Group LLC, which operates Hometeam Pizza. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with financial planning, portfolio management, and brokerage services. The firm combines manager-traded and model-traded strategies, tax management, and unified fee arrangements, and manages approximately $394 billion in assets under management as of December 2025.