Kenneth Rodgers is a financial advisor with Robert Baird & Co., holding a Series 66 designation and bringing nine years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously with Hefren Tillotson beginning in 2016. He 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 brokerage services, using a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Gregory Farrell is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Hefren Tillotson, Inc. for 29 years. He is a board member and treasurer of Second Harvest Community Thrift Store in Sharpsburg, PA. The DDK Group at Robert W. Baird & Co., where Farrell works, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services with a range of separately managed account programs and incorporates internal research and technology, including artificial intelligence, in client advice.

Timothy Hunkele is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 designations and has 18 years of industry experience. His prior experience includes roles at Hefren Tillotson, PNC Bank, and Federated Investment Counseling. Outside of his advisory work, he has coached middle school baseball for the Pine Richland School District. He is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a mix of SMA strategies, tax management, and internal research including artificial intelligence, with approximately $394 billion in assets under management as of December 2025.

Kristen Sarver is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds the Series 66 designation and previously worked at Hefren Tillotson for six years before joining Robert Baird in 2022. Sarver was a co-owner of MayFlower Cards, an arts and crafts business that is no longer active. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Sarver works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, supported by internal research and strategic partnerships.

Brent Ulreich is a CFP® and Series 66–licensed financial advisor with 10 years of industry experience. He is currently with Robert Baird & Co., where he has worked since 2022, following five years at Hefren-Tillotson. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research and manager monitoring.

Corey Utz is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Hefren Tillotson, Inc. for eight years. He 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 through separately managed accounts, and custody and brokerage services, supported by internal research and manager monitoring.

William Mancino is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds a Series 66 designation and previously worked at Hefren Tillotson, Inc. for 14 years before joining Robert Baird & Co. in 2022. He 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 financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies alongside tax management and direct-indexing capabilities.

Daniel Goss is a financial advisor with Robert Baird & Co., holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. His prior roles include positions at Hefren Tillotson, PNC, Citizens Securities, Inc., and Federated Investment Counseling. He is part of The DDK Group within Robert 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 financial planning, portfolio management, and advisory services, supported by ongoing manager selection, internal research, and advanced tools including artificial intelligence.

Andrew Marsh is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and four years of industry experience. His prior roles include positions at Hefren-Tillotson, BNY Mellon, UPMC, and Saint Vincent College. 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 provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and research using advanced tools such as artificial intelligence.

Zachary Sanctis is a Series 66-credentialed advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously with J.J.B. Hilliard W.L. Lyons and Federated Securities Corp. Outside of his financial advisory role, Sanctis is a partial owner of an LLC in Las Vegas and a band member in Cranberry Township, Pennsylvania. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and manager monitoring.

Jason Harrison is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 24 years at Hefren Tillotson, Inc. Harrison serves as treasurer and board member for nonprofit organizations including the Magee-Women Research Institute & Foundation and Aquinas Academy, and participates on several committees at UPMC. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pension plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, along with tax-management and direct-indexing capabilities, supported by internal research and technology to advise clients.

Chris George is a financial advisor at Robert Baird & Co. with 45 years of industry experience. He holds a Series 63 designation and previously worked for Hefren Tillotson, Inc. for 42 years before joining Robert Baird & Co. He is also a self-employed attorney. The DDK Group at Robert Baird & Co.’s Private Wealth Management department serves a diverse client base including individuals, corporate and business clients, pensions, and charitable organizations, offering a broad range of financial planning and portfolio management services.

John Chamberland is a CFP® professional with 28 years of industry experience, currently advising at Robert Baird & Co. since 2022. Prior to joining Baird, he worked for 25 years at Hefren Tillotson, Inc. Outside of his advisory role, he serves as a deacon managing finances at Advance Community Church in Mars, Pennsylvania. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers a broad range of services including financial planning, portfolio management, and specialized account programs, supported by internal research and technology-driven investment approaches.

Ryan Naples is a financial advisor with Robert Baird & Co., holding a Series 66 designation and nine years of industry experience. He previously worked at Hefren-Tillotson, Inc. and Allegheny Financial Group. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management with SMA strategies, and custody and brokerage services, supported by in-house research and ongoing manager oversight.

Katie Bowers is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds the Series 66 designation and has previously worked at Hefren Tillotson, Inc. and Fidelity. She 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, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and a blend of manager-traded and model-traded strategies.