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Jonathon B
Series 63, Series 65
Rockford, IL
Robert Baird & Co.
Jonathon Bowker is a financial advisor at Robert Baird & Co. in Rockford, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Robert Baird & Co. since 2008. 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 financial planning, portfolio management, and brokerage services tailored to client goals, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.
Grant H
Series 66
Rockford, IL
Robert Baird & Co.
Grant Heinberg is a financial advisor with Robert W. Baird & Co. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at Festival Bakery, American Community Wealth Management, and American Community Bank & Trust, as well as teaching positions at the University of Wisconsin Whitewater and local schools. The DDK Group, part of Baird’s Private Wealth Management department, serves high net worth 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 both manager-traded and model-traded strategies supported by internal research and technology.
Vanessa D
Series 63, Series 65
Rockford, IL
Robert Baird & Co.
Vanessa Day is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co. since 2008. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers and offering a range of investment strategies and overlays.
Erin C
Series 66
Rockford, IL
Robert Baird & Co.
Erin Calkins is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She has been with Robert Baird since 2005 and holds a Series 66 designation. Outside of her advisory role, she serves as a board member of B&B Tool Company and the Pregnancy Care Center in Rockford, IL. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, covering traditional and non-traditional investment strategies.
Simeon H
Series 66
Rockford, IL
Robert Baird & Co.
Simeon Hanson is an advisor at Robert W. Baird & Co. with a Series 66 designation and industry experience starting in 2024. His prior roles include positions at ABC Supply and ForeverLawn Chicago, as well as self-employment from 2021 to 2024. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a mix of SMA strategies, tax-management, direct-indexing, and ongoing manager oversight supported by internal research and technology.
Jennifer T
Series 63, Series 65
Rockford, IL
Robert Baird & Co.
Jennifer Thorvalson is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She has held her current role since 2018 and previously worked at First Heartland Capital, Inc. from 2001 to 2018. She holds Series 63 and Series 65 registrations. She is part of The DDK Group within Baird’s Private Wealth Management department, serving 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 both manager-traded and model-traded strategies supported by internal research and technology.
Gary L
CFP®, Series 63, Series 66
Rockford, IL
Robert Baird & Co.
Gary Love is a CFP® with 28 years of industry experience and is currently with Robert W. Baird & Co. in Rockford, IL, where he has worked since 2010. He also has experience with Osaic Wealth. Outside of his advisory role, he serves on the investment and finance committee of Rockford Christian Church. Baird’s DDK Group, part of its Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and various separately managed account programs, using a combination of manager-traded and model-traded strategies along with internal research and oversight.
Scott J
CFP®, Series 63
Rockford, IL
Robert Baird & Co.
Scott Johnson is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2010. He is based in Rockford, IL, and holds the Series 63 designation. Outside of his advisory role, Johnson is a board member and treasurer of the Eagle Education Fund for Christian Life Schools and is also an author. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a variety of strategies and overlays to meet client goals and risk tolerances.
Alice G
Series 66
Rockford, IL
Robert Baird & Co.
Alice Gibson is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has seven years of experience in the industry, including prior roles at Fifth Third Bank and Mosaic Sales Solutions. She 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 a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.
Joseph S
Series 66
Rockford, IL
Robert Baird & Co.
Joseph Steiner is a financial advisor at Robert Baird & Co. in Rockford, IL, holding a Series 66 designation. He joined Robert Baird & Co. in 2025 after seven years at Bone & Joint Clinic and three years at OrthoIllinois. Steiner has no prior industry experience before joining Robert Baird & Co. 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 institutional clients. The group offers customized consulting and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.
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