Amy Pongratz is a financial advisor with Robert Baird & Co. in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Capital Wealth Partners, Sunstone Wealth Management, Raymond James Financial Services Advisors, and RBC Capital Markets. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and artificial intelligence tools.

Bradley Lundquist is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Robert W. Baird & Co.'s DDK Group provides wealth management services to individuals, families, pensions, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage services. The group tailors strategies to client goals and risk tolerances using a combination of in-house and third-party managers, with capabilities ranging from traditional allocations to more complex investment strategies.

Daniel Peters is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Phoenix, AZ, where he has worked since 2008. He has 28 years of industry experience. Outside of his advisory role, he is an owner and member of the Wine and Food Society of Paradise Valley, LLC, which organizes food and wine events. Daniel Peters 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, including discretionary and non-discretionary management, utilizing both in-house and third-party managers.

Joseph Christ is a CFP® professional with 19 years of industry experience, currently advising clients at Robert W. Baird & Co. since 2008. He holds a Series 66 license and works out of Scottsdale, AZ. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Michael Wagner is a financial advisor with Robert W. Baird & Co. in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is a property owner. He is part of The DDK Group within Robert W. Baird’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 a range of investment strategies including discretionary management and separately managed accounts.

Katrina Buhl is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Edward Jones. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves a diverse client base including individuals, families, and institutions. The DDK Group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex investments, alongside municipal advisory and public finance services unique among large institutional firms.

Evangelos Kalomiris is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Baird since 2017. His prior roles include positions at ASUO Finance and the University of Oregon. 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 consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Vince Hawley is a financial advisor at Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Robert W. Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and oversight.

Elizabeth Weiss is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Robert W. Baird since 2020, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she holds a minor ownership stake in InvU Care Network and Acacia Living, Inc. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals.

Julie Hittle is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. 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 offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Lisa Doche is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Baird in 2021, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a board member of the Sandflower Homeowners Association in Scottsdale. Lisa is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, 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.

Christopher Hisle is a financial advisor at Robert W. Baird & Co. in Scottsdale, AZ, with 13 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2013. Outside of his advisory role, Hisle operates a woodworking business, Scottsdale Design Co., where he builds furniture primarily for personal use and occasionally for friends and family. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, serving individuals, corporate clients, pensions, 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 advanced investment management tools.

Robert Hisle is a financial advisor at Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 designations with 41 years of industry experience. He has worked at Robert W. Baird & Co. since 2007. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves high net worth individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools.

Jennifer Morris is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored investment advice and a range of portfolio services, including discretionary and non-discretionary management, using both in-house and third-party managers to implement diverse strategies.

Michael Clark is a CFP® with eight years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2021. Prior to joining Baird, he worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of his advisory role, he has been involved with PAC Properties since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, utilizing a range of investment strategies including traditional and non-traditional approaches.

Stephen Hatcher is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a member of the Town of Carefree Water Oversight Committee and the Carefree City Council, and he is involved with AZ Bingo Enterprises as an LLC member. He 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 group offers customized consulting and portfolio services, employing both in-house and third-party managers across traditional and non-traditional investment strategies.

Sarah Loe is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Since 2021, she has been with Robert W. Baird & Co. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overseen manager selection.

Monica Rincon is a financial advisor at Robert W. Baird & Co. with four years of industry experience. She holds a Series 66 designation and has worked at firms including Charles Schwab and US Bank prior to joining Baird in 2021. Monica 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 consulting and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex approaches, including discretionary and non-discretionary management.

Caden Seiferth is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has one year of industry experience and has worked at firms including Morgan Stanley and Xcelsior Advisor Partners LLC. Outside of finance, he has experience with Rock Solid Climbing and Fitness. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and investment management services, utilizing a combination of separately managed accounts, overlay management, tax strategies, and internal research including AI tools.

Shannon Wedepohl is a CFP® professional with six years of industry experience, currently serving at Robert Baird & Co. since 2026. Prior to joining Baird, Shannon worked at Mariner Wealth Advisors and spent several years at Financial Engines Advisors L.L.C. Outside of financial advising, Shannon rents out a vehicle through an automated car-sharing service at the Phoenix airport. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies, including separately managed accounts and overlay management, supported by internal research and technology tools.

Christy Yetka is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2018, following prior roles at Wells Fargo Advisors from 2009 to 2018. Christy 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, as well as discretionary and non-discretionary management approaches.

Jillian Mc Gann is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She has worked at Robert W. Baird since 2019 and previously at McMaster-Carr Supply Company from 2013 to 2018. Jillian holds the Series 66 designation and is based in Scottsdale, AZ. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including high-net-worth individuals, families, pensions, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both in-house and third-party managers to implement traditional and complex investment strategies.

Jacob Osterman is a financial advisor at Robert W. Baird & Co. in Scottsdale, AZ, with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets, TD Ameritrade, and Swanson Russell. The DDK Group at Baird, where Osterman is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of wealth management services including financial planning, portfolio management, and custody services, using strategies supported by internal research and technology.

William Fedor Jr. is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird since 2018, following seven years at Wells Fargo Advisors LLC and two years at Wells Fargo Clearing. Outside of his advisory role, he is the owner of an LLC named 44 Cat LLC. He is part of The DDK Group within Robert W. 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 services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing.

Priyanka Chowdhury is an advisor at Robert W. Baird & Co. holding the Series 66 designation. She has been with the firm since 2025 and previously worked at Arizona State University and Walmart Pharmacy. Robert W. Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers financial planning, portfolio management, and custody services, leveraging a combination of manager‑traded and model‑traded strategies, internal research, and strategic partnerships.

Lana Hock is a financial advisor with Robert W. Baird & Co. in San Diego, CA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Robert W. Baird since 2007. Outside of her advisory role, she serves as a faculty educator for DVM360 and is a board member and treasurer on the finance committee of the Face Foundation. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies and overlays.

Melissa Sende is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Capital Insight Partners, LLC, Morgan Stanley Smith Barney LLC, and JPMorgan Chase Bank NA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, including discretionary management and overlay services.

Brandon Moore is a financial advisor with Robert Baird & Co. in Scottsdale, AZ. He holds Series 66, Series 65, and Series 63 licenses and has 12 years of industry experience. Prior to joining Baird in 2023, he worked at Fisher Investments and OppenheimerFunds. Baird’s DDK Group serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning, portfolio management, and advisory services. The firm manages approximately $394 billion in assets and offers distinctive capabilities including municipal advisory services and a mix of manager- and model-traded investment strategies.

Angelo Ciliento is a CFP® with 40 years of industry experience currently advising at Robert Baird & Co. in Scottsdale, AZ. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also a 50% owner of Mondello Inc, an art studio based in Scottsdale. The DDK Group at Robert Baird & Co., where Mr. Ciliento works, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The team offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, using a range of strategies that include tax management and direct indexing.

Sharon Zeidler is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Robert W. Baird since 2003. Robert W. Baird’s DDK Group, where she is based, serves individuals, families, pensions, corporations, and charitable organizations with a range of financial planning and portfolio management services. The group offers customized investment strategies using in-house and third-party managers, including traditional and non-traditional asset allocations, alongside municipal advisory and public finance services.