Kevin Purcell is a financial advisor at Robert Baird & Co. based in Scottsdale, AZ. He holds a Series 66 designation and joined the firm in 2025. His prior experience includes roles at the University of Oklahoma, Loyola Academy, and Saints Faith Hope and Charity. Robert Baird & Co.’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing manager-traded and model-traded strategies supported by internal research and technology.

Mikayla Morgan is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 66 designations and seven years of industry experience. Her prior roles include positions at Creative Planning, LLC, Lockton Financial Advisors, LLC, and Charles Schwab & Co. She also worked in academic support roles at Arizona Christian University. Morgan is part of The DDK Group within Baird’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 services including financial planning, portfolio management through separately managed accounts, and brokerage services, utilizing internal research and a combination of manager-traded and model-traded investment strategies.

Kirk Diller is a financial advisor with Robert W. Baird & Co. in Scottsdale, Arizona, holding Series 63 and Series 65 designations and having 32 years of industry experience. Prior to joining Baird in 2017, he worked at Morgan Stanley in various capacities from 2007 to 2017. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations with a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs. The firm employs a combination of manager-traded and model-traded strategies, overlay management, tax management, and direct indexing, supported by internal research and ongoing manager oversight.

Jackson Stafford is a financial advisor at Robert Baird & Co. in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Matthews REIS and Mountainside Fitness, as well as positions at Texas Christian University and Notre Dame Preparatory. The DDK Group at Robert W. Baird & Co., where he is based, serves a range of clients including individuals, corporate entities, and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm utilizes manager-traded and model-traded strategies supported by internal research and employs a variety of investment and fee arrangements.

Angel Tellez Rodriguez is a financial advisor at Robert Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining Robert Baird & Co., he worked at Charles Schwab and held several roles outside the financial industry. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a range of SMA strategies and internal research, including artificial intelligence tools, and reported approximately $394 billion in regulatory assets under management as of year-end 2025.