Sissi Sondgroth is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert Baird & Co. since 2014. She 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 tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex and non-traditional investments.

Susanna Sackett is a financial advisor at Robert Baird & Co. in Seattle, WA, with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Robert Baird & Co. since 2014, following two years at McAdams Wright Ragen, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients with a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools to support its advisory work.

Molly Martinez is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she serves as a consultant for St. John the Evangelist Parish, providing budget oversight and financial advice. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and charitable organizations with tailored financial planning and portfolio management services, offering a range of traditional and non-traditional investment strategies along with municipal advisory and public finance services.

Nicholas Slater is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and having 21 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Chase Ekins Gulick is a financial advisor at Robert W. Baird & Co. in Seattle, WA, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Edward Jones and Sage Advisors LLC. Outside of finance, he serves as an independent volleyball official for the Greater Seattle and Puget Sound regions and participates on the Western Washington Board of Collegiate Volleyball. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement tailored investment strategies.

Kimberly Scarlett is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She has been with Robert Baird since 2014 and holds Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using both in-house and third-party managers, and provides access to traditional and complex investment strategies.

James Harkins is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. He has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, profit-sharing, and charitable clients, offering a variety of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets as of December 31, 2025, and employs a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Joshua Gray is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Robert Baird since 2014 and previously worked at McAdams Wright Ragen, Inc. in 2014. Outside of his advisory role, Gray is an author through Strangeland LLC, serves as a board member on the investment and finance committee of the nonprofit Home Together, and owns Kirkland Co-Lab, which provides guidance to artists, print shops, and marketing. Robert Baird & Co.’s Private Wealth Management department, where Gray works, serves individuals—including high net worth clients—corporate and business clients, pension and 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, with a focus on ongoing manager selection and internal research, including the use of artificial intelligence.

Victoria Best is a CFP® with 25 years of industry experience, currently advising at Robert W. Baird & Co. in Seattle, WA. Her previous roles include positions at Ameriprise Financial Services and Badgley Phelps Wealth Managers. She also holds a real estate license. Victoria is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining internal research and technology-driven tools in its investment processes.

Perry Atkins is a financial advisor at Robert Baird & Co. in Seattle, WA, with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert Baird & Co. since 2014. 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 a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Carl Banks is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He has been with Robert Baird & Co. since 2014 and holds a Series 66 designation. 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 provides a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Sophia Despaigne is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds a Series 66 designation and previously worked at D.A. Davidson and the University of Washington. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that 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 both manager-traded and model-traded strategies, and manages approximately $394 billion in regulatory assets under management as of December 31, 2025.

Tracy Baker is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she works as a fitness instructor for Sweat Circuit. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a diverse client base including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Savanna Atlas is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience. She has held positions at Robert W. Baird since 2022 and previously worked in various roles across several companies including Trident Seafoods and The Ritz-Carlton, San Francisco. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management using a variety of strategies, including traditional and non-traditional investments, and provides both discretionary and non-discretionary services.

Breanna Lowry is a financial advisor with Robert Baird & Co. in Puyallup, WA, holding a Series 66 designation and 11 years of industry experience. She has worked at Baird since 2018, following five years at CUSO Financial Services, Lp and Verity Credit Union. She 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 provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Alexander Shanks is a financial advisor at Robert Baird & Co. based in Seattle, WA. He holds the Series 66 designation and joined Baird in 2024 after a year at Deloitte & Touche. Shanks has no prior industry experience before joining Baird and was a full-time student from 2015 to 2023. 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 charitable organizations. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management and access to traditional and non-traditional investment strategies.

Scott Schoenfeld is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Baird since 2019, following five years at Brighton Jones LLC. Schoenfeld serves as a board member and finance committee member for the Special Olympics of Washington State. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of strategies from traditional asset allocation to more complex approaches including private funds and real-asset exposures.

David Fitzpatrick is a financial advisor at Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Robert W. Baird since 2015. Outside of his advisory work, he is involved with Katz Properties and has provided services for Uber and Lyft since 2013. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that 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, supported by manager-traded and model-traded strategies, tax management, and internal research tools.

Marshelle Doran is a financial advisor at Robert Baird & Co. in Seattle, WA, with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert Baird since 2014. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and charitable organizations by providing financial planning, portfolio management, and brokerage services tailored to client goals and risk tolerances. The firm offers a range of investment strategies including traditional and non-traditional allocations, along with municipal advisory and public finance services.

Andrew Wilson is a financial advisor at Robert W. Baird & Co. in Seattle, WA, holding Series 65 and Series 66 credentials with two years of industry experience. His prior work includes roles at Mezrah Consulting and Florida Financial Advisors. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and financial planning services, emphasizing ongoing manager selection supported by internal research and technology.