Craig Nicholson is a financial advisor with Robert W. Baird & Co. in Traverse City, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Robert W. Baird & Co. since 2010. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Christine Popp is a financial advisor with Robert Baird & Co. in Maple City, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Robert Baird & Co. since 1998. Outside of her advisory role, she is a co-owner of Performance Tool Properties. 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 tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Edward Schindler is a financial advisor with Robert W. Baird & Co. in Frankfort, MI, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Robert W. Baird & Co. since 1999 and also serves as a coach at Frankfort Elberta Public Schools. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement diverse investment strategies.

Heather Palmer is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and experience in the industry beginning in 2018. She has held positions at Stifel Financial, Prout Financial Design, and Raymond James and Associates. Palmer is based in Traverse City, MI. She 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 brokerage, supported by internal research and innovative investment strategies.

Karla Taylor is a Series 66-licensed financial advisor with Robert Baird & Co. in Traverse City, MI. She has seven years of experience in the industry, including three years at Britten Inc. Outside of her advisory role, she works seasonally with an event planning company called Merry Makers. Karla is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, including discretionary and non-discretionary strategies, supported by internal research and technology-driven tools.

William Corbett is a financial advisor with Robert Baird & Co. in Northport, MI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, he is the sole proprietor of Corbett Communications Co., where he focuses on writing and editing manuscripts. Corbett is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals and risk tolerances.

Coleman Schindler is a financial advisor at Robert Baird & Co. with four years of industry experience. He has been with Baird since 2020 and previously worked at Crystal Down Country Club for ten years. He holds a Series 66 designation. 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, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

John Collier Jr. is a financial advisor with Robert Baird & Co. in Traverse City, MI, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, he has part ownership in a family farm. 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 provides tailored consulting and portfolio services across a range of traditional and non-traditional investment strategies, including discretionary management and separately managed account programs.

David Appleford is a financial advisor with Robert W. Baird & Co. in Traverse City, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2006. 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 tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies and account structures.

Jonathan Wheatley is a financial advisor with Robert W. Baird & Co. in Traverse City, MI, holding a Series 66 designation and six years of industry experience. His prior work history includes positions at Bank of America and Merrill, each from 2020 to 2024, and two decades with the Antrim County Sheriff's Office from 2000 to 2020. The DDK Group at Robert W. Baird & Co., where Wheatley is based, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning, consulting, and portfolio management services that incorporate internal research, manager selection, and oversight, with nearly $394 billion in regulatory assets under management as of December 2025.

Carly Ellis is a CFP® with 25 years of industry experience and has been with Robert W. Baird & Co. since 2002. She is based in Traverse City, MI. Outside of her advisory role, she is involved in managing a rental home in Williamsburg, MI. 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 charitable organizations. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers with a range of investment strategies and overlays.

Rebecca Teahen 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 Northwestern Michigan College for 12 years. Outside of her advisory role, she serves as a board member and treasurer for 20 Fathoms and is a limited partner in Teahen Farms LLC. She is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, including discretionary management and overlay services.

Kurt Rivard is a CFA® charterholder with 41 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 1993. He is also a certified ski instructor and member of the Professional Ski Instructors of America, working part-time at Crystal Mountain Resort. He 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, and charitable organizations. The group offers tailored investment strategies through a combination of in-house and third-party managers, providing services from financial planning to discretionary portfolio management.