Richard Shore III is a financial advisor with Robert Baird & Co. in Winston-Salem, NC, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2020, he worked for Aladdin Travel/Direct Travel from 2016 to 2019. Outside of his advisory role, he co-owns and manages a rental property. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through various separately managed account programs, and utilizes manager selection, internal research, and technology including artificial intelligence in its advisory process.

Christopher Wray is a financial advisor with Robert W. Baird & Co. in Winston-Salem, NC, holding a Series 66 designation and 28 years of industry experience. He has been with Robert W. Baird & Co. since 2009. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Karver Bolton is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2014. He is part of The DDK Group within Robert W. Baird & Co.’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 through various separately managed account programs, and custody and brokerage services, utilizing both internal research and advanced tools such as artificial intelligence in client advice.

Jane Dunlap is a financial advisor at Robert Baird & Co. with a Series 66 credential and two years of industry experience. She has held positions at Covenant Wealth Management, LPL Financial, Independent Bank, and Calvin University. Prior to her advisory roles, she worked in various non-financial positions including at Panera Bread and United Parcel Service. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.

Morgan Ford is a financial advisor at Robert W. Baird & Co. Incorporated with three years of industry experience. He holds a Series 66 designation and previously worked in architecture and financial services roles, including at Graves Architects & Planners and Money Concepts Capital Corp. Morgan is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and separately managed accounts, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology tools.

Beau Burns is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He has been with Robert Baird & Co. since 2014 and holds the Series 66 designation. Outside of his advisory role, he is a passive investor in a separate business venture, Dog Academy Clay Road LLC. Robert Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with tax-management tools and ongoing manager selection.

Stephen Edwards is a financial advisor at Robert Baird & Co. in Winston-Salem, NC, holding a Series 66 credential with eight years of industry experience. Prior to joining Baird in 2018, he worked at Wake Forest University for five years. He is the founder and president of the Twilight Golf Club. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing capabilities.

Jeffrey Trollinger is a CFP® with 26 years of industry experience and has been with Robert W. Baird & Co. since 2009. He is based in Winston-Salem, NC, and holds Series 63 and Series 66 licenses. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services supported by internal research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Brittney Schlicker is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2016. Prior to joining Baird, she worked at United Brokerage Services, INC. from 2013 to 2016. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of managed account programs and proprietary research, including artificial intelligence tools.

Jennifer Powell is a financial advisor at Robert W. Baird & Co. with 23 years at the firm and 20 years of industry experience. She holds the Series 66 designation and is based in Winston-Salem, North Carolina. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research tools.

Jacob Hoheisel is a CFP® with two years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. He previously worked at Autumn Branch Capital, PYA Waltman Capital, and Comprehensive Wealth Management. Outside of finance, he has experience with Muirfield Village Golf Club and Liberty University. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.