Jay Logan is a CFP® with over 31 years of experience in the financial industry and has been with Robert W. Baird & Co. for 23 years. He is based in Winter Park, FL. Outside of his advisory role, he owns and manages a rental property. He is part of The DDK Group at Robert W. Baird & Co., which serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, supported by internal research and a combination of discretionary and non-discretionary investment strategies.

Josephine Oliva is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 1993. 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 a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through various management approaches and overlays.

Elizabeth Owens is a financial advisor with Robert Baird & Co. in Winter Park, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. She has been with Robert Baird & Co. and its affiliated entity since 1998. 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, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a mix of manager-traded and model-traded strategies, tax management, and internal research tools, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Horace Owens Jr. is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 1998 and at Nmis since 2001. 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 tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.