John Warren is a financial advisor at Robert Baird & Co. in Yakima, WA, with 25 years of industry experience. He has been with Robert Baird since 2014 and holds Series 63 and Series 65 designations. 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 range of investment strategies and overlay services to align with client goals and risk tolerances.

Vincent Pyne is a financial advisor with Robert W. Baird & Co. in Yakima, WA, holding a Series 66 designation and six years of industry experience. He has worked at Robert W. Baird in two separate periods totaling seven years and spent three years at Morgan Stanley. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of strategies and investment vehicles, including discretionary management and separately managed accounts.

Gunnar Berg is a financial advisor with Robert Baird & Co., holding a Series 66 designation and five years of industry experience. He has been with Baird Private Wealth Management since 2021. Prior to that, he worked in the agricultural sector, including roles at Yakima Fresh Growers and Shippers and Washington Fruit and Cold Storage. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across various investment strategies.

Patrick O'Connor is a financial advisor with Robert Baird & Co. based in Yakima, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research, artificial intelligence tools, and a combination of manager-traded and model-traded strategies.

Daniel Sullivan is a financial advisor with Robert Baird & Co. in Yakima, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves on the investment committee of the LaSalle High School of Yakima Foundation, a local Catholic high school support organization. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and charitable organizations. The team provides tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Joshua Horsley is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2020. Prior to joining Baird, he spent time at Key Investment Services and KeyBank, and he also has experience with the Zillah School District and Follow The Harvest LLC. Robert W. Baird & Co.'s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services. The firm employs a combination of managed account strategies, internal research including AI tools, and ongoing manager monitoring to deliver advisory services.

Joseph Sullivan is a financial advisor at Robert Baird & Co. with eight years of industry experience. He has worked at Baird Private Wealth Management since 2018 and previously held a position at Zimmer Biomet Northwest. Joseph is a board member and treasurer of The Rotary Club of Yakima. He 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 variety of financial planning and portfolio management services, utilizing internal research and a combination of manager-traded and model-traded strategies.

Carly Mestaz is a financial advisor with Robert Baird & Co. in Yakima, WA, holding a Series 66 designation and 16 years of industry experience. She 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, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.