Robert Baird & Co.

Tyler Adams is a financial advisor with Robert W. Baird & Co. in Onalaska, WI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, Adams serves as a referee for the Wisconsin Interscholastic Athletic Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, using both in-house and third-party managers across traditional and non-traditional investment strategies.

Vinton Persons is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2006. He also serves as a trustee in an investment-related capacity. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both traditional and non-traditional investment strategies.

Sulay Ringwala is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2014. Outside of his advisory role, he is the owner of Ringwala Ventures LLC. Robert W. Baird & Co.’s DDK Group, where Mr. Ringwala works, 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 accounts, and custody and brokerage services, supported by internal research and technology-driven investment approaches.

Steven Kellogg is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Baird since 2006, following roles at Allspring Funds Management and Strong Capital Management. He serves as a board member on the Investment and Finance Committee of Brookfield Christian School. Baird’s DDK Group, where Kellogg works, provides wealth management services to individuals, corporate clients, pension plans, and charitable organizations, utilizing a range of portfolio management and financial planning strategies supported by internal research and ongoing manager oversight.

Alanna Jacobson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch and Raymond James & Associates. Outside of her advisory role, she teaches dance part-time at the Fellowship School of Creative Arts and Studio 1:16. She 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 provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals.

Justin Hauke is a financial advisor with Robert W. Baird & Co. in St. Louis, Missouri, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Baird’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 financial planning, portfolio management, and custody services, with capabilities that include manager-traded and model-traded SMA strategies, tax management, and the use of internal research and technology tools in client advice.

James Shrader is a financial advisor with Robert W. Baird & Co. holding Series 63 and Series 66 licenses and has 40 years of industry experience. He has worked at Robert W. Baird & Co. since 1999 and Northwestern Mutual Investment Services since 2001. Outside of his advisory role, he is the owner and landlord of a rental property in Chicago. The DDK Group, part of Baird’s Private Wealth Management department, serves individual and institutional clients, offering financial planning, portfolio management, and brokerage services. The firm manages approximately $394 billion in assets and provides a range of strategies including discretionary portfolio management, tax-management, and municipal advisory services.

Suey Wong is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2013. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

James Jefferson is a CFA® charterholder with over 31 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with Hilliard Lyons for 21 years. Jefferson serves on the finance committee of Christ Episcopal Church and holds several roles with local organizations including the Inter-modal Transportation Authority and the Salvation Army of Bowling Green. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a range of investment strategies and emphasizes ongoing manager research and tax management.

Christopher Klopatek is a financial advisor at Robert Baird & Co. with three years of industry experience and a Series 66 designation. Prior to joining Baird in 2023, he worked in various roles including with Active Appraisal Services and several regional theaters. Outside of finance, Klopatek has an acting role with Actor/Lori Linns, Ltd. 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 through a range of financial planning, portfolio management, and brokerage services. Baird manages approximately $394 billion in regulatory assets and offers distinctive services including municipal advisory and strategic partnerships with specialized affiliates.

Phillip Lodzinski is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2019, with prior experience at Grand River Aseptic Manufacturing and Cascade Hills Country Club. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

George Tolbert is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously served four years in the U.S. Army. Prior to his current role, he had a one-year tenure at Robert W. Baird and attended The Citadel, Military College of South Carolina. Baird’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, 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, with investment strategies supported by internal research and ongoing manager oversight.

Jenifer Williams is a financial advisor with Robert Baird & Co. in Naples, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Robert Baird since 2019 and previously worked at Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. Williams is also a co-owner of several auto parts businesses in Indiana. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm employs a range of SMA strategies, overlay and tax-management techniques, and ongoing investment monitoring supported by internal research and technology, managing approximately $394 billion in assets as of December 2025.

Nathan Piwowar is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has worked at Baird Private Wealth Management since 2024. His prior experience includes roles at LPL Financial LLC, 1st Source Bank, Edward Jones, Allied Industrial Group, Inc., and Knollwood Country Club. The DDK Group, within Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Bethany Rogers is a financial advisor with Robert Baird & Co. in Hopkinsville, KY. She holds Series 63 and Series 65 licenses and has over 7 years of experience at Robert Baird, following 15 years at Hilliard Lyons. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual and institutional clients. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies with ongoing manager selection and internal research support.