Ashland, KY Ashland Drive Office

James Norris III is a financial advisor at Robert Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 23 years. Outside of his advisory role, he serves on the Investment Committee of First Presbyterian Church and participates in several local organizations including a community investment club and the board of a country club. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing.

Stephanie Mc Knight is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019. Prior to that, she was with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliary Lyons from 1997 onward. She serves as a trustee of two family-related trusts, overseeing assets and assisting with distribution decisions. She 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, pensions, and charitable organizations. The firm utilizes a range of investment strategies and internal research, including artificial intelligence, and has approximately $394 billion in regulatory assets under management as of December 2025.

Victoria Wellman is a financial advisor with Robert Baird & Co., holding a Series 66 designation. She has been with Baird Private Wealth Management since 2024. Prior to joining Baird, she worked at Paul J Alvarado PC and The Ticket Clinic. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a range of strategies including traditional and non-traditional allocations, using both in-house and third-party managers to meet client goals.

Harry Lucke is a financial advisor with Robert Baird & Co. in Ashland, KY, holding Series 63 and Series 65 designations and having 42 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 35 years before joining Robert Baird in 2019. He is a limited partner in an oil and natural gas well in LaSalle County, Texas, operated by Chesapeake Energy. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and strategic partnerships.

Ryan Reames is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Robert Baird since 2019, following earlier experience at JJB Hilliard WL Lyons LLC. Outside of his advisory role, he serves as mayor of Bellefonte, Kentucky, and is a board member of the Ashland Alliance, a local chamber of commerce chapter. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides customized portfolio and consulting services, including discretionary and non-discretionary management, using a variety of investment strategies and overlays.