Charleston Northgate, WV Office

Taylor Long is a financial advisor at Robert Baird & Co. with two years of industry experience. Prior to joining Baird, he worked at Merrill and City National Bank. His background also includes roles outside finance, such as involvement with Goodwill Industries of KYOWVA Area, Inc., and operating Southridge Golf Range and Pizza. Taylor Long is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.

Daniel Kay is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 2019. He also maintains a role with J.J.B. Hilliard, W.L. Lyons, LLC, where he has been employed since 2009. 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 financial planning, discretionary and non-discretionary portfolio management, and utilizes a range of investment strategies supported by internal research and oversight.

Joshua Chambers is a financial advisor with Robert W. Baird & Co. holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Baird in 2021, he worked at Chambers Insurance Group and other firms. Outside of his advisory role, he coaches at Huntington High School and is involved in buying and selling sports cards. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies, with ongoing manager selection and internal research supporting client advice.

Emma Conrad is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019 and JJB Hilliard WL Lyons LLC since 2016. Conrad serves on the investment committee of the YWCA Charleston WV, is a board member and treasurer of Trinity Evangelical Lutheran Church, and participates on the investment committee for the Clay Center. The DDK Group, part of Robert W. Baird & Co.’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, discretionary and non-discretionary portfolio management, and specialized account programs, utilizing internal research, manager selection, and tax management strategies.

Anthony Mazelon is a financial advisor with Robert Baird & Co., holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Robert Baird since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 2001. 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 financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Sarah Neff is a financial advisor with Robert Baird & Co. in Charleston, West Virginia, holding a Series 66 designation and eight years of industry experience. She has worked at Baird since 2019 and previously at D.A. Davidson & Co. from 2015 to 2019. Outside of her advisory role, she is involved as a health and beauty product representative with Plexus. Baird’s Private Wealth Management department, including the DDK Group where Neff works, serves individual, corporate, pension, and charitable clients through financial planning, portfolio management, and custody services. The firm employs a range of managed account strategies, tax management, and proprietary research, with reported regulatory assets under management of approximately $394 billion as of December 2025.