Edina, MN Edinborough Way Office

Ally Shuman is a financial advisor at Robert Baird & Co. with 23 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and alternative investment strategies.

Kathy Marson is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Kinuu. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Brandon Navara is a financial advisor with Robert W. Baird & Co. in Mahtomedi, MN, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Robert W. Baird since 2013. He works within The DDK Group, a team in Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

Cassidy Burns is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Baird since 2018, following prior roles at IMST Distributors, LLC and Riverbridge Partners, LLC. Burns serves as chair of the Investment/Finance Committee for Interfaith America and participates on the investment committee for St. Martins by-the-Lake Church. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research, manager selection, and strategies including model- and manager-traded SMAs.

Kevin Rollwagen is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Kevin is part of The DDK Group, a team within Baird’s Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, with an investment approach that includes manager-traded and model-traded strategies, tax management, and ongoing manager selection supported by internal research and advanced tools.

Ryan Antkowiak is a CFP® professional with 21 years of industry experience, currently serving at Robert W. Baird & Company since 2007. He holds the Series 63 designation and is based in St. Paul, MN. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Andrea Olson is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA prior to joining Baird. Outside of her advisory role, Olson serves as a waterless beauty consultant for Oliveda-The Olive Tree People. She 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 using a combination of manager-traded and model-traded strategies, supported by internal research and technology including artificial intelligence.

Bobby Burns is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Northwestern Mutual Wealth Management Company and Austin Wagner. Burns is based in Milwaukee, WI. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a variety of investment strategies and offering both discretionary and non-discretionary management options.

Daniel Phillips is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Robert W. Baird since 2013. Phillips serves as a trustee on the investment committee of Buena Vista University. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio management services. The group offers a range of investment strategies, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

Abigail Mc Clay is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked in photography and various service roles before joining Baird in 2022. 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 advisory services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with support from internal research and technology.

John Steel is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 1999. He holds Series 63 and Series 65 licenses and is based in Edina, MN. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Casey Crandall is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Baird since 2022, following prior roles at RBC Wealth Management and 3M Company. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real-asset exposures.

Tanner Petroske is a CFP® and Series 66 registered advisor at Robert W. Baird & Co. with four years of industry experience. He has worked at Robert W. Baird since 2026 and previously spent eight years at RBC Capital Markets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a range of strategies including discretionary and non-discretionary portfolio management, tax management, and model-traded SMA approaches, supported by internal research and AI tools.

Benjamin Koemptgen is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Ruttger's Bay Lake Lodge, Drake University, Chevrolet, and Cretin-Derham Hall. He 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 customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Shawna Hurst is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously spent nine years with Raymond James & Associates. 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 tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.