Franklin, TN Aspen Grove Drive Office

Rachel Pena is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. Rachel is also a commissioned notary in Tennessee. 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, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex approaches including private funds and real-asset exposures.

Angela Wingfield is a financial advisor at Robert W. Baird & Co. in Franklin, TN, with 12 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and complex investment strategies.

William Sawyer Jr. is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, with prior roles at JJB Hilliard WL Lyons LLC and UBS Financial Services. He is part of The DDK Group within Robert 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 services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with ongoing manager selection supported by internal research and tools.

Robert Jacobsen is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and previously worked at First Trust Advisors L.P. for seven years before joining Baird in 2022. Robert W. Baird & Co. is an institutional firm serving individuals, corporate clients, pension plans, and charitable organizations through a range of wealth management services, including financial planning, portfolio management, and custody. The firm employs a mix of manager-traded and model-traded strategies and incorporates internal research and technology, including artificial intelligence, in its advisory process.

Benjamin Elder is a financial advisor with Robert Baird & Co. in Franklin, TN, holding the CFP® designation and Series 63 license. He has 11 years of industry experience, including prior roles at Janney Montgomery Scott, LLC and Jackson National Life Distributors, LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and ongoing monitoring.

Garrett Rudolph is a financial advisor with Robert W. Baird & Co. in Franklin, TN, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at LPL Financial, Truxton Trust, and Premier Private Wealth. He also served as a portfolio analyst at Truxton Trust in a non-investment-related capacity. Robert W. Baird & Co.’s DDK Group, where Garrett works, serves high net worth individuals, corporate clients, pension plans, and charitable organizations through comprehensive financial planning and portfolio management services. The firm employs a range of SMA strategies and utilizes internal research and technology, including artificial intelligence, to support its advisory services.

Cherie Seale is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, and Wunderlich Securities, Inc. She is affiliated with The DDK Group, a team within Robert Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The group provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs supported by ongoing manager selection and internal research.

Tyler Berry IV is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Management and B. Riley Wealth Advisors prior to joining Robert Baird. Outside of his advisory role, he serves on the board of Mount Hope Cemetery in Franklin, TN, and is a board member of the Columbia State Community College Foundation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a mix of in-house and third-party managers with a range of investment strategies and overlays.

Rebekah Thompson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Baird, she worked in the coffeehouse industry and has experience in several roles outside finance. She is part of The DDK Group within Baird’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm utilizes a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, managing approximately $394 billion in regulatory assets as of year-end 2025.

Stephen Elder is a financial advisor at Robert Baird & Co. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, LLC and J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he is a passive investor in Modus Investment VII, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.