Miamisburg, OH Office

John Schaffstein is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has worked at Baird since 2020. Before joining Baird, he held roles at Amazon, Eco Tan, and the University of Dayton. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing internal research and a variety of separately managed account strategies.

Brian Rathbun is a financial advisor with Robert Baird & Co. in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services for 19 years before joining Baird in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients 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 across various investment strategies.

Anthony Schock is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Baird since 2019, following a 14-year tenure at UBS Financial Services Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through a combination of consulting and portfolio management services tailored to client goals and risk tolerances.

Emily Myers is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird since 2019, following prior roles at UBS Financial Services, Wright State University, City of Englewood, and Tractor Supply Company. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Travis King is a financial advisor with Robert W. Baird & Co. in Miamisburg, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at UBS Financial Services for 19 years before joining Robert W. Baird in 2019. Outside of his advisory role, he is an owner and member of Design Properties - Soraya Farms, LLC. 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 group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Rachel Buckingham is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2019, with additional prior roles including positions at The Ohio State University and Beavercreek Schools. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Zachary Weber is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. Prior to joining Baird, his work history includes roles at Dorothy Lane Market, Winsupply, and DoorDash. He is part of The DDK Group within Robert W. Baird & Co.’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 that incorporate both traditional and non-traditional investment strategies.

Brooke Mcconahy is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has eight years of industry experience. Prior to joining Baird in 2021, she worked at SagePoint Financial, Inc. and Smith, Moses & Company. She is part of The DDK Group within Baird’s Private Wealth Management department, which 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 separately managed account programs, with a focus on ongoing manager selection, tax management, and the use of internal research and technology in client advice.

Erica Smith is a financial advisor at Robert W. Baird & Co. Incorporated with one year of industry experience. She holds a Series 66 designation and previously worked at Elsevier Inc. and LexisNexis. She 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 and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax management, and internal research tools, including artificial intelligence.

David Beyerle is a CFP® and Series 66-registered financial advisor with Robert W. Baird & Co., bringing 12 years of industry experience. He has worked at Robert W. Baird since 2019 and previously held roles at UBS Financial Services. Outside of his advisory work, he is an LLC member of BFE Parking, a non-investment-related business. He is part of The DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and institutional clients by providing a range of financial planning and portfolio management services tailored to client goals and risk tolerances. The firm offers both traditional and complex investment strategies, including discretionary management and overlay services, alongside municipal advisory and public finance capabilities.

John Bradley is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert W. Baird since 2019, following a 19-year tenure at UBS Financial Services. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.