Minnetonka, MN Office

Adam Wondra is a financial advisor with Robert W. Baird & Co. in Minnetonka, MN, holding Series 65 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at BMO Bank NA, LPL Financial, Wells Fargo Bank and Clearing, and Northwestern Mutual. He 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 comprehensive financial planning, portfolio management, and brokerage services with a mix of manager-traded and model-traded strategies supported by internal research and advanced tools, including artificial intelligence.

Mark Brenna is a financial advisor at Robert Baird & Co. with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at City National Bank and RBC Capital Markets. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and use of artificial intelligence in client advice.

Melissa Kinnard is a financial advisor at Robert Baird & Co. with 40 years of industry experience. She has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Baird in 2019. Kinnard holds Series 63 and Series 65 licenses. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Jordan Spencer is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Minnetonka, Minnesota, with two years of industry experience. Prior to joining Baird, Spencer held positions at RBC Wealth Management and various other roles outside the financial services industry. The DDK Group, part of Baird’s Private Wealth Management department, 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 a blend of SMA strategies, overlay management, tax-management, and direct-indexing capabilities.

Harold Tearse III is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at City National Bank and RBC Capital Markets LLC. Outside of his advisory role, Tearse is involved in coaching youth hockey and serves as an advisor for high school hockey players; he is also engaged in writing a book on wealth management and operates a photography business. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations with tailored financial planning and portfolio management services that include both traditional and non-traditional investment strategies.

John Taft is a financial advisor with Robert W. Baird & Co. in Minnetonka, MN, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Baird in 2018, he worked at Deloitte and Touche LLP and Columbia Threadneedle Funds. He serves on the investment committees of the Andy Warhol Foundation for the Visual Arts and The Minneapolis Foundation. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird manages approximately $394 billion in assets and offers a combination of manager-traded and model-traded SMA strategies, tax-management, and unified fee arrangements.

Ann Treml Olson is a financial advisor with Robert W. Baird & Co. in Minnetonka, MN, holding the CFP® designation and Series 63 and 66 licenses, with 27 years of industry experience. She has been with Baird since 2020 and previously worked at Work Optional, Inc. from 2015 to 2020. Outside of her advisory role, she occasionally assists her husband with administrative tasks for his business. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through comprehensive financial planning and portfolio management services. The firm employs a range of SMA strategies, overlay management, and tax-management approaches, supported by internal research and ongoing manager oversight, with about $394 billion in assets under management as of December 31, 2025.

Karanveer Nagpal is a financial advisor at Robert W. Baird & Co. based in Minnetonka, MN, with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Great Waters Financial and RBC Wealth Management. The DDK Group at Robert W. Baird & Co., where Nagpal is a team member, serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and proprietary research, managing approximately $394 billion in assets as of December 2025.

Andrew Seiler is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and joined Robert W. Baird in 2020 after working at PricewaterhouseCoopers LLP from 2015 to 2019. Outside of his advisory role, he serves as treasurer for Jewfolk Inc., a nonprofit organization. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, utilizing a range of investment strategies and overlays.

Brad Spencer is a financial advisor with Robert W. Baird & Co. in Independence, MN, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at CITY NATIONAL BANK and RBC Capital Markets before joining Baird in 2024. Outside of his financial advisory role, he serves as the elected Mayor of the City of Independence. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm offers tailored investment strategies through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management along with municipal advisory and public finance services.

Nicole Wright is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. She has nine years of industry experience, including roles at RBC Capital Markets and City National Bank. She serves on the board of directors for TEAMWOMEN, a nonprofit organization, and contributes as an author to Achieving Financial Freedom. Nicole is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Christian Ayalew is a financial advisor at Robert Baird & Co. with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, U.S. Bancorp Investments, and Wells Fargo Clearing. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, including high net worth clients, corporate and business clients, pensions, and charitable organizations. The firm employs a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, ongoing manager monitoring, and use of artificial intelligence tools.