Owensboro, KY 1925 Frederica Street; Office

Jayne Clemens is a financial advisor with Robert Baird & Co. in Owensboro, KY, holding a Series 63 designation and 32 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1999. She 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jennifer Wathen is a financial advisor at Robert Baird & Co. with 18 years of industry experience. She holds the Series 66 designation and has been with Robert Baird since 2019, previously working at Hilliard Lyons. Robert Baird & Co.’s DDK Group, where Wathen works, is part of the firm’s Private Wealth Management practice and 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 investment strategies.

Taylor Hobgood is a CFP® and Series 66-licensed advisor with Robert Baird & Co. in Owensboro, KY, bringing nine years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with JJB Hilliard WL Lyons LLC since 2012. 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 firm provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management and separately managed accounts.

James Ivey III is a financial advisor with Robert Baird & Co. in Owensboro, KY, holding Series 63 and Series 66 registrations and bringing 15 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at Jjb Hilliard Wl Lyons LLC and Joshua Miller. Outside of his advisory role, he serves as President of the Owensboro Estate Planning Council and is the Board Chair and a member of the Investment/Finance Committee at the local YMCA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients, utilizing a variety of investment strategies and offering both discretionary and non-discretionary management options.

John Edge is a financial advisor with Robert Baird & Co. who holds a Series 66 designation and has 18 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. He serves as a board member on the Investment/Finance Committee for Owensboro Public Schools. Robert Baird & Co. is an institutional firm whose Private Wealth Management practice, including the DDK Group, advises individuals, families, pensions, corporations, and charitable organizations. The firm offers tailored consulting and portfolio services encompassing financial planning, discretionary and non-discretionary management, and a range of investment strategies including traditional and non-traditional asset classes.

Curtis Hamilton is a financial advisor with Robert W. Baird & Co. who holds a Series 63 designation and has 25 years of industry experience. He has worked at Robert W. Baird & Co. since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors 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 provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement a range of investment strategies, including traditional and non-traditional allocations.

Ricki Hobgood is a financial advisor with Robert Baird & Co. who holds a Series 63 designation and has 48 years of industry experience. Prior to joining Robert Baird in 2019, he worked at J.J.B. Hilliard, W.L. Lyons, Inc. since 1977. Outside of his advisory role, he is a board member of the Honorable Order of Kentucky Colonels with involvement on the Investment Finance Committee. 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 using a range of investment strategies and overlays, including discretionary and non-discretionary management, with additional municipal advisory and public finance capabilities.

Susan Clark is a financial advisor at Robert Baird & Co. with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 2019, previously affiliated with Jjb Hilliard Wl Lyons LLC. Outside of her advisory role, she is an owner and landlord of several properties in Kentucky. Robert Baird & Co.’s DDK Group, where Susan works, provides tailored wealth management services to individuals, families, institutions, and nonprofit clients. The group offers a range of portfolio management and financial planning solutions, including discretionary and non-discretionary management, with access to both traditional and complex investment strategies.

David Marshall is a Series 66-licensed financial advisor with Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, LLC, bringing 13 years of industry experience. He has been with Robert Baird since 2019 and has served on the executive committee of St. Joseph's Peace Mission for Children in Owensboro, KY. He is part of The DDK Group at Robert W. Baird & Co., which advises a range of clients including high-net-worth individuals, families, and institutional entities. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Weston Jacob is a CFP® with four years of industry experience, currently advising at Robert W. Baird & Co. since 2021. His background includes roles outside finance, such as work in interior design and retail. Located in Owensboro, KY, he holds the Series 66 designation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a diverse mix of managed account strategies and emphasizes ongoing manager selection supported by internal research and technology.

Nicholas Hamilton is a financial advisor at Robert Baird & Co. based in Owensboro, KY, with five years of industry experience. He holds a Series 66 designation and previously worked at Stock Yards Bank & Trust. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, combining internal research and manager-selected strategies to provide advisory solutions.

Nolan Thomas is a financial advisor with Robert W. Baird & Co. in Owensboro, KY, holding a Series 66 designation and two years of industry experience. He previously worked at Sterett Companies, LLC for ten years and Thomas Co, LLC for fourteen years. Nolan serves as the trustee of an irrevocable trust related to his late grandfather, which was liquidated following the death of its primary beneficiary. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a wide range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both traditional and non-traditional investment strategies through in-house and third-party managers.

Robert Wilkerson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. Prior to joining Baird, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a board member of the Goodfellows Club of Owensboro and volunteers in publicity for the Owensboro Choral Society. 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 using both in-house and third-party managers across traditional and non-traditional strategies.

Aaron Payne is a financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird, he spent nine years at Boardwalk Pipelines. He is registered with the Series 66 designation. He 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 other institutional clients. The group offers financial planning, portfolio management, and a variety of investment strategies tailored to client goals and risk tolerances.

Gregory Longtine is a CFP® professional with 27 years of industry experience, currently advising clients at Robert W. Baird & Co. since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years. He is part of The DDK Group at Robert W. Baird & Co., a team within the firm’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored 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 assets.