Peoria Heights, IL Office

John Mabee is a financial advisor at Robert Baird & Co. with 51 years of industry experience. He has been with Robert Baird & Co. since 1994. Mabee holds Series 63 and Series 65 licenses. 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, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

Whitney Goldstein is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2016. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by internal research and a mix of manager-traded and model-traded strategies.

Lindsey Clauson is a financial advisor with Robert W. Baird & Co. in Trivoli, IL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She has been with Robert W. Baird since 2017 and previously worked at Legacy Investment Services from 2013 to 2017. Outside of her advisory role, she is a passive investor in Skill Shot LLC. She is part of The DDK Group, a team within Robert W. Baird’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 a range of strategies from traditional equity and fixed-income allocations to more complex options, alongside municipal advisory and public finance capabilities.

Jeffrey Bailey is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at Lagniappe Constructors and Amazon, and he has an academic background from the University of Missouri. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Jay Goldstein is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He has been with Robert Baird & Co. since 1994 and also has a longstanding association with Kemper Securities Inc. He serves on the board of the Crab Orchard Estates Homeowners Association. Robert Baird & Co.’s DDK Group advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services that range from traditional allocations to more complex investment strategies.

Joshua Carstens is a financial advisor with Robert Baird & Co. in Washington, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Baird since 2015, including a brief period at TD Ameritrade in 2019. Outside of his advisory role, he is a rental property owner. 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, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Scott Mabee is a financial advisor with Robert W. Baird & Co. in Peoria Heights, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services utilizing a range of investment strategies and overlay techniques.

David Snider is a financial advisor with Robert Baird & Co. in Dunlap, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1995. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Ryan Miller is a financial advisor with Robert W. Baird & Co. in Peoria, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Baird in 2023, he worked at PNC Bank and JPMorgan Chase Bank. He serves on several local boards, including The Children's Home Association of Illinois and Peoria Notre Dame High School, contributing to their investment and finance committees. Baird’s DDK Group provides private wealth management services to individuals, families, pensions, corporations, and institutional clients, offering tailored consulting and portfolio management solutions that include both traditional and non-traditional investment strategies.

Theresa Guzman is a financial advisor at Robert Baird & Co. with 24 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2015. 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, tailoring strategies to client goals and risk tolerances through both in-house and third-party managers.

Mollie Rushing is a financial advisor at Robert W. Baird & Co. with 3 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she is a 50% owner and limited partner of McIntyre Acres LLC. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning and portfolio management services. The firm employs manager-traded and model-traded strategies, tax management, and internal research including artificial intelligence tools, managing approximately $394 billion in regulatory assets under management as of 2025.

Todd Nethery is a financial advisor with Robert W. Baird & Co. in Dunlap, IL, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services that combine in-house and third-party managers, covering traditional and non-traditional investment strategies alongside municipal advisory and public finance services.