Roseville, CA Office

Marie Ahola is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with R.W. Baird since 2009. She is also involved in managing several rental properties outside of her advisory role. The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

Olivia Kaplan is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Fidelity prior to joining Baird in 2016. Outside of her advisory role, she is a property owner with her spouse. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, including high-net-worth clients, as well as corporate and business clients, pensions, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and artificial intelligence tools.

Christopher Pistone is a financial advisor with Robert W. Baird & Co. in Roseville, CA. He holds a Series 66 designation and has eight years of industry experience, including four years at Wells Fargo Home Mortgage prior to joining Baird in 2018. 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 financial planning, portfolio management, and brokerage services, tailoring strategies to client goals and risk tolerances through a mix of in-house and third-party managers.

Kenneth Meyers is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, Meyers is involved in nonprofit work related to maintenance and upkeep of airport hangars and holds a passive ownership interest in a long-standing fishing shop. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management division, serves individuals, corporations, pensions, and charitable organizations with a broad range of financial planning, portfolio management, and advisory services. The firm utilizes a combination of manager-traded and model-traded strategies, ongoing manager oversight, and internal research tools, and manages approximately $394 billion in assets as of December 31, 2025.

Joseph Hoon is a financial advisor with Robert W. Baird & Co. Inc. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other 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.

Janice Dunn is a CFP®-certified financial advisor with Robert W. Baird & Co., where she has worked since 2015. She has 25 years of industry experience and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a partner in a real estate rental business. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing financial planning, portfolio management, and brokerage services tailored to client goals and risk tolerances.

Christine Congdon is a financial advisor with Robert Baird & Co. in Roseville, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Robert Baird & Co. since 2013. Outside of her advisory role, she serves as a leader with check signing authority for the Girl Scouts of the USA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, employing a range of investment strategies and management approaches to meet client goals and risk tolerances.

Patricia Estopinal is a financial advisor with Robert Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Robert Baird & Co. since 2012. Outside of her advisory role, she serves as Treasurer for the Girl Scouts Heart of Central California. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services that utilize both in-house and third-party managers across a range of investment strategies.

Kayji Arai is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2019, Arai worked at Mikuni Japanese Restaurant and Sushi Bar and attended the University of California, Davis. Outside of finance, Arai has experience working in hospitality at Mikuni Japanese Restaurant. Arai 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 team offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Tina Hollar is a financial advisor at Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation with 15 years of industry experience. She has been with Robert W. Baird & Co. since 2009. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and manager monitoring.

Bruce Yoshida is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Douglas Macfarlane is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird since 2010 and holds Series 63 and Series 65 licenses. Macfarlane serves as a board member and participates on the Investment Finance Committee of Child Advocates of Placer and Yuba Counties. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services utilizing a variety of managed account programs and emphasizes ongoing manager selection and internal research in its advisory approach.

Tynessa Lowe is a financial advisor at Robert Baird & Co. with six years of industry experience. She holds the Series 66 designation and has been with Baird since 2020, following seven years at Flyers Energy. 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 provides a range of consulting and portfolio services tailored to client goals, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

Matthew Schmitt is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert W. Baird & Co. since 2009. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

John Landberg is a CFP®-designated financial advisor with Robert W. Baird & Co., where he has worked for 17 years. He has 36 years of industry experience. Outside of advising, he holds a 20% ownership interest in Penryn Park Partners, a land development business. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing.