Waukesha, WI N17 W24222 Riverwood Dr. Office

Steven Kellogg is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Baird since 2006, following roles at Allspring Funds Management and Strong Capital Management. He serves as a board member on the Investment and Finance Committee of Brookfield Christian School. Baird’s DDK Group, where Kellogg works, provides wealth management services to individuals, corporate clients, pension plans, and charitable organizations, utilizing a range of portfolio management and financial planning strategies supported by internal research and ongoing manager oversight.

Jenna Beaver is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and three years of industry experience. She previously worked at WHR Group, Inc. for ten years before joining Robert W. Baird & Co. in 2021. 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 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.

Briana Berndt is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to align with client goals and risk tolerances.

Celene Funke is a CFP® and holds a Series 66 license, currently with Robert Baird & Co. in Waukesha, WI. She has four years of industry experience, including positions at Clearpath Financial of Raymond James and Roche. Outside of her advisory work, she coaches softball at D-BAT Brookfield. Celene is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporations, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and technology-driven tools.

Melissa Coppage is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior roles include positions at Cetera, Avantax, and Signator Investors. Outside of advising, she teaches fitness classes at Wisconsin Athletic Club and Brooklyn Gyms. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs supported by ongoing manager selection and in-house research.

Maxwell Lavin is a financial advisor at Robert Baird & Co. in Waukesha, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Robert W. Baird, he was involved in education roles at the University of Wisconsin Milwaukee and local schools. Robert W. Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, ongoing manager monitoring, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of late 2025.

Michael Villanueva is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked at the Federal Deposit Insurance Corporation. Outside of finance, he has experience in education, including roles at the University of Wisconsin - Milwaukee and local schools. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing tailored consulting and portfolio management services across a range of investment strategies.

Jennifer Roettgers is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2013. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of financial planning and portfolio management services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Jacquilyn Egholm is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Robert W. Baird since 2014. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and other advisory services, supported by internal research and a mix of manager-traded and model-traded strategies.

Rachel Lazewski is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has been with Robert W. Baird since 2016 and holds a Series 66 designation. 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 consulting and portfolio management services using a combination of in-house and third-party strategies, including traditional and non-traditional investment approaches.

Steven Russ is a financial advisor with Robert W. Baird & Co. Inc. in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Robert W. Baird since 2005. Outside of his advisory role, Russ serves on the boards of several nonprofit and religious organizations, including Congregational Home, Inc., and First Congregational Church of Wauwatosa, where he participates in finance and investment committees. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and nonprofit clients, providing tailored financial planning and portfolio management services through a mix of in-house and third-party managers.

Patrick Bernauer is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has held prior roles at Baker Tilly and the University of Minnesota—Twin Cities. The DDK Group at Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing investment monitoring.

Andrew Laudicina is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and five years of industry experience. He has worked at Baird since 2018, with a brief period away from the industry during 2019-2020. Prior to his advisory career, he was employed at Schnuck's Markets and attended Illinois State University and Rock Valley College. Baird’s DDK Group 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 strategies, tax-management, and direct-indexing, supported by internal research and investment technology.

Chad Osmanski is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and with 25 years of industry experience. He has been with Robert W. Baird & Co. since 1999. Outside of his advisory role, Osmanski officiates high school basketball statewide and serves as an assistant basketball coach for the School District of Waukesha. 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 provides tailored consulting and portfolio services, using a combination of in-house and third-party managers to implement strategies across a range of traditional and non-traditional asset classes.

George Galewski is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Robert W. Baird since 2015 and previously spent 17 years at UBS Financial Services. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with an emphasis on ongoing manager selection and internal research.