Robert Baird & Co.

Vinton Persons is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2006. He also serves as a trustee in an investment-related capacity. He is part of The DDK Group within Robert W. Baird’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, employing both traditional and non-traditional investment strategies.

Sulay Ringwala is a financial advisor at Robert W. Baird & Co. in Atlanta, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Robert W. Baird since 2014. Outside of his advisory role, he is an owner and member of Ringwala Ventures LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning, portfolio management, and brokerage services, implementing strategies through a mix of in-house and third-party managers across traditional and non-traditional asset classes.

Steven Kellogg is a financial advisor with Robert W. Baird & Co. in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Kellogg serves as a board member on the Investment and Finance Committee of Brookfield Christian School. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides 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.

Alanna Jacobson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch and Raymond James & Associates. Outside of her advisory role, she teaches dance part-time at the Fellowship School of Creative Arts and Studio 1:16. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals.

Justin Hauke is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008 and holds a Series 66 designation. He is part of the DDK Group within Baird’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.

James Shrader is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has worked at Robert W. Baird & Company since 1999 and at Northwestern Mutual Investment Services since 2001. Outside of his advisory role, he is the owner and landlord of a rental property in Chicago. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Suey Wong is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2013. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

James Jefferson is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He holds the CFA® designation along with Series 63, 65, and 66 licenses. Prior to joining Robert Baird in 2019, he worked at Hilliard Lyons starting in 2005. Outside of his advisory role, Jefferson serves on the finance committee of Christ Episcopal Church and holds executive and finance committee positions with the Inter-modal Transportation Authority and the Salvation Army of Bowling Green. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Christopher Klopatek is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 66 designation and has been with Baird since 2023. Outside of his advisory role, he is involved in acting with Actor/Lori Linns, Ltd in Milwaukee. Baird’s Private Wealth Management practice, including the DDK Group, serves individuals, families, pensions, corporations, and charitable organizations by providing financial planning, portfolio management, and a range of consulting services tailored to client goals and risk tolerances.

Phillip Lodzinski is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2019, with prior experience at Grand River Aseptic Manufacturing and Cascade Hills Country Club. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves 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.

George Tolbert is a financial advisor with Robert W. Baird & Co. in Oakbrook Terrace, IL, holding a Series 66 designation and three years of industry experience. His background includes service in the U.S. Army from 2018 to 2022 and attendance at The Citadel, Military College of South Carolina. He has been with Robert W. Baird since 2017, with a brief interval before rejoining in 2022. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional allocations to complex investments, supported by both in-house and third-party managers.

Jenifer Williams is a financial advisor at Robert Baird & Co. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Robert Baird since 2019. Prior to that, she was affiliated with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons for over three decades. Outside of finance, she is a co-owner of several auto parts businesses. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Nathan Piwowar is a financial advisor with Robert Baird & Co., holding a Series 66 designation and eight years of industry experience. His prior roles include positions at LPL Financial, 1st Source Bank, and Edward Jones. He has also worked at Allied Industrial Group, Inc., and was involved with ClubCorp - Knollwood Country Club and the University of Notre Dame. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies ranging from traditional allocations to more complex approaches, alongside municipal advisory and public finance services.

Ian Huber is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with Robert Baird since 2025 and has prior experience as a self-employed contractor and as an owner of R&E Ground Keeping LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, including separately managed accounts and tax-managed approaches, supported by ongoing manager selection and internal research.

Kylie Sprecher is a Series 66-licensed financial advisor at Robert Baird & Co. with three years of industry experience. She has worked at Baird since 2022 and previously held roles at Peggy Borris LLC, Marquette University, and Zurn Industries LLC. Outside of her advisory work, she coaches at Wisconsin Futsal Factory in Milwaukee. She 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 by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.