ADVISOR BIO

Amanda Gall is a financial professional with over 10 years of experience in the industry. Amanda is currently registered with Robert W. Baird & Co. Inc. as an Investment Advisor Representative. Previously, Amanda worked at J.J.B. HILLIARD, W.L. LYONS, LLC and UBS FINANCIAL SERVICES INC.. Amanda holds Series 66, Series 7 and SIE licenses.

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ADVISOR BIO

Brandon D. Maxwell is a registered representative with Robert W. Baird & Co. Inc. Brandon has been in the financial industry for over 10 years, providing investment advice to individuals and families. He is registered with the state of Ohio and is a member of the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Carla Dresel is a registered investment advisor representative with Robert W. Baird & Co. Inc. Carla has been in the securities industry since October 22, 2001. Before joining Robert W. Baird & Co. Inc., Carla was employed by J.J.B. HILLIARD, W.L. LYONS, LLC and PNC INVESTMENTS. Carla holds the Series 63, Series 7 and SIE licenses. Carla specializes in a range of investment services including portfolio management, financial planning, pension consulting, educational seminars, and publication of periodicals.

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ADVISOR BIO

John William Drummey is a financial advisor with over 22 years of experience in the industry. John has a strong background in investments and financial planning and is currently registered with Robert W. Baird & Co. Inc.. John is committed to providing personalized financial advice and helping his clients achieve their financial goals.

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ADVISOR BIO

Kristen Wellinghoff Wheeler is a financial advisor with over 20 years of experience in the industry. Kristen is currently registered with Robert W. Baird & Co. Inc. and previously held a registration with J.J.B. HILLIARD, W.L. LYONS, LLC. Kristen is licensed in 41 states and holds Series 63, 66, and 7 licenses as well as the SIE exam. Kristen specializes in portfolio management for individuals, investment companies, and pooled investment vehicles.

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Marilyn Ann Ward is an investment advisor representative at Robert W. Baird & Co. Inc. Marilyn is registered with the state of Ohio and holds the Series 7, 66 and SIE licenses. Marilyn has been in the financial industry since 2009 and is active in both Broker-Dealer and Investment Adviser roles.

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ADVISOR BIO

Mason Loth is a financial advisor registered with Robert W. Baird & Co. Inc. Mason has been in the industry since May 2018. Mason is licensed to provide investment advice in Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Michigan, Montana, North Carolina, Ohio, Oregon and Washington. Mason is also a registered Investment Advisor Representative in Ohio. Mason holds the Series 66, Series 7TO and SIE exams. Mason has experience in the financial services industry, including previous roles at Hilliard Lyons and R.W. Baird. Mason also serves as a basketball official for the Ohio High School Athletic Association.

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Michael Anthony Loth is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently registered with Robert W. Baird & Co. Inc., and previously worked at J.J.B. HILLIARD, W.L. LYONS, LLC. Michael holds a Series 3, 7 and 63 license, as well as the SIE exam. Michael specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael also provides financial planning, pension consulting, educational seminars, and selection of other advisors. Michael's clients include high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Robert Klein is a financial advisor with over 30 years of experience in the financial services industry. Robert is a Certified Financial Planner and holds Series 7, 63, and 65 licenses. Robert joined Robert W. Baird & Co. Inc. in October 2019 and is registered to provide investment advice and securities brokerage services in multiple states including Ohio, Florida, and Texas. Prior to joining Robert W. Baird & Co. Inc., Robert worked as a financial advisor at J.J.B. HILLIARD, W.L. LYONS, LLC and Wells Fargo Advisors, LLC.

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ADVISOR BIO

Robert Crady is a financial advisor with over 20 years of experience in the financial industry. Robert is currently registered with Robert W. Baird & Co. Inc. and previously worked with J.J.B. HILLIARD, W.L. LYONS, LLC. Robert holds Series 6, 7, 63, and 66 licenses, as well as the SIE. Robert provides financial and investment advisory services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

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