Team Steven Duncan Senior Vice President, Financial Advisor (317) 464-8400 SDuncan@rwbaird.com Steve earned his bachelor's degree in finance from Indiana University in 1969 and ABA graduate banking study degrees from Oklahoma University and the University of Chicago. Prior to joining Baird in 1995, he spent 25 years in banking. He is the past president of the Indiana Bankers Lending Association. Over a 20-year period, he has taught courses in finance, lending and investments at the University of Indianapolis and Indiana University. He offers clients a wealth of experience in varied financial services.Married with four children and 11 grandchildren. He enjoys spending time fishing, playing with grandchildren, and traveling with his wife. Steve's family is a past winner of the Madison County Mental Health Association's Family of the Year award. He has served on the board of directors of Big Brothers of Indianapolis, Madison County Urban League and Madison County Junior Achievement. Matthew Duncan Director, Financial Advisor (317) 464-8400 MGDUNCAN@rwbaird.com Matthew Duncan has been a valued member of the Barrett Duncan & Duncan Wealth Advisory Group of Hilliard Lyons since 2004 and the Duncan Group at Baird since 2019. He received his college degree in entrepreneurship from Indiana University's Kelley School of Business in Bloomington, Indiana. At the school, he twice received the Glaubinger Entrepreneurship Scholarship and was recognized for his outstanding scholarship, leadership, and service by The National Society of Collegiate Scholars. Matt furthered his industry education by attending the Securities Industry Institute®. Participants in this three-consecutive year program meet for one week each March on the campus of The Wharton School of the University of Pennsylvania. In 2019 Matt also received his Certified Plan Fiduciary Advisor (CPFA) designation. Matt and his wife Megan live in Indianapolis with their five children. He enjoys relaxing with his family, wake-boarding, and coaching soccer. Holders of a Certified Plan Fiduciary Advisor (CPFA) designation have demonstrated required knowledge and expertise in working with retirement plans. Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor. Kate Roberts Financial Advisor (317) 464-4634 KRoberts@rwbaird.com Kate Roberts joined the group in the Spring of 2015. Kate studied Biology at Indiana University in Bloomington. Her previous work experience includes Sales Manager for UniFirst Corporation as well as Managing at Nordstrom. Kate’s passion for customer relationships and service makes her a wonderful addition to the Duncan Group. Kate and her husband Layton, spend most of their free time raising their two young daughters and working on projects around their home. Kate is involved with the Young Professionals Advisory Board of The Villages, the state's largest not-for-profit child and family care services agency. Allana Gill Client Specialist (317) 464-8400 AGill@rwbaird.com Allana Gill joined the group in June of 2019. She graduated from Indiana Wesleyan University, with a degree in Business Management. She has been in finance since 2013, and prior to that, she worked as a Child Support Case Manager for seven years. Allana is passionate about helping others, and believes that financial health, should have regular checkups, just like physical health. In her free time, Allana enjoys spending time with her family, and has a love for dogs and animal rescue.