Team 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 Senior Client Specialist (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 chauffeuring them to their various sports. When they aren't busy, they enjoy escaping to their lake cottage in northern Indiana and enjoying the lake life. 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. Arti Batra, JD Estate Planning Arti Batra joined Robert W. Baird & Co in 2020 as a Senior Estate Planner for Baird’s Private Wealth Management Group. Prior to joining Baird, she spent the last decade assisting clients and their families achieve their estate planning goals. Her practice was largely focused on comprehensive estate planning, including tax planning for high net worth individuals, wealth transfer planning, estate and succession planning for business owners and advising clients on asset protection strategies. She has also been a regular seminar presenter on estate planning topics throughout the metropolitan Detroit area. Her approach has always centered around educating clients. Additionally, she promotes the philosophy that estate planning is best accomplished when a client’s financial advisor and tax professional is involved in the process. Arti received her J.D. from Wayne State University and graduated from the University of Michigan. She is a member of the Financial and Estate Planning Council of Metro Detroit, the State Bar of Michigan and the Probate and Estate Planning section of the State Bar. She also holds a Series 65 license. Kara Endres Financial Planner Kara Endres is a Financial Planner at Baird, serving client in Kentucky, Michigan and Indiana. Prior to joining Baird’s Financial & Estate Planning team, she was a Wealth Planner with the planning team at Hillard Lyons. As an extended member of your Financial Advisor’s team, she focuses on providing comprehensive financial planning solutions to high-net worth clients and helps individuals and families put together a road map to achieve goals and objectives during the various life stages. Kara began her career in the financial planning field in 2009 and has held her CERTIFIED FINANCIAL PLANNER™ designation since 2011. She is a graduate of Ball State University and resides with her husband and three children in Southern Indiana. Kara enjoys spending time with her very active family and taking in a baseball game when time permits. Macy Slaughter, CFP Tax Planning Associate 615.277.6605 MSlaughter@rwbaird.com Macy joined Baird in June of 2020 as a PWM Foundations Associate and transitioned to the Wealth Solutions Group as a Tax Planning Associate in December of 2021. Prior to joining the Tax Planning Team, Macy graduated from the University of Tennessee at Martin in the Spring of 2020 with degrees in both Accounting and Finance. Macy’s role as Tax Planning Associate focuses primarily on assessment of the impact that a client’s tax situation could have on their overall financial goals. Assessment includes identifying planning opportunities, modeling strategies for both current and future tax years to understand the implications of these strategies, and serving as a technical resource for Baird advisors and their clients.Born and raised in a small West Tennessee town, Macy grew up in both a sales and entrepreneurial environment. Macy kept the books for her parents’ businesses, so she decided to pursue a degree in the accounting industry. Once in college, an elective course on managing money gave her a strong desire to manage her own finances wisely and help others do the same.