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Ava G

Series 66

Seattle, WA

Robert Baird & Co.

Ava Glapinski is a financial advisor at Robert W. Baird & Co. in Seattle, WA, with two years of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual. Her professional background also includes roles outside finance, such as work with Colectivo Coffee and Whelan's Coffee and Ice Cream. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of portfolio management strategies and emphasizes ongoing manager selection and monitoring supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Bryan B

Series 63

Glasgow, KY

Robert Baird & Co.

Bryan Baysinger is a financial advisor with Robert Baird & Co. and holds a Series 63 designation. He has 27 years of industry experience, including a long tenure at Hilliard Lyons from 1998 to 2019 before joining Robert Baird in 2019. Baysinger serves as a board member for Crossroads Life Center, a nonprofit Christian organization, and is also a director and treasurer for the Glasgow Education Foundation, which awards scholarships to teachers and students. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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William L

Series 66

Nashville, TN

Robert Baird & Co.

William Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Robert W. Baird since 2013. Outside of his advisory role, Liles is involved in community service and finance oversight, serving on the Finance/Investment Committee for Family & Children's Service and as Finance Committee Chair at Woodmont Christian Church. He is also the owner of a farm and hunting land in Charlotte, TN. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, employing a range of strategies from traditional allocations to more complex investments, alongside municipal advisory and public finance services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Denise I

Series 63, Series 65

Cleveland, OH

Robert Baird & Co.

Denise Ingersoll is a financial advisor with Robert Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Robert Baird & Co. since 1997. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, manager selection, and use of technology including artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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James M

CFP®, Series 66

Louisville, KY

Robert Baird & Co.

James Mc Carty is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Baird Trust and AllianceBernstein. Mc Carty also serves as an adjunct professor of finance at the University of Kentucky Gatton College of Business and Economics, where he teaches financial modeling. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, and institutional investors. The group offers tailored advice and diversified portfolio management through a combination of in-house and third-party managers, with services spanning traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Steven K

Series 63, Series 65

Fox Valley, WI

Robert Baird & Co.

Steven Kornetzke is a financial advisor at Robert W. Baird & Co. in Appleton, WI, with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Robert W. Baird since 2007. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Anthony M

CFP®, Series 63, Series 66

Charlotte, NC

Robert Baird & Co.

Anthony Moffa is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. His prior roles include positions at Linden Thomas & Company and TIAA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, combining internal research and manager selection with model-traded strategies and tax-management capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Abram M

Series 66

Lynchburg, VA

Robert Baird & Co.

Abram Mc Wane III is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked for Boxley Materials Company for ten years before joining Baird in 2022. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both internal research and strategic partnerships.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Megan C

Series 66

Cascade, WI

Robert Baird & Co.

Megan Coronado is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she serves as Treasurer and Board Member for both the Sheboygan County Estate Planning Council and the Plymouth Public Library Foundation. She is part of The DDK Group within Robert W. Baird & Co.’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 using both in-house and third-party managers, with a focus on aligning strategies to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Arjun S

Series 66

Milwaukee, WI

Robert Baird & Co.

Arjun Singh is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Edward Jones and the University of Wisconsin-Madison. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and customized investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Devon N

Series 66

Milwaukee, WI

Robert Baird & Co.

Devon Norwood is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience and holds the Series 66 designation. He has been with Robert W. Baird since 2008. Outside of his advisory role, Norwood serves as Treasurer for Lannon Elementary School. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and custody services. Baird manages approximately $394 billion in regulatory assets and offers distinctive features such as municipal advisory services and strategic minority partnerships.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Heather R

Series 66

Steubenville, OH

Robert Baird & Co.

Heather Reynolds is a financial advisor with Robert W. Baird & Co. in Steubenville, Ohio, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at LPL Financial, Grove Point Advisors LLC, Cetera Advisor Networks, Station Capital, and Brentwood Bank. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a range of investment strategies including separately managed accounts, tax management, and model-traded portfolios, supported by internal research and technology, with approximately $394 billion in regulatory assets under management as of December 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Weston J

CFP®, Series 66

Owensboro, KY

Robert Baird & Co.

Weston Jacob is a CFP® with four years of industry experience, currently advising at Robert W. Baird & Co. since 2021. His background includes roles outside finance, such as work in interior design and retail. Located in Owensboro, KY, he holds the Series 66 designation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a diverse mix of managed account strategies and emphasizes ongoing manager selection supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Darin K

Series 63, Series 66

Milwaukee, WI

Robert Baird & Co.

Darin Kochanski is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Crabel Capital Management and Artisan Partners. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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David K

CFP®, Series 63, Series 65

Sarasota, FL

Robert Baird & Co.

David Klenke is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Robert W. Baird & Co. since 2004, based in Sarasota, FL. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Samuel B

Series 66

Milwaukee, WI

Robert Baird & Co.

Samuel Brinkman is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2020, with prior experience at Marquette University, Children's Hospital of Wisconsin, and service in the United States Army. 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 through tailored consulting and portfolio services, including discretionary management and separately managed accounts.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Christopher F

CFP®, Series 63

Louisville, KY

Robert Baird & Co.

Christopher Foster is a CFP® credentialed financial advisor with 33 years of industry experience. He has worked at Robert Baird & Co. since 2019 and spent 27 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of financial advising, he is president of a construction company that manages leased farmland in Oldham County, Kentucky. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients with a range of financial planning and portfolio management services. Baird employs a mix of manager-traded and model-traded strategies, tax-management, and unified fee arrangements, supported by internal research and ongoing manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Adrienne H

Series 66

Louisville, KY

Robert Baird & Co.

Adrienne Hayes is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Baird Trust Company, she worked for Stock Yards Bank & Trust for 13 years. She serves as a board member for the March of Dimes, volunteering approximately one hour per month with the charity. The DDK Group at Robert W. Baird & Co. serves high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, with investment strategies that include manager-traded and model-traded SMA programs, tax management, and direct indexing.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jacquelyn N

Series 66

Milwaukee, WI

Robert Baird & Co.

Jacquelyn Niedermeier is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2011. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, 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 various investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michael N

Series 66

West Bend, WI

Robert Baird & Co.

Michael Nowack is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2005. Outside of his advisory role, he serves as a director on the board of the Threshold Foundation, overseeing the management and distribution of the foundation's assets. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored investment advice and portfolio management services using a combination of in-house and third-party managers across a range of traditional and alternative strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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