Carter Screeton is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience in educational and retail settings. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research, manager selection, and advanced tools including artificial intelligence.

Scott Osborn is a financial advisor with Robert Baird & Co. in Columbus, IN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has prior experience with JJB Hilliard, W.L. Lyons and Main Source/RJFS. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Steven Meredith is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Robert Baird since 2019, following a 19-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He is also a partner in Tipton Partners LLC, an entity involved in owning and renovating commercial property. Robert Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm employs manager-traded and model-traded strategies, overlay management, and tax-focused approaches, supported by ongoing home-office research and tools, including artificial intelligence.

Scott Dedomenic is a financial advisor with Robert Baird & Co. in Columbus, IN, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Before joining Baird in 2019, he worked for 27 years at J.J.B. Hilliard, W.L. Lyons, Inc. He also serves as treasurer for a local homeowners association, managing financial reporting and dues collection. The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a range of investment strategies including manager-traded and model-traded SMA programs, with ongoing manager selection and internal research integral to its approach.

Nash Jackson is a financial advisor at Robert W. Baird & Co. in Columbus, Indiana, holding a Series 66 designation with four years of industry experience. Prior to joining Baird in 2021, he worked at Enkei America Inc. and Indiana Smokehouse, and was a full-time student from 2019 to 2021. He 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 offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and investment professionals.

Joshua Meredith is a financial advisor with Robert Baird & Co. in Columbus, Indiana, holding a Series 66 designation and four years of industry experience. Prior to joining Baird in 2022, he worked for Cummins Engine Company for fourteen years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate 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 a combination of manager-traded and model-traded strategies along with internal research and technology in client advice.

Robert Banister is a financial advisor at Robert W. Baird & Co. based in Columbus, Indiana, with 34 years of industry experience. He has held this position since 2019, following 25 years at J.J.B. Hilliard, W.L. Lyons, Inc. Banister holds Series 63 and Series 65 licenses. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, wrap programs, and custody and brokerage services, supported by internal research and ongoing manager monitoring.