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Carter S

Series 66

Columbus, IN

Robert Baird & Co.

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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Scott O

Series 63, Series 66

Columbus, IN

Robert Baird & Co.

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.

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

CFP®, Series 66

Columbus, IN

Robert Baird & Co.

Steven Meredith is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He has also been associated with J.J.B. Hilliard, W.L. Lyons, Inc. for over two decades. Outside of his advisory role, Meredith is a partner in Tipton Partners LLC, an entity involved in owning and renovating commercial real estate. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, utilizing a mix of in-house and third-party investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Scott D

Series 63, Series 65

Columbus, IN

Robert Baird & Co.

Scott Dedomenic is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Robert Baird since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Outside of his advisory role, he serves as treasurer for the Timbergate Home Owners Association in Edinburgh, Indiana. 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. The group offers customized financial planning and portfolio management strategies, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment approaches.

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

Series 66

Columbus, IN

Robert Baird & Co.

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.

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

Series 66

Columbus, IN

Robert Baird & Co.

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.

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

Series 63, Series 65

Columbus, IN

Robert Baird & Co.

Robert Banister is a financial advisor with Robert W. Baird & Co. in Columbus, Indiana, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1994. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients by providing consulting and portfolio services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and services, including discretionary and non-discretionary portfolio management, separately managed accounts, and municipal advisory and public finance services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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