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Weston K

Series 66

Elkhorn, NE

Robert Baird & Co.

Weston Karschner is a financial advisor at Robert Baird & Co. in Elkhorn, Nebraska, holding a Series 66 designation. He joined Baird in 2024 and previously worked at Convera and Applied Underwriters. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with tailored consulting and portfolio management services.

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

CFP®, Series 66

Elkhorn, NE

Robert Baird & Co.

Ia Hagan is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Robert Baird & Co. in 2024, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2024. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and advanced tools such as artificial intelligence.

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

CFP®, Series 63, Series 65

Elkhorn, NE

Robert Baird & Co.

Nichol Rogers is a CFP®-designated financial advisor with Robert W. Baird & Co., based in Elkhorn, Nebraska, bringing 26 years of industry experience. Prior to joining Baird in 2022, she worked at Northwestern Mutual, Wells Fargo Advisors, LPL Financial, and Citigroup Global Markets. She also serves on the board of MICAH House, an emergency shelter organization, where she participates in fund development and financial oversight. Rogers is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a broad range of financial planning and portfolio management services supported by ongoing manager research, tax management strategies, and distinctive municipal advisory capabilities.

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

Series 66

Elkhorn, NE

Robert Baird & Co.

Alexander Ritter is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience and holds a Series 66 designation. He has been with Robert W. Baird since 2015. Outside of his advisory role, Ritter serves as an organist for Countryside Community Church in Omaha, Nebraska. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts, overlay services, and both traditional and non-traditional investment approaches.

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

Series 63, Series 65

Elkhorn, NE

Robert Baird & Co.

James Ritter is a financial advisor with Robert W. Baird & Co. in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Outside of his advisory role, he is involved with JARWORKS, LLC, a company managing a vacation rental property. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including separately managed accounts and overlay services, while also providing municipal advisory and public finance services.

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

Series 63, Series 65

Elkhorn, NE

Robert Baird & Co.

Frank Lastovica VI is a financial advisor at Robert Baird & Co. with four years of industry experience. He has previously worked at Wells Fargo Bank, Wells Fargo Clearing, Pacific Life, Roland and Associates, and the Metro Omaha Medical Society. 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. The team offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers, including traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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