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Robert C

Series 63, Series 66

Louisville, KY

Robert Baird & Co.

Robert Crady III is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons LLC for ten years before joining Robert W. Baird in 2019. Crady serves as a finance committee member for the Cabbage Patch Settlement House, assisting with budgeting and meetings with money managers. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pension plans, corporations, and charitable organizations. The group offers a range of investment management strategies including discretionary and non-discretionary portfolios, separately managed accounts, and overlay services, with capabilities extending to municipal advisory and public finance.

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

CFP®, Series 63, Series 65

Louisville, KY

Robert Baird & Co.

L Speiden Jr. is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Prior to joining Baird, he worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2016 to 2019. He participates on the finance committee of KMAC, a nonprofit organization in Louisville. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Sam E

CFA®, Series 63, Series 65

Louisville, KY

Robert Baird & Co.

Sam Ellington is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2020. Prior to joining Baird, he worked at PNC Wealth Management and Hilliard Lyons Trust Company. He serves on the Investment/Finance Committees and acts as Treasurer for the Kentucky Science Center and Volunteers of America Mid-States. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations using a range of portfolio management and financial planning services. The firm combines manager-traded and model-traded SMA strategies with tax-management and direct-indexing, supported by internal research and portfolio oversight.

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

Series 63, Series 66

Louisville, KY

Robert Baird & Co.

Angela Lueke is a financial advisor with Robert Baird & Co. in Georgetown, Indiana, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent over two decades with J.J.B. Hilliard, W.L. Lyons, Inc. 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, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Nicholas T

Series 66

Louisville, KY

Robert Baird & Co.

Nicholas Tompkins is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with nine years of industry experience. He has worked at Robert Baird & Co. since 2019, following previous roles at JJB Hilliard Lyons W L Lyons and JJB Hilliard WL Lyons LLC. 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 provides financial planning, portfolio management, and brokerage services, tailoring investment strategies to client goals and risk tolerances through a mix of in-house and third-party managers.

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

CFA®, Series 63

Louisville, KY

Robert Baird & Co.

John Craddock is a CFA® charterholder and Series 63 licensed financial advisor with three years of industry experience. He is currently with Robert Baird & Co., having previously worked at Baird Trust, Kentucky Farm Bureau, PNC, and Invesco. John 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 tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies and overlay services.

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

Series 63, Series 65

Louisville, KY

Robert Baird & Co.

William Mc Clure is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, Cerity Partners, ARGI Investment Services, Indiana University Southeast, and Faurecia. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services, including financial planning, portfolio management, and separately managed accounts, supported by internal research and investment tools.

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

Series 66

Louisville, KY

Robert Baird & Co.

Nicholas Reisenbichler is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and previously worked at J.J.B. Hilliard, W.L. Lyons LLC for 11 years before joining Robert Baird in 2019. Outside of his advisory work, he is involved in managing a maple syrup farm and serves as treasurer for a church youth group. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and investment tools.

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

CFA®, Series 63

Louisville, KY

Robert Baird & Co.

Andrew Means is a CFA® charterholder with 39 years of experience in the financial industry. He has worked at Robert Baird & Co. since 2019 and previously spent 11 years with Hilliard Lyons Capital Management, LLC. He is also a member of an investment club. 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 services including financial planning, portfolio management, separately managed accounts, and custody and brokerage, utilizing a range of investment strategies and proprietary research tools.

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

Series 63, Series 66

Louisville, KY

Robert Baird & Co.

William West is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Baird Trust Company, Harvey Investment Company, PNC, Vanderbilt University, and J.J.B. Hilliard, W.L. Lyons, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing manager-traded and model-traded SMA strategies, tax management, direct indexing, and ongoing manager oversight supported by internal research and technology.

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

Series 63, Series 65

Louisville, KY

Robert Baird & Co.

Leigh Staples Ralston is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. Prior to joining Robert Baird & Co. in 2019, Ralston worked for 35 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of advising, Ralston is involved in a family farming operation in Bedford, KY. Robert Baird & Co. is an institution with over 2,600 advisors and provides a range of financial planning, consulting, and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded separately managed account strategies, tax management, and unified fee arrangements, supported by internal research and strategic partnerships.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Colin E

Series 66

Louisville, KY

Robert Baird & Co.

Colin Evans is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2020. His prior experience includes roles at Defense Finance & Accounting Service and JJB Hilliard WL Lyons LLC. 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, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

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

CFA®, Series 63

Louisville, KY

Robert Baird & Co.

James Allen is a CFA® charterholder with 45 years of industry experience. He has worked at Robert Baird & Co. since 2019 and spent 38 years at J.J.B. Hilliard, W.L. Lyons, Inc. Allen serves on the boards of Bellarmine University, The Filson Historical Society, the Sea Island Beach Club Residences Property Owners Association, and the Speed Art Museum, contributing to their investment or finance committees. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm combines manager-traded and model-traded strategies with tax management and direct indexing, and manages approximately $394 billion in regulatory assets as of December 31, 2025.

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

Series 66

Louisville, KY

Robert Baird & Co.

Bryan Sperry is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent 10 years at J.J.B. Hilliard, W.L. Lyons, LLC. 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, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies including separately managed accounts and overlay services.

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

Series 63, Series 65, Series 66

Louisville, KY

Robert Baird & Co.

Anne Brandon is a financial advisor at Robert Baird & Co. in Louisville, KY, holding Series 63, 65, and 66 designations with 31 years of industry experience. Her prior roles include positions at J.J.B. Hilliard, W.L. Lyons, LLC and Morgan Stanley & Co. LLC. She 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, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, utilizing both manager-traded and model-traded strategies, along with tax-management and direct-indexing capabilities.

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

Series 66

Louisville, KY

Robert Baird & Co.

Margaret Mrsic is a financial advisor at Robert Baird & Co. with 16 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2019, following roles at J.J.B. Hilliard, W.L. Lyons, LLC, and First Kentucky Securities Corporation. Outside of advising, she is the owner of Triple Key Properties, LLC. She is part of The DDK Group at Robert W. Baird & Co., which provides financial planning, portfolio management, and other wealth management services to individuals, corporate clients, and charitable organizations. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing, serving 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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Mark N

CFP®, Series 63

Louisville, KY

Robert Baird & Co.

Mark Nickel is a CFP®-certified financial advisor with Robert Baird & Co. in Louisville, KY, bringing 23 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously held roles at JJB Hilliard Wl Lyons LLC and Hilliard Lyons dating back to 2006. Nickel serves on the board of the University of Louisville Foundation, where he focuses on the foundation's investment policy and strategy. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, and employs a range of traditional and complex investment strategies.

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

Series 63, Series 66

Louisville, KY

Robert Baird & Co.

Laurie Skeen is a financial advisor at Robert Baird & Co. with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.J.B. Hilliard W.L. Lyons, Inc., Park Community / LPL Financial, and Fifth Third Securities. Laurie also serves as a notary, a role she has held since 1999. She 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, discretionary and non-discretionary portfolio management, and separately managed account programs with ongoing manager selection and monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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John W

CFA®, Series 63

Louisville, KY

Robert Baird & Co.

John Watkins III is a CFA® charterholder and Series 63 licensed financial advisor with nine years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent three years with JJB Hilliard WL Lyons LLC. Outside of his advisory role, Watkins is involved in several business ventures including ownership interests in aviation and ranching LLCs. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, combining internal research and manager oversight with distinctive features such as municipal advisory services and strategic partnerships.

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

Series 63, Series 65

Louisville, KY

Robert Baird & Co.

Michael Kuhn is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Fifth Third Securities, Inc. and Fifth Third Bank, where he worked for over a decade. 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 tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex and non-traditional investments.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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