Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Debra G

Series 63, Series 65

Santa Rosa Beach, FL

Robert Baird & Co.

Debra Grill is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at Robert W. Baird since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of traditional and alternative investment strategies tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

William D

Series 63, Series 65

Santa Rosa Beach, FL

Robert Baird & Co.

William Dugger is a financial advisor with Robert Baird & Co. in Santa Rosa Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons since 1998 and joined Robert Baird in 2019. Outside of his advisory role, he is a rental property owner. 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 provides consulting and portfolio services tailored to client goals using a variety of investment strategies and management approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")