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Erin H

Series 63, Series 66

Siesta Key, FL

Robert Baird & Co.

Erin Hajdu is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. Prior to joining Baird in 2021, she worked at Cetera and Regions Bank, among other financial firms. Outside of her advisory role, she serves as a brand representative for Melaleuca. The DDK Group at Robert W. Baird & Co., where Erin is based, serves individual clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, employing both manager-traded and model-traded strategies alongside tax management and direct-indexing capabilities.

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

Series 66

Siesta Key, FL

Robert Baird & Co.

Meredith Woods is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. She holds the Series 66 designation and has been with Baird since 2012. Outside of her advisory role, she is involved in managing residential rental properties in Durango, Colorado. She 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

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

Series 63, Series 65

Siesta Key, FL

Robert Baird & Co.

Scott Woods is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Robert W. Baird & Co. since 2012. 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 provides a range of consulting and portfolio services tailored to client goals and risk tolerances, 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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Paul B

Series 63, Series 65

Siesta Key, FL

Robert Baird & Co.

Paul Buskey is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Robert W. Baird since 2012. Outside of his advisory role, he manages several residential rental properties in Sarasota, FL. He is part of The DDK Group at Robert W. Baird, which serves a range of clients including high-net-worth individuals, families, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers across traditional and complex strategies.

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

Series 66

Siesta Key, FL

Robert Baird & Co.

Lynn Crapo is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2012. She 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 group offers tailored consulting and portfolio services, including financial planning and discretionary portfolio management, utilizing a range of strategies and overlays to meet client goals and risk tolerances.

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

Series 66

Siesta Key, FL

Robert Baird & Co.

Beckie Clark is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 16 years of industry experience. She has been with Robert W. Baird since 2012. Beckie is based in Siesta Key, Florida. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, 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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Kathleen L

CFP®, Series 66

Siesta Key, FL

Robert Baird & Co.

Kathleen Lamke is a CFP® and Series 66-licensed financial advisor with Robert W. Baird & Co., bringing 12 years of industry experience. She has been with Robert W. Baird & Co. since 2013. 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, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both 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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Charles A

Series 63, Series 65

Siesta Key, FL

Robert Baird & Co.

Charles Alario Jr. is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2012. 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 with consulting and portfolio services. The firm offers tailored investment strategies using a combination of in-house and third-party managers, including traditional and non-traditional asset allocations, alongside municipal advisory and public finance services.

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

Series 66

Siesta Key, FL

Robert Baird & Co.

William Mc Ginty is a Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2020. He has six years of industry experience and operates from Siesta Key, Florida. Outside of his advisory role, he owns and manages McGinty Marine International, a yacht delivery service that he runs on weekends. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, with approximately $394 billion in assets under management as of December 2025.

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

Series 63, Series 65

Siesta Key, FL

Robert Baird & Co.

Jane Mcginty is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Robert W. Baird since 2012. Outside of finance, she is a co-owner of a veterinary clinic in Sarasota, Florida. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies from traditional to complex allocations.

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

Series 66

Siesta Key, FL

Robert Baird & Co.

Brenda Kleiber is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2016. Outside of advising, she is co-owner of EverNear Wellness and is involved in the production and marketing of homemade coffee liqueur through Campfire Beverages LLC. Brenda is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and tools to support client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Charles F

Series 63, Series 65

Siesta Key, FL

Robert Baird & Co.

Charles Fortenberry is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He has been with Robert W. Baird since 2012 and holds the Series 63 and Series 65 designations. He is a member of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves high net worth individuals, corporate and business 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, employing a combination of 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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Albert C

Series 63

Siesta Key, FL

Robert Baird & Co.

Albert Caprara Jr. is a financial advisor at Robert Baird & Co. with 28 years of industry experience. He has been with Robert Baird & Co. since 2013 and holds a Series 63 designation. 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 consulting and portfolio services, including financial planning and discretionary management, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

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

CFP®, Series 66

Siesta Key, FL

Robert Baird & Co.

Christopher Hain is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2013. He holds the Series 66 designation and is based in Siesta Key, Florida. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations. The group offers a range of investment strategies and consulting services, including discretionary and non-discretionary management, separately managed accounts, and overlay solutions.

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

Series 66

Siesta Key, FL

Robert Baird & Co.

Courtney Cornwell is a financial advisor at Robert Baird & Co. with a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, she worked for over two decades at Icard Merrill Cullis Timm Furen & Ginsburg PA. She 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, discretionary and non-discretionary portfolio management, and uses a combination of manager-traded and model-traded strategies supported by internal research and tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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