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Deborah B

Series 66

Tampa, FL

Robert Baird & Co.

Deborah Barnes is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds a Series 66 designation and has been with Robert Baird since 2016. Outside of her advisory role, she is the proprietor of Moon Gazing, LLC, a small business. Robert Baird’s DDK Group, where she works, serves individuals, families, institutional clients, and charitable organizations by providing tailored financial planning and portfolio management services, including both discretionary and non-discretionary strategies.

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

Series 66

Tampa, FL

Robert Baird & Co.

Kevin Karpay is a financial advisor with Robert W. Baird & Co. in Tampa, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual and a legislative office for Congresswoman Kathy Castor. He serves as an investment committee member and Vice President of Philanthropy for Tampa Jewish Family Services. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a combination of 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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Austin S

CFP®, Series 63

Tampa, FL

Robert Baird & Co.

Austin Schonbrun is a Certified Financial Planner (CFP®) with 11 years of industry experience. He currently works at Robert W. Baird & Co., where he has been since 2021. Prior to joining Baird, he held various roles at Northwestern Mutual from 2013 to 2021. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, supported by internal research and tools including artificial intelligence.

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

Series 66

Tampa, FL

Robert Baird & Co.

Alyssa Cedela is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has previously worked at Marriott International, Powerhouse Gym, and Monster Energy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management team, 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, and custody and brokerage, supported by internal research and manager oversight.

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

Series 66

Tampa, FL

Robert Baird & Co.

Brent Olsson is a financial advisor at Robert W. Baird & Co. in Tampa, FL, with 23 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. for 20 years. He is part of The DDK Group, a team within Robert W. Baird & Co.’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, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Mary Z

Series 63, Series 66

Tampa, FL

Robert Baird & Co.

Mary Zavaglia is a financial advisor at Robert Baird & Co. in Tampa, FL, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has been with Robert Baird & Co. since 1998. She 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 provides customized consulting and portfolio services, utilizing a mix of 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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Miguel R

CFP®, Series 66

Tampa, FL

Robert Baird & Co.

Miguel Rosas Aude is a CFP® with two years of industry experience, currently advising at Robert W. Baird & Co. He previously held roles at Comerica Wealth Management, Fisher Investments, Citigroup, and Wells Fargo in various capacities between 2013 and 2026. He is part of The DDK Group at Baird, which serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

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

Series 66

Tampa, FL

Robert Baird & Co.

Michelle Ferlita is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Brimmer, Burek & Keelan, LLP. Prior to her advisory career, she was involved in education and tutoring, including roles at Mercer University and The Homework Spot at Disciplined Minds Tutoring. She 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 through tailored financial planning and portfolio management strategies.

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

Series 63

Tampa, FL

Robert Baird & Co.

Andrew Hirsch is a financial advisor at Robert Baird & Co. in Tampa, FL, holding a Series 63 designation with 41 years of industry experience. He has been with Robert Baird & Co. since 1993. Outside of his advisory role, Hirsch serves on the Temple Investment Committee and Cemetery Committee at Congregation Schaarai Zedek, providing advice on investments and property issues. Robert Baird & Co. serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, overseeing approximately $394 billion in regulatory assets under management as of December 31, 2025.

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

Series 66

Tampa, FL

Robert Baird & Co.

Michael Barnett is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following seven years at J.J.B. Hilliard, W.L. Lyons, LLC and two years at Edward Jones. Outside of his advisory role, he owns and manages rental properties. Robert Baird & Co. serves a diverse client base including individuals, corporate and business clients, pensions, and charitable organizations through its Private Wealth Management department. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and utilizes internal research and technology in its investment approach.

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

CFP®, Series 63

Tampa, FL

Robert Baird & Co.

Rudolf Fernandez is a CFP® with 42 years of industry experience, currently affiliated with Robert W. Baird & Company and Nmis. He has been with Robert W. Baird & Company for 26 years and Nmis for 24 years. Fernandez serves on the board of directors for the University Club in Tampa and is a board member and finance committee advisor for Kiwanis Tampa. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, and institutional clients by providing tailored financial planning and portfolio management services that include a range of investment strategies and overlay options.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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