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Thomas C

Series 66

West Palm Beach, FL

Robert Baird & Co.

Thomas Cunningham is a financial advisor at Robert W. Baird & Co. based in West Palm Beach, FL. He holds a Series 66 designation and joined the firm in 2025. His prior experience includes roles at 160over90, Circufiber Inc., Celliant Inc., and Endeavor. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research and tools such as artificial intelligence in client advice.

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

CFP®, Series 63

West Palm Beach, FL

Robert Baird & Co.

Andrew Oremland is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Baird in 2016, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations by providing consulting and portfolio management services tailored to client goals and risk tolerances.

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

CFP®, Series 63

West Palm Beach, FL

Robert Baird & Co.

Larry Bernstein is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. Incorporated since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Bernstein is a member of the Florida Bar Association, though he has no current duties in that capacity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and overlays.

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

CFP®, Series 63

West Palm Beach, FL

Robert Baird & Co.

Christian Clinton is a CFP® with 25 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2016. Prior to joining Baird, he worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he is an owner of rental properties. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

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

Series 66

West Palm Beach, FL

Robert Baird & Co.

Melissa Mills is a financial advisor with Robert W. Baird & Co. in West Palm Beach, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Baird since 2016, following a brief tenure at Wells Fargo Advisors. Outside of her advisory role, she works as a beauty consultant for Mary Kay and is employed by a local cleaning company. The DDK Group at Robert W. Baird & Co., where Mills practices, serves a wide range of clients including individuals, corporate and business entities, pensions, and charitable organizations. The firm offers comprehensive wealth management services through a mix of discretionary and non-discretionary portfolio management strategies, emphasizing ongoing manager selection, internal research, and the integration of artificial intelligence in client advice.

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

Series 66

West Palm Beach, FL

Robert Baird & Co.

Jena Burrows is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2016, following a year at Wells Fargo Advisors. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and third-party managers to meet client goals and risk tolerances.

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

Series 63

West Palm Beach, FL

Robert Baird & Co.

Alex Bigelow is a financial advisor with Robert W. Baird & Co. based in West Palm Beach, FL, holding a Series 63 designation and 45 years of industry experience. He has worked at Robert W. Baird & Co. since 2016. Outside of advising, he is a passive member of Jorie Healthcare Partners. Alex is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

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

CFP®, Series 63

West Palm Beach, FL

Robert Baird & Co.

Keith Epstein is a CFP® with 32 years of industry experience, currently serving at Robert W. Baird & Co. since 2016. He previously worked at Wells Fargo Advisors for seven years. Epstein holds leadership roles outside of his advisory work, including serving as president of the Oakmont Village Homeowners Association and as a board member and investment committee member for Temple Beth Torah and The Arc of Palm Beach County. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and advisory services. The firm employs a combination of internally researched investment strategies and strategic partnerships, managing approximately $394 billion in assets as of December 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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