Steubenville, OH Office

Jeffrey Nedley is a financial advisor with Robert Baird & Co. in Steubenville, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at PNC Investments and JJB Hilliard W.L. Lyons LLC. Outside of his advisory work, he is also a landlord. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to align with client goals and risk tolerances.

Heather Reynolds is a financial advisor with Robert W. Baird & Co. in Steubenville, Ohio, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at LPL Financial, Grove Point Advisors LLC, Cetera Advisor Networks, Station Capital, and Brentwood Bank. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a range of investment strategies including separately managed accounts, tax management, and model-traded portfolios, supported by internal research and technology, with approximately $394 billion in regulatory assets under management as of December 2025.

James Wingett is a financial advisor with Robert Baird & Co. in Steubenville, Ohio, holding a Series 66 designation and 19 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at JJB Hilliard WL Lyons LLC since 2016. Outside of his advisory role, Wingett serves as an assistant girls varsity basketball coach at Madena High School and is a volunteer board member of Rotary of Steubenville and United Way of Jefferson County. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients through a variety of financial planning and portfolio management services. The firm uses a combination of manager-traded and model-traded strategies, ongoing manager monitoring, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Melanie Harless is a financial advisor at Robert Baird & Co. with 32 years of industry experience. She holds the Series 63 designation and has worked at Robert Baird & Co. since 2019. Prior to that, she spent over 30 years at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons. Robert Baird & Co. is an institutional firm whose DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, supported by internal research, manager selection, and various investment strategies.

Gary Richards is a financial advisor with Robert Baird & Co. in Steubenville, OH, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with J.J.B. Hilliard W.L. Lyons from 1992 to 2018 and continued with its successor firm until joining Robert Baird & Co. in 2019. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients, providing financial planning and portfolio management tailored to client goals and risk tolerances. The group offers a range of investment strategies and services, including discretionary and non-discretionary management, SMA programs, and overlay services.