Brenna Sauer is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds a Series 66 designation and has previously worked at Fifth Third Bank and Anne Thrasher Boyd State Farm. Outside of her advisory work, she owns and operates Catch a Vibe Embroidery, a small business focused on custom embroidered apparel. Brenna 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 a mix of manager-traded and model-traded strategies along with internal research and technology in its investment approach.

Dianne Daniel is a financial advisor at Robert Baird & Co. in Evansville, IN, holding a Series 63 designation with 29 years of industry experience. She joined Robert Baird & Co. in 2019 after 22 years at J.J.B. Hilliard, W.L. Lyons, Inc. The DDK Group, where she works, is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies with ongoing investment manager oversight.

Eric Miller is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent 23 years at J.J.B. Hilliard, W.L. Lyons, Inc. He holds the Series 63 and Series 65 licenses. Outside of his advisory role, Miller serves as a board member and treasurer for the Evansville Aquatics Foundation. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager‑traded and model‑traded strategies, internal research tools including artificial intelligence, and ongoing manager monitoring.

Tawne Wandling is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 66 credential and having 10 years of industry experience. She has worked at Robert Baird & Co. since 2019 and also has experience with JJB Hilliard WL Lyons LLC. Wandling serves as an investment committee member for the Children's Museum of Evansville. The DDK Group at Robert W. Baird & Co., where Wandling works, 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 through separately managed accounts, and municipal advisory services, with investment strategies supported by in-house research and the use of artificial intelligence.

Teri Hollander Albin is a CFP® professional with 29 years of industry experience, currently advising at Robert Baird & Co. since 2019. She previously spent 22 years with J.J.B. Hilliard, W.L. Lyons, Inc. Albin serves as Treasurer of the Board and Chair of the Finance Committee for Deaconess Health System, and holds board roles with the Investments and Wealth Institute and the Catholic Diocese of Evansville Priests Retirement Board. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax-management and direct indexing.

Kristen Runyon is a CFP® professional with 24 years of experience in the financial industry. She has worked at Robert Baird & Co. since 2019 and previously spent 18 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of her advisory work, she is involved in self-publishing and has authored several novels marketed online. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves a range of clients including individuals, businesses, pension plans, and charitable organizations. The firm offers various financial planning and portfolio management services, emphasizing manager selection, tax management, and the use of internal research tools.

Elizabeth Wagner is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019, following a long tenure at Hilliard Lyons. 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, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement a variety of investment strategies.

Eric Provost is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He has worked at Robert Baird since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC from 2013 to 2019. Provost holds a Series 66 designation and serves as President of the Board of Directors for Peace Zone, a nonprofit organization in Evansville, Indiana. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and brokerage services, and manages approximately $394 billion in assets as of December 2025.

David Perigo is a financial advisor at Robert Baird & Co. in Evansville, IN, holding Series 63 and Series 66 designations with 14 years of industry experience. He previously worked at J.J.B. Hilliard W.L. Lyons, LLC for six years before joining Robert Baird in 2019. Outside of his advisory role, he is a part owner of a family farmland LLC. Robert Baird & Co.’s DDK Group, where Perigo works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services that combine manager-traded and model-traded strategies, tax management, and unified fee arrangements, supported by ongoing manager selection and internal research, including the use of artificial intelligence.

Felicia Hostettler is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 63 designation and 28 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent 27 years with J.J.B. Hilliard, W.L. Lyons, Inc., now part of Hilliard Lyons. Robert Baird & Co. is a large institutional firm serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services delivered through various separately managed account programs and employs internal research, including artificial intelligence tools, to support client advice.

Tricia Hollander Henning is a financial advisor with Robert Baird & Co. in Evansville, Indiana, holding Series 63 and Series 65 credentials and having 33 years of industry experience. She worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 27 years before joining Robert Baird in 2019. Henning serves on the boards of St. Bens Finance, United Way, and the Welborn Baptist Foundation, where she chairs the Investment Committee. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a combination of manager-traded and model-traded strategies, internal research, and tools including artificial intelligence.

Jacob Schiff is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 66 designation and 18 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for 11 years before joining Robert Baird & Co. in 2019. He is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and custody and brokerage services, supported by internal research and tools, including artificial intelligence.

Justin Holtz is a Series 66-credentialed advisor with Robert Baird & Co. in Evansville, Indiana, where he has worked since 2019. He has seven years of industry experience and previously worked at J.J.B. Hilliard Wl Lyons and Concannon's Bakery. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, 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 account programs, and custody and brokerage services.

Christina Scherry is a financial advisor with Robert W. Baird & Co. in Evansville, Indiana, holding a Series 66 designation and two years of industry experience. Prior to joining Baird in 2022, she worked at Vineyard Financial and Profile by Sanford. Outside of her advisory role, she is involved as a temporary employee with Pigtails and Cowlicks LLC. She is part of The DDK Group within Robert W. 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 using a combination of in-house and third-party managers across a range of investment strategies.

Robert Bernardin is a financial advisor with Robert W. Baird & Co. in Evansville, IN, holding Series 63 and Series 65 credentials and 44 years of industry experience. His prior roles include positions at J.J.B. Hilliard W.L. Lyons, Morgan Stanley, and Citigroup Global Markets. He serves as a board member of the YMCA of Southwestern Indiana. Baird’s Private Wealth Management department, including the DDK Group, provides services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services supported by manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

Stephen Provost III is a financial advisor at Robert Baird & Co. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 37 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he serves as a co-personal representative for a relative’s estate. He is part of The DDK Group within Robert W. Baird & Co.’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 a combination of manager-traded and model-traded strategies alongside internal research and technology tools.

Roshan Tamang is a Series 66-licensed financial advisor at Robert Baird & Co. with four years of industry experience. He has held positions at Baird since 2021 and previously worked in operations at gas stations and at Indiana University. Outside of his advisory role, Tamang serves as Treasurer and a board member for Wesselmann Woods. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custodian services, employing a mix of manager-traded and model-traded strategies supported by internal research and advanced tools.

Grace Murrell is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Robert Baird & Co., she held positions at Banterra Bank and RJ Pohl & Associates. Outside of her advisory role, she is involved in a gift-wrapping activity. Grace 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 broad range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing a mix of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Elizabeth Vincek is a financial advisor with Robert W. Baird & Co., holding a Series 66 credential and two years of industry experience. Prior to joining Baird in 2022, she worked at Fifth Third Bank and has held various roles in retail and service industries. Outside of her advisory role, she has served as a soccer official since 2010. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Troy Reynolds is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 24 years before joining Baird in 2019. Outside of his advisory role, he serves as president of the Waterfront Lake Association in Newburgh, Indiana. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and advisory services.

Scott Lobel is a financial advisor with Robert Baird & Co. in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 23 years before joining Robert Baird in 2019. Lobel also serves as a trustee of multiple family trusts in Indiana. Robert Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services supported by internal research and a mix of manager-traded and model-traded strategies.

Kimberley Wren is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Edward Jones and The Virtual Savvy, as well as five years with Evansville Vanderburgh School Corporation. Outside of her advisory work, she serves as Treasurer and board member for both Wesselman Woods and the Arts Council of Southwestern Indiana, and is also a self-employed freelance musician. 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, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Rebekah Dodd is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at Baird Trust Company, Hilliard Lyons Trust Company, and operated Dodd Business Services, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and ongoing manager monitoring.

Savanah Holland is a Series 66 licensed financial advisor with Robert Baird & Co. in Evansville, Indiana, and has three years of industry experience. Prior to joining Baird in 2022, she held roles at Deaconess Health System and various organizations in education and the arts. She is also involved with the School of Ballet Indiana as an employee. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations with a range of investment and financial planning services.

James Roberts is a financial advisor with Robert W. Baird & Co. in Evansville, Indiana, holding a Series 66 designation and 21 years of industry experience. He has been with Robert W. Baird & Co. since 2019, and previously worked at J.J.B. Hilliard W.L. Lyons and Ameriprise. Roberts serves on the board of the Southwest Indiana Chamber of Commerce and provides strategic oversight to the Evansville Museum of Arts, History, and Science. The DDK Group at Robert W. Baird & Co., where Roberts works, serves individual, corporate, pension, and charitable clients through a variety of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies and emphasizes ongoing manager selection supported by internal research and artificial intelligence tools.

Andrew Williams is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Fifth Third Securities, Equitable Advisors LLC, Old National Wealth Management, and Edward Jones. Outside of his advisory role, he is involved in a real estate holding company based in Indiana. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a variety of investment strategies and management approaches to meet client goals and risk tolerances.

Robert Wathen II is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 38 years before joining Robert Baird in 2019. He also serves as a trustee for a niece's trust. Robert Baird & Co. is an institutional firm with a Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes both manager-traded and model-traded strategies with ongoing manager selection and monitoring supported by internal research and advanced tools.

Tyler Pike is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Baird, he worked at AstraZeneca for several years. The DDK Group, Tyler’s team at Baird, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning, portfolio management, and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Michelle Vanover is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She holds the Series 63 designation and has worked previously at J.J.B. Hilliard, W.L. Lyons and A.G. Edwards & Sons, Inc. since beginning her career in 1999. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a wide range of services such as financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and municipal advisory services, supported by internal research and advanced portfolio management tools.

Kimberly Vollman is a financial advisor with Robert Baird & Co. in Evansville, IN, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has worked at Robert Baird since 2021 and previously spent 11 years at Old National and LPL Financial Services. 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 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 complex investment strategies.

Sara Rogier is a financial advisor with Robert W. Baird & Co. in Evansville, Indiana, holding a Series 66 credential and four years of industry experience. Prior to joining Baird in 2022, she worked at Reckitt and Mead Johnson. Outside of her advisory role, she serves as a board member and treasurer for the Evansville Cyclones Baseball organization. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and offers investment strategies that include SMA programs, tax management, and internal research tools.

Mark Gerst is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 26 years before joining Baird in 2019. Baird’s Private Wealth Management department, which includes the DDK Group team, serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of investment and advisory services, including portfolio management and financial planning, supported by ongoing manager selection and internal research tools.

Madeline Masterson is a financial advisor with Robert Baird & Co. in Evansville, IN. She holds a Series 66 designation and has five years of industry experience, all with Baird since 2018. Outside of her advisory role, she works as a fitness instructor at a local gym. 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. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies and investment approaches to meet client goals and risk tolerances.

Jeffrey Berger is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 66 credential and over 20 years of industry experience. He has been with Robert Baird since 2019 and previously worked at Hilliard Lyons. Berger serves on the finance and cultural committees of Temple Adath Bnai Israel and is Treasurer for several community organizations, including the EVSC Foundation, Rotary Foundation of Evansville, and Vanderburgh County CASA. The DDK Group at Robert W. Baird & Co., where Berger works, serves individuals, corporate clients, pensions, and charitable organizations through comprehensive wealth management services. The firm offers a range of portfolio management and advisory solutions, combining manager-traded and model-traded strategies with ongoing research and monitoring.

Justin Soderlund is a CFP® and Series 66-registered advisor with Robert Baird & Co. He has been with Baird since 2025 and previously worked at German American Bank from 2021 to 2025. Before entering the financial industry, he was affiliated with Indiana University from 2013 to 2021. 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 charitable organizations. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including discretionary and non-discretionary options, as well as complex investment strategies.

Kimberly Schultz is a financial advisor with Robert Baird & Co. in Evansville, IN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She previously worked at J.J.B. Hilliard W.L. Lyons and Donaldson Capital Management. Kimberly serves as a board advisor and committee member for the Community Foundation Alliance. She 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 through a range of financial planning and portfolio management services.

Charli Parsons is a financial advisor with Robert Baird & Co., holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Baird, she worked at Azzip Pizza and has been affiliated with the University of Southern Indiana since 2023. Parsons is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm utilizes a range of services including financial planning, portfolio management, and specialized account programs, supported by ongoing manager selection and internal research tools.