Brenna Sauer 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 Fifth Third Bank and Anne Thrasher Boyd State Farm. Outside of her advisory role, she owns and operates an embroidery business called Catch a Vibe Embroidery. The DDK Group, part of Robert W. Baird’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, utilizing internal research and a mix of manager-traded and model-traded strategies, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Dianne Daniel is a financial advisor at Robert Baird & Co. with 29 years of industry experience. She holds a Series 63 designation and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1997. 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Eric Miller is a financial advisor with Robert Baird & Co. in Evansville, Indiana, holding Series 65 and Series 63 designations and bringing 30 years of industry experience. He has worked in the financial sector since 1996, including over seven years at Robert Baird & Co. Miller serves as a board member and treasurer of the Evansville Aquatics Foundation. Robert Baird & Co. offers a range of financial planning and portfolio management services through its DDK Group, serving individuals, corporate clients, pensions, and charitable organizations. The firm employs a mix of manager-traded and model-traded SMA strategies, tax management, and uses internal research tools, including artificial intelligence, to support client advice.

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® with 28 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. She has also been affiliated with J.J.B. Hilliard, W.L. Lyons, Inc. since 1997. Outside of advisory work, she holds leadership roles on the board of Deaconess Health System, including Treasurer and Chair of the Finance Committee. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Kristen Runyon is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Robert Baird & Co., where she has worked since 2019, and has also been associated with J.J.B. Hilliard, W.L. Lyons, Inc. since 2001. Outside of her advisory work, she has self-published several novels marketed and sold via the internet. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

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 with Robert Baird & Co. in Evansville, Indiana, holding a Series 66 designation and 12 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, LLC since 2013. Outside of his advisory role, he serves as President of the Board of Directors for Peace Zone, a nonprofit organization. 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, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

David Perigo is a financial advisor with Robert Baird & Co. based in Evansville, IN. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including prior work at J.J.B. Hilliard W.L. Lyons, LLC. Outside of his advisory role, he is a part owner of family farmland managed through an LLC. He 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 employs a range of investment strategies including discretionary portfolio management, separately managed accounts, and tax-management techniques, supported by home-office research and technology.

Felicia Hostettler is a financial advisor with Robert Baird & Co., holding a Series 63 designation and bringing 27 years of industry experience. She has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons since 1992. 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 using a combination of in-house and third-party managers, including traditional and complex investment strategies.

Tricia Hollander Henning is a financial advisor with Robert W. Baird & Co. in Evansville, Indiana, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at Robert W. Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Henning serves as a board member for St. Bens Finance and the United Way, and she chairs the Investment Committee at the Welborn Baptist Foundation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Dylon Moore is a financial advisor at Robert Baird & Co. with a Series 66 designation and no prior industry experience. His work history includes roles in education, event management, and hospitality, and he is involved with Farmer and Frenchman LLC, a winery where he serves as an employee. Robert Baird & Co. serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering financial planning and portfolio management through both discretionary and non-discretionary approaches. The firm employs a range of investment strategies and provides additional municipal advisory and public finance services alongside its wealth management offerings.

Jacob Schiff is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. 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 group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

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. and holds Series 65 and Series 63 credentials, bringing 43 years of industry experience. He has been with Robert W. Baird since 2019 and simultaneously with J.J.B. Hilliard W.L. Lyons, LLC since 2012. Bernardin serves as a board member for the YMCA of Southwestern Indiana. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and custody and brokerage services, utilizing a combination of SMA strategies, tax management, and internal research tools.

Stephen Provost III is a financial advisor at Robert Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert Baird since 2019, previously working at J.J.B. Hilliard, W.L. Lyons, Inc. since 1982. Outside of his advisory work, he serves as co-personal representative for a relative's estate. He 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 financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies and overlay services.

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 with Robert Baird & Co. in Evansville, IN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, Inc. since 1995. Outside of his advisory work, he serves as president of the Waterfront Lake Association in Newburgh, IN. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, employing a range of investment strategies and management options, along with municipal advisory and public finance services.

Scott Lobel is a financial advisor with Robert W. Baird & Co. in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1996. Lobel also serves as a trustee for several relatives' trusts, involving both investment-related and non-investment responsibilities. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

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 at Robert W. Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019, following nearly a decade at J.J.B. Hilliard W.L. Lyons, LLC. 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. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized portfolio management and consulting services, employing a range of strategies from traditional asset allocation to more complex investments.

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 at Robert Baird & Co. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 1981. He also serves as a trustee for a niece's trust. Robert Baird & Co. is a large institutional firm managing approximately $394 billion in assets as of 2025. The firm provides wealth management services to individuals, corporations, pensions, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services with a focus on manager-traded and model-traded strategies supported by internal research and technology.

Michelle Vanover is a financial advisor with Robert Baird & Co. in Evansville, IN, holding a Series 63 designation and 27 years of industry experience. She has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons for 19 years. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

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 credentials and has been with Robert Baird since 2019. Prior to that, he worked at J.J.B. Hilliard, W.L. Lyons, Inc. since 1993. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded SMA strategies, overlay management, tax management, and direct indexing, supported by internal research and ongoing manager monitoring.

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 19 years of industry experience. He previously worked at Hilliard Lyons and has been with Robert Baird since 2019. Outside of his advisory role, Berger serves on the finance and cultural committees of Temple Adath Bnai Israel and acts as treasurer for several local organizations, including the EVSC Foundation and the Rotary Foundation of Evansville. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations. The group offers a range of portfolio and consulting services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

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 at Robert Baird & Co. with 11 years of industry experience. She holds Series 65 and Series 63 designations and has worked at firms including Donaldson Capital Management and J.J.B. Hilliard W.L. Lyons. She serves as a board advisor and committee member for the Community Foundation Alliance in Evansville, IN. The DDK Group, part of Robert Baird & Co.’s Private Wealth Management department, provides financial planning and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies along with manager selection driven by home-office research.

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.