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.

John Hodge is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he is involved in managing family-owned mineral interests through a separate business entity. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Benjamin Franz is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its predecessor firms since 2007. Outside of his advisory role, Franz is involved as a paraplanner with Hayes, Powers and Associates LLC, where he manages practice operations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Bradley Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management in Evansville, Indiana. He has 10 years of experience in financial services and focuses on providing wealth management advice to individuals, families, and organizations. Bradley guides clients in developing appropriate asset allocation strategies and implements wealth management plans tailored to their needs. His client base includes families, business owners, physicians, trusts, and estates. Bradley earned a Bachelor of Science degree from Indiana University in 2003. He holds the Professional Designation of Personal Investment Advisor (PIA). Beyond his professional responsibilities, Bradley serves on the board of directors for the Boys & Girls Club of Evansville. He and his wife, Jessica, live in Evansville with their two children.

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.

Patrick Schulz is a financial advisor with LPL Financial in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2009 and has been affiliated with Old National Bank since 1996. Outside of his advisory role, Schulz teaches batting lessons as a coach and referee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jonathan Dierlam is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 19 years of industry experience. He has worked at Cetera since 2021, previously working at Voya Financial Advisors from 2014 to 2021, and has operated Rick Watkins Financial Services, LLC since 2012. He serves as an adjunct professor at the University of Southern Indiana and is a committee member for The First Tee of Indiana, a youth golf education program. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform providing access to both affiliated and third-party investment strategies.

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.

Traye Mattingly is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2012, he has utilized his experience from the small business sector and the retail and wholesale industries to serve his clients. In 2016, he became co-coordinator of the Practice Management Development program for his complex, which is a structured training and coaching program for new Merrill Lynch Wealth Management Financial Advisors. Traye works with individuals and families providing services including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. He focuses on building financial strategies aligned with clients' goals, values, and long-term priorities by offering disciplined processes and straightforward communication. Traye holds the Personal Investment Advisor (PIA) designation. He graduated from the University of Southern Indiana with a bachelor's degree in Accounting and Finance. Traye is involved in his community through volunteering at Christian Fellowship Church and Isaiah 117 House in Evansville. Outside of work, he enjoys cooking, football, gardening, golfing, music, photography, reading, swimming, traveling, and spending time with his family.

Cheyenne Leavelle is an advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird in 2025, Leavelle held positions at the Kentucky Real Estate Commission and Henderson County Schools. Leavelle is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies supported by internal research and technology tools.

Brandon Hayes is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Hayes serves on the Warrick County Economic Development Board and is the author of a book titled *You're Not Alone: A Financial Lifeline for Widows Navigating the Unknown*. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Helfrich is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017, following a 17-year tenure at Fifth Third Securities. Outside of Schwab, he owns and manages JJ Helfrich & Associates, where he oversees branch operations and employee management. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational and supervisory structures.

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.

Andrew Buechler is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior roles include positions at German American Bank, Kimball, and the University of Southern Indiana. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Ryan Wilkey is a financial advisor with Edward Jones in Henderson, Kentucky, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns and maintains a rental property in downtown Henderson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anna Hargis is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including Corporate Executive Services, Education Planning, Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Women and Wealth, and Tax Minimization. Anna holds several professional designations including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also a CPA with Series 7 and Series 66 FINRA registrations. Anna earned her bachelor's degree from the University of Evansville. She has experience working in the for-profit, non-profit, and government sectors and is committed to helping individuals and families navigate their financial journeys. Her approach emphasizes asking good questions, listening carefully to clients, and developing financial strategies that align with clients' priorities effectively and efficiently. Outside of her professional work, Anna enjoys cooking, music, reading, running, scrapbooking, sewing, spending time with her family, playing table tennis, traveling, and watching movies. She is involved in her community through activities such as Bethel Church and serving as a board member of the Welborn Baptist Foundation. She has also previously served on the boards of Big Brothers Big Sisters of the Ohio Valley and United Way of Southwestern Indiana.

Christopher Robinson is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at Environmental Cleaning Solutions and Pacific Press Technologies. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with due diligence on alternative investments.

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.

Ralph Wimsatt is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, LLC since 2011. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves a range of clients including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing manager-traded and model-traded strategies alongside tax management and direct indexing.

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.