Evansville, IN Main Street Office

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.