Evansville, IN Main Street Office

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.