Financial Advisor Recognitions
Serving as your true wealth management partner requires hiring top Financial Advisors and giving them all the support and freedom they need to succeed. The following advisors were recently recognized for their excellence and unwavering commitment to their clients’ best interests.
Recent Recognitions and Winners
Congratulations to our Forbes Top Wealth Advisors
Congratulations to our Financial Advisors that made this year’s Forbes America’s Top Wealth Advisors. Nominated by their peers and evaluated by SHOOK research, these Financial Advisors demonstrate commitment to their clients and Baird. We are proud of our advisors for achieving this award. Published 9/24/22, data as of 3/31/21.
- Mike Klein – Milwaukee, WI - #43
Congratulations to our Forbes Best-In-State Wealth Advisors and Wealth Management Teams
We value our people and their abilities to provide the best services to their clients. We are proud of our financial advisors and teams and celebrate their success.
Congratulations to all of our financial advisors that were recently recognized by Shook Research as a 2023 FORBES Best-In-State Wealth Advisors published on 4/4/23. Rankings based on data as of 6/30/22.
View the Forbes Best-In-State Wealth Advisors List
- Margaret Price, Anchorage, AK
- Sarah Springer, Anchorage, AK
- Grant Shearer, Anchorage, AK
- Sharon Zeidler, Scottsdale, AZ
- Jacob Duffy, Scottsdale, AZ
- Todd Reeg, Scottsdale, AZ
- Leah Hoffman, Phoenix, AZ
- Lisa Doche, Scottsdale, AZ
- Kent Elliott, Roseville, CA
- John Frisbie, Boulder, CO
- Daniel Palm, Denver, CO
- Richard Wholey, Sarasota, FL
- David Poitras, Sarasota, FL
- Rudolf Fernandez, Tampa, FL
- Scott Woods, Sarasota, FL
- Michael Petros, Alpharetta, GA
- Michael Boosel, Alpharetta, GA
- Jack Cohen, Alpharetta, GA
- Gail Bivens-Rose, Sioux City, IA
- Craig Vander Leest, Cedar Rapids, IA
- Douglas Wenzel, Cedar Rapids, IA
- Daniel Holzrichter, Sioux City, IA
- Bradley Angeletti, Chicago, IL
- Douglas Mabie, Chicago, IL
- Paul Donnelly, Chicago, IL
- Patrick Feeney, Shiloh, IL
- Lee Zimmerman, Winnetka, IL
- Robert Schrieber, Elgin, IL
- Nicholas Wallace, Winnetka, IL
- Ned Gillette, Rockford, IL
- Tricia Hollander Henning, Evansville, IN
- Jeffrey Main, Martinsville, IN
- Loren Snyder, Bloomington, IN
- Ronald Boren, Evansville, IN
- John Schutz, Evansville, IN
- Kris Callaway, Indianapolis, IN
- Teri Hollander Albin, Evansville, IN
- Thomas Olson, Mishawaka, IN
- Phillip Garrison, Wichita, KS
- Michael Dempsey, Fort Wright, KY
- Kevin Northup, Louisville, KY
- Shawn Perry, Bowling Green, KY
- Sean Miranda, Louisville, KY
- Thomas Kessinger III, Lexington, KY
- James Jefferson, Bowling Green, KY
- Dan Foutch, Glasgow, KY
- Shannon Vitale, Bowling Green, KY
- Jeffrey Roberts, Louisville, KY
- Drew Richey, Bowling Green, KY
- Mitch Settle, Owensboro, KY
- Sergius Ogden, Lexington, KY
- Philip Stathos, Portland, ME
- Catina Koenig, Edina, MN
- John Floyd, Charlotte, NC
- John Lipe, Charlotte, NC
- William McCollum, Charlotte, NC
- Theresa Flemma, New Hartford, NY
- John Bradley, Miamisburg, OH
- Brendan Hosty, Cincinnati, OH
- Kimberly Haws Falasco, Akron, OH
- Michael Smith, Cincinnati, OH
- Michael Perrini, Columbus, OH
- Jeffrey Hedley, Columbus, OH
- Rob Shick, Portland, OR
- Gray Coulton, Charleston, SC
- Elias Hassan, Murfreesboro, TN
- William Boehmler, Dyersburg, TN
- Malcolm Liles, Nashville, TN
- William Liles, Nashville, TN
- A. Hale Hooper III, Nashville, TN
- Richard Ashcroft, Houston, TX
- Nancy Popovich, McLean, VA
- Paul McWane, Lynchburg, VA
- Stelina Simpson-Roehr, Seattle, WA
- Jennifer Droppelman, Seattle, WA
- Cameron Ragen, Seattle, WA
- Sarah Power, Seattle, WA
- Phil Banta, Seattle , WA
- Will Strong, Seattle , WA
- Theresa Boyd, Milwaukee, WI
- David Klenke, Milwaukee, WI
- Chad Osmanski, Waukesha, WI
- Richard Cudahy, Milwaukee, WI
- Allen Campbell, Eau Claire, WI
- Chris Calvelli, Milwaukee, WI
- Jennifer Haldemann, Milwaukee, WI
- Stephen Hoch, Milwaukee, WI
- Richard Verthein, Waukesha, WI
- Michael Klein, Milwaukee, WI
- Philip Dallman, Milwaukee, WI
- Lori Gervais, Mequon, WI
- Greg Pauly, Mequon, WI
- Gregory Sommersberger, Mequon, WI
- Tim Forster, Eau Claire, WI
- Andrew Epstein, Milwaukee, WI
- James Hodge, Madison, WI
- Curt Brewer, Waukesha, WI
- Ronald Farley, Eau Claire, WI
- Christopher Chlupp, West Bend, WI
- June Brown, Madison, WI
- Meg Prestigiacomo, Madison, WI
- Edward DeFrance, Milwaukee, WI
- Anthony Consiglio, Waukesha, WI
- Thomas Duffey, Milwaukee, WI
- Alexander Smith, Milwaukee, WI
- Dan Hawley, Mequon, WI
- Brian Nethery, Mequon, WI
- Stacy Williams, Milwaukee, WI
Congratulations to all our Financial Advisor Teams that made this year’s Forbes Best-In-State Wealth Manager Teams. We value our people and their abilities to provide the best services to their clients. We are proud of our financial advisors and celebrate their success. 2023 Forbes Best-In-State Wealth Management Teams published 1/12/23, data as of 3/31/22.
- The Planning Group of the Northwest - Anchorage, AK
- The Reeg Group - Scottsdale, AZ
- The BCH Group - Denver, CO
- The Wholey Poitras Group - Chicago, IL
- The Angeletti Group - Chicago, IL
- The Matthews Snyder Group - Bloomington, IN
- Main/Gowin/Fischer/Rice Group - Martinsville, IN
- Boren Bernardin Schiff Group at Baird - Evansville, IN
- The Dempsey Fritz Haskell Gerwe Group - Fort Wright, KY
- The Mahurin Group - Bowling Green, KY - The BCJC Group – Cleveland, OH
- DSC Group - Cincinnati, OH
- The Liles Group - Nashville, TN
- Carter Hooper Group - Nashville, TN
- The Hanson Slater Power Group - Seattle, WA
- The Ragen Group - Seattle, WA
- Private Asset Management - Milwaukee, WI
- The ECAB Investment Group - Milwaukee, WI
- The GB Group - Green Bay, WI
- The DDK Group - Milwaukee, WI
- Farley Forster Herbenson Group - Eau Claire, WI
- The Consiglio Osmanski Hienz Group - Waukesha, WI
- The SBS Group - Milwaukee, WI
- Hoch Haldemann Group - Milwaukee, WI
- Mindes Group - Milwaukee, WI
- The Hawley Group - Mequon, WI
Congratulations to our Forbes Top Women Advisors Best-In-State
Congratulations to all our Financial Advisors that made this year’s FORBES Top Women Wealth Advisors Best-In-State list. We are proud of our advisors who provide outstanding service to their clients. We celebrate our women advisors for all that they do and for their successes. Published 2/11/25, data as of 9/30/24.
- Sarah Springer, Anchorage
- Rachel Bunnell, Anchorage
- Lisa Doche, Scottsdale
- Lana Hock, Phoenix
- Sharon Zeidler, Scottsdale
- Meredith Woods, Siesta Key
- Mary Zavaglia, Tampa
- Gail Bivens-Rose, Sioux City
- Tricia Hollander Henning, Evansville
- Teri Hollander Albin, Evansville
- Shannon Vitale, Bowling Green
- Barbara Griffin, Grand Rapids
- Catina Koenig, Edina
- Theresa Flemma, Utica
- Michele Sheridan, Utica
- Kimberly Haws Falasco, Akron
- Christine Farrell, Wexford
- Catherine Coleman, Abilene
- Savannah Petronis, Fort Worth
- Nancy Popovich, McLean
- Jennifer Droppelman, Seattle
- Stelina Simpson-Roehr, Seattle
- Marisa Walker, Seattle
- Casi Jones, Seattle
- Theresa Boyd, Milwaukee
- June Brown, Madison
- Lorri Cisler, Green Bay
- Kathryn Fisher Davies, West Bend
- Lori Gervais, Mequon
- Jennifer Haldemann, Milwaukee
- Angela Krause-Lane, Oconomowoc
- Meg Prestigiacomo, Madison
- Jennifer Roettgers, Waukesha
- Melissa Sanchez, Waukesha
- Stacy Williams, Milwaukee
Congratulations to our Forbes Next Gen Advisors
Congratulations to our Financial Advisors that made this year’s Forbes Next Gen Advisors list. These advisors were recognized as being the future of the firm. Here at Baird, we are proud of our Financial advisors and their continued effort to better the future of our firm. Published 8/8/23, data as of 3/31/23.
Next Gen Best in State
- Patrick Feeney, Shiloh, IL
- Loren Snyder, Bloomington, IN
- Kyle Everett, Mishawaka, IN
- David Perigo, Evansville, IN
- Drew Richey, Bowling Green, KY
- Benjamin Hoeger, Columbus, OH
- Brendan Hosty, Cincinnati, OH
- Luke Elders, Kingsport, TN
- Cole Shelton, Dyersburg, TN
- Scott Bartosh, Houston, TX
- Ethan Waterman, Seattle, WA
- Anthony Herbenson, Eau Claire, WI
- Jennifer Roettgers, Waukesha, WI
- Richard Verthein, Waukesha, WI
Congratulations to our Forbes Top Wealth Management Teams
Congratulations to our Teams that made this year’s Forbes Top Wealth Management Teams List. Evaluated by SHOOK research, these Teams demonstrate commitment to their clients and Baird. We are proud of our advisors for achieving this award. Published 11/13/24, data as of 3/31/24.
- Private Asset Management-Milwaukee, WI #20
Congratulations to our Forbes \ SHOOK Research Best-In-State Wealth Management Teams
Congratulations to our teams that made this year’s Forbes Best-In-State Wealth Management Teams list, published 1/9/25, data as of 3/31/24
The Planning Group of the Northwest – Anchorage, AK
Mindes Group - Tucson, AZ
The Reeg Group - Scottsdale, AZ
The Hock Group – Phoenix, AZ
Doche Financial Consulting Group – Scottsdale, AZ
The Elliott Group – Roseville, CA
The Palm Group – Denver, CO
The Arnold & Tai Group – Denver, CO
The Boulder Group – Boulder, CO
The Peters Robinson Group – Denver, CO
The Boh Heppe Group – Denver, CO
The Woods Group – Sarasota, FL
The Boosel Ringwala Group – Alpharetta, GA
The Vander Leest & Wenzel Group – Cedar Rapids, IA
The Holzrichter Morrison Group – Sioux City, IA
The Stuck Bivens-Rose Group – Sioux City, IA
The Angeletti Group - Chicago, IL
The Wholey Poitras Group - Chicago, IL
The Bailey Group – Peoria, IL
The Main Gowin Rice Group - Martinsville, IN
The Boren Bernardin Schiff Group - Evansville, IN
The Wathen Lobel Miller Schultz Group – Evansville, IN
The Provost Gerst Group – Evansville, IN
The Tooley Ruhe Menke Group – Jasper, IN
The Hollander Group – Evansville, IN
The Stscherban Everett Group – Mishawaka, IN
The Matthews Snyder Group – Bloomington, IN
The Schutz Perigo Group – Evansville, IN
The Dempsey Fritz Haskell Group - Fort Wright, KY
The Vitale Group - Bowling Green, KY
The Settle Group – Owensboro, KY
The Wobbe Group – Louisville, KY
The McIntosh Group – Lexington, KY
The Kessinger Lee Group – Lexington, KY
The Miranda Thomas Group – Louisville, KY
The Wimsatt Fritts Group – Lexington, KY
The Hawkins Metzger Group – Louisville, KY
The Roberts Group – Louisville, KY
The Perry Group – Bowling Green, KY
The Paulson Group – Birmingham, MI
The Werkman, Sawyer, Ladd, Hulst Group – Holland, MI
The Phillips Navara Group – Edina, MN
The Floyd McMillan Scott Group – Charlotte, NC
The PGCG Group – Hendersonville, NC
The Smith Colangelo Group – Cincinnati, OH
The Stuard, Thornberry & Curry Group – Cincinnati, OH
The Schwartz Group – Columbus, OH
The AKW Group – Akron, OH
The Adams Sams Schieman Group – Cincinnati, OH
The FWP Group – Miamisburg, OH
The Hedley Hoeger Group – Columbus, OH
The BCJC Group - Cleveland, OH
The Shick Group – Lake Oswego, OR
The Mancino Utz Group - Wexford, PA
The DAY Group – Wexford, PA
The Carlson Group – Wexford, PA
The Dishart Mackie O’Brien Group – Wexford, PA
The Tillotson Chamberland Hook Group – Wexford, PA
The Hucko Group – Wexford, PA
The Schnur McCance Group – Butler, PA
The Clerici Larkin Group – Wexford, PA
The Farrell Group – Wexford, PA
The Simon Group – Wexford, PA
The Meredith Group – Pittsburgh, PA
The HBGW Group – Greenville, SC
The Carter Hooper Group - Nashville, TN
The Liles Group - Nashville, TN
The Golliher Collins Group – Knoxville, TN
The Boehmler Shelton Group – Dyersburg, TN
The Hassan Oldham Group – Murfreesboro, TN
The Parker Group – Columbia, TN
The Ladd Bales Group – Dallas, TX
The Snowbird Group – Salt Lake City, UT
The Craddock McWane Collins Group – Lynchburg, VA
The Hewson Rock & Harkins Group – Seattle, WA
The Ragen Group - Seattle, WA
The Hanson Slater Power Group - Seattle, WA
The Strong Group - Seattle, WA
The Hawley Group - Mequon, WI
The Consiglio Osmanski Hienz Group - Waukesha, WI
The SBS Group - Milwaukee, WI
The GB Group - Green Bay, WI
Private Asset Management - Milwaukee, WI
The DDK Group - Milwaukee, WI
The ECAB Investment Group - Milwaukee, WI
The Hoch Haldemann Group - Milwaukee, WI
The Forster Herbenson Group - Eau Claire, WI
The Hodge Williams Group - Milwaukee, WI
The Campbell Group – Eau Claire, WI
The Beck Cronin Group – Racine, WI
The Lien Russ Jaeger Group – Waukesha, WI
The Nowack Group – West Bend, WI
The Dahlberg Knott & Brandt Group – Janesville, WI
The Schmit Group – Mequon, WI
The Chlupp & Hall Group – West Bend, WI
The BVB Group - Waukesha, WI
The Apex Group – Milwaukee, WI
The Le Clair-Bemis Miller Davis Group – Sheboygan, WI
The Gervais Group – Mequon, WI
The Phillips Ristau Group – Milwaukee, WI
The August Nelson Scharf Group – Milwaukee, WI
The Schneck Kelnhofer Group – Milwaukee, WI
The Sanchez Schuster Post Group – Waukesha, WI
The Pauly Nethery Koth Group – Mequon, WI
The Sommersberger Group – Mequon, WI
The Schlichting Group – Sheboygan, WI
The Brown Schroeder Group – Milwaukee, WI
The Prestigiacomo Carroll Group – Madison, WI
Congratulations to our Barron’s Top 100 Advisors
Congratulations to our Financial Advisors that made this year’s Barron’s Top Advisors. Being recognized as on of Barron’s 100 top advisors is an incredible achievement. We are proud of our advisors recognized for this award and are grateful for their continued services they provide their clients. Published April 2022, data from December 2020 – December 2021.
Barron's Top 100 Advisors
- Mike Klein – Milwaukee, WI
Barron’s Top 100 Private Wealth Management Team
- The ECAB Investment Group – Milwaukee
Barron’s Top 100 Institutional Consulting Teams
- The Private Asset Management Group - Milwaukee
Congratulations to our Barron’s Top 1200 Financial Advisors
Congratulations to all our Financial Advisors that made this year’s Barron’s Top 1200 Financial Advisors. We celebrate our advisors recognized for this achievement and are proud of the work they do for their clients. Published 3/10/23, data as of 9/30/22
- Jacob Duffy – Scottsdale, AZ
- Dan Foutch – Glasgow, KY
- Mitch Settle – Owensboro, KY
- Elias Hassan – Murfreesboro, TN
- Malcolm Liles – Nashville, TN
- Richard Ashcroft – Houston, TX
- Cameron Ragen – Seattle, WA
- Chris Calvelli – Milwaukee, WI
- Anthony Consiglio – Waukesha, WI
- Philip Dallman – Milwaukee, WI
- David Epstein – Milwaukee, WI
- Michael Klein – Milwaukee, WI
Congratulations to our Financial Planning Top 40 Under 40
Congratulations to our Financial Advisors that made the Top 40 under 40 lists in the following categories. Published 2/1/23, data as of 9/30/22.
Top 40 Under 40
- Will Strong, Seattle, WA #110
- Loren Snyder, Bloomington, IN #17
- Luke Elders, Kingsport, TN #22
- Daniel Palm, Denver, CO #30
- Patrick Feeney, Shiloh, IL #32
Top 40 Regional Brokers Under 40
- Will Strong, Seattle, WA #2
- Loren Snyder, Bloomington, IN #12
- Patrick Feeney, Shiloh, IL #21
- Greg Pauly. Mequon, WI #24
- June Brown, Madison, WI #39
Top 40 Under 40 Overall
- Will Strong, Seattle, WA #11
