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 Financial Times 401 Top Retirement Advisors
Congratulations to our Financial Advisors that made this year’s Financial Times 401 Top Retirement Advisors list. By caring for their clients and providing them sound advice, these advisors help their clients achieve their retirement goals. At Baird, we are proud to have Financial Advisors like this at our firm.
- Tony Backert – Louisville, KY
- Stephen Ellsworth – Houston, TX
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.
- Mike Klein – Milwaukee, WI - #43
Congratulations to our Wall Street Top 40 Under 40 Advisors
Congratulations to our Financial Advisors that made this year’s Wall Street Top 40 Under 40 Advisors. These young advisors are among some of the top advisors under the age of 40. We are proud of our Baird associates that are providing the best support for their clients.
- Greg Sommersberger – North Shore, WI
Congratulations to our On Wall Street Top Regional BD Advisors Under 40
Congratulations to our Financial Advisors that made this year’s On Wall Street Top Regional BD Advisors Under 40. These advisors were recognized for their talent as young professionals in the industry. We are proud of advisors for their continued commitment to Baird and their clients.
On Wall Street Top Regional BD Advisors Under 40 (# 1 – 20)
- Greg Sommersberger – North Shore, WI
- Andrew Epstein – Milwaukee, WI
On Wall Street Top Regional BD Advisors Under 40 (# 21 – 40)
- John Lipe – Charlotte, NC
- Greg Pauly – North Shore, WI
- Will Strong – Seattle, WA
Congratulations to our Financial Times Top 400
Congratulations to our Financial Advisors that made this year’s Financial Times Top 400. These advisors are recognized as the top financial advisors for the investors that utilize their services. Here at Baird, we are proud of our advisors for providing the best service to their clients.
- Chris Calvelli – Milwaukee
- Mike Klein – Milwaukee
- Malcolm Liles – Nashville
- Cameron Ragen - Seattle
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 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
View the Forbes Best-In-State Wealth Advisors List
- John Arnold - Denver, CO
- Richard Ashcroft - Houston, TX
- Phil Banta - Seattle, WA
- Don Barry - Wichita, KS
- Gail Bivens-Rose - Sioux City, IA
- Bill Boehmler - Dyersburg, IN
- Mike Boosel - Atlanta, GA
- Ron Boren - Evansville, IN
- John Bradley - Dayton, OH
- Curt Brewer - Waukesha, WI
- June Brown - Madison, WI
- Kris Callaway - Indianapolis, IN
- Chris Calvelli - Milwaukee, WI
- Al Campbell - Eau Claire, WI
- Chris Chlupp - West Bend, WI
- Jack Cohen - Atlanta, GA
- Tony Consiglio - Waukesha, WI
- Gray Coulton - Charleston, SC
- Philip Dallman - Milwaukee, WI
- Ed DeFrance - Milwaukee, WI
- Paul Donnelly - Chicago, IL
- Tom Duffey - Milwaukee, WI
- Jacob Duffy - Scottsdale, AZ
- Kent Elliott - Roseville, CA
- Andrew Epstein - Milwaukee, WI
- David Epstein - Milwaukee, WI
- Ron Farley - Eau Claire, WI
- Patrick Feeney - Shiloh, IL
- Theresa Flemma - Utica, NY
- Tim Forster - Eau Claire, WI
- Dan Foutch - Glasgow, KY
- John Frisbie - Boulder, CO
- Mickey Fritz - Northern Kentucky, KY
- Phil Garrison - Wichita, KS
- Lori Gervais - North Shore, WI
- Ned Gillette - Rockford, IL
- Neil Grant - Dallas, TX
- Jen Haldemann - Milwaukee, WI
- Yaz Hassan - Murfreesboro, TN
- Dan Hawley - North Shore, WI
- Kim Haws Falasco - Akron, OH
- Jeff Hedley - Columbus, OH
- Steve Hoch - Milwaukee, WI
- James Hodge - Madison, WI
- Dan Holzrichter - Sioux City, IA
- Hale Hooper - Nashville, TN
- Brendan Hosty - Cincinnati, OH
- Gene Jester - Chapel Hill, NC
- Tom Kessinger - Lexington, KY
- Travis King - Dayton, OH
- Mike Klein - Milwaukee, WI
- Catina Koenig - Edina, MN
- Malcolm Liles - Nashville, TN
- William Liles - Nashville, TN
- John Lipe - Charlotte, NC
- Doug Mabie - Chicago, IL
- Travis McCollum - Charolotte, NC
- Paul McWane - Lynchburg, VA
- Sean Miranda - Louisville, KY
- John Mockovciak - Dallas, TX
- Brian Nethery - North Shore, WI
- Tom Olson - Mishawaka, IN
- Chad Osmanski - Waukesha, WI
- Dan Palm - Denver, CO
- Greg Pauly - North Shore, WI
- Michael Perrini - Columbus, OH
- Shawn Perry - Bowling Green, KY
- Mike Petros - Atlanta, GA
- David Poitras - Sarasota, FL
- Nancy Popovich - McLean, VA
- Sarah Power - Seattle, WA
- Maggie Price - Anchorage, AK
- Todd Reeg - Scottsdale, AZ
- Brian Robinson - Denver, CO
- John Schutz - Evansville, IN
- Mitch Settle - Owensboro, KY
- Grant Shearer - Anchorage, AK
- Rob Shick - Portland, OR
- Alex Smith - Milwaukee, WI
- H.B. Smith - Charlotte, NC
- Mike Smith -- Cincinnati, OH
- Loren Snyder - Bloomington, IN
- Greg Sommersberger - North Shore, WI
- Sarah Springer - Anchorage, AK
- Will Strong - Seattle, WA
- Craig Vander Leest - Cedar Rapids, IA
- Shannon Vitale - Bowling Green, KY
- Doug Wenzel - Cedar Rapids, IA
- Rick Wholey - Sarasota, FL
- Scott Woods - Sarasota, FL
- Sharon Zeidler - Scottsdale, AZ
- Lee Zimmerman - Winnetka, IL
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. The publication date is March 11, 2023 and the data is as of September 30, 2022.
- Todd Reeg – Scottsdale, AZ
- Doug Mabie – Chicago, IL
- John Schutz – Evansville, IN
- Dan Foutch – Glasgow, KY
- Mitch Settle – Owensboro, KY
- Shannon Vitale – Bowling Green, KY
- Rob Shick – Portland, OR
- Yaz Hassan – Murfreesboro, TN
- Malcolm Liles – Nashville, TN
- Richard Ashcroft - Houston, TX
- Cam Ragen – Seattle, WA
- Will Strong – Seattle, WA
- Chris Calvelli – Milwaukee, WI
- Phil Dallman – Milwaukee, WI
- Andrew Epstein – Milwaukee, WI
- Mike Klein – Milwaukee, WI
Congratulations to our Forbes America’s Top Women Wealth Advisors
Congratulations to all our Financial Advisors that made this year’s Forbes America’s Top Women Advisors. 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.
- Gail Bivens-Rose, Sioux City, IA
- Catherine Coleman, Abilene, TX
- Theresa Flemma, New Hartford, NY
- Lori Gervais, Mequon, WI
- Jennifer Haldemann, Milwaukee, WI
- Kimberly Haws Falasco, Akron, OH
- Leah Hoffman, Phoenix, AZ
- Catina Koenig, Edina, MN
- Karen Ogard, Denver, CO
- Nancy Popovich, McLean, VA
- Sarah Power, Seattle , WA
- Margaret Price, Anchorage, AK
- Sarah Springer, Anchorage, AK
- Ann Summerson, Reston, VA
- Paisley Dennehy Wessel, Raleigh, NC
- Stacy Williams, Milwaukee, 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.
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 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.
- Loren Snyder – Bloomington, IN #201
- Greg Pauly – North Shore, WI #396
- Dan Palm – Denver, CO #480
