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 4/8/25, data as of 6/30/24.

  • 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 2026 FORBES Best-In-State Wealth Advisors published on 4/7/26. Rankings based on data as of 6/30/25.

View the Forbes Best-In-State Wealth Advisors List

  • Sarah Springer, Anchorage, AK
  • Grant Shearer, Anchorage, AK
  • Rachel Bunnell, Anchorage, AK
  • Lana Hock, Phoenix, AZ
  • Brad East, Phoenix, AZ
  • Sharon Zeidler, Scottsdale, AZ
  • Jacob Duffy, Scottsdale, AZ
  • Todd Reeg, Scottsdale, AZ
  • Lisa Doche, Scottsdale, AZ
  • Jason Turetzky, Tucson, AZ
  • Kent Elliott, Roseville, CA
  • Steve Heng, Roseville, CA
  • John Frisbie, Boulder, CO
  • Dan Palm, Denver, CO
  • Thomas Boh, Denver, CO
  • Dominic Capuano, Denver, CO
  • John Arnold, Denver, CO
  • Tupper MacDowell, Denver, CO
  • Brian Robinson, Denver, CO
  • Rick Wholey, Sarasota, FL
  • David Poitras, Sarasota, FL
  • Scott Woods, Sarasota, FL
  • Meredith Woods, Sarasota, FL
  • Rudy Fernandez, Tampa, FL
  • Michael Petros, Alpharetta, GA
  • Michael Boosel, Alpharetta, GA
  • Jack Cohen, Alpharetta, GA
  • Sulay Ringwala, Alpharetta, GA
  • Scott Chipokas, Cedar Rapids, IA
  • Craig Vander Leest, Cedar Rapids, IA
  • Doug Wenzel, Cedar Rapids, IA
  • Gail Bivens-Rose, Sioux City, IA
  • Dan Holzrichter, Sioux City, IA
  • Jay Morrison, Sioux City, IA
  • Paul Donnelly, Chicago, IL
  • Bradley Angeletti, Chicago, IL
  • Bob Schrieber, Elgin, IL
  • Ned Gillette, Rockford, IL
  • Patrick Feeney, Shiloh, IL
  • Lee Zimmerman, Winnetka, IL
  • Loren Snyder, Bloomington, IN
  • Daniel Matthews, Bloomington, IN
  • Tricia Hollander Henning, Evansville, IN
  • Robert Bernardin, Evansville, IN
  • John Schutz, Evansville, IN
  • Jake Schiff, Evansville, IN
  • Teri Hollander Albin, Evansville, IN
  • Troy Reynolds, Evansville, IN
  • Kris Callaway, Indianapolis, IN
  • Jeff Main, Martinsville, IN
  • Kyle Everett, Mishawaka, IN
  • Thoms Olson, Mishawaka, IN
  • Don Barry, Wichita, KS
  • Phil Garrison, Wichita, KS
  • Shawn Perry, Bowling Green, KY
  • Mac Jefferson, Bowling Green, KY
  • Shannon Vitale, Bowling Green, KY
  • Michael Dempsey, Fort Wright, KY
  • Jonathan Thornberry, Fort Wright, KY
  • Dan Foutch, Glasgow, KY
  • Joey Davenport, Henderson, KY
  • Thomas Kessinger, Lexington, KY
  • Thomas Ogden, Lexington, KY
  • Kevin Northup, Louisville, KY
  • Sean Miranda, Louisville, KY
  • Mitch Settle, Owensboro, KY
  • Larry Housman, Paducah, KY
  • Darrin Rudolph, Paducah, KY
  • Phil Stathos, Portland, ME
  • Catina Koenig, Edina, MN
  • Jim Galkowski, Rochester, MN
  • Gene Jester, Chapel Hill, NC
  • H.B. Smith, Charlotte, NC
  • Trea Floyd, Charlotte, NC
  • John Lipe, Charlotte, NC
  • Theresa Flemma, New Hartford, NY
  • Kimberly Haws Falasco, Akron, OH
  • Walt Sokira, Akron, OH
  • Brenda Hosty, Cincinnati, OH
  • Michael Smith, Cincinnati, OH
  • Jerry Jarzabek, Cleveland, OH
  • Doug Crandall, Cleveland, OH
  • Ryan Cox, Cleveland, OH
  • Michael Perrini, Columbus, OH
  • Jeffrey Hedley, Columbus, OH
  • John Bradley, Miamisburg, OH
  • Travis King, Miamisburg, OH
  • Rob Shick, Lake Oswego, OR
  • Patrick Foley, Blue Bell, PA
  • Robert Kerber, Canonsburg, PA
  • Kurt Carlson, Mars, PA
  • Jay Simon, Wexford, PA
  • Rob Rodgers, Wexford, PA
  • Ryan Larkin, Wexford, PA
  • Darren Hucko, Wexford, PA
  • Andrew Patterson, Wexford, PA
  • Nick Verano, Charleston, SC
  • John Warren, Charleston, SC
  • Gray Coulton, Charleston, SC
  • Yaz Hassan, Murfreesboro, TN
  • Justin Oldham, Murfreesboro, TN
  • Malcolm Liles, Nashville, TN
  • William Liles, Nashville, TN
  • Leighton Liles, Nashville, TN
  • Hale Hooper, Nashville, TN
  • Cathie Coleman, Abilene, TX
  • Jayson Bales, Dallas, TX
  • Neil Grant, Dallas, TX
  • Andrew Ladd, Dallas, TX
  • Richard Ashcroft, Houston, TX
  • Paul McWane, Lynchburg, VA
  • Nancy Popovich, McLean, VA
  • Brian Orrico, Bellevue, WA
  • Brad Pietila, Bellevue, WA
  • Marisa Walker, Seattle, WA
  • Stelina Simpson-Roehr, Seattle, WA
  • Jennifer Droppelman, Seattle, WA
  • Sarah Power, Seattle, WA
  • Will Strong, Seattle, WA
  • Perry Atkins, Seattle, WA
  • Cam Ragen, Seattle, WA
  • Phil Banta, Seattle, WA
  • Jim Zuleger, Appleton, WI
  • Anthony Herbenson, Eau Claire, WI
  • Al Campbell, Eau Claire, WI
  • Tim Forster, Eau Claire, WI
  • James Hodge, Madison, WI
  • June Brown, Madison, WI
  • Meg Prestigiacomo, Madison, WI
  • Jeff Schmit, Mequon, WI
  • Lori Gervais, Mequon, WI
  • Greg Pauly, Mequon, WI
  • Greg Sommersberger, Mequon, WI
  • Dan Hawley, Mequon, WI
  • Brian Nethery, Mequon, WI
  • Dan Koth, Mequon, WI
  • Theresa Boyd, Milwaukee, WI
  • David Klenke, Milwaukee, WI
  • Chris Calvelli, Milwaukee, WI
  • Jen Haldemann, Milwaukee, WI
  • Stephen D. Hoch, Milwaukee, WI
  • Michael Klein, Milwaukee, WI
  • Andrew Epstein, Milwaukee, WI
  • David Epstein, Milwaukee, WI
  • Ed DeFrance, Milwaukee, WI
  • Alexander Smith, Milwaukee, WI
  • Stacy Williams, Milwaukee, WI
  • Tom O’Connor, Milwaukee, WI
  • Christopher Merker, Milwaukee, WI
  • Nicholas August, Milwaukee, WI
  • Chris Brock, Oconomowoc, WI
  • Scott Davies, Onalaska, WI
  • Joe Cronin, Racine, WI
  • Chad Osmanski, Waukesha, WI
  • Tim O’Malley, Waukesha, WI
  • Jennifer Roettgers, Waukesha, WI
  • Rick Verthein, Waukesha, WI
  • Curt Brewer, Waukesha, WI
  • Melissa Sanchez, Waukesha, WI
  • Tony Consiglio, Waukesha, WI
  • Andrew Lien, Waukesha, WI
  • Steve Russ, Waukesha, WI
  • Chris Chlupp, West Bend, WI
  • Michael Nowack, West Bend, WI
  • Tyler Hutchinson, Huntington, WV

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 2/4/26, data as of 6/30/25.

  • Rachel Bunnell, Anchorage, AK
  • Sarah Springer, Anchorage, AK
  • Lisa Doche, Scottsdale, AZ
  • Lana Hock, Phoenix, AZ
  • Sharon Zeidler, Scottsdale, AZ
  • Meredith Woods, Sarasota, FL
  • Mary Zavaglia, Tampa, FL
  • Gail Bivens-Rose, Sioux City, IA
  • Colleen Curry, Bloomington, IN
  • Teri Hollander Albin, Evansville, IN
  • Tricia Hollander Henning, Evansville, IN
  • Sue Badgett, Madisonville, KY
  • Melissa Creditt, Lexington, KY
  • Kim Knight, Louisville, KY
  • Shannon Vitale, Bowling Green, KY
  • Barbara Griffin, Grand Rapids, MI
  • Catina Koenig, Edina, MN
  • Theresa Flemma, New Hartford, NY
  • Michele Sheridan, New Hartford, NY
  • Kimberly Haws Falasco, Akron, OH
  • Lyric Schnur, Butler, PA
  • Cathie Coleman, Abilene, TX
  • Savannah Petronis, Fort Worth, TX
  • Nancy Popovich, McLean, VA
  • Jennifer Droppelman, Seattle, WA
  • Casi Jones, Seattle, WA
  • Sarah Power, Seattle, WA
  • Stelina Simpson-Roehr, Seattle, WA
  • Marisa Walker, Seattle, WA
  • Theresa Boyd, Milwaukee, WI
  • June Brown, Madison, WI
  • Lorri Cisler, Green Bay, WI
  • Kathryn Fisher Davies, West Bend, WI
  • Lori Gervais, Mequon, WI
  • Jen Haldemann, Milwaukee, WI
  • Angela Krause-Lane, Oconomowoc, WI
  • Jennifer Le Clair-Bemis, Sheboygan, WI
  • Meg Prestigiacomo, Madison, WI
  • Jennifer Roettgers, Waukesha, WI
  • Melissa Sanchez, Waukesha, WI
  • Stacy Williams, Milwaukee, WI

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. 2025 FORBES Top Next-Gen Wealth Advisors Best-in-State. Published 8/6/25, rankings based on data as of 3/31/25

Next Gen Best in State

  • Rachel Bunnell, Anchorage, AK
  • David Mathias, Scottsdale, AZ
  • Christopher Peters, Denver, CO
  • Sulay Ringwala, Alpharetta, GA
  • David Perigo, Evansville, IN
  • Alexander Davis, Louisville, KY
  • Sean Dempsey, Fort Wright, KY
  • Cory Wessel, Raleigh, NC
  • Grant Fleming, Wexford, PA
  • Robert Rodgers, Wexford, PA
  • Tyler Vallano, Canonsburg, PA
  • Ryan Larkin, Wexford, PA
  • David Riehl, Greensburg, PA
  • Chad Restori, Wexford, PA
  • Scott Bartosh, Houston, TX
  • Savannah Petronis, Fort Worth, TX
  • Casi Jones, Seattle, WA
  • Ethan Waterman, Seattle, WA
  • Jennifer Le Clair-Bemis, Sheboygan, WI
  • Rob Jacobsen, Racine, WI
  • Nicholas August, Milwaukee, WI
  • Tyler Hutchinson, Huntington, WV

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 May 9, 2025, data as of December 31, 2024.

Barron's Top 100 Advisors

  • Mike Klein – Milwaukee, WI

Congratulations to our Barron’s Top Teams

Congratulations to our teams that made this year’s Barron Top Teams lists. Being recognized by Barron’s is an incredible achievement and we are proud of our teams recognized for this award and grateful for their continued services they provide their clients. Published May 9, 2025, data as of December 31, 2024  

Barron’s Top 250 Private Wealth Management Team

Barron’s Top 100 Institutional Consulting Teams

  • The Private Asset Management Group - Milwaukee

Congratulations to our Barron’s Top 1500 Financial Advisors

Congratulations to all our Financial Advisors that made this year’s Barron’s Top 1500 Financial Advisors. We celebrate our advisors recognized for this achievement and are proud of the work they do for their clients. Published 3/20/26. Rankings based on data as of September 30, 2025.

Congratulations to our Financial Planning Top 40 Under 40

Congratulations to our Financial Advisors that made the Top 40 Regional Brokers under 40 list. Published 2/11/26, data as of 9/30/25.

  • Ryan Larkin – Pittsburgh-Wexford
  • Robert Rodgers – Pittsburgh-Wexford
  • Cory Wessel – Raleigh, NC

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Awards & Accolades

We’re honored to have earned national recognition and a reputation for excellence for the financial advice and services we provide.

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