Five Star Wealth Managers

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FINANCIAL PLANNING

Marie Accunzo
Ameriprise Financial Services, Inc.
IV

Lawrence F. Andrews Jr.
RBC Dain Rauscher
EP, IV, TS

Gilbert Armour
AIG Financial Advisors, Inc.
IN, IV

David Bantz
Wachovia Securities
EP, IN, IV

Karen Baszak
The Gensler Group
EP, IN, IV

Dale Andrew Beed
UBS Financial Services, Inc.
IN, IV, PB

William Bengen
Bengen Financial Services, Inc.
IV

Cynthia Bolker
New York Life
EP, IN, LC

Shelley Lee Boyce
Financial Planning Solutions
IN, IV, LC

Philip Bresnick
Morgan Stanley
BP, EP, IV

Ralph Bryan
Wachovia Securities/ Bryan-Billauer-Kozo Financial Strategies Group
CG, IV, FP

Steve Burns
Burns Financial & Investment Services, Inc.
IV

Michael Butsko
Wachovia Securities
EP, IV, PB

Suzanne Cadwallader
Ameriprise Financial Services, Inc.
EP, IV

Steven Carter
Carter Financial

Peter Chiang
UBS Financial Services, Inc.
IV, TS

Joseph Cohen
Hoylecohen Wealth Management
CG, EP

Kathleen Covey
Covey & Covey Brookstreet Securities
IN, IV, LC

Elisabeth Cullington
Cullington Hill Advisors
BP, IV

David Daubenspeck
Linsco Private Ledger
BP, IN, IV

Troy Daum
Wealth Analytics
IV

Mary Dean
Dean Consulting & Associates
IV

Lance Degrazler
Planmember Securities
IN, IV

Raymond Dexter
Linsco/Private Ledger
IN, FP

Curt J. DiGiacomo
Smith Barney
EP, IN, IV

Jacques Dionne
New York Life
IN, IV, LC

R.N. Dolbeck
P.R.I.D.E. Financial Services
BP, EP, IV

Michael K. Donohue
Donohue Wealth Management
EP, IN, IV

Mark Dossa
Centara Capital Management Group, Inc.
EP, IV

Carl Federici
North Island Credit Union
IN, IV

Jan Ferrier
AXA Advisors
IN, IV, LC

Ronald E. Floyd
Ameriprise Financial Services, Inc.
CG, EP, IV

Charles Foster
Blankinship & Foster
EP, IV, BP

Dan Foster
Intersecurities, Inc.
EP, IN, IV

Christopher Franke
Smith Barney
BP, EP, IV

Jim Freeman
Financial Alternatives, Inc.
CG, EP, IV

Justin Frisco
Principal Financial Group
BP, IN, IV

Daniel Gensler
The Gensler Group
EP, IN, IV

Tom Gibbings
20/20 Financial Advisers
EP, IN, IV

John W. Gilroy III
Wachovia Securities
IN, IV

J. Randall Gladden
Lord & Gladden
IV

Julie Godfrey
Capital Wealth Advisors
BP, IN, IV

Edward Haberfield
Smith Barney
IV

Edward Harris
New York Life
BP, IN, LC

Stephen Hawkins
J. Stephen Hawkins & Co., CPAs
BP, EP

Dennis Henderson
A.G. Edwards & Sons, Inc.
BP, IN, IV

Cindi Hill
Cullington Hill Advisors
BP, IV

Neil Hokanson
Hokanson Capital Management
CG, EP, IV

Robert Holcomb
Greenbook Financial Services
IV, IN

Craig Horner
LPL Financial Services
CG, EP

Denise Hutter
Fidelity Investments
CG, EP, IV

Jay Isaac
AIG Financial Advisors, ICM
EP, IN, IV

Brad Jenkins
Jenkins Financial
EP, IN, TS

John L. Jenkins
Asset Preservation Strategies, Inc.
IN, IV

Duke Johnson
La Jolla Institute for Wealth Management
EP

Roy Johnson
Coleman & Johnson Financial
CG, IN, IV

Douglas Karney
AXA Advisors
IN, IV

Patrick Kearney
Smith Barney

David Kelter
A.G. Edwards & Sons, Inc.
IV

Joshua Koehnen
Financial Designs
EP, IN, IV

Jeff LaBerge
Raymond J. Lucia Companies
CG, IN, IV

Dan Laframboise
DL Wealth Management Group
IN, IV, LC

Suzanne LaTour
Smith Barney
CG, EP, IV

Courtney Liddy
Merrill Lynch
EP, IV

William Litton
Linsco Private Ledger
EP, IN, IV

Steven T. Looser
Edward Jones
IN, IV, LC

J. Marc Lord
Comprehensive Financial Group
EP, IN, IV

Brian Lowder
Brian D. Lowder, Inc.
BP, EP, IV

Michael Lucia
Raymond J. Lucia Companies
BP, EP, IV

Raymond Lucia
Raymond J. Lucia Companies
BP, EP, IV

Jack Mccord
Vari Investor Services
EP, IV, FP

Patrick Mcnaughton
Ameriprise Financial Services, Inc.
BP, EP, IV

Terry A. Mcnellis
Smith Barney
EP, IN, IV

Doug Mcpherson
Smith Barney
IV

Nathan Medina
Summit Financial
IV

Les Merrithew
Merrithew & Thorsten, Inc.
BP, IV

Warren Millard
New England Financial
IN, IV, LC

Shari Miller
LPL Financial
IV, TS

Chris Milton
Jefferson Pilot Securities
EP, IN, IV

Rick Montejano
Wells Fargo Investments
IV

Aubrey Morrow
Financial Designs
CG, EP, IV

Jerrilynn C. Myers
Myers Financial Group, Inc.
IV, FP

Derek Myron
Centara Capital Management Group, Inc.
EP, IV

Thomas W. Naylor
MML Investors Services, Inc.

Michael O’Brien
UBS Financial Services, Inc.
IN, PB, TS

James Olmore
Private Access Fidelity Investments
CG, IV

Josephine Pemberton
NYLIFE Securities, Inc.
EP, IV, LC

Jason Peretson
Wachovia Securities
CG

Jeffrey Platt
Cullington Hill Advisors
BP, IV

Gerry Plotkin
Wealth Recovery Strategies
EP, IN, IV

Stefan Prvanov
Blankinship & Foster
CG, EP, IV

Michael Puente
Smith Barney
EP, IN, IV

Patricia Pugliese
Ameriprise Financial Services, Inc.
EP, IN, IV

Joubin Rahimi
IV, FP, BP

Donald Rittenhouse
Smith Barney
IN, IV, LC

Doris Roper
Chapman Roper & Breslin
IN, IV, EP

Sanford Rosenthal
HD Vest
EP, IN, IV

Brian E. Samuels
Highland Capital Financial Consulting
IN, IV, LC

Claudia Sawaf
Sagemark Consulting/Lincoln Financial Advisors
BP, IN, EP

Steve Schneider
Wachovia Securities
CG

John Schooler
WFP Securities and Western Financial Advisors
IN, IV

Howard Schwartz
Wachovia Securities
IN, IV

Amar Shah
Ameriprise Financial Services, Inc.
EP, LC

Michael Shanahan
Overland & Shanahan
CG, IN, IV

Rodney A. Simms
Simms, Simms & Associates
A Financial Advisory Practice of Ameriprise Financial Services, Inc.
EP, IV

Drew Slacum
Merrill Lynch
EP, IV, TS

Dianne Smyth
AXA Advisors
IN, IV

Greg Stafford
The Gensler Group
EP, IN, IV

Alan Sweeten
The Gensler Group
EP, IN, IV

Timothy Thomas
Charles Schwab
EP, IV, IN

Brandon Thorsten
Merrithew & Thorsten, Inc.
EP, IV

Jodi Trabbic-Vleck
Addison Avenue Federal Credit Union
EP, IN, IV

Gordon Tudor
Wealth Analytics
EP, IV, FP

Christopher P. Van Slyke
Capital Financial Advisors
EP, IV, FP

John Weil
LPL Financial
CG, EP, IV

Mark S. Wozmak
Edward Jones
IN, IV, LC

Charlie Zieky
GLT Wealth Advisors
CG, EP, IV

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