Five Star Wealth Managers

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INSURANCE

Todd S. Frank
Pollakov Financial Group
EP

Nancy Glass
Benefit Associates

Carol Nowak
Independent
BP, LC

Molly O’Rourke
Benefit Associates

Jerald Pitzer
Knights of Columbus
EP, LC, FP

Dorothy “Dottie” L. Scheer
Response Health Insurance Services
LC

INVESTMENTS

Mark W. Andrews
Andrews Capital Management, Inc.
FP

J. Samuel Armstrong
Wachovia Securities

Ken Attorri
Edward Jones
IN, LC, FP

Daniel Avan
Smith Barney
EP

Byron Bailey
UBS Financial Services, Inc.
FP

Frank Baldwin
Morgan Stanley

Anthony H. Barron
Anthony Huston Barron Financial Services, Inc.
EP, IN, LC

Will Beamer
Dowling & Yahnke, Inc.
FP

Michael Behner
New England Financial
FP

Mike Bixler
Merrill Lynch
EP, IN

Howard Blum
Capstar

James Bond
Morgan Stanley
EP, IV, LC

Patrick Brennan
Capital Growth/Independent Financial Group
EP, FP

Sean Brennan
Morgan Stanley

Nancy Brokaw
Edward Jones
IN, LC

Andrew Castiglione
Financial Planning Consultants
BP, EP, FP

Susan Clark
Seacoast Capital Management
IN, LC, FP

Kristian Colvin
Charles Schwab
FP

Dan Conners
Morgan Stanley

Timothy Cusick
Wachovia Securities
FP

Brett D’Arcy
CBIZ Financial Solutions
BP, CG, FP

Bruce Doole
Permanent Value, Inc.
BP, CG, FP

Gary Endres
A.G. Edwards & Sons, Inc.
EP, FP, TS

Ray Fletcher
Avanti Advisory Group

Rick French
Morgan Stanley
IN

Keevin Gillespie
Brookstreet Securities Corp.
IN, FP

Justine Girard
A.G. Edwards & Sons, Inc.
FP

Scott Glasson
Wachovia Securities
IN, FP

Douglas Goad
Morgan Stanley
IV

Diane Gold
I.C.R. Financial Center

Carlos Gomez
Private Asset Management
EP, FP, TS

Ajay Gupta
Merrill Lynch
EP, IV, PB

Bryan Gust
Linsco Private Ledger
EP, FP

Braydon Hamilton
Morgan Stanley
FP

John Harrington
Harrington Capital Advisors, Inc.

Jill Hawkins
Charles Schwab

Craig Hillegas
Hillegas Advisory Services
BP, CG, FP

David Hirons
A.G. Edwards & Sons, Inc.
BP, EP, FP

Candise Holmlund
Weatherly Asset Management
CG, EP, FP

Brad Hyldahl
UBS Financial Services, Inc.
EP, FP

John Ippolito
Northern Trust, NA
PB, TS

Timothy Jobe
Merrill Lynch
CG, EP, TS

James King
Ken Stern & Associates
CG, EP, FP

Andrew Knutson
AIG Financial Advisors, Inc.
IN, FP

Robert Leonard
Presidential Brokerage
FP

Jeffrey R. Liber
A.G. Edwards & Sons, Inc.
CG, EP, FP

Margaret (Peggy) Lombardo
The Financial Team, Inc.
IN, LC

John McKean
Edward Jones
IN, LC

John Messner
Investment Management, Ltd.
EP

Amanda Morris
Morgan Stanley
CG, EP, PB

Martin O’Connor
A.G. Edwards & Sons, Inc.
EP, FP

James Oliver
Smith Barney
FP

Dan Parks
Edward Jones
IN, FP, LC

David Phelps
Wedbush Morgan Securities
CG, IN, LC

Sheryl Rowling
Rowling Dold & Associates LLP
CG, EP, FP

Steven Samet
Morgan Stanley

Ronald Scherdorf
Charles Schwab
IN, FP

Jim Seaman
Coldwell Banker
IV

David Sear
Wachovia Securities,
HBWilliams Group

Bradley R. Sissons
Edward Jones Investments
IN, FP, TS

Ellis Smith
Messner and Smith

Gary Soble
Linsco Private Ledger
EP, IN, FP

Kenneth Stern
Ken Stern & Associates
FP

Tom Strohl
A.G. Edwards & Sons, Inc.
EP, LC, FP

Jon Sundt
Altegris Investments, Inc.
FP

Bernard Surovsky
Kings Road Financial Services
FP, PB

Carolyn Taylor
Weatherly Asset Management
BP, FP, TS

Paul Temby
Dowling & Yahnke, Inc.
FP

David Tieger
Citicorp Investment Services
FP

Tracy Turner
Turner Financial Services
IV, FP

Mary Van Nostrand
Van Nostrand & Associates, Inc.
FP

Maureen Verduyn
The Financial Team, Inc.
IN, LC, FP

Peter Wheeler
Wheeler/Frost Associates
BP, IV

Joe Woods
Raymond James Financial Services, Inc.
CG, IN, FP

Dale Yahnke
Dowling & Yahnke, Inc.
IV

PRIVATE BANKING

Robert Armstrong
San Diego Private Bank

Robert Wolford
Union Bank of California

Richard C. Yuen
First Future Credit Union
IV, BP

TRUST SERVICES

Belinda Bales
Commonwealth Title Co.
IN

Susie McKean
McKean Financial, Inc.
PB

WILL PREPARATION

Carol Chrisopoulos
Malcolm Accountancy Corp.
BP, EP, WP

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Chartered Financial Consultant credential (ChFC®) is a financial planning designation awarded by The American College.

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