FIVE STAR Wealth Managers

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List compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. Wealth Manager additional financial services: AC=Accounting; BK=Banking; BP=Business Planning; CG=Charitable Giving; EP=Estate Planning; FP=Financial Planning; IN=Insurance; IV=Investments; LC=Long-term Care; TS=Trust Services; TX=Taxation; WP=Will Preparation

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FINANCIAL PLANNING CONTINUED

Patrick McNaughton
Ameriprise Financial Services
EP; IN; IV

Nathan Medina
Summit Financial Group
EP; IV; TX

Jay Miars
AZCA Financial Group
EP; IN; IV

Ed Mielock
Legacy Group
IN

Shari Miller
LPL Financial
BP; IN; IV

Charles Moore
UBS Financial Services
EP; IN; IV

David Moran
AXA Advisors
BP; IN; IV

Jeffrey Murray
New England Financial
BP; EP; IV

Derek Myron
Centara Capital
EP; IN; IV

Larry Nakamura
Torrey Capital
EP; IV; TS

Richard Nerad
Ameriprise Financial Services
IV

Paul Neves
Financial Strategies
IN; IV

Gary Newman
Gary Newman Financial Services
IN; IV; LC

David Owens
Independent Financial Group
IN; IV

Anthony Pavia
Pavia Financial Services
IN; IV

John Peelle
Peele Financial & Investment Services
IN; IV

Josephine Pemberton
Pemberton Financial & Insurance Services
BP; EP; IV

James Pierik
Financial Planning Consultants
BP; EP; IV

Gerald Plotkin
Wealth Recovery Strategies
EP; IN; IV

Stefan Prvanov
Blankinship & Foster
CG; EP; IV

Patricia Quigley
MetLife Securities
IN; IV; LC

John E. Richardson, Jr.
Strongtower Financial
CG; IN; IV

Michael Rohling
Morgan Stanley
EP; IN; IV

Marc Roland
Hokanson Associates
CG; EP; IV

Miles Romney
PACT Financial
AC; IV; TX

Jason Santos
AIG Financial Advisors
EP; IN; IV

Cory T. Schmelzer
Retirement and Tax Solutions
BP; EP; IV

John Schooler
WFP Securities
IN; IV; LC

Kirk Sheldon
Capital Growth Resources
EP; IN; IV

Rodney Simms
Ameriprise Financial Services
EP; IV

David Simpson
Pacific Tax and Financial Group
IN; IV; TX

Ronald Sisk
Fidelity Brokerage Services
CG; EP; IV

Judy Smith
Lincoln Financial Advisors
IN; IV; LC

Philip E. Smith
Ameriprise Financial Services
IV

Jonathan Stahley
Ameriprise Financial Services
BP; IN; IV

Ken Stern
Ken Stern & Associates
EP; IV

Judy Stewart
Stewart Financial Services
CG; IV; TX

Janean Stripe
RJL Wealth Management
IN; IV; LC

Shawna Such
Merrill Lynch
IN; LC; TS

Bernard Surovsky
Kingsroad Financial Insurance
IN; IV; LC

Jeffrey Tadder
Merrill Lynch
BP; EP; IV

John Tanner
Ameriprise Financial Services
BP; EP; IV

Ray Taraz
Ameriprise Financial Services
BP; EP; IV

Christopher Tate
Merrill Lynch
EP; IN; IV

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