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

James F. Thomas
Superior Planning
EP; IN; IV

Timothy Thomas
Charles Schwab
IN; IV; BK

Jodi Trabbic Vleck
Essex National Securities
EP; IN; IV

Todd Tyler
Tyler & Associates
BP; IV; TX

Donald Van Dyke
MetLife Securities
BP; CG; EP

Christopher Van Slyke
Trovena
CG; EP; TX

Richard Venancio
LPL Financial EP

Maureen Verduyn
The Financial Team BP; IV; TX

Ashley Walters
Ameriprise Financial Services
IN; IV; TS

Wayne Warner
Wayne Warner & Associates
EP; IV; LC

Barry Waxler
Universal Financial Consultants
EP; IN; IV

Norman Weber
Oak Harbor Financial
BP; EP; IV

Peter Wheeler
Wheeler/Frost Associates
BP; EP; IV

James Whitener
Edward Jones
EP; IN

Edward Williams
Eagle Strategies
EP; IN; LC

Scott Wolters
Wolters, Hagar & Pratt Financial/DBA WHP Financial
BP; IV

Chuck Woodson
Horizon Planning
TS; TX

Mark Wozmak
Edward Jones
IN; IV; LC

Jay Wurtzler
Capital Growth
EP; IN; IV

Randall Zacuto
The Retirement Educators
EP; IN; IV

Henry Zapisek
Financial Network Investment Corporation
EP; IV; TX

Michael J. Zepeda, Jr.
MML Investors Services
IN; IV

INSURANCE

Aidan Barrett
Barrett Financial Strategies
EP; FP; IV

Guy Estep
Estep Ins and Fin
Services

John O. Green
Allstate Insurance
FP; IV; LC

Leroy Lopez
Wealth & Wisdom Partners
BP; EP; FP

Brett Luedde
Summit College Funding
FP

Arthur Nicodemus III
ING Financial Partners
EP; IV

Brian Samuels
Highland Capital Financial Consulting
IV

Stephanie SanAntonio
Keith C. Eck Financial & Insurance Services
BP; EP; FP

INVESTMENTS

Mark Andrews
Andrews Capital Management
FP

Byron Bailey
UBS Financial Services
EP; FP; IN

Kevin Barrett
Barrett Financial Strategies
FP

Will Beamer
Dowling & Yahnke
FP

William Bengen
Bengen Financial Services
FP

James Bond
Morgan Stanley
EP; FP; LC

Douglas Brandt
Merrill Lynch
FP; IN; BK

Robert L.T. Brower
UBS Financial Services
EP; FP; TS

Trevor Callan
Callan Capital
EP; FP; IN

Chris Campion
Edward Jones
IN; LC; TS

Kurt Cecconi
The Principal Financial Group
EP; FP; IN

Paul Chamberlin
Chamberlin Asset Management
BP; FP; TS

Peter Chiang
Morgan Stanley
FP

Stephen Cohen
Private Asset Management
TS

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