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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INVESTMENTS CONTINUED

Audrey Coleman
Coleman & Johnson Financial Advisor
CG; EP; FP

John Condos
Morgan Stanley
BK; EP; FP

Clinton Cooper
Northwestern Mutual Financial Network

Harry Couglar
CBIZ Accounting
AC; EP; FP

Brett D’Arcy
CBIZ Financial Solutions
EP; FP

Paula de Vos
Synergist Wealth Advisors
BK; EP; FP

Clark Dearmond
Independent Wealth Management
EP; FP; IN

Steven Deppe
Ameriprise Financial Services
FP

Robert Dermody, Jr.
Wachovia Securities

John W. Douglas
LPL Financial
FP; IN

Mark Dowling
Dowling & Yahnke

Bill Dutton
Northwestern Mutual Financial Network
BP; EP; IN

Kurt Eakin
Edward Jones
IN; LC

Irving Eisenberg
Wealth Management Group
EP; FP; IN

Lilly Emerson
Merrill Lynch

Marty Estrada
Capital Wealth Advisors at Bank of Escondido
FP; IN; LC

Michael Farrell
Merrill Lynch

John Folsom
RBC Wealth Management/The Folsom-Stirling-Sweeney Group
BP; EP; FP

Jim Freeman
Financial Alternatives
FP

Sylvia Geffen
Smith Barney
EP; FP; IN

Ronald A. Glasgow II
Granite Wealth Management
EP; FP

Carlos Gomez
Private Asset Management
EP; FP; TS

Jenica Goodman
Edward Jones
IN

Terry Green
Blue Water Capital Management
EP; FP; IN

Ajay K. Gupta
UBS Financial Services
EP

Bryan Gust
LPL Financial
FP

Russell Hall
Morgan Stanley
EP; FP

Charles W. Hayes
Hayes and Associates
EP; FP; TX

Timothy Hinsvark
Investment Advisors International
IN

Neil Hokanson
Hokanson Associates
CG; EP; FP

Candise Holmlund
Weatherly Asset Management
CG; EP; FP

Denise Hutter
Fidelity Brokerage Services
CG; EP; FP

Bradley Hyldahl
UBS Financial Services
EP; FP

Jim Hyldahl
UBS Financial Services
EP; FP; IN

Paul J. Hynes
Burns Advisory Group
BP; CG; FP

Timothy Jobe
Merrill Lynch
FP

Martin Johnson
La Jolla Institute for Wealth Management
EP; IN; LC

David Kauffman
First Allied Securities
BP; EP; FP

David Kreider
World Group Securities
IN; LC

Allison Lintell
Banc of America Investment Services
BP; EP; IN

Brian Lowder
Brian D. Lowder
BP; FP; TX

Bart Martinez
Wachovia Securities

Barry Masci
Morgan Stanley
BP; EP; FP

Reid Matthews
Wachovia Securities

Robert McCall
H&R Block Financial Advisors
EP; FP

John McGinnis
RBC Capital Markets
BP; EP; FP

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