2012 Five Star 2012 Atlanta Five Star Wealth Managers

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2012 Five Star Wealth Managers FS 2 — Five Star award information: www.fivestarprofessional.com Special advertiSing Section Wishful thinking is not
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Five Star Wealth Managers

In a consumer study about dynamics between wealth managers and their clients, Five Star Professional polled wealth managers and consumers about communications. Both groups said that connecting three to four times a year is the right communications strategy, but expectations are not aligned in all areas:

are financial advisors, financial planners, investment advisors, tax advisors and estate planning attorneys.

• 2 9 percent of consumers want to be contacted by their wealth manager whenever events require an update; only 7 percent of wealth managers say they contact clients based on the impact of events.

Atlanta Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Among many distinguishing attributes, the average oneyear client retention rate for this year ’s award winners is more than 96 percent.

• 63 percent of consumers say they receive the right amount of communication from their wealth manager. From research conducted by Five Star Professional, April 2011.

Wealth managers, broadly defined, are those individuals who help you manage your financial world and/or implement aspects of your financial strategies. Common examples of wealth managers

How do you find a wealth manager with experience, who has a good base of clients with high retention rates, and who has undergone a regulatory and complaint review? And when you find them, are they accepting new clients?

Don’t listen to other people. Investigate for yourself. Be wary of advisers who say they never had a down year.” — Five Star Wealth Manager

A Select Award

The 2012 Five Star Wealth Managers are a select group, representing fewer than 4 percent of the wealth managers in the Atlanta area.(1)

Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many excellent wealth managers who, for one reason or another, are not on this year’s list.

Award

In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. Self-nominations are not accepted. Atlanta award candidates were identified using internal and external research data, including a survey to more than 10,800 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC.

Candidates

www.fivestarprofessional.com: Five Star award information — FS 1

2012 Five Star Wealth Managers

2012 Atlanta

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2012 Five Star Wealth Managers

Determination

Of Award Winners

Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers.(2)

Eligibility Criteria – Required(3)

2012

1. C redentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review.(4) 4. Fulfilled their firm review based on internal firm standards. 5. Accepting new clients. Evaluation Criteria – Considered(3)

6. One-year client retention rate (the average one-year client retention rate of this year’s award winners is more than 96 percent).

The Five Star award goes to less than 7 percent of wealth managers.

7. Five-year client retention rate.

8. Non-institutional discretionary and/or non-discretionary client assets administered (this year’s award winners administer an average of $96 million in client assets).

9. Number of client households served (on average, this year’s award winners serve 222 households). 10. Education and professional designations.

Research Disclosures

• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

• The Five Star award is not indicative of the wealth manager’s future performance.

Insights from Five Star Wealth Managers Wishful thinking is not planning. If you plan for the worst, you will never be unpleasantly surprised.”

• Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets.

• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Atlanta Magazine. • Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.

• F ive Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/ selection methodology, go to www.fivestarprofessional.com. • (1) 2,660 award candidates in the Atlanta area were considered for the Five Star Wealth Manager award. 607 (approximately 23 percent of the award candidates) were named 2012 Five Star Wealth Managers.

Wealth managers were required to certify that any information they provided was accurate. Criteria 4, 8 and 9 do not apply to attorneys or CPAs. (4) As defined by Five Star Professional, the wealth manager has not: • Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine. • Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process. • Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority. • Filed for personal bankruptcy. • Been convicted of a felony. (2) (3)

Clients don’t care how much you know until they know how much you care.”

Only invest in something that you understand.”

What matters most is how you recover from setbacks.”

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website. Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists. Data submitted through these processes was applied per the above criteria:

• Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history, based upon the criteria listed above. • Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth manager. • Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the opportunity to submit complaints regarding a wealth manager. More than 47,300 households in the Atlanta area were contacted.

The Five Star Wealth Manager selection criteria was updated for the 2012 award year. 2005 – 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients, peers and industry experts. No more than 7 percent of wealth managers receive the award each year. The selection process for the 2005 – 2011 award winners can be found at www.fivestarprofessional.com/2011/wealth_managers_research_overview.php.

FS 2 — Five Star award information: www.fivestarprofessional.com

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Business Planning

Nick Chafin · Tripp Chafin & Company

Julianne Andrews · Atlanta Financial Associates Page 15

Phillip Calandra · Calandra Financial Group

Emmett Cloud · Morgan Stanley Smith Barney

Erik Anhaus · Ameriprise Financial Services, Inc.

Emma Foulkes · Commonwealth Business & Retirement Services

Seth Asher · Morgan Stanley Smith Barney

Bruce Gaynes · Kitchens Kelley Gaynes

Parks Avery · Avery & Pope Wealth Management

Jeffrey Call · Bennett Thrasher

Thomas Carney · Ameriprise Financial Services, Inc. Page 20

Sean Carroll · Ameriprise Financial Services, Inc. R. Mark Castle · Morgan Stanley Smith Barney

Timothy Kemper · Reznick Group

Burton Banks · Ameriprise Financial Services, Inc.

Estate Planning

Ralph Lamar Barden · Peachtree Planning Corporation Page 20

Russell Clarke · Ameriprise Financial Services, Inc.

James Barker · Henssler Financial

Bill Cleveland · Preston & Cleveland Wealth Management

Albert Caproni · Cohen & Caproni

Loraine DiSalvo · Morgan & DiSalvo

David Eastman · The Eastman Law Firm Brian Friedman · The Wellspring Group

Amos “Jack” Beecher · Beecher Financial Services

Jeff Chinery · Ronald Blue & Company

Seth Cohn · WealthMD

Jaime Benedetti · Benedetti Gucer & Associates/ Ameriprise Financial Services, Inc.

John Colegrove · John Colegrove

Jeff Bernier · TandemGrowth Financial Advisors

Brian Connerat · Ameriprise Financial Services, Inc.

Christian Beyers · SunTrust Investment Services

David Conrod · Charles Schwab

Roger Kirschenbaum · Roger A. Kirschenbaum

Nick Bhandari · HA&W Wealth Management

Bo Cook · Morgan Stanley Smith Barney

William C. Lankford, Jr. · Moore Stephens Tiller

George Bird · Morgan Stanley Smith Barney

Charles Costa · Professional Planning Advisors

Jeremy Lantz · Lantz & Reeves

Ralph C. Boardman, Jr. · Tax & Financial Strategies

Joshua Cothran · Ameriprise Financial Services, Inc.

Steven Bontempi · The Barrister Financial Group

Andrew Crane · Keen Insight Group

Dennis Booker · Buckhead Investment Partners

Ben Crowe · Henssler Financial

Lisa Boone · Raymond James | Morgan Keegan

Blair Cunningham · SignatureFD

Michael Boosel · Robert W. Baird & Company Page 20

Charles Currie, Jr. · Currie Financial & Tax Services

Robert Bordett · Consolidated Planning Corporation

Helga Cuthbert · Cuthbert Financial Guidance

Frank Briggs · Your Wealth Partners/AXA Advisors Page 20

Seth Deitchman · Morgan Stanley Smith Barney

David Golden · Troutman Sanders

Mark Janowiak · National Financial Services Group

Rhett Laurens · The Laurens Firm M. Barry Leitz · Ellis Funk

Mary Balent Long · Abrams Davis Mason & Long Stuart Mager · Mager & Mager

John Meier · Thompson Meier & King Page 21 George Menden · MendenFreiman

Richard Morgan · Morgan & DiSalvo

Charles Nida · Peachtree Planning Corporation

Ari Dardik · Morgan Stanley Smith Barney

Stephen Rosseel · Valic

Sam Bromberg · Nova Wealth Management Group

W. Barclay Rushton · Rushton & Company

A. Sidney Browning · Integras Partners

C. Murray Saylor · The Saylor Law Firm

Jake Bryant · Bryant Carroll and Associates/ Ameriprise Financial Services, Inc.

Tyler Delahunt · Raymond James | Morgan Keegan Michael DeLap · Securities America

Chuck DeNormandie · North Point Wealth Management

Jeffrey Bulvin · New England Financial

Mark DiGiovanni · Marathon Financial Strategies

William Turner · Cohen Pollock Merlin & Small

Hillory Burkett · National Financial Services Group

Evelyn Dinkins II · Ameriprise Financial Services, Inc.

Jim Underwood · Windham Brannon

Todd Burkhalter · Catalyst Wealth Management

Daniel Dubay · PPA Advisory Services

Caroline Vann · Bettis Hill & Vann

James Burnham III · Raymond James | Morgan Keegan

Michelle Duffy · Ameriprise Financial Services, Inc.

Frank Butterfield · Homrich Berg

Brenda Dunn · Integras Partners

Gary Alpert · Peachtree Capital

Preston Byers · ClearBridge Wealth Management

Robbin Duren · Ameriprise Financial Services, Inc.

Michael Altman · Ameriprise Financial Services, Inc.

Mark Byrnside · Ameriprise Financial Services, Inc.

Keith Dykes · Peachtree Planning Corporation

Janet Spector · NYLife Securities

Christopher Stewart · Sagemark Consulting

William Witcher, Jr. · The Witcher Law Firm

Financial Planning

www.fivestarprofessional.com: Five Star award information — FS 3

2012 Five Star Wealth Managers

Award winners listed by primary services and listed alphabetically by last name.

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2012 Five Star Wealth Managers

Award winners listed by primary services and listed alphabetically by last name.

Tim Eckel · Bales & Eckel Financial Group

Patrick Hinchey · Hinchey Financial Group

Chris Ellington · WealthCreation Atlanta

Michael Hines · Consolidated Planning Corporation

Kathryn Emling · Householder Group Page 17

Steven Fehlenberg · Steven R. Fehlenberg & Company Amanda Fischer · Oster & Fischer

Lewis Forbes, Jr. · Ameriprise Financial Services, Inc.

Jeremy Hodges · MetLife

Matthew Hudgins · Mosaic Wealth Management Pace Huff · Merrill Lynch

Ira Isaacs · National Financial Services Group

Timothy Jeffrey · Morgan Stanley Smith Barney

Timothy Madison · Money Concepts Wealth Management Thomas Maiwald (In Memoriam) · Lincoln Financial Advisors Owen Malcolm · United Capital

Kari March · ROKA Wealth Strategists

Jonathan Marcus · Morgan Stanley Smith Barney Scott Martin · Ronald Blue & Company

Maria McCann · Morgan Stanley Smith Barney

David Forston · Ameriprise Financial Services, Inc.

Benjamin Joel · Morgan Stanley Smith Barney

John Francisco · Integrated Financial Group Brian Frank · Morgan Stanley Smith Barney

Barry Kaplan · Cambridge Southern Financial Advisors

Gary Frederick · Morgan Stanley Smith Barney

Matthew Karis · Invest Financial

Barbara McCormack · McCormack Financial Planning

Kristen Fricks-Roman · Morgan Stanley Smith Barney

Scott Kays · Kays Financial Advisory Corporation

Alan McKnight · Kays Financial Advisory Corporation

Alvaro Galvis · Merrill Lynch

William Keen · Keen Advisor Group

Shawn Meade · Redwood Wealth Management

Susan Ganser · LongView Wealth Management

Scott Kessler · LPL Financial

Eric Garbade · Morgan Stanley Smith Barney

Patricia Koehn · Koehn Financial Group

Chad Meisner · Ameriprise Financial Services, Inc.

Kevin Garrett · Integrated Financial Group Mary Ellen Garrett · Merrill Lynch

David Gaynes · Gaynes Financial Services Page 14

Timothy Gelinas · Senior Financial Planning Page 14 Derek Giddings · Morgan Stanley Smith Barney Charles Goldberg · Financial Innovations Don Goldsmith · Thrivent Financial

Margaret Graff · Ameriprise Financial Services, Inc. LeeAnn Gregg · Ameriprise Financial Services, Inc. Martin Halberg · Halberg Financial Associates Keith Hallman · Hallman Walters Wealth Management Group/MetLife Financial Bill Hammond · Hammond Investment Planning Corporation

James Hansberger · Morgan Stanley Smith Barney

Keith Johnson · Integras Partners

Darren Kubiak · Darren Kubiak Personal Retirement Planning Page 21 Linda Kuehn · McCormack Financial Planning Page 10 Suzanne Lako · Henssler Financial

Steve McClelland · AXA Advisors

Travis McCloskey · Raymond James | Morgan Keegan Page 21

Amy Merrill · WB Financial Group

Cathy Miller · Atlanta Financial Associates Page 15 John Mobley · Merrill Lynch

William Lako, Jr. · Henssler Financial

Daniel Monahan · Robert W. Baird & Company Page 21

Charles Lanford · Raymond James | Morgan Keegan Page 18

Meredith Moore · Moore and Associates Wealth Management

Rob Larmore · Raymond James | Morgan Keegan

Steven Moore · Morgan Stanley Smith Barney

Robert Law · Creative Financial Group

Elizabeth Murphy · Henssler Financial

Gene Lee · Peachtree Planning Corporation

Ted Noble · Sherrill & Hutchins Financial Advisory

Karen Lee · Karen Lee and Associates Page 21

Douglas Leeson · Investment Research & Advisory Group

Howard Levy · Ameriprise Financial Services, Inc.

Pete Levy · Ameriprise Financial Services, Inc. Scott Levy · Capstone Financial Partners

Jim Harris · Money Concepts Wealth Management

Matthew Lipscomb · Ashford Advisors Page 12

Terry Hartigan · Ashwood Advisors

Michael Lipsey · LongView Wealth Management

K. Michael Hennessy · Morgan Stanley Smith Barney

Doug Liptak · SignatureFD

Richard Lombardi · Integrated Wealth Strategies

Adam Hextell · First Investors Corporation

FS 4 — Five Star award information: www.fivestarprofessional.com

Bobbie Munroe · Fraser Financial

Tony Oliver · TIAA-CREF

Erick Olson · Olson Associates

Larry Olson · Olson Associates

Robert Omohundro · Turner Wealth Management

Joseph Owenby · Financial Development Systems Vijay Patel · Merrill Lynch

Casey Patrick · Patrick Financial Group

Donald Patrick · Integrated Financial Group

Patrick Paxton · Investment Planning Advisors Travis Payne · Capstone Financial Partners

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Jeff Peller · SignatureFD

Phillip Pennartz · Proactive Wealth Strategies Page 19 Kimberley Perry · Merrill Lynch

Lisa Schiffer · HA&W Wealth Management Page 16 Joshua Schlieman · Sullivan & Schlieman Wealth Management

Richard Tull · Capstone Financial Partners Scott Varon · Capstone Financial Partners

James Vijande · Oppenheimer & Company

Natalie Schmook · SunTrust Investment Services

Karen Vining · Vining Financial Services

David Pierce · Catalyst Wealth Management

Steven Schnupp · Schnupp Wealth Management Page 11

William Ponder · Ameriprise Financial Services, Inc.

Lewis Walker · Walker Capital Management Corporation

Jeff Schultz · Raymond James | Morgan Keegan

David Ward · North Point Wealth Management

Al Searcy · Searcy Weems-Scott & Associates

DeWitt Weaver III · Weaver Capital Management

Michael Petros · Robert W. Baird & Company Page 21

Sally Poole · LPL Financial/Integrated Financial Micah Porter · Minerva Planning Group Carter Potts · Lloyd Professional Group

Karen Powell · Orion Financial Associates Travis Propst · Merrill Lynch

Jeffrey Purdon · Scott & Stringfellow

Jean Raines · First Command Financial Planning Kate Redden · Ronald Blue & Company

Jeremy Reese · Ameriprise Financial Services, Inc.

Mark Vosk · National Financial Services Group

Craig Seligman · Proactive Wealth Strategies

James Shelden · Morgan Stanley Smith Barney Marta Shen · Spring Street Financial

Charles Weber · Ameriprise Financial Services, Inc.

Cary Sheppard · Valic

Connie Weems-Scott · Searcy Weems-Scott & Associates

Peter Siegel · Morgan Stanley Smith Barney

Peter Weinbaum · New England Financial

Michael Silver · Ameriprise Financial Services, Inc.

Ian Weinstein · Ameriprise Financial Services, Inc.

Susan Simonton · Simonton Financial Associates Page 19

Graham Wickham · Wickham Financial Group Peter Wilder · Ameriprise Financial Services, Inc.

Angela Rehkop · Financial Care Providers

James “Cody” Sims · Ameriprise Financial Services, Inc.

Patrick Renn · The Renn Wealth Management Group

Michael Skrynecki · Morgan Stanley Smith Barney

Chris Reynolds · Ameriprise Financial Services, Inc.

Michael Smith · RTD Financial Advisors

Kerstin Wiles · Homrich Berg

Cathleen Stevens · Cathy Stevens and Associates

S. Neal Rhoney · Ameriprise Financial Services, Inc.

Crystal Stevens · Creative Financial Group

Barbara Wiley · Sherrill & Hutchins Financial Advisory

Karen Rinehart · Henssler Financial

Derrick Rivera · Ameriprise Financial Services, Inc. James Roberts · Merrill Lynch

Mark Stevens · Stevens Wealth Strategies

Ryan Stewart · Raymond James | Morgan Keegan

Rachel Wilder · Eagle Strategies

Daniel Wildermuth · Kalos Financial

Glen Wilk · Merrill Lynch

Jamie Williams · Five Talents Wealth Management Joseph “Joe” Wilson · TIAA-CREF

Michael Stone · Milestone Investment Management

Steve Wisnewski · Georgia Advisory Group

Robert Rollauer · Lincoln Financial Advisors

Andrew Sullivan · Sullivan & Schlieman Wealth Management

Andres Romero · Madison Financial Group

Mark Tabak · Ameriprise Financial Services, Inc.

Charles Zimmerman · SignatureFD

Greg Rose · Morgan Stanley Smith Barney

Leroy Tanker · Freedom Financial Services

Michael Ross · The Wealth Enhancement Group

Insurance

Michael Tarrant · Financial Network Associates

Gary Bottoms · The Bottoms Group

Donald Tessmer · Tax & Financial Management Page 22

Janet Peavy · Strategic Stewardship

Merv Rudner · Emerald Wealth Management Page 22

Shaun Wright · Merrill Lynch

Sanda Salem · Integrated Financial Group

Jeff Thomas · Retirement Asset Management

David Sandstrom · Ameriprise Financial Services, Inc.

Maury Shapiro · Your Wealth Partners/AXA Advisors Page 22

Jennifer Thomas · Henssler Financial

Joel Weitnauer · Weitnauer & Associates

Joe Thomas · SunTrust Investment Services

Bryan Wulz · New York Life Insurance Company

Russ Thornton · Wealthcare Capital Management

Tim Wyrobek · Crescent Wealth Management

Jonathan Sard · Sard Wealth Management Group Rick Saunders · Ameriprise Financial Services, Inc.

Ronald Savarese · Morgan Stanley Smith Barney

Thomas Tolleson · Wellspring Financial

Investments

Brad Towson · Morgan Stanley Smith Barney

L. Gregg Adams · Raymond James | Morgan Keegan

www.fivestarprofessional.com: Five Star award information — FS 5

2012 Five Star Wealth Managers

Award winners listed by primary services and listed alphabetically by last name.

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2012 Five Star Wealth Managers

Award winners listed by primary services and listed alphabetically by last name.

Fred Akers · Wells Fargo Advisors, LLC

Philip Catledge · CMC Financial Group

Scott Dozier · Merrill Lynch

Doug Aldridge, Jr. · Wells Fargo Advisors, LLC

Bill Chandler · Edward Jones

Gary Alexander · Wells Fargo Advisors, LLC

Joseph Chandler · Wells Fargo Advisors, LLC

Sam Drake · Morgan Stanley Smith Barney Page 13

Robert “Todd” Altizer · Edward Jones

T.C. Cheoun · SunTrust Investment Services

Mark Anheier · Charles Schwab

Ben Clark · Edward Jones

Margaret Archer · Wells Fargo Advisors, LLC Page 12

Krista Clarke · Sterne Agee & Leach

Michael Athanas · Morgan Stanley Smith Barney Jay Bailey · Citadel Wealth Management

William Baker · William Baker & Associates Eric Barnett · Thrivent Financial Michael Bates · Merrill Lynch

Richard Battle · Morgan Stanley Smith Barney Joseph Bell · Wells Fargo Advisors, LLC Page 9 John Beverly · Merrill Lynch

John Bishop · SunTrust Investment Services Jacob Boggs · Wells Fargo Advisors, LLC

John Bolen · SunTrust Investment Services Hugh Bond · Edward Jones

Jonathan Braatz · Morgan Stanley Smith Barney Brett Bringuel · Wells Fargo Advisors, LLC

Gary Brochin · Dominick and Dominick Page 13

Patty Clemmons · United Capital

Darrin Cohen · Wealth Enhancement & Preservation of Georgia

Jeffrey Cohen · Nova Wealth Management Group Todd Coker · Wells Fargo Advisors, LLC Alan Cole · TIAA-CREF

J. Ralph Compton · Morgan Stanley Smith Barney

Michael Eddy · Berkeley Capital Partners

Michael Edmondson · Wells Fargo Advisors, LLC Anthony Emanuel · Janney Montgomery Scott Timothy Escott · Maple Capital Management Alan Evans · Securities America

Kimberly Evans · Wells Fargo Advisors, LLC Rita Evans · Merrill Lynch

Katrina Everett · Wells Fargo Advisors, LLC Katrina Falke · Invest Financial

Grant Fanning · SunTrust Investment Services Bruce Farman · Lincoln Financial Advisors

Clayton Constant · Merrill Lynch

Bruce Faurot · Janney Montgomery Scott

Antonio Conticelli · Merrill Lynch

Todd Ferguson · J.T. Stratford Advisors

Diane Cook · SunTrust Investment Services

Annika Ferris · Brightworth

Sean Cook · DCA Global Wealth Management

Todd Fields · Trusted Wealth Management

Eric Cramer · Buckhead Investment Partners

David Fisher · SignatureFD

Bobby Cremins · Metanoia Financial

Douglas Fluke · DSF Wealth Management

David Cross · Bank of America/Merrill Lynch

Frank Fontanella · SunTrust Investment Services

Susan Curry · Wells Fargo Advisors, LLC M. Elizabeth Dale · Merrill Lynch

William Fowler · Raymond James | Morgan Keegan

Russ Broda · Wells Fargo Advisors, LLC

Marc Daner · Wells Fargo Advisors, LLC

Jeff Frame · SunTrust Investment Services

Lisa Brown · Brightworth

Chris Dardaman · Brightworth

Stephen Frederick · Edward Jones

Loring Brown II · Morgan Stanley Smith Barney

Roland de Liniere · Benjamin F. Edwards & Company

Kristofer Funkhouser · SunTrust Investment Services

William deButts · Glenmore Advisors

Monnye Hedrick Furr · Benjamin F. Edwards & Company

Joanne Bryant · Charles Schwab Tula Burch · Princor

Ronald Burdekin · Wells Fargo Advisors, LLC

Thomas Delahunt · Raymond James | Morgan Keegan

Thomas Burdg · TBCI

Patrick Desamours · Edward Jones

Paul Busino · Level Creek Wealth Management

Mike DeWitt · Smith & Howard Wealth Management

Robert Butler · Register Financial Associates

Mike Butts · Alliance Retirement & Investment Services

Jeffrey Diamond · J.P. Morgan Securities

Burwell Geiger · Atlanta Capital Group Page 20

Richard Gilmore · Raymond James | Morgan Keegan Monica Giuseffi · Edward Jones

Robert Morris Glasgow · Glasgow Capital Management

Scott Calhoun · Glenmore Advisors

Jonathan Dickson · Morgan Stanley Smith Barney

Alex Cann · Morgan Stanley Smith Barney

David P. Dillon · Wells Fargo Advisors, LLC

Allan Gottlieb · Raymond James | Morgan Keegan

Richard Cardin · Benjamin F. Edwards & Company

Jay D’Meza · Wells Fargo Advisors, LLC

David Gouzie · Register Financial Associates

Brian Doe · Gratus Capital Management

Bill Carnes · Raymond James | Morgan Keegan

William Grant · Merrill Lynch

David Doll · Morgan Stanley Smith Barney

Bob Carson · Carson Advisory

Jeffrey Gray · Wells Fargo Advisors, LLC

Ray Dotson · Capital Planning & Investments

Ellis Green · Raymond James & Associates

Gary Casey · Merrill Lynch

FS 6 — Five Star award information: www.fivestarprofessional.com

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Amy Greenway · Edward Jones

Robin Grier · Robin Grier Financial Services Alan Gross · Wells Fargo Advisors, LLC

Molly Guenther · A. Montag & Associates Anthony Guinta · Homrich Berg

John Haag · WealthSense Advisory Group/ Raymond James & Associates

Jack Harmon · Harmon Financial Advisors

Bill Harris · Buckhead Investment Partners

Mark Kopkin · Raymond James | Morgan Keegan Page 21 William Kosty · William A. Kosty, CPA

William Kring · Kring Financial Management Bob Kurtz · Merrill Lynch

Anthony Montag · A. Montag & Associates Hugh Moody · Merrill Lynch

Tom Moore · Capital Investment Advisors

Debbie Montgomery · DM Financial Planning William Mumpower · Ashford Advisors/ Park Avenue Securities Page 12

Linda Kuryloski · Edward Jones

Lynne Kytle-Henderson · Morgan Stanley Smith Barney Page 18 Paul Lang · Edward Jones

Barry Munro · Munro Legacy Planners

Gary R. Neigeborn · Janney Montgomery Scott Leslie Netter · Morgan Stanley Smith Barney

Paul Harrison · Edward Jones

Carolyn LaRocco · Atlanta Consulting Group/ Morgan Keegan

Steve Hayden · Atlanta Planning Group

Walton Lee · SunTrust Investment Services

Kent Nuzum · Wells Fargo Advisors, LLC

Jennifer Heal · Edward Jones

Bryan Lewis · Wells Fargo Advisors, LLC

Fred O’Neal · Edward Jones

Robert Heisterberg · Morgan Stanley Smith Barney

Nathan Link · Morgan Stanley Smith Barney

Stephan Oster · Oster & Fischer

Henry Lins · Scott & Stringfellow

Ray Padron · Brightworth

Fredrick Livingston · Planmark Capital Management

Milton Park · Robert W. Baird & Company

Richard Henderson · Atlanta Financial Associates Page 15

John Noonan · Register Financial Associates

Ray Logan · Raymond James | Morgan Keegan

Al Parker · Morgan Stanley Private Wealth Management

Gene Henssler · Henssler Financial

Scott Macolino · SunTrust Investment Services

Charles Parker · Morgan Stanley Smith Barney

Thomas M. Hidell, Jr. · Wells Fargo Advisors, LLC Page 18

Mike Maltby · Wells Fargo Advisors, LLC

David Hendricks · Morgan Stanley Smith Barney

Andrew Hill · SunTrust Investment Services Robert Hockett · Cambridge Southern Financial Advisors

Jep Hogan · Morgan Stanley Smith Barney

Marvin Mangham · Atlanta Planning Group

Steven Marino · Wells Fargo Advisors, LLC Page 21 Brian Martin · Wells Fargo Advisors, LLC

Stephen Martiny · Primerica Financial Services

Lynda Parker · Advanced Financial Strategies Page 16

Theodore Parrish · Henssler Financial Mary Peterson · Thrivent Financial

Robert Pierson · Raymond James | Morgan Keegan

Paul Massa · Invest Financial

Charles Pinigis · Ameriprise Financial Services, Inc.

Mark Houghton · Morgan Stanley Smith Barney

Erwin Matthews · One Source Advisory Services

Misty Pittman · Riveredge Financial Services

Jon Houk · JPH Advisory Group

J.C. Mauldin · Morgan Stanley Smith Barney

Kristen Plowman · SunTrust Investment Services

Haynes Huffard · Wells Fargo Advisors, LLC

Corey May · Morgan Stanley Smith Barney

David Polstra · Brightworth

John Hydrick · Morgan Stanley Smith Barney

Frederic May · First Allied

Kris Pope · Avery & Pope Wealth Management

Lenard Iglar · Raymond James | Morgan Keegan

Edwin Mayer · Ameriprise Financial Services, Inc.

John Poss · J.B. Poss & Associates

Junko Horvath · Fujiyama Advisors Page 20

Page 15

Constance Jacobson · Wells Fargo Advisors, LLC

Robert Jamison · Diversified Financial Planning Stephen Johnston · Morgan Stanley Smith Barney

Brent Jones · SunTrust Investment Services Ronald Jones · Wells Fargo Advisors, LLC

Mark Kantor · Morgan Stanley Smith Barney Page 20

Jim McDaniel · Morgan Stanley Smith Barney

Richard McGalliard · Raymond James | Morgan Keegan Hank McLarty · Gratus Capital Management Mark McNeight · Wells Fargo Advisors, LLC

Stephanie Meeks · Wells Fargo Advisors, LLC Steve Michael · Henssler Financial

Dwight Kees · American Wealth Management Page 18

H. Ronald Miller · Raymond James | Morgan Keegan

Scott Keller · Henssler Financial

Debby Minot · E*TRADE Financial

Warren Kennett · Wells Fargo Advisors, LLC

Joe Modica · Merrill Lynch

Warren Prehmus · Prehmus Financial

Patti Puckett · Ameriprise Financial Services, Inc. David Ramey · Wells Fargo Advisors, LLC

Jeffrey Ramsey · Sovereign Financial Services William Rau · Neuberger Berman Tripp Rawls · Merrill Lynch

Mitchell Reiner · Capital Investment Advisors John Rhodes · AP Wealth Management

Timothy Rigby · Investors Asset Management of Georgia

www.fivestarprofessional.com: Five Star award information — FS 7

2012 Five Star Wealth Managers

Award winners listed by primary services and listed alphabetically by last name.

© F ve ar r S i © F ve tar Pro S i © F ve tar Pro fess ive Sta Pro fess Fiv St r P fe io n s a r e S r P of sio tar ro ess na Sta Pr fes ion l r P ofe sio al r s n Special Advertising Section ­

2012 Five Star Wealth Managers

Award winners listed by primary services and listed alphabetically by last name.

Roy Roberts, Jr. · Wells Fargo Advisors, LLC

Brady Stoor · Charles Schwab

Daniel DiLuzio · DiLuzio & Henssler

Forrest Robertson · Buckhead Investment Partners

Eric Stuckey · Cornerstone Private Client Group

Sheldon Donner · Aarons Grant & Habif

William Tallman · Merrill Lynch

Carol Dubberly · Dubberly, CPA

James Tally · U.S. Trust Private Wealth Management

Curtis Finch · Curtis Finch, CPA

Karen Robertson-Wall · Wells Fargo Advisors, LLC Page 22

John Rodzik · Rodzik Investment Management Rick Rogers · Edward Jones

Judy Ross · J.Thompson Ross Investments Joe Roth · Edward Jones

Mike Rothfarb · Morgan Stanley Smith Barney Russell Roush · Raymond James | Morgan Keegan

Diane Taylor · Wells Fargo Advisors, LLC

Frederick Taylor · Professional Associates Wealth Coaching

Richard Taylor · HLB Advisory Services Page 22 Stephen Teague · Edward Jones

Laurence Tipton · Sterne Agee & Leach

Emily Sanders · United Capital

Stephen Trammell · Wells Fargo Advisors, LLC

Reneigh Satterfield · Edward Jones

Martin Truax · Raymond James | Morgan Keegan

Gary Schantz · Sovereign Legacy

Greg Gates · PYA GatesMoore

Page 20

Christopher Graham · The Private Client Law Group Page 17 Debbie Griffiths · Debbie Griffiths, CPA

Gregory Hardwick · Hardwick Dunagan & Company

Wesley Hargrave · Hargrave Freeman & Leto J. Michael Hendricks · Frazier & Deeter

Tammie Hendricks · Henssler Financial Patricia Henssler · Henssler Financial

Jefferson Tutt · Edward Jones

Louise Jackson · The Jackson Group, CPAs

Andrew Tymchuk · Wells Fargo Advisors, LLC

Stuart Jackson · The Jackson Group, CPAs

Robert Schultz · Rollins Financial

Benny Varzi · Merrill Lynch

Scott Jacobson · Scott Jacobson, CPA

Jeff Seavey · SunTrust Investment Services

Lauren Vogel · Wells Fargo Advisors, LLC Page 22

William Kellert · William M. Kellert, CPA

Mark Walter · Wells Fargo Advisors, LLC

Dean Lorentzson · Lorentzson & Company

Melanie Walton · Morgan Stanley Smith Barney

Daniel Lucas · oXYGen Financial Tax & Business Services

Martin B. Schofield · Schofield Capital Management

Michael Sesan · Edward Jones Alfred Shams · L.m. Kohn Lei Shan · Merrill Lynch

Todd Sheets · SignatureFD

Anthony Shin · Ameriprise Financial Services, Inc. Elizabeth Sims · Wells Fargo Advisors, LLC Page 17 Raymond Singletary · SunTrust Investment Services

Nancy Warnick · Warnick & Cain

Joshua Weber · Morgan Stanley Smith Barney

Roger W. Lusby III · Frazier & Deeter

Gary T. Welden · Welden Financial Services

Kathy Moore-Nietrzeba · Henssler Financial

James Welden · Welden Financial Services

Howard Neiman · Babush Neiman Kornman & Johnson

Jeffrey Wiener · Wells Fargo Advisors, LLC

Robert Wilder · American Wealth Management

Jonathon Sisson · Wells Fargo Advisors, LLC

Buck Wiley III · Merrill Lynch

Maceo Sloan · Merrill Lynch

Victor Wilkerson · Advocacy Wealth Management

Casey Smith · Wiser Wealth Management

Susan Lundeen Smith · Morgan Stanley Smith Barney Jerold Sniderman · Sniderman Wealth Management Robert Snow · Scott & Stringfellow

Yvonne Sowell-Odom · Wells Fargo Advisors, LLC

Page 19

David Jon Lerner · Ascent CPA Group

Michael Witt · Wells Fargo Advisors, LLC

Kenneth Woods · Asset Preservation Advisors Carl Youngdale · Advisor Financial Services

Taxation

Anna Armstrong · Kelley Boshell Toole & Ellison

Shirley Osborne-Vanderbilt · The Osborne CPA Firm Irvin Rabinowitz · Robinson Rabinowitz & Bernstein Page 22 Pauline Reynolds · HLB Gross Collins Page 19

Ann Rushing · Robins Eskew Smith & Jordan

Houston Smith · Robins Eskew Smith & Jordan Jay Starkman · Jay Starkman, CPA

Michael G. Verner · Verner Bromberg & Cohen Dana Whitledge · Dana Whitledge, CPA

Stephen Bancroft · Steve Bancroft, CPA

Mark Wyssbrod · Pro-Active Tax & Advisory Solutions

Jeff Stevenson · Morgan Stanley Smith Barney

Bradley Carroll · DeLuca Ladd & Carroll, CPAs & Strategic Advisors

Cheryl Yarbrough · Windham Brannon

Skip Stone · Morgan Stanley Smith Barney

Emily Cowan · Henssler Financial

Michael Stark · American Financial Advisors

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.

FS 8 — Five Star award information: www.fivestarprofessional.com

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Your Long-Term Financial Health and Well-Being Is My Primary Concern

Managing your financial health for you and your interests and desires.

Left to right: Beth Ziegler, Five Star award winner Joseph Bell, Susan Cooper

• I will provide a personalized investment plan showing your financial health • I will implement an agreed-upon plan for your financial health • I will provide regular check-ups to monitor your financial health

Title: Vice President – Investment Officer

Credentials: Certified Divorce Financial Consultant, Chartered Financial Consultant®, CLU®, LUTCF

I have been helping successful clients with their financial health for more than 18 years. This year, I have been named a premier advisor of Wells Fargo Advisors. The premier advisor designation is held by a select group of financial advisors within Wells Fargo Advisors and reflects a high level of

professional achievement based on many factors including production. During the interview process, I will learn of your hopes and goals, so I can prescribe the right plan to reach your financial-health goals. I am currently accepting new successful clients.

950 East Paces Ferry Road, Suite 1600 • Atlanta, GA 30326 Office: (404) 240-9018 • Cell: (304) 615-6047 [email protected] • home.wellsfargoadvisors.com/joseph.a.bell

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0712-05294].

www.fivestarprofessional.com: Five Star award information — FS 9

2012 Five Star Wealth Managers

Joseph A. Bell

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2012 Five Star Wealth Managers

Linda M. Kuehn Relationships Built on Trust, not Transactions

• Portfolio management

• Retirement/income planning • Risk management

Titles: McCormack Financial Planning, Inc., VP Licenses: Series 7, 66

Areas of Focus: Preretirement and Retirement

At McCormack Financial Planning, Inc., we offer personal and business financial planning services by identifying clients’ goals and developing individualized strategies to accomplish them. We offer our clients experience they can trust, expertise that provides integrity, and service to their plans and dreams. We are committed to becoming our clients’ most trusted advisor by creating a personal, caring relationship.

Client Approach: Individualized strategies Philosophy: “The New Retirement”

My Reward: Seeing my clients achieve and live their dreams Compensation Method: Fee based

2002 Summit Boulevard, Suite 1275 • Atlanta, GA 30319 Office: (404) 236-7316 [email protected] • www.mccormackfp.com McCormack Financial Planning, Inc. is a Registered Investment Advisory Firm.

FS 10 — Five Star award information: www.fivestarprofessional.com

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Professional Guidance Centered on Creating Financial Freedom on Your Terms

• Long-term relationships centered on understanding each client’s unique wealth goals • Stewardship of your family’s wealth • Effective strategies for transferring your wealth to future generations and philanthropic interests

Areas of Focus: Financial Planning, Investment Management, Integrated Tax Strategy, Estate and Wealth Preservation Issues Credentials: Series 24 General Securities Principal, Series 7 Registration Held With LPL Financial

Schnupp Wealth Management offers a dynamic, total wealth management approach that is designed to help address each of our client’s unique financial objectives. We work to identify your personal, professional and financial life goals and then customize an investment plan to help address them. We will make recommendations, implement a strategy and

manage your investments to help you move through your life’s changing financial landscape. Since most of our clients identify their ultimate goal as a comfortable retirement, we focus on income creation designed to provide you with financial freedom on your terms!

12725 Morris Road Ext., Suite 130 • Alpharetta, GA 30004 Office: (770) 552-1500 • Toll-free: (866) 552-2600 [email protected] • www.lpladvisorweb.com/steven.schnupp

Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC and a Registered Investment Advisor.

www.fivestarprofessional.com: Five Star award information — FS 11

2012 Five Star Wealth Managers

Steven Schnupp

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2012 Five Star Wealth Managers

Margie Archer

Our Goal: to Achieve Yours

• Personalized wealth strategies

• Retirement and income planning • Portfolio management

Title: Vice President – Investment Officer

I feel honored to receive this recognition from my peers. I possess 20-plus years of wealth management experience. My team shares my commitment to providing customized strategies designed to preserve your capital, achieve your goals and enrich your lives. Whether you seek income from investments, risk management, wealth building or tax efficiency, we work to create a plan for you that you will understand. We look forward to working with you.

950 East Paces Ferry Road, Suite 1600 Atlanta, GA 30326

Office: (404) 365-4983 • Cell: (404) 993-6300 [email protected] [email protected]

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0712-05581].

Ashford Private Client Group

An Uncommon Perspective to Achieving Financial Balance

• Impassioned advocates for our clients • Integrated, comprehensive process

W I N N E R

Left to right: Five-year winners Matthew G. Lipscomb and William R. Mumpower

This is our commitment to you — to do all in our power to protect your wealth today and for decades to come, to maximize its growth within your boundaries of risk and to help provide you with the assets you need to enjoy all the days of your life.

For every single client, our commitment is unwavering: to help protect and grow the wealth of our customers, so they can enjoy the fruits of their hard work.

• More than 50 years of combined experience Matthew G. Lipscomb, CLU®, ChFC® William R. Mumpower, CLU®, CFP®

Two Ravinia Drive, Suite 750 Atlanta, GA 30346 Phone: (770) 390-2600

www.ashfordadvisors.net

Registered Representatives and Financial Advisors of Park Avenue Securities, LLC (PAS), Two Ravinia Drive, Suite 750, Atlanta, GA 30346, (770) 390-2600. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Ashford Advisors is not an independent registered investment advisor nor an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC. 2012-7943.

FS 12 — Five Star award information: www.fivestarprofessional.com

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Integrity • Independent • Insight

• Disciplined investment approach • Individually tailored portfolios • Retirement and trust services

Left to right: Three-year winner Gary S. Brochin and Adrienne Mandt

Senior Managing Director Areas of Focus: Wealth and Investment Management

Dominick & Dominick LLC is a wealth management boutique established in 1870. We create proprietary solutions as opposed to selling proprietary products. Therefore, our advice is unbiased and untainted. We provide a diverse array of capital preservation and wealth-creation strategies. By working with a select group of families and businesses, we ensure that we thoroughly attend to each of our client’s specific needs. With our carefully orchestrated financial advisory process, we can assure you that all financial decisions we make on your behalf will be consistent with your goals. Gary has been a trusted advisor for a select group of families and businesses for more than 28 years.

3343 Peachtree Road Northeast, Suite 225 Atlanta, GA 30326 Phone: (404) 504-8430 Toll-free: (800) 681-9981

[email protected]

Dominick & Dominick LLC, member FINRA, SIPC.

Sam Drake

Focus on Investment Excellence

• Planning-based asset management • Tactical-driven research

• Risk-management strategies Vice President Financial Advisor

I have a commitment to providing planning-based asset management strategies. Utilizing Morgan Stanley Smith Barney’s broad array of products/services, a customized plan with tactical ideas will be the core of our client-focused relationship. Proactive research allows me to help manage risk and better meet your needs.

5565 Glenridge Connector, Suite 1900 Atlanta, GA 30342

Office: (404) 459-3895 • Cell: (404) 435-6317 [email protected] • www.mssb.com

© 2012 Morgan Stanley Smith Barney LLC. Member SIPC.

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2012 Five Star Wealth Managers

Gary S. Brochin

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2012 Five Star Wealth Managers

David H. Gaynes Independent Financial Advice

• Financial planning

• Wealth management

W I N N E R

Left to right: Five-year winner David Gaynes and Dayna Adams

At Gaynes Financial Services, we understand that the truest road to success lies in helping others succeed. We approach each client as unique and incorporate timetested, academically-based strategies. Our independence allows us to provide a wide variety of strategies to help address client challenges. We are selective about the type and number of clients we take on in order to be able to offer a higher, more personalized level of service and long-term commitment to those we serve.

• Corporate services

David Gaynes, CFP®, ChFC®, CFS® Dayna Adams, Director

200 Ashford Center North, Suite 400 Atlanta, GA 30338

David: (770) 353-6350 • Dayna: (770) 353-6349 [email protected]fingroup.com www.capitalgaynes.com

David H. Gaynes is a registered representative with, and Securities and advisory services offered through, LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Timothy P. Gelinas

We Help Protect What You've Worked for All Your Life

• Retirement and investment planning • Wealth protection and preservation

• Comprehensive estate organization Certified Senior Advisor

Left to right: Jolynn Riney, four-year winner Tim Gelinas and Rachael Gelinas

With more than 14 years of experience, Tim has been diligently meeting the needs of his clients. He and his team specialize in helping retirees and those about to retire preserve and protect what they have worked for all their lives. Their personalized service has won them numerous awards, and Tim has been recognized nationally by leading industry institutions. Tim was also featured in the Atlanta Business Chronicle as one of the Top 40 Advisors Under 40 by NAIFA of Atlanta in 2011 and 2012. Tim has been awarded the Million Dollar Round Table Top of the Table three times and Court of the Table five times.

2551 Roswell Road, Suite 209 Marietta, GA 30062

Securities Products offered through The Leaders Group, Inc., Member FINRA/SIPC.

FS 14 — Five Star award information: www.fivestarprofessional.com

Office: (770) 973-5220 [email protected] www.sfp.us.com

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Your Personal CFO

• Simplify your financial life

• Unbiased fee-only investment advice • Integrity and objectivity

Left to right: Curtis Hearn, Wendi Meyer, Jon Houk (four-year winner), Joshua Swartz

JPH Advisory Group believes your financial strategy should reflect your goals as well as your values and vision for your future. Using more than 25 years of experience, Jon and his team will help you clarify your personal vision and create a plan to achieve it. We believe financial planning is not a one-time event, but an ongoing process. As your personal CFO, we will act as your advocate, scrutinizing your investments as we guide you towards financial independence and security.

NAPFA Fee-Only Planner CFP®, SEC-Investment Advisor

600 Galleria Parkway, Suite 1600 Atlanta, GA 30339 Phone: (770) 859-0076

[email protected] www.jphadvisory.com

Cathy Miller, Julianne Andrews and Richard Henderson Enduring Values — a Time-Tested Approach to Managing Wealth

• Personalized investment strategies • Wealth protection solutions

• Lifestyle and legacy planning

Left to right: Three-year winner Julianne Andrews, four-year winner Richard Henderson and three-year winner Cathy Miller

At Atlanta Financial Associates, the overriding principle that our clients’ best interests come above all else is a hallmark of the relationships and reputation we have built over our 25 years of working with clients. In prosperous and challenging times alike, a steadfast commitment to earning your trust and satisfaction guides everything we do.

Cathy Miller, Principal, MBA, CFP®, CRPS®, CDFA™ Julianne Andrews, Principal, MBA, CFP®, AIF® Richard Henderson, Principal, CPA, CFP®, AIF®

Atlanta Financial Associates, Inc. 5901-B Peachtree Dunwoody Road, Suite 275 Atlanta, GA 30328 Phone: (770) 261-5380 Fax: (770) 261-5381

www.atlantafinancial.com

Securities offered through Commonwealth Financial Network, member FINRA/SIPC. Atlanta Financial Associates, Inc. is a registered investment adviser. Advisory services and fixed insurance products and services offered by Atlanta Financial Associates are separate and unrelated to Commonwealth. Survey recipients were asked to select only wealth managers whom they knew through personal experience and to evaluate them based on ten objective eligibility and evaluation criteria, including minimum of five years as an active credentials financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education and professional designations. These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

www.fivestarprofessional.com: Five Star award information — FS 15

2012 Five Star Wealth Managers

JPH Advisory Group

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2012 Five Star Wealth Managers

Lynda Parker

Dedicated to Listening to and Understanding Your Needs

• Concerned about your recovery strategy? • Prepared for retirement?

• Need a second look at your current plan?

Lynda Parker, Retirement Consultant; Capiz Calloway, Financial Consultant; Kelly Harlow, Client Relations

Left to right: Kelly Harlow, Five Star award winner Lynda Parker and Capiz Calloway

Every client has unique circumstances that deserve thoughtful, proactive planning and a disciplined development process. Using a creative team approach and whole-picture analysis to complete each financial puzzle, we build and actively manage financial strategies carefully hand-tailored to each individual’s needs. Call our team today for a free, no-obligation in-depth analysis.

7000 Central Parkway Northeast, Suite 525 Atlanta, GA 30328 Office: (678) 551-6944

[email protected] www.raymondjames.com/advancedfinancialstrategies

Advanced Financial Strategies is an independent firm. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Lisa Taranto Schiffer Empower Your Future

• Specializing in providing wealth management for the following: physicians and their families as well as affluent women, many of whom are divorced or widowed

Left to right: Four-year winner Lisa Taranto Schiffer and Chris Wynne

Titles: Vice President, Senior Wealth Advisor Credential: ChFC®

Thank you to all who made this recognition possible — it is an honor.

The Schiffer-Wynne Team at HA&W Wealth Management offers 40-plus years of experience, compassion and insight. Lisa and Chris partner with clients to help them achieve the future they envision. Although the focus is on comprehensive wealth management, Lisa and Chris integrate their wide network of professionals to provide guidance from a holistic life perspective.

Five Concourse Parkway, Suite 600 Atlanta, GA 30328 Office: (404) 898-7518

lisa.schiff[email protected] www.hawwealth.com

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Investments through PKS or HA&W Wealth Management, LLC are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

FS 16 — Five Star award information: www.fivestarprofessional.com

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Tailored Financial Strategies. Personal Service.

• Retirement planning

• Clear, concise, goal-oriented advice

• Customized investment and wealth strategies Financial Advisor First Vice President – Investments

As a wealth manager, my mission is to help my clients determine their financial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism, flexibility and confidentiality. My priorities are respect for and cooperation with my clients, integrity in every aspect of the relationship and a sense of partnership as we work towards turning their dreams into reality via building, managing, preserving and transferring wealth.

1325 Satellite Boulevard, Building 1600, Suite 1606 Suwanee, GA 30024 Office: (678) 417-1631

[email protected] www.wfadvisors.com/beth.sims

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the five star selection process. Wells Fargo Advisors Financial Network, LLC, Member SIPC, is a registered broker-dealer and separate nonbank affiliate of Wells Fargo & Company. [CAR 0712-06719]. Investment and Insurance Products:

Tw W o-Y in ea ne r r

NOT FDIC-Insured NO Bank Guarantee MAY Lose Value

Kate Emling

Christopher T. Graham

5775 Glenridge Dr. NE, Ste. B110 Atlanta, GA 30328 Office: (678) 244-2600 [email protected] www.householdergroup.com

75 14th St., Ste. 2710 Atlanta, GA 30309 Phone: (404) 974-3484 www.tpclg.com

Retirement Planning Specialist

• Independent, objective, unbiased advice • Exceptional client experiences • Comprehensive, needs-based approach

Customized Complex Planning

• Christopher Graham, Founder and Managing Shareholder of The Graham Private Client Law Group, P.C. Focus: Tax Minimization, Asset Succession and Asset Preservation

Kate Emling brings together decades of experience in financial markets, an analytical mind and a good ear for listening. She believes the key to successful retirement planning is working with an engaged client in a long-term relationship rooted in trust. Her career has focused on the importance of providing service and partnering with clients to understand their personal objectives and plan for their financial well-being while striving to exceed their expectations. Securities offered through SSN, Inc., member FINRA/SIPC Investment advisory services offered though Householder Group, LLC, a registered investment adviser not affiliated with SSN, Inc.

Christopher Graham’s practice focuses on family wealth planning, drawing on extensive experience with Arthur Andersen and boutique and national law firms to develop creative tax minimization, asset preservation, business succession and businessstructuring strategies exclusively for high-net-worth individuals and their closely held businesses. Under Christopher Graham’s leadership, the team of professionals at his firm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives.

www.fivestarprofessional.com: Five Star award information — FS 17

2012 Five Star Wealth Managers

Elizabeth O. Sims

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Dwight L. Kees

Wells Fargo Advisors, LLC

American Wealth Management, Inc.

3280 Peachtree Rd. NE, Ste. 400 Atlanta, GA 30305

1050 Crown Pointe Pkwy., Ste. 1230 Atlanta, GA 30338

Phone: (404) 238-0465

Direct: (770) 720-4004 [email protected] www.awminc.biz

[email protected]

Financial Advice Aligned With Client Values

Risk Management, Unbiased Performance

• Clear, concise, goal-oriented advice • Comprehensive financial strategies • Exceptional service

• Helping people manage investment assets for 37 years • Fee-based wealth building pre and during retirement • Brings order and discipline to the investment process

Financial Advisor, First Vice President – Investments

Focus: Portfolio Management, Retirement Income and Planning Credential: Registered Investment Advisor Representative

As a financial advisor, Mr. Hidell helps individuals, trusts, retirement plans, charitable organizations and businesses manage their assets. Mr. Hidell helps clients develop and implement strategies to build and preserve wealth in accordance with their overall financial goals, objectives and tolerance for risk.

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. [CAR 0712-05303]. Investment and Insurance products: NOT FDIC-Insured

NO Bank Guarantee

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2012 Five Star Wealth Managers

Thomas M. Hidell, Jr.

MAY Lose Value

Dwight assists high-net-worth clients in making complex investment decisions based on today’s market challenges. Highly personalized service is his hallmark. By always putting the client first, Dwight has enjoyed continuous long-term relationships with clients, some lasting more than 30 years. “The driving force for me is the knowledge that I have the ability to truly make a difference in my clients’ and their families’ lives.” American Wealth Management, Inc. is an SEC-Registered Investment Advisor. Member FINRA/SIPC. Securities offered through Ramond James and Associates, Inc. and Charles Schwab & Co., Inc.

Lynne Kytle-Henderson

Chuck Lanford

2160 Satellite Blvd., Ste. 150 Duluth, GA 30097 Direct: (678) 542-2961 Toll-free: (866) 964-4925 [email protected]

1875 Old Alabama Rd., Ste. 615 Roswell, GA 30076 Office: (678) 252-6800 Cell: (404) 819-8013

www.morganstanley.com/fa/lynne.kytle

Comprehensive Portfolio Management

[email protected]

Personalized Financial Management

• 28 years of client-focused relationships • Wealth growth and preservation • Disciplined follow-up reviews

• Develop a financial roadmap based on your goals and values • Implement a comprehensive financial and investment plan • Regular reviews with measured progress to your goals

First Vice President, Wealth Advisor, Five Star award winner 2011 – 2012

Titles: Financial Consultant, Branch Manager

CFP®, Columbia University Certified Portfolio Manager® (CPM®)

I provide a time-tested disciplined approach to help build financial plans which focus on clients' current financial needs and long-term goals. Long-term relationships are formed by educating my clients on financial opportunities while regularly assessing and reviewing their plans progress. I am committed to delivering outstanding service and dedicated to helping clients with all their financial needs. © 2012 Morgan Stanley Smith Barney LLC. Member SIPC. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities.

FS 18 — Five Star award information: www.fivestarprofessional.com

Do you have a clear and inspiring vision for creating and living your ideal life? Are you confident in your plan for getting there? Are you ready to make real financial progress in today’s challenging financial markets? Chuck and his team can provide the leadership, personalized service and experienced advice to keep you organized, on track and financially confident! Call us today to receive a free copy of “Values-Based Financial Planning: The Art of Creating an Inspiring Financial Strategy!” © 2012 Raymond James Financial Services, Inc., member FINRA/SIPC.

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Pauline Reynolds

Proactive Wealth Strategies

519 Johnson Ferry Rd., Bldg. A, Ste. 250 Marietta, GA 30068

3330 Cumberland Blvd., Ste. 900 Atlanta, GA 30339 Office: (770) 433-1711 [email protected] www.hlbgrosscollins.com

Direct: (770) 642-0084

[email protected] www.pwsatlanta.com

Relationship Oriented

Understanding Evolving Client Goals

• More than 19 years of investment experience • Retirement and financial planning

• Client service aligned with in-depth knowledge • Tax planning for long-term growth • Transitioning family wealth

Ph.D. – Chemistry (University of Notre Dame)

Principal and Shareholder

Registered Financial Consultant

CPA, CFP®, CM&AA

Investment advisor representative of INVEST Financial.

Pauline specializes in taxation and personal financial planning, with emphasis on estate planning. She promotes overall financial health and identifies areas for long-term growth and planning. Businesses and individuals must explore many options for maximizing financial success. Pauline helps clients navigate the options to determine the most financially sound avenue for growth. She is committed to client service excellence, while adapting to evolving client needs.

Registered Representative of INVEST Financial Corporation, member FINRA/SIPC. INVEST offers securities and advisory services, and is not affiliated with Proactive Wealth Strategies.

Susan H. Simonton

Nancy H. Warnick

217 S Erwin St. Cartersville, GA 30120 Phone: (770) 386-5900 [email protected]financial.com www.simontonfinancial.com

600 Village Trace, Bldg. 23, Ste. 200 Marietta, GA 30068 Office: (678) 370-0195 [email protected] www.WCPlanning.com

Wealth Managers

Personal, Professional, Caring Advice

• Personal, lasting relationships • Experienced and dependable • Emphasizing financial literacy

• Customized retirement and income planning • Clear, concise, goal-oriented advice • Service aligned with in-depth knowledge

Investment Advisor Representative, INVEST

Credentials: CFP®, MBA

Ed.D., CLTC

Simonton Financial Associates provides full-service financial advisement with a commitment to helping individuals, families and small businesses understand and build their financial foundations. Susan Simonton is dedicated to helping you explore your situations and options to prepare for your best possible future. Let us help you, too! Registered Representative of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Simonton Financial Associates.

With 15 years of industry experience, Nancy Warnick has the knowledge and experience to guide clients along the path to their unique financial goals. With careful, thoughtful planning, she helps her clients prepare for the future. Advisory services offered through Lindner Capital Advisors, Inc. Securities offered through Resource Horizons Group, L.L.C., Member FINRA/SIPC. 1350 Church St. Ext. NE, 3rd Fl., Marietta, GA 30060, (770) 319-1970. Resource Horizons Group, L.L.C. and Lindner Capital Advisors, Inc. are not affiliated.

www.fivestarprofessional.com: Five Star award information — FS 19

2012 Five Star Wealth Managers

Phil Pennartz

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Michael J. Boosel

5040 Roswell Rd. Atlanta, GA 30342 Phone: (706) 234-7468 www.peachtreeplanning.com

555 N Point Ctr. E, Ste. 500 Alpharetta, GA 30022 Office: (678) 762-3015 Toll-free: (800) 792-3757 [email protected]

Credential: MSFS

www.bairdfinancialadvisor.com/boosel

CFP®, Director, Private Wealth Mgmt.

Comprehensive team approach to wealth management and financial services.

Lamar Barden, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342. Securities products/ services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 800-366-0839. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

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ameripriseadvisors.com/thomas.carney

AWMA®, Financial Advisor, CFP® professional

I am focused on helping people make intelligent, informed decisions about their financial lives. We create a tailored financial plan that helps protect the clients’ quality of life as we design a structured game plan to assist in achieving their goals on time.

Your Wealth Partners 3348 Peachtree Rd. NE, Ste. 870 Atlanta, GA 30326 Phone: (404) 312-3040

[email protected]

www.YourWealthPartners.com

Credentials: ChFC®, CLU®

Mike and his team thank their clients for the privilege of helping them align their financial affairs with their most important goals in life. They appreciate your trust, confidence and loyalty over the past 21 years and thank you for this recognition!

Mr. Briggs has been a financial professional since 1965. His objective is to help build security, through planning with the proper financial tools, in order to help clients reach their full financial potential. He works principally with business owners and professionals, both active and retired.

Services are offered through Robert W. Baird & Co., Inc., Member FINRA/SIPC.

Comp 072-00030 (07/12).

Thomas P. Carney

2180 Satellite Blvd., Ste. 100 Duluth, GA 30097 Office: (770) 497-5723 [email protected]

Frank H. Briggs, Jr.

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W I N N E R

Greg B. Gates

Have a process for managing money that is not based on opinions, attitudes or emotions. — Five Star award winner

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Ameriprise Financial Services, Inc., Member FINRA and SIPC.

3424 Peachtree Rd. NE, Ste. 700 Atlanta, GA 30326 Phone: (404) 266-9876 [email protected] www.pyagatesmoore.com Principal

Areas of focus: Proactive tax planning, qualified retirement plan design and design of business agreements. Credential: Certified Public Accountant. Greg provides comprehensive and proactive tax planning for physicians, dentists and other professionals.

Bert Geiger

Junko Horvath

Mark D. Kantor

Atlanta Capital Group 3333 Piedmont Rd., Ste. 2010 Atlanta, GA 30305 Office: (404) 893-4100 Phone: (770) 517-5966 [email protected]

7000 Central Pkwy. NE, Ste. 260 Atlanta, GA 30328 Phone: (678) 736-5194 [email protected] www.fujiyamaadvisors.com

2400 Lakeview Pkwy., Ste. 300 Alpharetta, GA 30009 Direct: (770) 643-7619 Toll-free: (800) 965-3168 [email protected]

Title: Managing Partner

Bert has 25 years of experience assisting families, business owners, professional athletes and entertainers with their financial asset allocation. “I can’t control the financial markets, but what I can control is the relationship I build with my clients.” Securities offered through Triad Advisors, Inc. Member FINRA/SIPC.

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2012 Five Star Wealth Managers

Lamar Barden

Junko Horvath is a seasoned investment advisor representative with experience helping high-net-worth individuals establish comprehensive wealth management strategies customized to the financial objectives, risk tolerance and circumstances of each client.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Fujiyama Advisors are not affiliated.

FS 20 — Five Star award information: www.fivestarprofessional.com

Assistant Vice President, Financial Advisor

For 30 years, Mark has provided investors solutions to help preserve and grow their retirement savings. Five Star award winner, 2008, 2009, 2010 and 2012.

© 2012 Morgan Stanley Smith Barney LLC. Member SIPC.

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Darren Kubiak

Raymond James / Morgan Keegan 2400 Lakeview Pkwy., Ste. 200 Alpharetta, GA 30009 Phone: (678) 566-2544

Darren Kubiak Personal Retirement Planning 1755 N Brown Rd. Lawrenceville, GA 30043 Office: (770) 338-7167 [email protected]

[email protected]

In our role as your financial advisor, we take a comprehensive approach to addressing your financial needs. The initial step in our relationship is getting to know you and understanding your investment objectives, your tolerance for risk and your time horizons, to enable you to meet your family’s goals and objectives.

A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times. Securities offered through Kalos Capital Inc. member FINRA/SIPC/ MSRB Investment Advisory Services offered through Kalos Mgmt. Inc. 3780 Mansell Rd., Ste. 150, Alpharetta, GA 30022. Darren Kubiak is not an affiliate or subsidiary of Kalos Mgmt Inc.

Steven Marino

Wells Fargo Advisors, LLC 5555 New Northside Dr. Atlanta, GA 30339 Cell: (404) 429-9087

[email protected]

Assistant Vice President – Investments

Regardless of your financial objectives, I am dedicated to providing the best service and financial management possible to achieve your goals. Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0712-05595]. Investment and insurance products: NOT FDIC-Insured

200 Ashford Ctr. N, Ste. 400 Atlanta, GA 30338 Office: (770) 353-6312 [email protected] www.karenleeandassociates.com

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Title: Managing Director

Karen Lee

Owner, CFP®, CLU®, ChFC®, MSFS, AEP®

A financial planning professional of 24 years, Karen truly understands people's connection with money in a way which helps foster long-term financial Independence. Wealth accumulation strategies, income distribution strategies, portfolio analysis and investment management. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor Member FINRA/SIPC.

Travis M. McCloskey

Financial planning is a holistic approach to financial well-being. — Five Star award winner

1100 Abernathy Rd. NE, Bldg. 500, Ste. 1850 Atlanta, GA 30328 Phone: (770) 673-2132 [email protected]egan.com

Financial Advisor, CRPC®, AAMS®

Travis works with his clients to develop a comprehensive financial plan tailored to each client’s specific goals and objectives. He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situation.

Morgan Keegan & Company, Inc. | Member FINRA, SIPC | Subsidiary of Raymond James Financial, Inc. | Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency.

NO Bank Guarantee MAY Lose Value

John A. Meier II

Daniel M. Monahan

Michael J. Petros

341 E Main St. Canton, GA 30114 Office: (770) 479-1844, Ext. 26 Cell: (678) 232-3909 [email protected] www.ThompsonMeierKing.com

555 N Point Ctr. E, Ste. 500 Alpharetta, GA 30022 Phone: (678) 762-3014 [email protected] www.danmonahanpwm.com

555 N Point Ctr. E, Ste. 500 Alpharetta, GA 30022 Phone: (678) 762-3019 [email protected]

Senior Investment Consultant

CFP®, CRC®, Senior VP, Private Wealth Management

Attorney, Counselor at Law

John Meier concentrates his practice of law in the areas of estate planning, trust, probate and elder law. He graduated from the University of Georgia in 1978 and earned a JD from Walter F. George School of Law in 1983. John respectfully assists individuals and families with wealth preservation and transfer planning throughout Georgia.

I am honored to be included as a candidate for this award. I want to thank those who nominated me and my clients, who are the reason I am in a great career. I enjoy working with good people and helping them achieve their financial goals and aspirations.

O u r te a m i s co m m i t te d to p rov i d i n g trustworthy, competent and responsible advice to our clients. We appreciate the trust you have placed in us for more than 23 years. Areas of focus: retirement planning and wealth management.

Robert W. Baird & Co. Member SIPC See Section Article Page for details on the Five Star research methodology.

Robert W. Baird & Co. Member SIPC. See Section Article Page for details on the Five Star research methodology.

www.fivestarprofessional.com: Five Star award information — FS 21

2012 Five Star Wealth Managers

Mark D. Kopkin

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Karen Robertson-Wall

Wells Fargo Advisors, LLC 2520 Northwinds Pkwy., Ste. 200 Alpharetta, GA 30009 Direct: (678) 746-5608 Toll-free: (800) 284-4213 [email protected] wfadvisors.com

4651 Roswell Rd., Ste. I-804 Atlanta, GA 30342 Office: (404) 974-3064 [email protected]

Vice President – Investments

A CPA and trained mediator with more than 30 years of experience, Irvin provides his clients superlative financial and tax advice in the U.S. and abroad. He also works closely with nonprofit institutions.

I am very honored to receive this award. Thank you for your continued confidence in my abilities as your financial advisor. My goal is to provide financial strategies with the objective of enriching your life, preserving your assets and achieving your goals. Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0712-05660].

Richard B. Taylor

Maury Shapiro

4994 Lower Roswell Rd., Ste. 12 Marietta, GA 30068 Phone: (404) 812-7777

3330 Cumberland Blvd., Ste. 900 Atlanta, GA 30339 Direct: (678) 306-1505 [email protected]

maury.shapir[email protected]

www.yourwealthpartners.com

ChFC®, CLU®

Twenty-seven years of experience offering quality, appropriate financial products and services to match each individual and business client’s unique circumstances.

The named individual offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and offers annuity and insurance products through AXA Network, LLC and its subsidiaries. Your Wealth Partners is not owned or operated by AXA Advisors or AXA Network. 072-00032 (07/12).

We offer a personalized boutique-style investment experience along with a comprehensive approach to financial, tax and estate planning. We are dedicated to creating comprehensive strategies to help you reach your financial goals and are committed to providing outstanding service. Advisory services offered through HLB Advisory Services, LLC. HLB Advisory Services, LLC is a Registered Investment Advisor.

Lauren Vogel

Wells Fargo Advisors, LLC 4099 LaVista Rd. Tucker, GA 30084 Phone: (770) 493-0900 [email protected] Financial Advisor Vice President – Investments

“Wealth will only come as a result of living beneath your means. Saving even a small amount every month can grow into something significant.” — Five Star award winner

Professional, personal and caring advice. Each client receives individual attention tailored to suit their financial needs, from accumulation, income and preservation to distribution of wealth. Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC , is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. [CAR 0712-05797]. Investment and Insurance Products: Not FDIC-Insured NO Bank Guarantee MAY Lose Value

FS 22 — Five Star award information: www.fivestarprofessional.com

Merv Rudner

900 Cir. 75 Pkwy., Ste. 1245 Atlanta, GA 30339 Phone: (678) 766-0166 [email protected]

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2012 Five Star Wealth Managers

Irvin Rabinowitz

Founder, Principal, AIF®, RFC®, RMC

Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients.

Securities offered through Triad Advisors, Member FINRA/SIPC.

Donald Tessmer

Tax & Financial Management 1870 The Exchange, Ste. 100 Atlanta, GA 30339 Phone: (770) 980-2575 CERTIFIED FINANCIAL PLANNER™

With today’s challenging and changing tax environment, it’s helpful to have someone take a comprehensive look at not just investments, but also taxation issues. Are you working with somebody who focuses and specializes on the tax and investment challenges that retirees face?

Don Tessmer is a registered investment advisor with Tax & Financial Management. He also offers securities as a Registered Representative of Resource Horizons Group, L.L.C. Member of FINRA/SIPC.

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