2012 Five Star 2012 Atlanta Five Star Wealth...
Transcript of 2012 Five Star 2012 Atlanta Five Star Wealth...
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 1
Special advertiSing Section
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
bull 29 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
bull 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 andor implement aspects of your financial strategies Common examples of wealth managers
are financial advisors financial planners investment advisors tax advisors and estate planning attorneys
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
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 one-year client retention rate for this yearrsquos award winners is more than 96 percent
Five Star Wealth Managers
2012 Atlanta
Donrsquot listen to other people Investigate for yourself Be wary of advisers who say they never had a down yearrdquo
mdash Five Star Wealth Manager
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
10800 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC
CAndidAteSAward
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 yearrsquos list
AWArdA Select
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2012 Five Star Wealth
Man
agers
FS 2 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo
What matters most is how you recover from setbacksrdquo
Only invest in something that you understandrdquo
Insights from Five Star Wealth Managers
Clients donrsquot care how much you know until they know how much you carerdquo
bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers
bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage
their clientsrsquo assets bull 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 bull 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
bull Five 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 researchselection methodology go to wwwfivestarprofessionalcom
bull (1) 2660 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
diSCloSureSresearch
2012
The Five Star award goes to less than 7 percent of wealth managers
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 ndash Required(3)
1 Credentialed 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 ndash Considered(3)
6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)
7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this
yearrsquos award winners administer an average of $96 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 222
households)10 Education and professional designations
oF AWArd WinnerSdetermination
(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not
bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or
Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony
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
bull 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
bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull 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 47300 households in the Atlanta area were contacted
The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 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 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 3
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Business PlanningNick Chafin Tripp Chafin amp Company
Emmett Cloud Morgan Stanley Smith Barney
Emma Foulkes Commonwealth Business amp Retirement Services
Bruce Gaynes Kitchens Kelley Gaynes
Timothy Kemper Reznick Group
Estate PlanningAlbert Caproni Cohen amp Caproni
Loraine DiSalvo Morgan amp DiSalvo
David Eastman The Eastman Law Firm
Brian Friedman The Wellspring Group
David Golden Troutman Sanders
Mark Janowiak National Financial Services Group
Roger Kirschenbaum Roger A Kirschenbaum
William C Lankford Jr Moore Stephens Tiller
Jeremy Lantz Lantz amp Reeves
Rhett Laurens The Laurens Firm
M Barry Leitz Ellis Funk
Mary Balent Long Abrams Davis Mason amp Long
Stuart Mager Mager amp Mager
John Meier Thompson Meier amp King Page 21
George Menden MendenFreiman
Richard Morgan Morgan amp DiSalvo
Charles Nida Peachtree Planning Corporation
Stephen Rosseel Valic
W Barclay Rushton Rushton amp Company
C Murray Saylor The Saylor Law Firm
Janet Spector NYLife Securities
Christopher Stewart Sagemark Consulting
William Turner Cohen Pollock Merlin amp Small
Jim Underwood Windham Brannon
Caroline Vann Bettis Hill amp Vann
William Witcher Jr The Witcher Law Firm
Financial PlanningGary Alpert Peachtree Capital
Michael Altman Ameriprise Financial Services Inc
Julianne Andrews Atlanta Financial Associates Page 15
Erik Anhaus Ameriprise Financial Services Inc
Seth Asher Morgan Stanley Smith Barney
Parks Avery Avery amp Pope Wealth Management
Burton Banks Ameriprise Financial Services Inc
Ralph Lamar Barden Peachtree Planning Corporation Page 20
James Barker Henssler Financial
Amos ldquoJackrdquo Beecher Beecher Financial Services
Jaime Benedetti Benedetti Gucer amp AssociatesAmeriprise Financial Services Inc
Jeff Bernier TandemGrowth Financial Advisors
Christian Beyers SunTrust Investment Services
Nick Bhandari HAampW Wealth Management
George Bird Morgan Stanley Smith Barney
Ralph C Boardman Jr Tax amp Financial Strategies
Steven Bontempi The Barrister Financial Group
Dennis Booker Buckhead Investment Partners
Lisa Boone Raymond James | Morgan Keegan
Michael Boosel Robert W Baird amp Company Page 20
Robert Bordett Consolidated Planning Corporation
Frank Briggs Your Wealth PartnersAXA Advisors Page 20
Sam Bromberg Nova Wealth Management Group
A Sidney Browning Integras Partners
Jake Bryant Bryant Carroll and AssociatesAmeriprise Financial Services Inc
Jeffrey Bulvin New England Financial
Hillory Burkett National Financial Services Group
Todd Burkhalter Catalyst Wealth Management
James Burnham III Raymond James | Morgan Keegan
Frank Butterfield Homrich Berg
Preston Byers ClearBridge Wealth Management
Mark Byrnside Ameriprise Financial Services Inc
Phillip Calandra Calandra Financial Group
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
Jeff Chinery Ronald Blue amp Company
Russell Clarke Ameriprise Financial Services Inc
Bill Cleveland Preston amp Cleveland Wealth Management
Seth Cohn WealthMD
John Colegrove John Colegrove
Brian Connerat Ameriprise Financial Services Inc
David Conrod Charles Schwab
Bo Cook Morgan Stanley Smith Barney
Charles Costa Professional Planning Advisors
Joshua Cothran Ameriprise Financial Services Inc
Andrew Crane Keen Insight Group
Ben Crowe Henssler Financial
Blair Cunningham SignatureFD
Charles Currie Jr Currie Financial amp Tax Services
Helga Cuthbert Cuthbert Financial Guidance
Ari Dardik Morgan Stanley Smith Barney
Seth Deitchman Morgan Stanley Smith Barney
Tyler Delahunt Raymond James | Morgan Keegan
Michael DeLap Securities America
Chuck DeNormandie North Point Wealth Management
Mark DiGiovanni Marathon Financial Strategies
Evelyn Dinkins II Ameriprise Financial Services Inc
Daniel Dubay PPA Advisory Services
Michelle Duffy Ameriprise Financial Services Inc
Brenda Dunn Integras Partners
Robbin Duren Ameriprise Financial Services Inc
Keith Dykes Peachtree Planning Corporation
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2012 Five Star Wealth
Man
agers
FS 4 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Tim Eckel Bales amp Eckel Financial Group
Chris Ellington WealthCreation Atlanta
Kathryn Emling Householder Group Page 17
Steven Fehlenberg Steven R Fehlenberg amp Company
Amanda Fischer Oster amp Fischer
Lewis Forbes Jr Ameriprise Financial Services Inc
David Forston Ameriprise Financial Services Inc
John Francisco Integrated Financial Group
Brian Frank Morgan Stanley Smith Barney
Gary Frederick Morgan Stanley Smith Barney
Kristen Fricks-Roman Morgan Stanley Smith Barney
Alvaro Galvis Merrill Lynch
Susan Ganser LongView Wealth Management
Eric Garbade Morgan Stanley Smith Barney
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 GroupMetLife Financial
Bill Hammond Hammond Investment Planning Corporation
James Hansberger Morgan Stanley Smith Barney
Jim Harris Money Concepts Wealth Management
Terry Hartigan Ashwood Advisors
K Michael Hennessy Morgan Stanley Smith Barney
Adam Hextell First Investors Corporation
Patrick Hinchey Hinchey Financial Group
Michael Hines Consolidated Planning Corporation
Jeremy Hodges MetLife
Matthew Hudgins Mosaic Wealth Management
Pace Huff Merrill Lynch
Ira Isaacs National Financial Services Group
Timothy Jeffrey Morgan Stanley Smith Barney
Benjamin Joel Morgan Stanley Smith Barney
Keith Johnson Integras Partners
Barry Kaplan Cambridge Southern Financial Advisors
Matthew Karis Invest Financial
Scott Kays Kays Financial Advisory Corporation
William Keen Keen Advisor Group
Scott Kessler LPL Financial
Patricia Koehn Koehn Financial Group
Darren Kubiak Darren Kubiak Personal Retirement Planning Page 21
Linda Kuehn McCormack Financial Planning Page 10
Suzanne Lako Henssler Financial
William Lako Jr Henssler Financial
Charles Lanford Raymond James | Morgan Keegan Page 18
Rob Larmore Raymond James | Morgan Keegan
Robert Law Creative Financial Group
Gene Lee Peachtree Planning Corporation
Karen Lee Karen Lee and Associates Page 21
Douglas Leeson Investment Research amp Advisory Group
Howard Levy Ameriprise Financial Services Inc
Pete Levy Ameriprise Financial Services Inc
Scott Levy Capstone Financial Partners
Matthew Lipscomb Ashford Advisors Page 12
Michael Lipsey LongView Wealth Management
Doug Liptak SignatureFD
Richard Lombardi Integrated Wealth Strategies
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 amp Company
Maria McCann Morgan Stanley Smith Barney
Steve McClelland AXA Advisors
Travis McCloskey Raymond James | Morgan Keegan Page 21
Barbara McCormack McCormack Financial Planning
Alan McKnight Kays Financial Advisory Corporation
Shawn Meade Redwood Wealth Management
Chad Meisner Ameriprise Financial Services Inc
Amy Merrill WB Financial Group
Cathy Miller Atlanta Financial Associates Page 15
John Mobley Merrill Lynch
Daniel Monahan Robert W Baird amp Company Page 21
Meredith Moore Moore and Associates Wealth Management
Steven Moore Morgan Stanley Smith Barney
Bobbie Munroe Fraser Financial
Elizabeth Murphy Henssler Financial
Ted Noble Sherrill amp Hutchins Financial Advisory
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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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Jeff Peller SignatureFD
Phillip Pennartz Proactive Wealth Strategies Page 19
Kimberley Perry Merrill Lynch
Michael Petros Robert W Baird amp Company Page 21
David Pierce Catalyst Wealth Management
William Ponder Ameriprise Financial Services Inc
Sally Poole LPL FinancialIntegrated Financial
Micah Porter Minerva Planning Group
Carter Potts Lloyd Professional Group
Karen Powell Orion Financial Associates
Travis Propst Merrill Lynch
Jeffrey Purdon Scott amp Stringfellow
Jean Raines First Command Financial Planning
Kate Redden Ronald Blue amp Company
Jeremy Reese Ameriprise Financial Services Inc
Angela Rehkop Financial Care Providers
Patrick Renn The Renn Wealth Management Group
Chris Reynolds Ameriprise Financial Services Inc
S Neal Rhoney Ameriprise Financial Services Inc
Karen Rinehart Henssler Financial
Derrick Rivera Ameriprise Financial Services Inc
James Roberts Merrill Lynch
Robert Rollauer Lincoln Financial Advisors
Andres Romero Madison Financial Group
Greg Rose Morgan Stanley Smith Barney
Michael Ross The Wealth Enhancement Group
Merv Rudner Emerald Wealth Management Page 22
Sanda Salem Integrated Financial Group
David Sandstrom Ameriprise Financial Services Inc
Jonathan Sard Sard Wealth Management Group
Rick Saunders Ameriprise Financial Services Inc
Ronald Savarese Morgan Stanley Smith Barney
Lisa Schiffer HAampW Wealth Management Page 16
Joshua Schlieman Sullivan amp Schlieman Wealth Management
Natalie Schmook SunTrust Investment Services
Steven Schnupp Schnupp Wealth Management Page 11
Jeff Schultz Raymond James | Morgan Keegan
Al Searcy Searcy Weems-Scott amp Associates
Craig Seligman Proactive Wealth Strategies
James Shelden Morgan Stanley Smith Barney
Marta Shen Spring Street Financial
Cary Sheppard Valic
Peter Siegel Morgan Stanley Smith Barney
Michael Silver Ameriprise Financial Services Inc
Susan Simonton Simonton Financial Associates Page 19
James ldquoCodyrdquo Sims Ameriprise Financial Services Inc
Michael Skrynecki Morgan Stanley Smith Barney
Michael Smith RTD Financial Advisors
Cathleen Stevens Cathy Stevens and Associates
Crystal Stevens Creative Financial Group
Mark Stevens Stevens Wealth Strategies
Ryan Stewart Raymond James | Morgan Keegan
Michael Stone Milestone Investment Management
Andrew Sullivan Sullivan amp Schlieman Wealth Management
Mark Tabak Ameriprise Financial Services Inc
Leroy Tanker Freedom Financial Services
Michael Tarrant Financial Network Associates
Donald Tessmer Tax amp Financial Management Page 22
Jeff Thomas Retirement Asset Management
Jennifer Thomas Henssler Financial
Joe Thomas SunTrust Investment Services
Russ Thornton Wealthcare Capital Management
Thomas Tolleson Wellspring Financial
Brad Towson Morgan Stanley Smith Barney
Richard Tull Capstone Financial Partners
Scott Varon Capstone Financial Partners
James Vijande Oppenheimer amp Company
Karen Vining Vining Financial Services
Mark Vosk National Financial Services Group
Lewis Walker Walker Capital Management Corporation
David Ward North Point Wealth Management
DeWitt Weaver III Weaver Capital Management
Charles Weber Ameriprise Financial Services Inc
Connie Weems-Scott Searcy Weems-Scott amp Associates
Peter Weinbaum New England Financial
Ian Weinstein Ameriprise Financial Services Inc
Graham Wickham Wickham Financial Group
Peter Wilder Ameriprise Financial Services Inc
Rachel Wilder Eagle Strategies
Daniel Wildermuth Kalos Financial
Kerstin Wiles Homrich Berg
Barbara Wiley Sherrill amp Hutchins Financial Advisory
Glen Wilk Merrill Lynch
Jamie Williams Five Talents Wealth Management
Joseph ldquoJoerdquo Wilson TIAA-CREF
Steve Wisnewski Georgia Advisory Group
Shaun Wright Merrill Lynch
Charles Zimmerman SignatureFD
InsuranceGary Bottoms The Bottoms Group
Janet Peavy Strategic Stewardship
Maury Shapiro Your Wealth PartnersAXA Advisors Page 22
Joel Weitnauer Weitnauer amp Associates
Bryan Wulz New York Life Insurance Company
Tim Wyrobek Crescent Wealth Management
InvestmentsL Gregg Adams Raymond James | Morgan
Keegan
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2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Fred Akers Wells Fargo Advisors LLC
Doug Aldridge Jr Wells Fargo Advisors LLC
Gary Alexander Wells Fargo Advisors LLC
Robert ldquoToddrdquo Altizer Edward Jones
Mark Anheier Charles Schwab
Margaret Archer Wells Fargo Advisors LLC Page 12
Michael Athanas Morgan Stanley Smith Barney
Jay Bailey Citadel Wealth Management
William Baker William Baker amp 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
Russ Broda Wells Fargo Advisors LLC
Lisa Brown Brightworth
Loring Brown II Morgan Stanley Smith Barney
Joanne Bryant Charles Schwab
Tula Burch Princor
Ronald Burdekin Wells Fargo Advisors LLC
Thomas Burdg TBCI
Paul Busino Level Creek Wealth Management
Robert Butler Register Financial Associates
Mike Butts Alliance Retirement amp Investment Services
Scott Calhoun Glenmore Advisors
Alex Cann Morgan Stanley Smith Barney
Richard Cardin Benjamin F Edwards amp Company
Bill Carnes Raymond James | Morgan Keegan
Bob Carson Carson Advisory
Gary Casey Merrill Lynch
Philip Catledge CMC Financial Group
Bill Chandler Edward Jones
Joseph Chandler Wells Fargo Advisors LLC
TC Cheoun SunTrust Investment Services
Ben Clark Edward Jones
Krista Clarke Sterne Agee amp Leach
Patty Clemmons United Capital
Darrin Cohen Wealth Enhancement amp 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
Clayton Constant Merrill Lynch
Antonio Conticelli Merrill Lynch
Diane Cook SunTrust Investment Services
Sean Cook DCA Global Wealth Management
Eric Cramer Buckhead Investment Partners
Bobby Cremins Metanoia Financial
David Cross Bank of AmericaMerrill Lynch
Susan Curry Wells Fargo Advisors LLC
M Elizabeth Dale Merrill Lynch
Marc Daner Wells Fargo Advisors LLC
Chris Dardaman Brightworth
Roland de Liniere Benjamin F Edwards amp Company
William deButts Glenmore Advisors
Thomas Delahunt Raymond James | Morgan Keegan
Patrick Desamours Edward Jones
Mike DeWitt Smith amp Howard Wealth Management
Jeffrey Diamond JP Morgan Securities
Jonathan Dickson Morgan Stanley Smith Barney
David P Dillon Wells Fargo Advisors LLC
Jay DrsquoMeza Wells Fargo Advisors LLC
Brian Doe Gratus Capital Management
David Doll Morgan Stanley Smith Barney
Ray Dotson Capital Planning amp Investments
Scott Dozier Merrill Lynch
Sam Drake Morgan Stanley Smith Barney Page 13
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
Bruce Faurot Janney Montgomery Scott
Todd Ferguson JT Stratford Advisors
Annika Ferris Brightworth
Todd Fields Trusted Wealth Management
David Fisher SignatureFD
Douglas Fluke DSF Wealth Management
Frank Fontanella SunTrust Investment Services
William Fowler Raymond James | Morgan Keegan
Jeff Frame SunTrust Investment Services
Stephen Frederick Edward Jones
Kristofer Funkhouser SunTrust Investment Services
Monnye Hedrick Furr Benjamin F Edwards amp Company
Burwell Geiger Atlanta Capital Group Page 20
Richard Gilmore Raymond James | Morgan Keegan
Monica Giuseffi Edward Jones
Robert Morris Glasgow Glasgow Capital Management
Allan Gottlieb Raymond James | Morgan Keegan
David Gouzie Register Financial Associates
William Grant Merrill Lynch
Jeffrey Gray Wells Fargo Advisors LLC
Ellis Green Raymond James amp Associates
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Amy Greenway Edward Jones
Robin Grier Robin Grier Financial Services
Alan Gross Wells Fargo Advisors LLC
Molly Guenther A Montag amp Associates
Anthony Guinta Homrich Berg
John Haag WealthSense Advisory GroupRaymond James amp Associates
Jack Harmon Harmon Financial Advisors
Bill Harris Buckhead Investment Partners
Paul Harrison Edward Jones
Steve Hayden Atlanta Planning Group
Jennifer Heal Edward Jones
Robert Heisterberg Morgan Stanley Smith Barney
Richard Henderson Atlanta Financial Associates Page 15
David Hendricks Morgan Stanley Smith Barney
Gene Henssler Henssler Financial
Thomas M Hidell Jr Wells Fargo Advisors LLC Page 18
Andrew Hill SunTrust Investment Services
Robert Hockett Cambridge Southern Financial Advisors
Jep Hogan Morgan Stanley Smith Barney
Junko Horvath Fujiyama Advisors Page 20
Mark Houghton Morgan Stanley Smith Barney
Jon Houk JPH Advisory Group Page 15
Haynes Huffard Wells Fargo Advisors LLC
John Hydrick Morgan Stanley Smith Barney
Lenard Iglar Raymond James | Morgan Keegan
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
Dwight Kees American Wealth Management Page 18
Scott Keller Henssler Financial
Warren Kennett Wells Fargo Advisors LLC
Mark Kopkin Raymond James | Morgan Keegan Page 21
William Kosty William A Kosty CPA
William Kring Kring Financial Management
Bob Kurtz Merrill Lynch
Linda Kuryloski Edward Jones
Lynne Kytle-Henderson Morgan Stanley Smith Barney Page 18
Paul Lang Edward Jones
Carolyn LaRocco Atlanta Consulting GroupMorgan Keegan
Walton Lee SunTrust Investment Services
Bryan Lewis Wells Fargo Advisors LLC
Nathan Link Morgan Stanley Smith Barney
Henry Lins Scott amp Stringfellow
Fredrick Livingston Planmark Capital Management
Ray Logan Raymond James | Morgan Keegan
Scott Macolino SunTrust Investment Services
Mike Maltby Wells Fargo Advisors LLC
Marvin Mangham Atlanta Planning Group
Steven Marino Wells Fargo Advisors LLC Page 21
Brian Martin Wells Fargo Advisors LLC
Stephen Martiny Primerica Financial Services
Paul Massa Invest Financial
Erwin Matthews One Source Advisory Services
JC Mauldin Morgan Stanley Smith Barney
Corey May Morgan Stanley Smith Barney
Frederic May First Allied
Edwin Mayer Ameriprise Financial Services Inc
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
H Ronald Miller Raymond James | Morgan Keegan
Debby Minot ETRADE Financial
Joe Modica Merrill Lynch
Anthony Montag A Montag amp Associates
Hugh Moody Merrill Lynch
Tom Moore Capital Investment Advisors
Debbie Montgomery DM Financial Planning
William Mumpower Ashford AdvisorsPark Avenue Securities Page 12
Barry Munro Munro Legacy Planners
Gary R Neigeborn Janney Montgomery Scott
Leslie Netter Morgan Stanley Smith Barney
John Noonan Register Financial Associates
Kent Nuzum Wells Fargo Advisors LLC
Fred OrsquoNeal Edward Jones
Stephan Oster Oster amp Fischer
Ray Padron Brightworth
Milton Park Robert W Baird amp Company
Al Parker Morgan Stanley Private Wealth Management
Charles Parker Morgan Stanley Smith Barney
Lynda Parker Advanced Financial Strategies Page 16
Theodore Parrish Henssler Financial
Mary Peterson Thrivent Financial
Robert Pierson Raymond James | Morgan Keegan
Charles Pinigis Ameriprise Financial Services Inc
Misty Pittman Riveredge Financial Services
Kristen Plowman SunTrust Investment Services
David Polstra Brightworth
Kris Pope Avery amp Pope Wealth Management
John Poss JB Poss amp Associates
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
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
award winners listed by primary services and listed alphabetically by last name
Roy Roberts Jr Wells Fargo Advisors LLC
Forrest Robertson Buckhead Investment Partners
Karen Robertson-Wall Wells Fargo Advisors LLC Page 22
John Rodzik Rodzik Investment Management
Rick Rogers Edward Jones
Judy Ross JThompson Ross Investments
Joe Roth Edward Jones
Mike Rothfarb Morgan Stanley Smith Barney
Russell Roush Raymond James | Morgan Keegan
Emily Sanders United Capital
Reneigh Satterfield Edward Jones
Gary Schantz Sovereign Legacy
Martin B Schofield Schofield Capital Management
Robert Schultz Rollins Financial
Jeff Seavey SunTrust Investment Services
Michael Sesan Edward Jones
Alfred Shams Lm 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
Jonathon Sisson Wells Fargo Advisors LLC
Maceo Sloan Merrill Lynch
Casey Smith Wiser Wealth Management
Susan Lundeen Smith Morgan Stanley Smith Barney
Jerold Sniderman Sniderman Wealth Management
Robert Snow Scott amp Stringfellow
Yvonne Sowell-Odom Wells Fargo Advisors LLC
Michael Stark American Financial Advisors
Jeff Stevenson Morgan Stanley Smith Barney
Skip Stone Morgan Stanley Smith Barney
Brady Stoor Charles Schwab
Eric Stuckey Cornerstone Private Client Group
William Tallman Merrill Lynch
James Tally US Trust Private Wealth Management
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 amp Leach
Stephen Trammell Wells Fargo Advisors LLC
Martin Truax Raymond James | Morgan Keegan
Jefferson Tutt Edward Jones
Andrew Tymchuk Wells Fargo Advisors LLC
Benny Varzi Merrill Lynch
Lauren Vogel Wells Fargo Advisors LLC Page 22
Mark Walter Wells Fargo Advisors LLC
Melanie Walton Morgan Stanley Smith Barney
Nancy Warnick Warnick amp Cain Page 19
Joshua Weber Morgan Stanley Smith Barney
Gary T Welden Welden Financial Services
James Welden Welden Financial Services
Jeffrey Wiener Wells Fargo Advisors LLC
Robert Wilder American Wealth Management
Buck Wiley III Merrill Lynch
Victor Wilkerson Advocacy Wealth Management
Michael Witt Wells Fargo Advisors LLC
Kenneth Woods Asset Preservation Advisors
Carl Youngdale Advisor Financial Services
TaxationAnna Armstrong Kelley Boshell Toole amp
Ellison
Stephen Bancroft Steve Bancroft CPA
Bradley Carroll DeLuca Ladd amp Carroll CPAs amp Strategic Advisors
Emily Cowan Henssler Financial
Daniel DiLuzio DiLuzio amp Henssler
Sheldon Donner Aarons Grant amp Habif
Carol Dubberly Dubberly CPA
Curtis Finch Curtis Finch CPA
Greg Gates PYA GatesMoore Page 20
Christopher Graham The Private Client Law Group Page 17
Debbie Griffiths Debbie Griffiths CPA
Gregory Hardwick Hardwick Dunagan amp Company
Wesley Hargrave Hargrave Freeman amp Leto
J Michael Hendricks Frazier amp Deeter
Tammie Hendricks Henssler Financial
Patricia Henssler Henssler Financial
Louise Jackson The Jackson Group CPAs
Stuart Jackson The Jackson Group CPAs
Scott Jacobson Scott Jacobson CPA
William Kellert William M Kellert CPA
David Jon Lerner Ascent CPA Group
Dean Lorentzson Lorentzson amp Company
Daniel Lucas oXYGen Financial Tax amp Business Services
Roger W Lusby III Frazier amp Deeter
Kathy Moore-Nietrzeba Henssler Financial
Howard Neiman Babush Neiman Kornman amp Johnson
Shirley Osborne-Vanderbilt The Osborne CPA Firm
Irvin Rabinowitz Robinson Rabinowitz amp Bernstein Page 22
Pauline Reynolds HLB Gross Collins Page 19
Ann Rushing Robins Eskew Smith amp Jordan
Houston Smith Robins Eskew Smith amp Jordan
Jay Starkman Jay Starkman CPA
Michael G Verner Verner Bromberg amp Cohen
Dana Whitledge Dana Whitledge CPA
Mark Wyssbrod Pro-Active Tax amp Advisory Solutions
Cheryl Yarbrough Windham Brannon
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph A BellYour 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
bull I will provide a personalized investment plan showing your fi nancial healthbull I will implement an agreed-upon plan for your fi nancial health bull I will provide regular check-ups to monitor your fi nancial health
I have been helping successful clients with their fi nancial 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 fi nancial advisors within Wells Fargo Advisors and refl ects 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 fi nancial-health goals I am currently accepting new successful clients
950 East Paces Ferry Road Suite 1600 bull Atlanta GA 30326Office (404) 240-9018 bull Cell (304) 615-6047
josephabellwfadvisorscom bull homewellsfargoadvisorscomjosephabell
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]
Title Vice President ndash Investment Officer
Credentials Certified Divorce Financial Consultant Chartered Financial Consultantreg CLUreg LUTCF
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Linda M Kuehn
Relationships Built on Trust
not Transactions
At McCormack Financial Planning Inc we off er personal and business fi nancial planning services by identifying clientsrsquo goals and developing individualized strategies to accomplish them We off er our clients experience they can trust expertise that provides integrity and service to their plans and dreams We are committed to becoming our clientsrsquo most trusted advisor by creating a personal caring relationship
2002 Summit Boulevard Suite 1275 bull Atlanta GA 30319 Office (404) 236-7316
lindamccormackfpcom bull wwwmccormackfpcom
McCormack Financial Planning Inc is a Registered Investment Advisory Firm
Client ApproachIndividualized strategies
PhilosophyldquoThe New Retirementrdquo
My RewardSeeing my clients achieve and live their dreams
Compensation MethodFee based
bull Portfolio management
bull Retirementincome planning
bull Risk management
Titles McCormack Financial Planning Inc VP
Licenses Series 7 66
Areas of Focus Preretirement and Retirement
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Steven SchnuppProfessional Guidance Centered on Creating Financial Freedom on Your Terms
bull Long-term relationships centered on understanding each clientrsquos unique wealth goalsbull Stewardship of your familyrsquos wealthbull Eff ective strategies for transferring your wealth to future generations and philanthropic interests
Schnupp Wealth Management off ers a dynamic total wealth management approach that is designed to help address each of our clientrsquos unique fi nancial objectives We work to identify your personal professional and fi nancial 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 lifersquos changing fi nancial landscape Since most of our clients identify their ultimate goal as a comfortable retirement we focus on income creation designed to provide you with fi nancial freedom on your terms
12725 Morris Road Ext Suite 130 bull Alpharetta GA 30004Office (770) 552-1500 bull Toll-free (866) 552-2600
stevenschnupplplcom bull wwwlpladvisorwebcomstevenschnupp
Securities and Advisory Services offered through LPL Financial Member FINRASIPC and a Registered Investment Advisor
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
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Margie Archer
Our Goal to Achieve Yours
bull Personalized wealth strategies
bull Retirement and income planning
bull Portfolio management
Title Vice President ndash 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 effi ciency 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 1600Atlanta GA 30326
Offi ce (404) 365-4983 bull Cell (404) 993-6300
margiearcherwellsfargoadvisorscom wwwmarcherwfadvcom
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
bull Impassioned advocates for our clients
bull Integrated comprehensive process
bull More than 50 years of combined experience
Matthew G Lipscomb CLUreg ChFCreg
William R Mumpower CLUreg CFPreg Left to right Five-year winners Matthew G Lipscomb and William R Mumpower
This is our commitment to you mdash 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
Two Ravinia Drive Suite 750 Atlanta GA 30346
Phone (770) 390-2600
wwwashfordadvisorsnet
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) Two Ravinia Drive Suite 750 Atlanta GA 30346 (770) 390-2600 Securities productsservices 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
WINNER
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Gary S Brochin
Integrity bull Independent bull Insight
bull Disciplined investment approach
bull Individually tailored portfolios
bull Retirement and trust services
Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt
Dominick amp 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 strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years
3343 Peachtree Road Northeast Suite 225Atlanta GA 30326
Phone (404) 504-8430Toll-free (800) 681-9981
gbrochindominickanddominickcom
Dominick amp Dominick LLC member FINRA SIPC
Sam Drake
Focus on Investment Excellence
bull Planning-based asset management
bull Tactical-driven research
bull Risk-management strategies
Vice President Financial Advisor
I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices 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
Offi ce (404) 459-3895 bull Cell (404) 435-6317
samdrakemssbcom bull wwwmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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2012 Five Star Wealth
Man
agers
FS 2 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo
What matters most is how you recover from setbacksrdquo
Only invest in something that you understandrdquo
Insights from Five Star Wealth Managers
Clients donrsquot care how much you know until they know how much you carerdquo
bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers
bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage
their clientsrsquo assets bull 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 bull 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
bull Five 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 researchselection methodology go to wwwfivestarprofessionalcom
bull (1) 2660 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
diSCloSureSresearch
2012
The Five Star award goes to less than 7 percent of wealth managers
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 ndash Required(3)
1 Credentialed 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 ndash Considered(3)
6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)
7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this
yearrsquos award winners administer an average of $96 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 222
households)10 Education and professional designations
oF AWArd WinnerSdetermination
(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not
bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or
Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony
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
bull 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
bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull 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 47300 households in the Atlanta area were contacted
The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 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 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 3
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Business PlanningNick Chafin Tripp Chafin amp Company
Emmett Cloud Morgan Stanley Smith Barney
Emma Foulkes Commonwealth Business amp Retirement Services
Bruce Gaynes Kitchens Kelley Gaynes
Timothy Kemper Reznick Group
Estate PlanningAlbert Caproni Cohen amp Caproni
Loraine DiSalvo Morgan amp DiSalvo
David Eastman The Eastman Law Firm
Brian Friedman The Wellspring Group
David Golden Troutman Sanders
Mark Janowiak National Financial Services Group
Roger Kirschenbaum Roger A Kirschenbaum
William C Lankford Jr Moore Stephens Tiller
Jeremy Lantz Lantz amp Reeves
Rhett Laurens The Laurens Firm
M Barry Leitz Ellis Funk
Mary Balent Long Abrams Davis Mason amp Long
Stuart Mager Mager amp Mager
John Meier Thompson Meier amp King Page 21
George Menden MendenFreiman
Richard Morgan Morgan amp DiSalvo
Charles Nida Peachtree Planning Corporation
Stephen Rosseel Valic
W Barclay Rushton Rushton amp Company
C Murray Saylor The Saylor Law Firm
Janet Spector NYLife Securities
Christopher Stewart Sagemark Consulting
William Turner Cohen Pollock Merlin amp Small
Jim Underwood Windham Brannon
Caroline Vann Bettis Hill amp Vann
William Witcher Jr The Witcher Law Firm
Financial PlanningGary Alpert Peachtree Capital
Michael Altman Ameriprise Financial Services Inc
Julianne Andrews Atlanta Financial Associates Page 15
Erik Anhaus Ameriprise Financial Services Inc
Seth Asher Morgan Stanley Smith Barney
Parks Avery Avery amp Pope Wealth Management
Burton Banks Ameriprise Financial Services Inc
Ralph Lamar Barden Peachtree Planning Corporation Page 20
James Barker Henssler Financial
Amos ldquoJackrdquo Beecher Beecher Financial Services
Jaime Benedetti Benedetti Gucer amp AssociatesAmeriprise Financial Services Inc
Jeff Bernier TandemGrowth Financial Advisors
Christian Beyers SunTrust Investment Services
Nick Bhandari HAampW Wealth Management
George Bird Morgan Stanley Smith Barney
Ralph C Boardman Jr Tax amp Financial Strategies
Steven Bontempi The Barrister Financial Group
Dennis Booker Buckhead Investment Partners
Lisa Boone Raymond James | Morgan Keegan
Michael Boosel Robert W Baird amp Company Page 20
Robert Bordett Consolidated Planning Corporation
Frank Briggs Your Wealth PartnersAXA Advisors Page 20
Sam Bromberg Nova Wealth Management Group
A Sidney Browning Integras Partners
Jake Bryant Bryant Carroll and AssociatesAmeriprise Financial Services Inc
Jeffrey Bulvin New England Financial
Hillory Burkett National Financial Services Group
Todd Burkhalter Catalyst Wealth Management
James Burnham III Raymond James | Morgan Keegan
Frank Butterfield Homrich Berg
Preston Byers ClearBridge Wealth Management
Mark Byrnside Ameriprise Financial Services Inc
Phillip Calandra Calandra Financial Group
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
Jeff Chinery Ronald Blue amp Company
Russell Clarke Ameriprise Financial Services Inc
Bill Cleveland Preston amp Cleveland Wealth Management
Seth Cohn WealthMD
John Colegrove John Colegrove
Brian Connerat Ameriprise Financial Services Inc
David Conrod Charles Schwab
Bo Cook Morgan Stanley Smith Barney
Charles Costa Professional Planning Advisors
Joshua Cothran Ameriprise Financial Services Inc
Andrew Crane Keen Insight Group
Ben Crowe Henssler Financial
Blair Cunningham SignatureFD
Charles Currie Jr Currie Financial amp Tax Services
Helga Cuthbert Cuthbert Financial Guidance
Ari Dardik Morgan Stanley Smith Barney
Seth Deitchman Morgan Stanley Smith Barney
Tyler Delahunt Raymond James | Morgan Keegan
Michael DeLap Securities America
Chuck DeNormandie North Point Wealth Management
Mark DiGiovanni Marathon Financial Strategies
Evelyn Dinkins II Ameriprise Financial Services Inc
Daniel Dubay PPA Advisory Services
Michelle Duffy Ameriprise Financial Services Inc
Brenda Dunn Integras Partners
Robbin Duren Ameriprise Financial Services Inc
Keith Dykes Peachtree Planning Corporation
copy Five
Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 4 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Tim Eckel Bales amp Eckel Financial Group
Chris Ellington WealthCreation Atlanta
Kathryn Emling Householder Group Page 17
Steven Fehlenberg Steven R Fehlenberg amp Company
Amanda Fischer Oster amp Fischer
Lewis Forbes Jr Ameriprise Financial Services Inc
David Forston Ameriprise Financial Services Inc
John Francisco Integrated Financial Group
Brian Frank Morgan Stanley Smith Barney
Gary Frederick Morgan Stanley Smith Barney
Kristen Fricks-Roman Morgan Stanley Smith Barney
Alvaro Galvis Merrill Lynch
Susan Ganser LongView Wealth Management
Eric Garbade Morgan Stanley Smith Barney
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 GroupMetLife Financial
Bill Hammond Hammond Investment Planning Corporation
James Hansberger Morgan Stanley Smith Barney
Jim Harris Money Concepts Wealth Management
Terry Hartigan Ashwood Advisors
K Michael Hennessy Morgan Stanley Smith Barney
Adam Hextell First Investors Corporation
Patrick Hinchey Hinchey Financial Group
Michael Hines Consolidated Planning Corporation
Jeremy Hodges MetLife
Matthew Hudgins Mosaic Wealth Management
Pace Huff Merrill Lynch
Ira Isaacs National Financial Services Group
Timothy Jeffrey Morgan Stanley Smith Barney
Benjamin Joel Morgan Stanley Smith Barney
Keith Johnson Integras Partners
Barry Kaplan Cambridge Southern Financial Advisors
Matthew Karis Invest Financial
Scott Kays Kays Financial Advisory Corporation
William Keen Keen Advisor Group
Scott Kessler LPL Financial
Patricia Koehn Koehn Financial Group
Darren Kubiak Darren Kubiak Personal Retirement Planning Page 21
Linda Kuehn McCormack Financial Planning Page 10
Suzanne Lako Henssler Financial
William Lako Jr Henssler Financial
Charles Lanford Raymond James | Morgan Keegan Page 18
Rob Larmore Raymond James | Morgan Keegan
Robert Law Creative Financial Group
Gene Lee Peachtree Planning Corporation
Karen Lee Karen Lee and Associates Page 21
Douglas Leeson Investment Research amp Advisory Group
Howard Levy Ameriprise Financial Services Inc
Pete Levy Ameriprise Financial Services Inc
Scott Levy Capstone Financial Partners
Matthew Lipscomb Ashford Advisors Page 12
Michael Lipsey LongView Wealth Management
Doug Liptak SignatureFD
Richard Lombardi Integrated Wealth Strategies
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 amp Company
Maria McCann Morgan Stanley Smith Barney
Steve McClelland AXA Advisors
Travis McCloskey Raymond James | Morgan Keegan Page 21
Barbara McCormack McCormack Financial Planning
Alan McKnight Kays Financial Advisory Corporation
Shawn Meade Redwood Wealth Management
Chad Meisner Ameriprise Financial Services Inc
Amy Merrill WB Financial Group
Cathy Miller Atlanta Financial Associates Page 15
John Mobley Merrill Lynch
Daniel Monahan Robert W Baird amp Company Page 21
Meredith Moore Moore and Associates Wealth Management
Steven Moore Morgan Stanley Smith Barney
Bobbie Munroe Fraser Financial
Elizabeth Murphy Henssler Financial
Ted Noble Sherrill amp Hutchins Financial Advisory
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
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
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ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Jeff Peller SignatureFD
Phillip Pennartz Proactive Wealth Strategies Page 19
Kimberley Perry Merrill Lynch
Michael Petros Robert W Baird amp Company Page 21
David Pierce Catalyst Wealth Management
William Ponder Ameriprise Financial Services Inc
Sally Poole LPL FinancialIntegrated Financial
Micah Porter Minerva Planning Group
Carter Potts Lloyd Professional Group
Karen Powell Orion Financial Associates
Travis Propst Merrill Lynch
Jeffrey Purdon Scott amp Stringfellow
Jean Raines First Command Financial Planning
Kate Redden Ronald Blue amp Company
Jeremy Reese Ameriprise Financial Services Inc
Angela Rehkop Financial Care Providers
Patrick Renn The Renn Wealth Management Group
Chris Reynolds Ameriprise Financial Services Inc
S Neal Rhoney Ameriprise Financial Services Inc
Karen Rinehart Henssler Financial
Derrick Rivera Ameriprise Financial Services Inc
James Roberts Merrill Lynch
Robert Rollauer Lincoln Financial Advisors
Andres Romero Madison Financial Group
Greg Rose Morgan Stanley Smith Barney
Michael Ross The Wealth Enhancement Group
Merv Rudner Emerald Wealth Management Page 22
Sanda Salem Integrated Financial Group
David Sandstrom Ameriprise Financial Services Inc
Jonathan Sard Sard Wealth Management Group
Rick Saunders Ameriprise Financial Services Inc
Ronald Savarese Morgan Stanley Smith Barney
Lisa Schiffer HAampW Wealth Management Page 16
Joshua Schlieman Sullivan amp Schlieman Wealth Management
Natalie Schmook SunTrust Investment Services
Steven Schnupp Schnupp Wealth Management Page 11
Jeff Schultz Raymond James | Morgan Keegan
Al Searcy Searcy Weems-Scott amp Associates
Craig Seligman Proactive Wealth Strategies
James Shelden Morgan Stanley Smith Barney
Marta Shen Spring Street Financial
Cary Sheppard Valic
Peter Siegel Morgan Stanley Smith Barney
Michael Silver Ameriprise Financial Services Inc
Susan Simonton Simonton Financial Associates Page 19
James ldquoCodyrdquo Sims Ameriprise Financial Services Inc
Michael Skrynecki Morgan Stanley Smith Barney
Michael Smith RTD Financial Advisors
Cathleen Stevens Cathy Stevens and Associates
Crystal Stevens Creative Financial Group
Mark Stevens Stevens Wealth Strategies
Ryan Stewart Raymond James | Morgan Keegan
Michael Stone Milestone Investment Management
Andrew Sullivan Sullivan amp Schlieman Wealth Management
Mark Tabak Ameriprise Financial Services Inc
Leroy Tanker Freedom Financial Services
Michael Tarrant Financial Network Associates
Donald Tessmer Tax amp Financial Management Page 22
Jeff Thomas Retirement Asset Management
Jennifer Thomas Henssler Financial
Joe Thomas SunTrust Investment Services
Russ Thornton Wealthcare Capital Management
Thomas Tolleson Wellspring Financial
Brad Towson Morgan Stanley Smith Barney
Richard Tull Capstone Financial Partners
Scott Varon Capstone Financial Partners
James Vijande Oppenheimer amp Company
Karen Vining Vining Financial Services
Mark Vosk National Financial Services Group
Lewis Walker Walker Capital Management Corporation
David Ward North Point Wealth Management
DeWitt Weaver III Weaver Capital Management
Charles Weber Ameriprise Financial Services Inc
Connie Weems-Scott Searcy Weems-Scott amp Associates
Peter Weinbaum New England Financial
Ian Weinstein Ameriprise Financial Services Inc
Graham Wickham Wickham Financial Group
Peter Wilder Ameriprise Financial Services Inc
Rachel Wilder Eagle Strategies
Daniel Wildermuth Kalos Financial
Kerstin Wiles Homrich Berg
Barbara Wiley Sherrill amp Hutchins Financial Advisory
Glen Wilk Merrill Lynch
Jamie Williams Five Talents Wealth Management
Joseph ldquoJoerdquo Wilson TIAA-CREF
Steve Wisnewski Georgia Advisory Group
Shaun Wright Merrill Lynch
Charles Zimmerman SignatureFD
InsuranceGary Bottoms The Bottoms Group
Janet Peavy Strategic Stewardship
Maury Shapiro Your Wealth PartnersAXA Advisors Page 22
Joel Weitnauer Weitnauer amp Associates
Bryan Wulz New York Life Insurance Company
Tim Wyrobek Crescent Wealth Management
InvestmentsL Gregg Adams Raymond James | Morgan
Keegan
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Fred Akers Wells Fargo Advisors LLC
Doug Aldridge Jr Wells Fargo Advisors LLC
Gary Alexander Wells Fargo Advisors LLC
Robert ldquoToddrdquo Altizer Edward Jones
Mark Anheier Charles Schwab
Margaret Archer Wells Fargo Advisors LLC Page 12
Michael Athanas Morgan Stanley Smith Barney
Jay Bailey Citadel Wealth Management
William Baker William Baker amp 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
Russ Broda Wells Fargo Advisors LLC
Lisa Brown Brightworth
Loring Brown II Morgan Stanley Smith Barney
Joanne Bryant Charles Schwab
Tula Burch Princor
Ronald Burdekin Wells Fargo Advisors LLC
Thomas Burdg TBCI
Paul Busino Level Creek Wealth Management
Robert Butler Register Financial Associates
Mike Butts Alliance Retirement amp Investment Services
Scott Calhoun Glenmore Advisors
Alex Cann Morgan Stanley Smith Barney
Richard Cardin Benjamin F Edwards amp Company
Bill Carnes Raymond James | Morgan Keegan
Bob Carson Carson Advisory
Gary Casey Merrill Lynch
Philip Catledge CMC Financial Group
Bill Chandler Edward Jones
Joseph Chandler Wells Fargo Advisors LLC
TC Cheoun SunTrust Investment Services
Ben Clark Edward Jones
Krista Clarke Sterne Agee amp Leach
Patty Clemmons United Capital
Darrin Cohen Wealth Enhancement amp 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
Clayton Constant Merrill Lynch
Antonio Conticelli Merrill Lynch
Diane Cook SunTrust Investment Services
Sean Cook DCA Global Wealth Management
Eric Cramer Buckhead Investment Partners
Bobby Cremins Metanoia Financial
David Cross Bank of AmericaMerrill Lynch
Susan Curry Wells Fargo Advisors LLC
M Elizabeth Dale Merrill Lynch
Marc Daner Wells Fargo Advisors LLC
Chris Dardaman Brightworth
Roland de Liniere Benjamin F Edwards amp Company
William deButts Glenmore Advisors
Thomas Delahunt Raymond James | Morgan Keegan
Patrick Desamours Edward Jones
Mike DeWitt Smith amp Howard Wealth Management
Jeffrey Diamond JP Morgan Securities
Jonathan Dickson Morgan Stanley Smith Barney
David P Dillon Wells Fargo Advisors LLC
Jay DrsquoMeza Wells Fargo Advisors LLC
Brian Doe Gratus Capital Management
David Doll Morgan Stanley Smith Barney
Ray Dotson Capital Planning amp Investments
Scott Dozier Merrill Lynch
Sam Drake Morgan Stanley Smith Barney Page 13
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
Bruce Faurot Janney Montgomery Scott
Todd Ferguson JT Stratford Advisors
Annika Ferris Brightworth
Todd Fields Trusted Wealth Management
David Fisher SignatureFD
Douglas Fluke DSF Wealth Management
Frank Fontanella SunTrust Investment Services
William Fowler Raymond James | Morgan Keegan
Jeff Frame SunTrust Investment Services
Stephen Frederick Edward Jones
Kristofer Funkhouser SunTrust Investment Services
Monnye Hedrick Furr Benjamin F Edwards amp Company
Burwell Geiger Atlanta Capital Group Page 20
Richard Gilmore Raymond James | Morgan Keegan
Monica Giuseffi Edward Jones
Robert Morris Glasgow Glasgow Capital Management
Allan Gottlieb Raymond James | Morgan Keegan
David Gouzie Register Financial Associates
William Grant Merrill Lynch
Jeffrey Gray Wells Fargo Advisors LLC
Ellis Green Raymond James amp Associates
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Star P
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ional
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Star P
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ional
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Star P
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Star P
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Amy Greenway Edward Jones
Robin Grier Robin Grier Financial Services
Alan Gross Wells Fargo Advisors LLC
Molly Guenther A Montag amp Associates
Anthony Guinta Homrich Berg
John Haag WealthSense Advisory GroupRaymond James amp Associates
Jack Harmon Harmon Financial Advisors
Bill Harris Buckhead Investment Partners
Paul Harrison Edward Jones
Steve Hayden Atlanta Planning Group
Jennifer Heal Edward Jones
Robert Heisterberg Morgan Stanley Smith Barney
Richard Henderson Atlanta Financial Associates Page 15
David Hendricks Morgan Stanley Smith Barney
Gene Henssler Henssler Financial
Thomas M Hidell Jr Wells Fargo Advisors LLC Page 18
Andrew Hill SunTrust Investment Services
Robert Hockett Cambridge Southern Financial Advisors
Jep Hogan Morgan Stanley Smith Barney
Junko Horvath Fujiyama Advisors Page 20
Mark Houghton Morgan Stanley Smith Barney
Jon Houk JPH Advisory Group Page 15
Haynes Huffard Wells Fargo Advisors LLC
John Hydrick Morgan Stanley Smith Barney
Lenard Iglar Raymond James | Morgan Keegan
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
Dwight Kees American Wealth Management Page 18
Scott Keller Henssler Financial
Warren Kennett Wells Fargo Advisors LLC
Mark Kopkin Raymond James | Morgan Keegan Page 21
William Kosty William A Kosty CPA
William Kring Kring Financial Management
Bob Kurtz Merrill Lynch
Linda Kuryloski Edward Jones
Lynne Kytle-Henderson Morgan Stanley Smith Barney Page 18
Paul Lang Edward Jones
Carolyn LaRocco Atlanta Consulting GroupMorgan Keegan
Walton Lee SunTrust Investment Services
Bryan Lewis Wells Fargo Advisors LLC
Nathan Link Morgan Stanley Smith Barney
Henry Lins Scott amp Stringfellow
Fredrick Livingston Planmark Capital Management
Ray Logan Raymond James | Morgan Keegan
Scott Macolino SunTrust Investment Services
Mike Maltby Wells Fargo Advisors LLC
Marvin Mangham Atlanta Planning Group
Steven Marino Wells Fargo Advisors LLC Page 21
Brian Martin Wells Fargo Advisors LLC
Stephen Martiny Primerica Financial Services
Paul Massa Invest Financial
Erwin Matthews One Source Advisory Services
JC Mauldin Morgan Stanley Smith Barney
Corey May Morgan Stanley Smith Barney
Frederic May First Allied
Edwin Mayer Ameriprise Financial Services Inc
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
H Ronald Miller Raymond James | Morgan Keegan
Debby Minot ETRADE Financial
Joe Modica Merrill Lynch
Anthony Montag A Montag amp Associates
Hugh Moody Merrill Lynch
Tom Moore Capital Investment Advisors
Debbie Montgomery DM Financial Planning
William Mumpower Ashford AdvisorsPark Avenue Securities Page 12
Barry Munro Munro Legacy Planners
Gary R Neigeborn Janney Montgomery Scott
Leslie Netter Morgan Stanley Smith Barney
John Noonan Register Financial Associates
Kent Nuzum Wells Fargo Advisors LLC
Fred OrsquoNeal Edward Jones
Stephan Oster Oster amp Fischer
Ray Padron Brightworth
Milton Park Robert W Baird amp Company
Al Parker Morgan Stanley Private Wealth Management
Charles Parker Morgan Stanley Smith Barney
Lynda Parker Advanced Financial Strategies Page 16
Theodore Parrish Henssler Financial
Mary Peterson Thrivent Financial
Robert Pierson Raymond James | Morgan Keegan
Charles Pinigis Ameriprise Financial Services Inc
Misty Pittman Riveredge Financial Services
Kristen Plowman SunTrust Investment Services
David Polstra Brightworth
Kris Pope Avery amp Pope Wealth Management
John Poss JB Poss amp Associates
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
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ional
2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
award winners listed by primary services and listed alphabetically by last name
Roy Roberts Jr Wells Fargo Advisors LLC
Forrest Robertson Buckhead Investment Partners
Karen Robertson-Wall Wells Fargo Advisors LLC Page 22
John Rodzik Rodzik Investment Management
Rick Rogers Edward Jones
Judy Ross JThompson Ross Investments
Joe Roth Edward Jones
Mike Rothfarb Morgan Stanley Smith Barney
Russell Roush Raymond James | Morgan Keegan
Emily Sanders United Capital
Reneigh Satterfield Edward Jones
Gary Schantz Sovereign Legacy
Martin B Schofield Schofield Capital Management
Robert Schultz Rollins Financial
Jeff Seavey SunTrust Investment Services
Michael Sesan Edward Jones
Alfred Shams Lm 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
Jonathon Sisson Wells Fargo Advisors LLC
Maceo Sloan Merrill Lynch
Casey Smith Wiser Wealth Management
Susan Lundeen Smith Morgan Stanley Smith Barney
Jerold Sniderman Sniderman Wealth Management
Robert Snow Scott amp Stringfellow
Yvonne Sowell-Odom Wells Fargo Advisors LLC
Michael Stark American Financial Advisors
Jeff Stevenson Morgan Stanley Smith Barney
Skip Stone Morgan Stanley Smith Barney
Brady Stoor Charles Schwab
Eric Stuckey Cornerstone Private Client Group
William Tallman Merrill Lynch
James Tally US Trust Private Wealth Management
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 amp Leach
Stephen Trammell Wells Fargo Advisors LLC
Martin Truax Raymond James | Morgan Keegan
Jefferson Tutt Edward Jones
Andrew Tymchuk Wells Fargo Advisors LLC
Benny Varzi Merrill Lynch
Lauren Vogel Wells Fargo Advisors LLC Page 22
Mark Walter Wells Fargo Advisors LLC
Melanie Walton Morgan Stanley Smith Barney
Nancy Warnick Warnick amp Cain Page 19
Joshua Weber Morgan Stanley Smith Barney
Gary T Welden Welden Financial Services
James Welden Welden Financial Services
Jeffrey Wiener Wells Fargo Advisors LLC
Robert Wilder American Wealth Management
Buck Wiley III Merrill Lynch
Victor Wilkerson Advocacy Wealth Management
Michael Witt Wells Fargo Advisors LLC
Kenneth Woods Asset Preservation Advisors
Carl Youngdale Advisor Financial Services
TaxationAnna Armstrong Kelley Boshell Toole amp
Ellison
Stephen Bancroft Steve Bancroft CPA
Bradley Carroll DeLuca Ladd amp Carroll CPAs amp Strategic Advisors
Emily Cowan Henssler Financial
Daniel DiLuzio DiLuzio amp Henssler
Sheldon Donner Aarons Grant amp Habif
Carol Dubberly Dubberly CPA
Curtis Finch Curtis Finch CPA
Greg Gates PYA GatesMoore Page 20
Christopher Graham The Private Client Law Group Page 17
Debbie Griffiths Debbie Griffiths CPA
Gregory Hardwick Hardwick Dunagan amp Company
Wesley Hargrave Hargrave Freeman amp Leto
J Michael Hendricks Frazier amp Deeter
Tammie Hendricks Henssler Financial
Patricia Henssler Henssler Financial
Louise Jackson The Jackson Group CPAs
Stuart Jackson The Jackson Group CPAs
Scott Jacobson Scott Jacobson CPA
William Kellert William M Kellert CPA
David Jon Lerner Ascent CPA Group
Dean Lorentzson Lorentzson amp Company
Daniel Lucas oXYGen Financial Tax amp Business Services
Roger W Lusby III Frazier amp Deeter
Kathy Moore-Nietrzeba Henssler Financial
Howard Neiman Babush Neiman Kornman amp Johnson
Shirley Osborne-Vanderbilt The Osborne CPA Firm
Irvin Rabinowitz Robinson Rabinowitz amp Bernstein Page 22
Pauline Reynolds HLB Gross Collins Page 19
Ann Rushing Robins Eskew Smith amp Jordan
Houston Smith Robins Eskew Smith amp Jordan
Jay Starkman Jay Starkman CPA
Michael G Verner Verner Bromberg amp Cohen
Dana Whitledge Dana Whitledge CPA
Mark Wyssbrod Pro-Active Tax amp Advisory Solutions
Cheryl Yarbrough Windham Brannon
copy Five
Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph A BellYour 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
bull I will provide a personalized investment plan showing your fi nancial healthbull I will implement an agreed-upon plan for your fi nancial health bull I will provide regular check-ups to monitor your fi nancial health
I have been helping successful clients with their fi nancial 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 fi nancial advisors within Wells Fargo Advisors and refl ects 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 fi nancial-health goals I am currently accepting new successful clients
950 East Paces Ferry Road Suite 1600 bull Atlanta GA 30326Office (404) 240-9018 bull Cell (304) 615-6047
josephabellwfadvisorscom bull homewellsfargoadvisorscomjosephabell
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]
Title Vice President ndash Investment Officer
Credentials Certified Divorce Financial Consultant Chartered Financial Consultantreg CLUreg LUTCF
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Linda M Kuehn
Relationships Built on Trust
not Transactions
At McCormack Financial Planning Inc we off er personal and business fi nancial planning services by identifying clientsrsquo goals and developing individualized strategies to accomplish them We off er our clients experience they can trust expertise that provides integrity and service to their plans and dreams We are committed to becoming our clientsrsquo most trusted advisor by creating a personal caring relationship
2002 Summit Boulevard Suite 1275 bull Atlanta GA 30319 Office (404) 236-7316
lindamccormackfpcom bull wwwmccormackfpcom
McCormack Financial Planning Inc is a Registered Investment Advisory Firm
Client ApproachIndividualized strategies
PhilosophyldquoThe New Retirementrdquo
My RewardSeeing my clients achieve and live their dreams
Compensation MethodFee based
bull Portfolio management
bull Retirementincome planning
bull Risk management
Titles McCormack Financial Planning Inc VP
Licenses Series 7 66
Areas of Focus Preretirement and Retirement
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Steven SchnuppProfessional Guidance Centered on Creating Financial Freedom on Your Terms
bull Long-term relationships centered on understanding each clientrsquos unique wealth goalsbull Stewardship of your familyrsquos wealthbull Eff ective strategies for transferring your wealth to future generations and philanthropic interests
Schnupp Wealth Management off ers a dynamic total wealth management approach that is designed to help address each of our clientrsquos unique fi nancial objectives We work to identify your personal professional and fi nancial 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 lifersquos changing fi nancial landscape Since most of our clients identify their ultimate goal as a comfortable retirement we focus on income creation designed to provide you with fi nancial freedom on your terms
12725 Morris Road Ext Suite 130 bull Alpharetta GA 30004Office (770) 552-1500 bull Toll-free (866) 552-2600
stevenschnupplplcom bull wwwlpladvisorwebcomstevenschnupp
Securities and Advisory Services offered through LPL Financial Member FINRASIPC and a Registered Investment Advisor
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
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Margie Archer
Our Goal to Achieve Yours
bull Personalized wealth strategies
bull Retirement and income planning
bull Portfolio management
Title Vice President ndash 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 effi ciency 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 1600Atlanta GA 30326
Offi ce (404) 365-4983 bull Cell (404) 993-6300
margiearcherwellsfargoadvisorscom wwwmarcherwfadvcom
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
bull Impassioned advocates for our clients
bull Integrated comprehensive process
bull More than 50 years of combined experience
Matthew G Lipscomb CLUreg ChFCreg
William R Mumpower CLUreg CFPreg Left to right Five-year winners Matthew G Lipscomb and William R Mumpower
This is our commitment to you mdash 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
Two Ravinia Drive Suite 750 Atlanta GA 30346
Phone (770) 390-2600
wwwashfordadvisorsnet
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) Two Ravinia Drive Suite 750 Atlanta GA 30346 (770) 390-2600 Securities productsservices 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
WINNER
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Gary S Brochin
Integrity bull Independent bull Insight
bull Disciplined investment approach
bull Individually tailored portfolios
bull Retirement and trust services
Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt
Dominick amp 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 strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years
3343 Peachtree Road Northeast Suite 225Atlanta GA 30326
Phone (404) 504-8430Toll-free (800) 681-9981
gbrochindominickanddominickcom
Dominick amp Dominick LLC member FINRA SIPC
Sam Drake
Focus on Investment Excellence
bull Planning-based asset management
bull Tactical-driven research
bull Risk-management strategies
Vice President Financial Advisor
I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices 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
Offi ce (404) 459-3895 bull Cell (404) 435-6317
samdrakemssbcom bull wwwmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
copy Five
Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
copy Five
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
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ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
copy Five
Star P
rofess
ional
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Star P
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ional
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
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ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 3
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Business PlanningNick Chafin Tripp Chafin amp Company
Emmett Cloud Morgan Stanley Smith Barney
Emma Foulkes Commonwealth Business amp Retirement Services
Bruce Gaynes Kitchens Kelley Gaynes
Timothy Kemper Reznick Group
Estate PlanningAlbert Caproni Cohen amp Caproni
Loraine DiSalvo Morgan amp DiSalvo
David Eastman The Eastman Law Firm
Brian Friedman The Wellspring Group
David Golden Troutman Sanders
Mark Janowiak National Financial Services Group
Roger Kirschenbaum Roger A Kirschenbaum
William C Lankford Jr Moore Stephens Tiller
Jeremy Lantz Lantz amp Reeves
Rhett Laurens The Laurens Firm
M Barry Leitz Ellis Funk
Mary Balent Long Abrams Davis Mason amp Long
Stuart Mager Mager amp Mager
John Meier Thompson Meier amp King Page 21
George Menden MendenFreiman
Richard Morgan Morgan amp DiSalvo
Charles Nida Peachtree Planning Corporation
Stephen Rosseel Valic
W Barclay Rushton Rushton amp Company
C Murray Saylor The Saylor Law Firm
Janet Spector NYLife Securities
Christopher Stewart Sagemark Consulting
William Turner Cohen Pollock Merlin amp Small
Jim Underwood Windham Brannon
Caroline Vann Bettis Hill amp Vann
William Witcher Jr The Witcher Law Firm
Financial PlanningGary Alpert Peachtree Capital
Michael Altman Ameriprise Financial Services Inc
Julianne Andrews Atlanta Financial Associates Page 15
Erik Anhaus Ameriprise Financial Services Inc
Seth Asher Morgan Stanley Smith Barney
Parks Avery Avery amp Pope Wealth Management
Burton Banks Ameriprise Financial Services Inc
Ralph Lamar Barden Peachtree Planning Corporation Page 20
James Barker Henssler Financial
Amos ldquoJackrdquo Beecher Beecher Financial Services
Jaime Benedetti Benedetti Gucer amp AssociatesAmeriprise Financial Services Inc
Jeff Bernier TandemGrowth Financial Advisors
Christian Beyers SunTrust Investment Services
Nick Bhandari HAampW Wealth Management
George Bird Morgan Stanley Smith Barney
Ralph C Boardman Jr Tax amp Financial Strategies
Steven Bontempi The Barrister Financial Group
Dennis Booker Buckhead Investment Partners
Lisa Boone Raymond James | Morgan Keegan
Michael Boosel Robert W Baird amp Company Page 20
Robert Bordett Consolidated Planning Corporation
Frank Briggs Your Wealth PartnersAXA Advisors Page 20
Sam Bromberg Nova Wealth Management Group
A Sidney Browning Integras Partners
Jake Bryant Bryant Carroll and AssociatesAmeriprise Financial Services Inc
Jeffrey Bulvin New England Financial
Hillory Burkett National Financial Services Group
Todd Burkhalter Catalyst Wealth Management
James Burnham III Raymond James | Morgan Keegan
Frank Butterfield Homrich Berg
Preston Byers ClearBridge Wealth Management
Mark Byrnside Ameriprise Financial Services Inc
Phillip Calandra Calandra Financial Group
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
Jeff Chinery Ronald Blue amp Company
Russell Clarke Ameriprise Financial Services Inc
Bill Cleveland Preston amp Cleveland Wealth Management
Seth Cohn WealthMD
John Colegrove John Colegrove
Brian Connerat Ameriprise Financial Services Inc
David Conrod Charles Schwab
Bo Cook Morgan Stanley Smith Barney
Charles Costa Professional Planning Advisors
Joshua Cothran Ameriprise Financial Services Inc
Andrew Crane Keen Insight Group
Ben Crowe Henssler Financial
Blair Cunningham SignatureFD
Charles Currie Jr Currie Financial amp Tax Services
Helga Cuthbert Cuthbert Financial Guidance
Ari Dardik Morgan Stanley Smith Barney
Seth Deitchman Morgan Stanley Smith Barney
Tyler Delahunt Raymond James | Morgan Keegan
Michael DeLap Securities America
Chuck DeNormandie North Point Wealth Management
Mark DiGiovanni Marathon Financial Strategies
Evelyn Dinkins II Ameriprise Financial Services Inc
Daniel Dubay PPA Advisory Services
Michelle Duffy Ameriprise Financial Services Inc
Brenda Dunn Integras Partners
Robbin Duren Ameriprise Financial Services Inc
Keith Dykes Peachtree Planning Corporation
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
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ional
copy Five
Star P
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ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 4 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Tim Eckel Bales amp Eckel Financial Group
Chris Ellington WealthCreation Atlanta
Kathryn Emling Householder Group Page 17
Steven Fehlenberg Steven R Fehlenberg amp Company
Amanda Fischer Oster amp Fischer
Lewis Forbes Jr Ameriprise Financial Services Inc
David Forston Ameriprise Financial Services Inc
John Francisco Integrated Financial Group
Brian Frank Morgan Stanley Smith Barney
Gary Frederick Morgan Stanley Smith Barney
Kristen Fricks-Roman Morgan Stanley Smith Barney
Alvaro Galvis Merrill Lynch
Susan Ganser LongView Wealth Management
Eric Garbade Morgan Stanley Smith Barney
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 GroupMetLife Financial
Bill Hammond Hammond Investment Planning Corporation
James Hansberger Morgan Stanley Smith Barney
Jim Harris Money Concepts Wealth Management
Terry Hartigan Ashwood Advisors
K Michael Hennessy Morgan Stanley Smith Barney
Adam Hextell First Investors Corporation
Patrick Hinchey Hinchey Financial Group
Michael Hines Consolidated Planning Corporation
Jeremy Hodges MetLife
Matthew Hudgins Mosaic Wealth Management
Pace Huff Merrill Lynch
Ira Isaacs National Financial Services Group
Timothy Jeffrey Morgan Stanley Smith Barney
Benjamin Joel Morgan Stanley Smith Barney
Keith Johnson Integras Partners
Barry Kaplan Cambridge Southern Financial Advisors
Matthew Karis Invest Financial
Scott Kays Kays Financial Advisory Corporation
William Keen Keen Advisor Group
Scott Kessler LPL Financial
Patricia Koehn Koehn Financial Group
Darren Kubiak Darren Kubiak Personal Retirement Planning Page 21
Linda Kuehn McCormack Financial Planning Page 10
Suzanne Lako Henssler Financial
William Lako Jr Henssler Financial
Charles Lanford Raymond James | Morgan Keegan Page 18
Rob Larmore Raymond James | Morgan Keegan
Robert Law Creative Financial Group
Gene Lee Peachtree Planning Corporation
Karen Lee Karen Lee and Associates Page 21
Douglas Leeson Investment Research amp Advisory Group
Howard Levy Ameriprise Financial Services Inc
Pete Levy Ameriprise Financial Services Inc
Scott Levy Capstone Financial Partners
Matthew Lipscomb Ashford Advisors Page 12
Michael Lipsey LongView Wealth Management
Doug Liptak SignatureFD
Richard Lombardi Integrated Wealth Strategies
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 amp Company
Maria McCann Morgan Stanley Smith Barney
Steve McClelland AXA Advisors
Travis McCloskey Raymond James | Morgan Keegan Page 21
Barbara McCormack McCormack Financial Planning
Alan McKnight Kays Financial Advisory Corporation
Shawn Meade Redwood Wealth Management
Chad Meisner Ameriprise Financial Services Inc
Amy Merrill WB Financial Group
Cathy Miller Atlanta Financial Associates Page 15
John Mobley Merrill Lynch
Daniel Monahan Robert W Baird amp Company Page 21
Meredith Moore Moore and Associates Wealth Management
Steven Moore Morgan Stanley Smith Barney
Bobbie Munroe Fraser Financial
Elizabeth Murphy Henssler Financial
Ted Noble Sherrill amp Hutchins Financial Advisory
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
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Jeff Peller SignatureFD
Phillip Pennartz Proactive Wealth Strategies Page 19
Kimberley Perry Merrill Lynch
Michael Petros Robert W Baird amp Company Page 21
David Pierce Catalyst Wealth Management
William Ponder Ameriprise Financial Services Inc
Sally Poole LPL FinancialIntegrated Financial
Micah Porter Minerva Planning Group
Carter Potts Lloyd Professional Group
Karen Powell Orion Financial Associates
Travis Propst Merrill Lynch
Jeffrey Purdon Scott amp Stringfellow
Jean Raines First Command Financial Planning
Kate Redden Ronald Blue amp Company
Jeremy Reese Ameriprise Financial Services Inc
Angela Rehkop Financial Care Providers
Patrick Renn The Renn Wealth Management Group
Chris Reynolds Ameriprise Financial Services Inc
S Neal Rhoney Ameriprise Financial Services Inc
Karen Rinehart Henssler Financial
Derrick Rivera Ameriprise Financial Services Inc
James Roberts Merrill Lynch
Robert Rollauer Lincoln Financial Advisors
Andres Romero Madison Financial Group
Greg Rose Morgan Stanley Smith Barney
Michael Ross The Wealth Enhancement Group
Merv Rudner Emerald Wealth Management Page 22
Sanda Salem Integrated Financial Group
David Sandstrom Ameriprise Financial Services Inc
Jonathan Sard Sard Wealth Management Group
Rick Saunders Ameriprise Financial Services Inc
Ronald Savarese Morgan Stanley Smith Barney
Lisa Schiffer HAampW Wealth Management Page 16
Joshua Schlieman Sullivan amp Schlieman Wealth Management
Natalie Schmook SunTrust Investment Services
Steven Schnupp Schnupp Wealth Management Page 11
Jeff Schultz Raymond James | Morgan Keegan
Al Searcy Searcy Weems-Scott amp Associates
Craig Seligman Proactive Wealth Strategies
James Shelden Morgan Stanley Smith Barney
Marta Shen Spring Street Financial
Cary Sheppard Valic
Peter Siegel Morgan Stanley Smith Barney
Michael Silver Ameriprise Financial Services Inc
Susan Simonton Simonton Financial Associates Page 19
James ldquoCodyrdquo Sims Ameriprise Financial Services Inc
Michael Skrynecki Morgan Stanley Smith Barney
Michael Smith RTD Financial Advisors
Cathleen Stevens Cathy Stevens and Associates
Crystal Stevens Creative Financial Group
Mark Stevens Stevens Wealth Strategies
Ryan Stewart Raymond James | Morgan Keegan
Michael Stone Milestone Investment Management
Andrew Sullivan Sullivan amp Schlieman Wealth Management
Mark Tabak Ameriprise Financial Services Inc
Leroy Tanker Freedom Financial Services
Michael Tarrant Financial Network Associates
Donald Tessmer Tax amp Financial Management Page 22
Jeff Thomas Retirement Asset Management
Jennifer Thomas Henssler Financial
Joe Thomas SunTrust Investment Services
Russ Thornton Wealthcare Capital Management
Thomas Tolleson Wellspring Financial
Brad Towson Morgan Stanley Smith Barney
Richard Tull Capstone Financial Partners
Scott Varon Capstone Financial Partners
James Vijande Oppenheimer amp Company
Karen Vining Vining Financial Services
Mark Vosk National Financial Services Group
Lewis Walker Walker Capital Management Corporation
David Ward North Point Wealth Management
DeWitt Weaver III Weaver Capital Management
Charles Weber Ameriprise Financial Services Inc
Connie Weems-Scott Searcy Weems-Scott amp Associates
Peter Weinbaum New England Financial
Ian Weinstein Ameriprise Financial Services Inc
Graham Wickham Wickham Financial Group
Peter Wilder Ameriprise Financial Services Inc
Rachel Wilder Eagle Strategies
Daniel Wildermuth Kalos Financial
Kerstin Wiles Homrich Berg
Barbara Wiley Sherrill amp Hutchins Financial Advisory
Glen Wilk Merrill Lynch
Jamie Williams Five Talents Wealth Management
Joseph ldquoJoerdquo Wilson TIAA-CREF
Steve Wisnewski Georgia Advisory Group
Shaun Wright Merrill Lynch
Charles Zimmerman SignatureFD
InsuranceGary Bottoms The Bottoms Group
Janet Peavy Strategic Stewardship
Maury Shapiro Your Wealth PartnersAXA Advisors Page 22
Joel Weitnauer Weitnauer amp Associates
Bryan Wulz New York Life Insurance Company
Tim Wyrobek Crescent Wealth Management
InvestmentsL Gregg Adams Raymond James | Morgan
Keegan
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Star P
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ional
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Star P
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Star P
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Star P
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Star P
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Star P
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Fred Akers Wells Fargo Advisors LLC
Doug Aldridge Jr Wells Fargo Advisors LLC
Gary Alexander Wells Fargo Advisors LLC
Robert ldquoToddrdquo Altizer Edward Jones
Mark Anheier Charles Schwab
Margaret Archer Wells Fargo Advisors LLC Page 12
Michael Athanas Morgan Stanley Smith Barney
Jay Bailey Citadel Wealth Management
William Baker William Baker amp 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
Russ Broda Wells Fargo Advisors LLC
Lisa Brown Brightworth
Loring Brown II Morgan Stanley Smith Barney
Joanne Bryant Charles Schwab
Tula Burch Princor
Ronald Burdekin Wells Fargo Advisors LLC
Thomas Burdg TBCI
Paul Busino Level Creek Wealth Management
Robert Butler Register Financial Associates
Mike Butts Alliance Retirement amp Investment Services
Scott Calhoun Glenmore Advisors
Alex Cann Morgan Stanley Smith Barney
Richard Cardin Benjamin F Edwards amp Company
Bill Carnes Raymond James | Morgan Keegan
Bob Carson Carson Advisory
Gary Casey Merrill Lynch
Philip Catledge CMC Financial Group
Bill Chandler Edward Jones
Joseph Chandler Wells Fargo Advisors LLC
TC Cheoun SunTrust Investment Services
Ben Clark Edward Jones
Krista Clarke Sterne Agee amp Leach
Patty Clemmons United Capital
Darrin Cohen Wealth Enhancement amp 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
Clayton Constant Merrill Lynch
Antonio Conticelli Merrill Lynch
Diane Cook SunTrust Investment Services
Sean Cook DCA Global Wealth Management
Eric Cramer Buckhead Investment Partners
Bobby Cremins Metanoia Financial
David Cross Bank of AmericaMerrill Lynch
Susan Curry Wells Fargo Advisors LLC
M Elizabeth Dale Merrill Lynch
Marc Daner Wells Fargo Advisors LLC
Chris Dardaman Brightworth
Roland de Liniere Benjamin F Edwards amp Company
William deButts Glenmore Advisors
Thomas Delahunt Raymond James | Morgan Keegan
Patrick Desamours Edward Jones
Mike DeWitt Smith amp Howard Wealth Management
Jeffrey Diamond JP Morgan Securities
Jonathan Dickson Morgan Stanley Smith Barney
David P Dillon Wells Fargo Advisors LLC
Jay DrsquoMeza Wells Fargo Advisors LLC
Brian Doe Gratus Capital Management
David Doll Morgan Stanley Smith Barney
Ray Dotson Capital Planning amp Investments
Scott Dozier Merrill Lynch
Sam Drake Morgan Stanley Smith Barney Page 13
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
Bruce Faurot Janney Montgomery Scott
Todd Ferguson JT Stratford Advisors
Annika Ferris Brightworth
Todd Fields Trusted Wealth Management
David Fisher SignatureFD
Douglas Fluke DSF Wealth Management
Frank Fontanella SunTrust Investment Services
William Fowler Raymond James | Morgan Keegan
Jeff Frame SunTrust Investment Services
Stephen Frederick Edward Jones
Kristofer Funkhouser SunTrust Investment Services
Monnye Hedrick Furr Benjamin F Edwards amp Company
Burwell Geiger Atlanta Capital Group Page 20
Richard Gilmore Raymond James | Morgan Keegan
Monica Giuseffi Edward Jones
Robert Morris Glasgow Glasgow Capital Management
Allan Gottlieb Raymond James | Morgan Keegan
David Gouzie Register Financial Associates
William Grant Merrill Lynch
Jeffrey Gray Wells Fargo Advisors LLC
Ellis Green Raymond James amp Associates
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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Star P
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ional
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Star P
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Amy Greenway Edward Jones
Robin Grier Robin Grier Financial Services
Alan Gross Wells Fargo Advisors LLC
Molly Guenther A Montag amp Associates
Anthony Guinta Homrich Berg
John Haag WealthSense Advisory GroupRaymond James amp Associates
Jack Harmon Harmon Financial Advisors
Bill Harris Buckhead Investment Partners
Paul Harrison Edward Jones
Steve Hayden Atlanta Planning Group
Jennifer Heal Edward Jones
Robert Heisterberg Morgan Stanley Smith Barney
Richard Henderson Atlanta Financial Associates Page 15
David Hendricks Morgan Stanley Smith Barney
Gene Henssler Henssler Financial
Thomas M Hidell Jr Wells Fargo Advisors LLC Page 18
Andrew Hill SunTrust Investment Services
Robert Hockett Cambridge Southern Financial Advisors
Jep Hogan Morgan Stanley Smith Barney
Junko Horvath Fujiyama Advisors Page 20
Mark Houghton Morgan Stanley Smith Barney
Jon Houk JPH Advisory Group Page 15
Haynes Huffard Wells Fargo Advisors LLC
John Hydrick Morgan Stanley Smith Barney
Lenard Iglar Raymond James | Morgan Keegan
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
Dwight Kees American Wealth Management Page 18
Scott Keller Henssler Financial
Warren Kennett Wells Fargo Advisors LLC
Mark Kopkin Raymond James | Morgan Keegan Page 21
William Kosty William A Kosty CPA
William Kring Kring Financial Management
Bob Kurtz Merrill Lynch
Linda Kuryloski Edward Jones
Lynne Kytle-Henderson Morgan Stanley Smith Barney Page 18
Paul Lang Edward Jones
Carolyn LaRocco Atlanta Consulting GroupMorgan Keegan
Walton Lee SunTrust Investment Services
Bryan Lewis Wells Fargo Advisors LLC
Nathan Link Morgan Stanley Smith Barney
Henry Lins Scott amp Stringfellow
Fredrick Livingston Planmark Capital Management
Ray Logan Raymond James | Morgan Keegan
Scott Macolino SunTrust Investment Services
Mike Maltby Wells Fargo Advisors LLC
Marvin Mangham Atlanta Planning Group
Steven Marino Wells Fargo Advisors LLC Page 21
Brian Martin Wells Fargo Advisors LLC
Stephen Martiny Primerica Financial Services
Paul Massa Invest Financial
Erwin Matthews One Source Advisory Services
JC Mauldin Morgan Stanley Smith Barney
Corey May Morgan Stanley Smith Barney
Frederic May First Allied
Edwin Mayer Ameriprise Financial Services Inc
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
H Ronald Miller Raymond James | Morgan Keegan
Debby Minot ETRADE Financial
Joe Modica Merrill Lynch
Anthony Montag A Montag amp Associates
Hugh Moody Merrill Lynch
Tom Moore Capital Investment Advisors
Debbie Montgomery DM Financial Planning
William Mumpower Ashford AdvisorsPark Avenue Securities Page 12
Barry Munro Munro Legacy Planners
Gary R Neigeborn Janney Montgomery Scott
Leslie Netter Morgan Stanley Smith Barney
John Noonan Register Financial Associates
Kent Nuzum Wells Fargo Advisors LLC
Fred OrsquoNeal Edward Jones
Stephan Oster Oster amp Fischer
Ray Padron Brightworth
Milton Park Robert W Baird amp Company
Al Parker Morgan Stanley Private Wealth Management
Charles Parker Morgan Stanley Smith Barney
Lynda Parker Advanced Financial Strategies Page 16
Theodore Parrish Henssler Financial
Mary Peterson Thrivent Financial
Robert Pierson Raymond James | Morgan Keegan
Charles Pinigis Ameriprise Financial Services Inc
Misty Pittman Riveredge Financial Services
Kristen Plowman SunTrust Investment Services
David Polstra Brightworth
Kris Pope Avery amp Pope Wealth Management
John Poss JB Poss amp Associates
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
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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Star P
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ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
award winners listed by primary services and listed alphabetically by last name
Roy Roberts Jr Wells Fargo Advisors LLC
Forrest Robertson Buckhead Investment Partners
Karen Robertson-Wall Wells Fargo Advisors LLC Page 22
John Rodzik Rodzik Investment Management
Rick Rogers Edward Jones
Judy Ross JThompson Ross Investments
Joe Roth Edward Jones
Mike Rothfarb Morgan Stanley Smith Barney
Russell Roush Raymond James | Morgan Keegan
Emily Sanders United Capital
Reneigh Satterfield Edward Jones
Gary Schantz Sovereign Legacy
Martin B Schofield Schofield Capital Management
Robert Schultz Rollins Financial
Jeff Seavey SunTrust Investment Services
Michael Sesan Edward Jones
Alfred Shams Lm 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
Jonathon Sisson Wells Fargo Advisors LLC
Maceo Sloan Merrill Lynch
Casey Smith Wiser Wealth Management
Susan Lundeen Smith Morgan Stanley Smith Barney
Jerold Sniderman Sniderman Wealth Management
Robert Snow Scott amp Stringfellow
Yvonne Sowell-Odom Wells Fargo Advisors LLC
Michael Stark American Financial Advisors
Jeff Stevenson Morgan Stanley Smith Barney
Skip Stone Morgan Stanley Smith Barney
Brady Stoor Charles Schwab
Eric Stuckey Cornerstone Private Client Group
William Tallman Merrill Lynch
James Tally US Trust Private Wealth Management
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 amp Leach
Stephen Trammell Wells Fargo Advisors LLC
Martin Truax Raymond James | Morgan Keegan
Jefferson Tutt Edward Jones
Andrew Tymchuk Wells Fargo Advisors LLC
Benny Varzi Merrill Lynch
Lauren Vogel Wells Fargo Advisors LLC Page 22
Mark Walter Wells Fargo Advisors LLC
Melanie Walton Morgan Stanley Smith Barney
Nancy Warnick Warnick amp Cain Page 19
Joshua Weber Morgan Stanley Smith Barney
Gary T Welden Welden Financial Services
James Welden Welden Financial Services
Jeffrey Wiener Wells Fargo Advisors LLC
Robert Wilder American Wealth Management
Buck Wiley III Merrill Lynch
Victor Wilkerson Advocacy Wealth Management
Michael Witt Wells Fargo Advisors LLC
Kenneth Woods Asset Preservation Advisors
Carl Youngdale Advisor Financial Services
TaxationAnna Armstrong Kelley Boshell Toole amp
Ellison
Stephen Bancroft Steve Bancroft CPA
Bradley Carroll DeLuca Ladd amp Carroll CPAs amp Strategic Advisors
Emily Cowan Henssler Financial
Daniel DiLuzio DiLuzio amp Henssler
Sheldon Donner Aarons Grant amp Habif
Carol Dubberly Dubberly CPA
Curtis Finch Curtis Finch CPA
Greg Gates PYA GatesMoore Page 20
Christopher Graham The Private Client Law Group Page 17
Debbie Griffiths Debbie Griffiths CPA
Gregory Hardwick Hardwick Dunagan amp Company
Wesley Hargrave Hargrave Freeman amp Leto
J Michael Hendricks Frazier amp Deeter
Tammie Hendricks Henssler Financial
Patricia Henssler Henssler Financial
Louise Jackson The Jackson Group CPAs
Stuart Jackson The Jackson Group CPAs
Scott Jacobson Scott Jacobson CPA
William Kellert William M Kellert CPA
David Jon Lerner Ascent CPA Group
Dean Lorentzson Lorentzson amp Company
Daniel Lucas oXYGen Financial Tax amp Business Services
Roger W Lusby III Frazier amp Deeter
Kathy Moore-Nietrzeba Henssler Financial
Howard Neiman Babush Neiman Kornman amp Johnson
Shirley Osborne-Vanderbilt The Osborne CPA Firm
Irvin Rabinowitz Robinson Rabinowitz amp Bernstein Page 22
Pauline Reynolds HLB Gross Collins Page 19
Ann Rushing Robins Eskew Smith amp Jordan
Houston Smith Robins Eskew Smith amp Jordan
Jay Starkman Jay Starkman CPA
Michael G Verner Verner Bromberg amp Cohen
Dana Whitledge Dana Whitledge CPA
Mark Wyssbrod Pro-Active Tax amp Advisory Solutions
Cheryl Yarbrough Windham Brannon
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Star P
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Star P
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ional
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Star P
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Star P
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ional
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Star P
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ional
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Star P
rofess
ional
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Star P
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ional
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Star P
rofess
ional
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Star P
rofess
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph A BellYour 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
bull I will provide a personalized investment plan showing your fi nancial healthbull I will implement an agreed-upon plan for your fi nancial health bull I will provide regular check-ups to monitor your fi nancial health
I have been helping successful clients with their fi nancial 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 fi nancial advisors within Wells Fargo Advisors and refl ects 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 fi nancial-health goals I am currently accepting new successful clients
950 East Paces Ferry Road Suite 1600 bull Atlanta GA 30326Office (404) 240-9018 bull Cell (304) 615-6047
josephabellwfadvisorscom bull homewellsfargoadvisorscomjosephabell
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]
Title Vice President ndash Investment Officer
Credentials Certified Divorce Financial Consultant Chartered Financial Consultantreg CLUreg LUTCF
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Linda M Kuehn
Relationships Built on Trust
not Transactions
At McCormack Financial Planning Inc we off er personal and business fi nancial planning services by identifying clientsrsquo goals and developing individualized strategies to accomplish them We off er our clients experience they can trust expertise that provides integrity and service to their plans and dreams We are committed to becoming our clientsrsquo most trusted advisor by creating a personal caring relationship
2002 Summit Boulevard Suite 1275 bull Atlanta GA 30319 Office (404) 236-7316
lindamccormackfpcom bull wwwmccormackfpcom
McCormack Financial Planning Inc is a Registered Investment Advisory Firm
Client ApproachIndividualized strategies
PhilosophyldquoThe New Retirementrdquo
My RewardSeeing my clients achieve and live their dreams
Compensation MethodFee based
bull Portfolio management
bull Retirementincome planning
bull Risk management
Titles McCormack Financial Planning Inc VP
Licenses Series 7 66
Areas of Focus Preretirement and Retirement
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Steven SchnuppProfessional Guidance Centered on Creating Financial Freedom on Your Terms
bull Long-term relationships centered on understanding each clientrsquos unique wealth goalsbull Stewardship of your familyrsquos wealthbull Eff ective strategies for transferring your wealth to future generations and philanthropic interests
Schnupp Wealth Management off ers a dynamic total wealth management approach that is designed to help address each of our clientrsquos unique fi nancial objectives We work to identify your personal professional and fi nancial 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 lifersquos changing fi nancial landscape Since most of our clients identify their ultimate goal as a comfortable retirement we focus on income creation designed to provide you with fi nancial freedom on your terms
12725 Morris Road Ext Suite 130 bull Alpharetta GA 30004Office (770) 552-1500 bull Toll-free (866) 552-2600
stevenschnupplplcom bull wwwlpladvisorwebcomstevenschnupp
Securities and Advisory Services offered through LPL Financial Member FINRASIPC and a Registered Investment Advisor
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
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Margie Archer
Our Goal to Achieve Yours
bull Personalized wealth strategies
bull Retirement and income planning
bull Portfolio management
Title Vice President ndash 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 effi ciency 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 1600Atlanta GA 30326
Offi ce (404) 365-4983 bull Cell (404) 993-6300
margiearcherwellsfargoadvisorscom wwwmarcherwfadvcom
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
bull Impassioned advocates for our clients
bull Integrated comprehensive process
bull More than 50 years of combined experience
Matthew G Lipscomb CLUreg ChFCreg
William R Mumpower CLUreg CFPreg Left to right Five-year winners Matthew G Lipscomb and William R Mumpower
This is our commitment to you mdash 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
Two Ravinia Drive Suite 750 Atlanta GA 30346
Phone (770) 390-2600
wwwashfordadvisorsnet
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) Two Ravinia Drive Suite 750 Atlanta GA 30346 (770) 390-2600 Securities productsservices 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
WINNER
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Gary S Brochin
Integrity bull Independent bull Insight
bull Disciplined investment approach
bull Individually tailored portfolios
bull Retirement and trust services
Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt
Dominick amp 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 strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years
3343 Peachtree Road Northeast Suite 225Atlanta GA 30326
Phone (404) 504-8430Toll-free (800) 681-9981
gbrochindominickanddominickcom
Dominick amp Dominick LLC member FINRA SIPC
Sam Drake
Focus on Investment Excellence
bull Planning-based asset management
bull Tactical-driven research
bull Risk-management strategies
Vice President Financial Advisor
I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices 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
Offi ce (404) 459-3895 bull Cell (404) 435-6317
samdrakemssbcom bull wwwmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 4 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Tim Eckel Bales amp Eckel Financial Group
Chris Ellington WealthCreation Atlanta
Kathryn Emling Householder Group Page 17
Steven Fehlenberg Steven R Fehlenberg amp Company
Amanda Fischer Oster amp Fischer
Lewis Forbes Jr Ameriprise Financial Services Inc
David Forston Ameriprise Financial Services Inc
John Francisco Integrated Financial Group
Brian Frank Morgan Stanley Smith Barney
Gary Frederick Morgan Stanley Smith Barney
Kristen Fricks-Roman Morgan Stanley Smith Barney
Alvaro Galvis Merrill Lynch
Susan Ganser LongView Wealth Management
Eric Garbade Morgan Stanley Smith Barney
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 GroupMetLife Financial
Bill Hammond Hammond Investment Planning Corporation
James Hansberger Morgan Stanley Smith Barney
Jim Harris Money Concepts Wealth Management
Terry Hartigan Ashwood Advisors
K Michael Hennessy Morgan Stanley Smith Barney
Adam Hextell First Investors Corporation
Patrick Hinchey Hinchey Financial Group
Michael Hines Consolidated Planning Corporation
Jeremy Hodges MetLife
Matthew Hudgins Mosaic Wealth Management
Pace Huff Merrill Lynch
Ira Isaacs National Financial Services Group
Timothy Jeffrey Morgan Stanley Smith Barney
Benjamin Joel Morgan Stanley Smith Barney
Keith Johnson Integras Partners
Barry Kaplan Cambridge Southern Financial Advisors
Matthew Karis Invest Financial
Scott Kays Kays Financial Advisory Corporation
William Keen Keen Advisor Group
Scott Kessler LPL Financial
Patricia Koehn Koehn Financial Group
Darren Kubiak Darren Kubiak Personal Retirement Planning Page 21
Linda Kuehn McCormack Financial Planning Page 10
Suzanne Lako Henssler Financial
William Lako Jr Henssler Financial
Charles Lanford Raymond James | Morgan Keegan Page 18
Rob Larmore Raymond James | Morgan Keegan
Robert Law Creative Financial Group
Gene Lee Peachtree Planning Corporation
Karen Lee Karen Lee and Associates Page 21
Douglas Leeson Investment Research amp Advisory Group
Howard Levy Ameriprise Financial Services Inc
Pete Levy Ameriprise Financial Services Inc
Scott Levy Capstone Financial Partners
Matthew Lipscomb Ashford Advisors Page 12
Michael Lipsey LongView Wealth Management
Doug Liptak SignatureFD
Richard Lombardi Integrated Wealth Strategies
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 amp Company
Maria McCann Morgan Stanley Smith Barney
Steve McClelland AXA Advisors
Travis McCloskey Raymond James | Morgan Keegan Page 21
Barbara McCormack McCormack Financial Planning
Alan McKnight Kays Financial Advisory Corporation
Shawn Meade Redwood Wealth Management
Chad Meisner Ameriprise Financial Services Inc
Amy Merrill WB Financial Group
Cathy Miller Atlanta Financial Associates Page 15
John Mobley Merrill Lynch
Daniel Monahan Robert W Baird amp Company Page 21
Meredith Moore Moore and Associates Wealth Management
Steven Moore Morgan Stanley Smith Barney
Bobbie Munroe Fraser Financial
Elizabeth Murphy Henssler Financial
Ted Noble Sherrill amp Hutchins Financial Advisory
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
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Jeff Peller SignatureFD
Phillip Pennartz Proactive Wealth Strategies Page 19
Kimberley Perry Merrill Lynch
Michael Petros Robert W Baird amp Company Page 21
David Pierce Catalyst Wealth Management
William Ponder Ameriprise Financial Services Inc
Sally Poole LPL FinancialIntegrated Financial
Micah Porter Minerva Planning Group
Carter Potts Lloyd Professional Group
Karen Powell Orion Financial Associates
Travis Propst Merrill Lynch
Jeffrey Purdon Scott amp Stringfellow
Jean Raines First Command Financial Planning
Kate Redden Ronald Blue amp Company
Jeremy Reese Ameriprise Financial Services Inc
Angela Rehkop Financial Care Providers
Patrick Renn The Renn Wealth Management Group
Chris Reynolds Ameriprise Financial Services Inc
S Neal Rhoney Ameriprise Financial Services Inc
Karen Rinehart Henssler Financial
Derrick Rivera Ameriprise Financial Services Inc
James Roberts Merrill Lynch
Robert Rollauer Lincoln Financial Advisors
Andres Romero Madison Financial Group
Greg Rose Morgan Stanley Smith Barney
Michael Ross The Wealth Enhancement Group
Merv Rudner Emerald Wealth Management Page 22
Sanda Salem Integrated Financial Group
David Sandstrom Ameriprise Financial Services Inc
Jonathan Sard Sard Wealth Management Group
Rick Saunders Ameriprise Financial Services Inc
Ronald Savarese Morgan Stanley Smith Barney
Lisa Schiffer HAampW Wealth Management Page 16
Joshua Schlieman Sullivan amp Schlieman Wealth Management
Natalie Schmook SunTrust Investment Services
Steven Schnupp Schnupp Wealth Management Page 11
Jeff Schultz Raymond James | Morgan Keegan
Al Searcy Searcy Weems-Scott amp Associates
Craig Seligman Proactive Wealth Strategies
James Shelden Morgan Stanley Smith Barney
Marta Shen Spring Street Financial
Cary Sheppard Valic
Peter Siegel Morgan Stanley Smith Barney
Michael Silver Ameriprise Financial Services Inc
Susan Simonton Simonton Financial Associates Page 19
James ldquoCodyrdquo Sims Ameriprise Financial Services Inc
Michael Skrynecki Morgan Stanley Smith Barney
Michael Smith RTD Financial Advisors
Cathleen Stevens Cathy Stevens and Associates
Crystal Stevens Creative Financial Group
Mark Stevens Stevens Wealth Strategies
Ryan Stewart Raymond James | Morgan Keegan
Michael Stone Milestone Investment Management
Andrew Sullivan Sullivan amp Schlieman Wealth Management
Mark Tabak Ameriprise Financial Services Inc
Leroy Tanker Freedom Financial Services
Michael Tarrant Financial Network Associates
Donald Tessmer Tax amp Financial Management Page 22
Jeff Thomas Retirement Asset Management
Jennifer Thomas Henssler Financial
Joe Thomas SunTrust Investment Services
Russ Thornton Wealthcare Capital Management
Thomas Tolleson Wellspring Financial
Brad Towson Morgan Stanley Smith Barney
Richard Tull Capstone Financial Partners
Scott Varon Capstone Financial Partners
James Vijande Oppenheimer amp Company
Karen Vining Vining Financial Services
Mark Vosk National Financial Services Group
Lewis Walker Walker Capital Management Corporation
David Ward North Point Wealth Management
DeWitt Weaver III Weaver Capital Management
Charles Weber Ameriprise Financial Services Inc
Connie Weems-Scott Searcy Weems-Scott amp Associates
Peter Weinbaum New England Financial
Ian Weinstein Ameriprise Financial Services Inc
Graham Wickham Wickham Financial Group
Peter Wilder Ameriprise Financial Services Inc
Rachel Wilder Eagle Strategies
Daniel Wildermuth Kalos Financial
Kerstin Wiles Homrich Berg
Barbara Wiley Sherrill amp Hutchins Financial Advisory
Glen Wilk Merrill Lynch
Jamie Williams Five Talents Wealth Management
Joseph ldquoJoerdquo Wilson TIAA-CREF
Steve Wisnewski Georgia Advisory Group
Shaun Wright Merrill Lynch
Charles Zimmerman SignatureFD
InsuranceGary Bottoms The Bottoms Group
Janet Peavy Strategic Stewardship
Maury Shapiro Your Wealth PartnersAXA Advisors Page 22
Joel Weitnauer Weitnauer amp Associates
Bryan Wulz New York Life Insurance Company
Tim Wyrobek Crescent Wealth Management
InvestmentsL Gregg Adams Raymond James | Morgan
Keegan
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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Star P
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ional
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ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Fred Akers Wells Fargo Advisors LLC
Doug Aldridge Jr Wells Fargo Advisors LLC
Gary Alexander Wells Fargo Advisors LLC
Robert ldquoToddrdquo Altizer Edward Jones
Mark Anheier Charles Schwab
Margaret Archer Wells Fargo Advisors LLC Page 12
Michael Athanas Morgan Stanley Smith Barney
Jay Bailey Citadel Wealth Management
William Baker William Baker amp 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
Russ Broda Wells Fargo Advisors LLC
Lisa Brown Brightworth
Loring Brown II Morgan Stanley Smith Barney
Joanne Bryant Charles Schwab
Tula Burch Princor
Ronald Burdekin Wells Fargo Advisors LLC
Thomas Burdg TBCI
Paul Busino Level Creek Wealth Management
Robert Butler Register Financial Associates
Mike Butts Alliance Retirement amp Investment Services
Scott Calhoun Glenmore Advisors
Alex Cann Morgan Stanley Smith Barney
Richard Cardin Benjamin F Edwards amp Company
Bill Carnes Raymond James | Morgan Keegan
Bob Carson Carson Advisory
Gary Casey Merrill Lynch
Philip Catledge CMC Financial Group
Bill Chandler Edward Jones
Joseph Chandler Wells Fargo Advisors LLC
TC Cheoun SunTrust Investment Services
Ben Clark Edward Jones
Krista Clarke Sterne Agee amp Leach
Patty Clemmons United Capital
Darrin Cohen Wealth Enhancement amp 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
Clayton Constant Merrill Lynch
Antonio Conticelli Merrill Lynch
Diane Cook SunTrust Investment Services
Sean Cook DCA Global Wealth Management
Eric Cramer Buckhead Investment Partners
Bobby Cremins Metanoia Financial
David Cross Bank of AmericaMerrill Lynch
Susan Curry Wells Fargo Advisors LLC
M Elizabeth Dale Merrill Lynch
Marc Daner Wells Fargo Advisors LLC
Chris Dardaman Brightworth
Roland de Liniere Benjamin F Edwards amp Company
William deButts Glenmore Advisors
Thomas Delahunt Raymond James | Morgan Keegan
Patrick Desamours Edward Jones
Mike DeWitt Smith amp Howard Wealth Management
Jeffrey Diamond JP Morgan Securities
Jonathan Dickson Morgan Stanley Smith Barney
David P Dillon Wells Fargo Advisors LLC
Jay DrsquoMeza Wells Fargo Advisors LLC
Brian Doe Gratus Capital Management
David Doll Morgan Stanley Smith Barney
Ray Dotson Capital Planning amp Investments
Scott Dozier Merrill Lynch
Sam Drake Morgan Stanley Smith Barney Page 13
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
Bruce Faurot Janney Montgomery Scott
Todd Ferguson JT Stratford Advisors
Annika Ferris Brightworth
Todd Fields Trusted Wealth Management
David Fisher SignatureFD
Douglas Fluke DSF Wealth Management
Frank Fontanella SunTrust Investment Services
William Fowler Raymond James | Morgan Keegan
Jeff Frame SunTrust Investment Services
Stephen Frederick Edward Jones
Kristofer Funkhouser SunTrust Investment Services
Monnye Hedrick Furr Benjamin F Edwards amp Company
Burwell Geiger Atlanta Capital Group Page 20
Richard Gilmore Raymond James | Morgan Keegan
Monica Giuseffi Edward Jones
Robert Morris Glasgow Glasgow Capital Management
Allan Gottlieb Raymond James | Morgan Keegan
David Gouzie Register Financial Associates
William Grant Merrill Lynch
Jeffrey Gray Wells Fargo Advisors LLC
Ellis Green Raymond James amp Associates
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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Star P
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ional
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Star P
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ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Amy Greenway Edward Jones
Robin Grier Robin Grier Financial Services
Alan Gross Wells Fargo Advisors LLC
Molly Guenther A Montag amp Associates
Anthony Guinta Homrich Berg
John Haag WealthSense Advisory GroupRaymond James amp Associates
Jack Harmon Harmon Financial Advisors
Bill Harris Buckhead Investment Partners
Paul Harrison Edward Jones
Steve Hayden Atlanta Planning Group
Jennifer Heal Edward Jones
Robert Heisterberg Morgan Stanley Smith Barney
Richard Henderson Atlanta Financial Associates Page 15
David Hendricks Morgan Stanley Smith Barney
Gene Henssler Henssler Financial
Thomas M Hidell Jr Wells Fargo Advisors LLC Page 18
Andrew Hill SunTrust Investment Services
Robert Hockett Cambridge Southern Financial Advisors
Jep Hogan Morgan Stanley Smith Barney
Junko Horvath Fujiyama Advisors Page 20
Mark Houghton Morgan Stanley Smith Barney
Jon Houk JPH Advisory Group Page 15
Haynes Huffard Wells Fargo Advisors LLC
John Hydrick Morgan Stanley Smith Barney
Lenard Iglar Raymond James | Morgan Keegan
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
Dwight Kees American Wealth Management Page 18
Scott Keller Henssler Financial
Warren Kennett Wells Fargo Advisors LLC
Mark Kopkin Raymond James | Morgan Keegan Page 21
William Kosty William A Kosty CPA
William Kring Kring Financial Management
Bob Kurtz Merrill Lynch
Linda Kuryloski Edward Jones
Lynne Kytle-Henderson Morgan Stanley Smith Barney Page 18
Paul Lang Edward Jones
Carolyn LaRocco Atlanta Consulting GroupMorgan Keegan
Walton Lee SunTrust Investment Services
Bryan Lewis Wells Fargo Advisors LLC
Nathan Link Morgan Stanley Smith Barney
Henry Lins Scott amp Stringfellow
Fredrick Livingston Planmark Capital Management
Ray Logan Raymond James | Morgan Keegan
Scott Macolino SunTrust Investment Services
Mike Maltby Wells Fargo Advisors LLC
Marvin Mangham Atlanta Planning Group
Steven Marino Wells Fargo Advisors LLC Page 21
Brian Martin Wells Fargo Advisors LLC
Stephen Martiny Primerica Financial Services
Paul Massa Invest Financial
Erwin Matthews One Source Advisory Services
JC Mauldin Morgan Stanley Smith Barney
Corey May Morgan Stanley Smith Barney
Frederic May First Allied
Edwin Mayer Ameriprise Financial Services Inc
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
H Ronald Miller Raymond James | Morgan Keegan
Debby Minot ETRADE Financial
Joe Modica Merrill Lynch
Anthony Montag A Montag amp Associates
Hugh Moody Merrill Lynch
Tom Moore Capital Investment Advisors
Debbie Montgomery DM Financial Planning
William Mumpower Ashford AdvisorsPark Avenue Securities Page 12
Barry Munro Munro Legacy Planners
Gary R Neigeborn Janney Montgomery Scott
Leslie Netter Morgan Stanley Smith Barney
John Noonan Register Financial Associates
Kent Nuzum Wells Fargo Advisors LLC
Fred OrsquoNeal Edward Jones
Stephan Oster Oster amp Fischer
Ray Padron Brightworth
Milton Park Robert W Baird amp Company
Al Parker Morgan Stanley Private Wealth Management
Charles Parker Morgan Stanley Smith Barney
Lynda Parker Advanced Financial Strategies Page 16
Theodore Parrish Henssler Financial
Mary Peterson Thrivent Financial
Robert Pierson Raymond James | Morgan Keegan
Charles Pinigis Ameriprise Financial Services Inc
Misty Pittman Riveredge Financial Services
Kristen Plowman SunTrust Investment Services
David Polstra Brightworth
Kris Pope Avery amp Pope Wealth Management
John Poss JB Poss amp Associates
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
copy Five
Star P
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
award winners listed by primary services and listed alphabetically by last name
Roy Roberts Jr Wells Fargo Advisors LLC
Forrest Robertson Buckhead Investment Partners
Karen Robertson-Wall Wells Fargo Advisors LLC Page 22
John Rodzik Rodzik Investment Management
Rick Rogers Edward Jones
Judy Ross JThompson Ross Investments
Joe Roth Edward Jones
Mike Rothfarb Morgan Stanley Smith Barney
Russell Roush Raymond James | Morgan Keegan
Emily Sanders United Capital
Reneigh Satterfield Edward Jones
Gary Schantz Sovereign Legacy
Martin B Schofield Schofield Capital Management
Robert Schultz Rollins Financial
Jeff Seavey SunTrust Investment Services
Michael Sesan Edward Jones
Alfred Shams Lm 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
Jonathon Sisson Wells Fargo Advisors LLC
Maceo Sloan Merrill Lynch
Casey Smith Wiser Wealth Management
Susan Lundeen Smith Morgan Stanley Smith Barney
Jerold Sniderman Sniderman Wealth Management
Robert Snow Scott amp Stringfellow
Yvonne Sowell-Odom Wells Fargo Advisors LLC
Michael Stark American Financial Advisors
Jeff Stevenson Morgan Stanley Smith Barney
Skip Stone Morgan Stanley Smith Barney
Brady Stoor Charles Schwab
Eric Stuckey Cornerstone Private Client Group
William Tallman Merrill Lynch
James Tally US Trust Private Wealth Management
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 amp Leach
Stephen Trammell Wells Fargo Advisors LLC
Martin Truax Raymond James | Morgan Keegan
Jefferson Tutt Edward Jones
Andrew Tymchuk Wells Fargo Advisors LLC
Benny Varzi Merrill Lynch
Lauren Vogel Wells Fargo Advisors LLC Page 22
Mark Walter Wells Fargo Advisors LLC
Melanie Walton Morgan Stanley Smith Barney
Nancy Warnick Warnick amp Cain Page 19
Joshua Weber Morgan Stanley Smith Barney
Gary T Welden Welden Financial Services
James Welden Welden Financial Services
Jeffrey Wiener Wells Fargo Advisors LLC
Robert Wilder American Wealth Management
Buck Wiley III Merrill Lynch
Victor Wilkerson Advocacy Wealth Management
Michael Witt Wells Fargo Advisors LLC
Kenneth Woods Asset Preservation Advisors
Carl Youngdale Advisor Financial Services
TaxationAnna Armstrong Kelley Boshell Toole amp
Ellison
Stephen Bancroft Steve Bancroft CPA
Bradley Carroll DeLuca Ladd amp Carroll CPAs amp Strategic Advisors
Emily Cowan Henssler Financial
Daniel DiLuzio DiLuzio amp Henssler
Sheldon Donner Aarons Grant amp Habif
Carol Dubberly Dubberly CPA
Curtis Finch Curtis Finch CPA
Greg Gates PYA GatesMoore Page 20
Christopher Graham The Private Client Law Group Page 17
Debbie Griffiths Debbie Griffiths CPA
Gregory Hardwick Hardwick Dunagan amp Company
Wesley Hargrave Hargrave Freeman amp Leto
J Michael Hendricks Frazier amp Deeter
Tammie Hendricks Henssler Financial
Patricia Henssler Henssler Financial
Louise Jackson The Jackson Group CPAs
Stuart Jackson The Jackson Group CPAs
Scott Jacobson Scott Jacobson CPA
William Kellert William M Kellert CPA
David Jon Lerner Ascent CPA Group
Dean Lorentzson Lorentzson amp Company
Daniel Lucas oXYGen Financial Tax amp Business Services
Roger W Lusby III Frazier amp Deeter
Kathy Moore-Nietrzeba Henssler Financial
Howard Neiman Babush Neiman Kornman amp Johnson
Shirley Osborne-Vanderbilt The Osborne CPA Firm
Irvin Rabinowitz Robinson Rabinowitz amp Bernstein Page 22
Pauline Reynolds HLB Gross Collins Page 19
Ann Rushing Robins Eskew Smith amp Jordan
Houston Smith Robins Eskew Smith amp Jordan
Jay Starkman Jay Starkman CPA
Michael G Verner Verner Bromberg amp Cohen
Dana Whitledge Dana Whitledge CPA
Mark Wyssbrod Pro-Active Tax amp Advisory Solutions
Cheryl Yarbrough Windham Brannon
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph A BellYour 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
bull I will provide a personalized investment plan showing your fi nancial healthbull I will implement an agreed-upon plan for your fi nancial health bull I will provide regular check-ups to monitor your fi nancial health
I have been helping successful clients with their fi nancial 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 fi nancial advisors within Wells Fargo Advisors and refl ects 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 fi nancial-health goals I am currently accepting new successful clients
950 East Paces Ferry Road Suite 1600 bull Atlanta GA 30326Office (404) 240-9018 bull Cell (304) 615-6047
josephabellwfadvisorscom bull homewellsfargoadvisorscomjosephabell
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]
Title Vice President ndash Investment Officer
Credentials Certified Divorce Financial Consultant Chartered Financial Consultantreg CLUreg LUTCF
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Linda M Kuehn
Relationships Built on Trust
not Transactions
At McCormack Financial Planning Inc we off er personal and business fi nancial planning services by identifying clientsrsquo goals and developing individualized strategies to accomplish them We off er our clients experience they can trust expertise that provides integrity and service to their plans and dreams We are committed to becoming our clientsrsquo most trusted advisor by creating a personal caring relationship
2002 Summit Boulevard Suite 1275 bull Atlanta GA 30319 Office (404) 236-7316
lindamccormackfpcom bull wwwmccormackfpcom
McCormack Financial Planning Inc is a Registered Investment Advisory Firm
Client ApproachIndividualized strategies
PhilosophyldquoThe New Retirementrdquo
My RewardSeeing my clients achieve and live their dreams
Compensation MethodFee based
bull Portfolio management
bull Retirementincome planning
bull Risk management
Titles McCormack Financial Planning Inc VP
Licenses Series 7 66
Areas of Focus Preretirement and Retirement
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Steven SchnuppProfessional Guidance Centered on Creating Financial Freedom on Your Terms
bull Long-term relationships centered on understanding each clientrsquos unique wealth goalsbull Stewardship of your familyrsquos wealthbull Eff ective strategies for transferring your wealth to future generations and philanthropic interests
Schnupp Wealth Management off ers a dynamic total wealth management approach that is designed to help address each of our clientrsquos unique fi nancial objectives We work to identify your personal professional and fi nancial 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 lifersquos changing fi nancial landscape Since most of our clients identify their ultimate goal as a comfortable retirement we focus on income creation designed to provide you with fi nancial freedom on your terms
12725 Morris Road Ext Suite 130 bull Alpharetta GA 30004Office (770) 552-1500 bull Toll-free (866) 552-2600
stevenschnupplplcom bull wwwlpladvisorwebcomstevenschnupp
Securities and Advisory Services offered through LPL Financial Member FINRASIPC and a Registered Investment Advisor
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
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Margie Archer
Our Goal to Achieve Yours
bull Personalized wealth strategies
bull Retirement and income planning
bull Portfolio management
Title Vice President ndash 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 effi ciency 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 1600Atlanta GA 30326
Offi ce (404) 365-4983 bull Cell (404) 993-6300
margiearcherwellsfargoadvisorscom wwwmarcherwfadvcom
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
bull Impassioned advocates for our clients
bull Integrated comprehensive process
bull More than 50 years of combined experience
Matthew G Lipscomb CLUreg ChFCreg
William R Mumpower CLUreg CFPreg Left to right Five-year winners Matthew G Lipscomb and William R Mumpower
This is our commitment to you mdash 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
Two Ravinia Drive Suite 750 Atlanta GA 30346
Phone (770) 390-2600
wwwashfordadvisorsnet
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) Two Ravinia Drive Suite 750 Atlanta GA 30346 (770) 390-2600 Securities productsservices 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
WINNER
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Gary S Brochin
Integrity bull Independent bull Insight
bull Disciplined investment approach
bull Individually tailored portfolios
bull Retirement and trust services
Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt
Dominick amp 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 strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years
3343 Peachtree Road Northeast Suite 225Atlanta GA 30326
Phone (404) 504-8430Toll-free (800) 681-9981
gbrochindominickanddominickcom
Dominick amp Dominick LLC member FINRA SIPC
Sam Drake
Focus on Investment Excellence
bull Planning-based asset management
bull Tactical-driven research
bull Risk-management strategies
Vice President Financial Advisor
I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices 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
Offi ce (404) 459-3895 bull Cell (404) 435-6317
samdrakemssbcom bull wwwmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
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ional
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Star P
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ional
copy Five
Star P
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ional
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Star P
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ional
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ional
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ional
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Star P
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ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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ional
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Star P
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ional
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Star P
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ional
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ional
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Star P
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Jeff Peller SignatureFD
Phillip Pennartz Proactive Wealth Strategies Page 19
Kimberley Perry Merrill Lynch
Michael Petros Robert W Baird amp Company Page 21
David Pierce Catalyst Wealth Management
William Ponder Ameriprise Financial Services Inc
Sally Poole LPL FinancialIntegrated Financial
Micah Porter Minerva Planning Group
Carter Potts Lloyd Professional Group
Karen Powell Orion Financial Associates
Travis Propst Merrill Lynch
Jeffrey Purdon Scott amp Stringfellow
Jean Raines First Command Financial Planning
Kate Redden Ronald Blue amp Company
Jeremy Reese Ameriprise Financial Services Inc
Angela Rehkop Financial Care Providers
Patrick Renn The Renn Wealth Management Group
Chris Reynolds Ameriprise Financial Services Inc
S Neal Rhoney Ameriprise Financial Services Inc
Karen Rinehart Henssler Financial
Derrick Rivera Ameriprise Financial Services Inc
James Roberts Merrill Lynch
Robert Rollauer Lincoln Financial Advisors
Andres Romero Madison Financial Group
Greg Rose Morgan Stanley Smith Barney
Michael Ross The Wealth Enhancement Group
Merv Rudner Emerald Wealth Management Page 22
Sanda Salem Integrated Financial Group
David Sandstrom Ameriprise Financial Services Inc
Jonathan Sard Sard Wealth Management Group
Rick Saunders Ameriprise Financial Services Inc
Ronald Savarese Morgan Stanley Smith Barney
Lisa Schiffer HAampW Wealth Management Page 16
Joshua Schlieman Sullivan amp Schlieman Wealth Management
Natalie Schmook SunTrust Investment Services
Steven Schnupp Schnupp Wealth Management Page 11
Jeff Schultz Raymond James | Morgan Keegan
Al Searcy Searcy Weems-Scott amp Associates
Craig Seligman Proactive Wealth Strategies
James Shelden Morgan Stanley Smith Barney
Marta Shen Spring Street Financial
Cary Sheppard Valic
Peter Siegel Morgan Stanley Smith Barney
Michael Silver Ameriprise Financial Services Inc
Susan Simonton Simonton Financial Associates Page 19
James ldquoCodyrdquo Sims Ameriprise Financial Services Inc
Michael Skrynecki Morgan Stanley Smith Barney
Michael Smith RTD Financial Advisors
Cathleen Stevens Cathy Stevens and Associates
Crystal Stevens Creative Financial Group
Mark Stevens Stevens Wealth Strategies
Ryan Stewart Raymond James | Morgan Keegan
Michael Stone Milestone Investment Management
Andrew Sullivan Sullivan amp Schlieman Wealth Management
Mark Tabak Ameriprise Financial Services Inc
Leroy Tanker Freedom Financial Services
Michael Tarrant Financial Network Associates
Donald Tessmer Tax amp Financial Management Page 22
Jeff Thomas Retirement Asset Management
Jennifer Thomas Henssler Financial
Joe Thomas SunTrust Investment Services
Russ Thornton Wealthcare Capital Management
Thomas Tolleson Wellspring Financial
Brad Towson Morgan Stanley Smith Barney
Richard Tull Capstone Financial Partners
Scott Varon Capstone Financial Partners
James Vijande Oppenheimer amp Company
Karen Vining Vining Financial Services
Mark Vosk National Financial Services Group
Lewis Walker Walker Capital Management Corporation
David Ward North Point Wealth Management
DeWitt Weaver III Weaver Capital Management
Charles Weber Ameriprise Financial Services Inc
Connie Weems-Scott Searcy Weems-Scott amp Associates
Peter Weinbaum New England Financial
Ian Weinstein Ameriprise Financial Services Inc
Graham Wickham Wickham Financial Group
Peter Wilder Ameriprise Financial Services Inc
Rachel Wilder Eagle Strategies
Daniel Wildermuth Kalos Financial
Kerstin Wiles Homrich Berg
Barbara Wiley Sherrill amp Hutchins Financial Advisory
Glen Wilk Merrill Lynch
Jamie Williams Five Talents Wealth Management
Joseph ldquoJoerdquo Wilson TIAA-CREF
Steve Wisnewski Georgia Advisory Group
Shaun Wright Merrill Lynch
Charles Zimmerman SignatureFD
InsuranceGary Bottoms The Bottoms Group
Janet Peavy Strategic Stewardship
Maury Shapiro Your Wealth PartnersAXA Advisors Page 22
Joel Weitnauer Weitnauer amp Associates
Bryan Wulz New York Life Insurance Company
Tim Wyrobek Crescent Wealth Management
InvestmentsL Gregg Adams Raymond James | Morgan
Keegan
copy Five
Star P
rofess
ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Fred Akers Wells Fargo Advisors LLC
Doug Aldridge Jr Wells Fargo Advisors LLC
Gary Alexander Wells Fargo Advisors LLC
Robert ldquoToddrdquo Altizer Edward Jones
Mark Anheier Charles Schwab
Margaret Archer Wells Fargo Advisors LLC Page 12
Michael Athanas Morgan Stanley Smith Barney
Jay Bailey Citadel Wealth Management
William Baker William Baker amp 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
Russ Broda Wells Fargo Advisors LLC
Lisa Brown Brightworth
Loring Brown II Morgan Stanley Smith Barney
Joanne Bryant Charles Schwab
Tula Burch Princor
Ronald Burdekin Wells Fargo Advisors LLC
Thomas Burdg TBCI
Paul Busino Level Creek Wealth Management
Robert Butler Register Financial Associates
Mike Butts Alliance Retirement amp Investment Services
Scott Calhoun Glenmore Advisors
Alex Cann Morgan Stanley Smith Barney
Richard Cardin Benjamin F Edwards amp Company
Bill Carnes Raymond James | Morgan Keegan
Bob Carson Carson Advisory
Gary Casey Merrill Lynch
Philip Catledge CMC Financial Group
Bill Chandler Edward Jones
Joseph Chandler Wells Fargo Advisors LLC
TC Cheoun SunTrust Investment Services
Ben Clark Edward Jones
Krista Clarke Sterne Agee amp Leach
Patty Clemmons United Capital
Darrin Cohen Wealth Enhancement amp 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
Clayton Constant Merrill Lynch
Antonio Conticelli Merrill Lynch
Diane Cook SunTrust Investment Services
Sean Cook DCA Global Wealth Management
Eric Cramer Buckhead Investment Partners
Bobby Cremins Metanoia Financial
David Cross Bank of AmericaMerrill Lynch
Susan Curry Wells Fargo Advisors LLC
M Elizabeth Dale Merrill Lynch
Marc Daner Wells Fargo Advisors LLC
Chris Dardaman Brightworth
Roland de Liniere Benjamin F Edwards amp Company
William deButts Glenmore Advisors
Thomas Delahunt Raymond James | Morgan Keegan
Patrick Desamours Edward Jones
Mike DeWitt Smith amp Howard Wealth Management
Jeffrey Diamond JP Morgan Securities
Jonathan Dickson Morgan Stanley Smith Barney
David P Dillon Wells Fargo Advisors LLC
Jay DrsquoMeza Wells Fargo Advisors LLC
Brian Doe Gratus Capital Management
David Doll Morgan Stanley Smith Barney
Ray Dotson Capital Planning amp Investments
Scott Dozier Merrill Lynch
Sam Drake Morgan Stanley Smith Barney Page 13
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
Bruce Faurot Janney Montgomery Scott
Todd Ferguson JT Stratford Advisors
Annika Ferris Brightworth
Todd Fields Trusted Wealth Management
David Fisher SignatureFD
Douglas Fluke DSF Wealth Management
Frank Fontanella SunTrust Investment Services
William Fowler Raymond James | Morgan Keegan
Jeff Frame SunTrust Investment Services
Stephen Frederick Edward Jones
Kristofer Funkhouser SunTrust Investment Services
Monnye Hedrick Furr Benjamin F Edwards amp Company
Burwell Geiger Atlanta Capital Group Page 20
Richard Gilmore Raymond James | Morgan Keegan
Monica Giuseffi Edward Jones
Robert Morris Glasgow Glasgow Capital Management
Allan Gottlieb Raymond James | Morgan Keegan
David Gouzie Register Financial Associates
William Grant Merrill Lynch
Jeffrey Gray Wells Fargo Advisors LLC
Ellis Green Raymond James amp Associates
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Amy Greenway Edward Jones
Robin Grier Robin Grier Financial Services
Alan Gross Wells Fargo Advisors LLC
Molly Guenther A Montag amp Associates
Anthony Guinta Homrich Berg
John Haag WealthSense Advisory GroupRaymond James amp Associates
Jack Harmon Harmon Financial Advisors
Bill Harris Buckhead Investment Partners
Paul Harrison Edward Jones
Steve Hayden Atlanta Planning Group
Jennifer Heal Edward Jones
Robert Heisterberg Morgan Stanley Smith Barney
Richard Henderson Atlanta Financial Associates Page 15
David Hendricks Morgan Stanley Smith Barney
Gene Henssler Henssler Financial
Thomas M Hidell Jr Wells Fargo Advisors LLC Page 18
Andrew Hill SunTrust Investment Services
Robert Hockett Cambridge Southern Financial Advisors
Jep Hogan Morgan Stanley Smith Barney
Junko Horvath Fujiyama Advisors Page 20
Mark Houghton Morgan Stanley Smith Barney
Jon Houk JPH Advisory Group Page 15
Haynes Huffard Wells Fargo Advisors LLC
John Hydrick Morgan Stanley Smith Barney
Lenard Iglar Raymond James | Morgan Keegan
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
Dwight Kees American Wealth Management Page 18
Scott Keller Henssler Financial
Warren Kennett Wells Fargo Advisors LLC
Mark Kopkin Raymond James | Morgan Keegan Page 21
William Kosty William A Kosty CPA
William Kring Kring Financial Management
Bob Kurtz Merrill Lynch
Linda Kuryloski Edward Jones
Lynne Kytle-Henderson Morgan Stanley Smith Barney Page 18
Paul Lang Edward Jones
Carolyn LaRocco Atlanta Consulting GroupMorgan Keegan
Walton Lee SunTrust Investment Services
Bryan Lewis Wells Fargo Advisors LLC
Nathan Link Morgan Stanley Smith Barney
Henry Lins Scott amp Stringfellow
Fredrick Livingston Planmark Capital Management
Ray Logan Raymond James | Morgan Keegan
Scott Macolino SunTrust Investment Services
Mike Maltby Wells Fargo Advisors LLC
Marvin Mangham Atlanta Planning Group
Steven Marino Wells Fargo Advisors LLC Page 21
Brian Martin Wells Fargo Advisors LLC
Stephen Martiny Primerica Financial Services
Paul Massa Invest Financial
Erwin Matthews One Source Advisory Services
JC Mauldin Morgan Stanley Smith Barney
Corey May Morgan Stanley Smith Barney
Frederic May First Allied
Edwin Mayer Ameriprise Financial Services Inc
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
H Ronald Miller Raymond James | Morgan Keegan
Debby Minot ETRADE Financial
Joe Modica Merrill Lynch
Anthony Montag A Montag amp Associates
Hugh Moody Merrill Lynch
Tom Moore Capital Investment Advisors
Debbie Montgomery DM Financial Planning
William Mumpower Ashford AdvisorsPark Avenue Securities Page 12
Barry Munro Munro Legacy Planners
Gary R Neigeborn Janney Montgomery Scott
Leslie Netter Morgan Stanley Smith Barney
John Noonan Register Financial Associates
Kent Nuzum Wells Fargo Advisors LLC
Fred OrsquoNeal Edward Jones
Stephan Oster Oster amp Fischer
Ray Padron Brightworth
Milton Park Robert W Baird amp Company
Al Parker Morgan Stanley Private Wealth Management
Charles Parker Morgan Stanley Smith Barney
Lynda Parker Advanced Financial Strategies Page 16
Theodore Parrish Henssler Financial
Mary Peterson Thrivent Financial
Robert Pierson Raymond James | Morgan Keegan
Charles Pinigis Ameriprise Financial Services Inc
Misty Pittman Riveredge Financial Services
Kristen Plowman SunTrust Investment Services
David Polstra Brightworth
Kris Pope Avery amp Pope Wealth Management
John Poss JB Poss amp Associates
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
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
award winners listed by primary services and listed alphabetically by last name
Roy Roberts Jr Wells Fargo Advisors LLC
Forrest Robertson Buckhead Investment Partners
Karen Robertson-Wall Wells Fargo Advisors LLC Page 22
John Rodzik Rodzik Investment Management
Rick Rogers Edward Jones
Judy Ross JThompson Ross Investments
Joe Roth Edward Jones
Mike Rothfarb Morgan Stanley Smith Barney
Russell Roush Raymond James | Morgan Keegan
Emily Sanders United Capital
Reneigh Satterfield Edward Jones
Gary Schantz Sovereign Legacy
Martin B Schofield Schofield Capital Management
Robert Schultz Rollins Financial
Jeff Seavey SunTrust Investment Services
Michael Sesan Edward Jones
Alfred Shams Lm 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
Jonathon Sisson Wells Fargo Advisors LLC
Maceo Sloan Merrill Lynch
Casey Smith Wiser Wealth Management
Susan Lundeen Smith Morgan Stanley Smith Barney
Jerold Sniderman Sniderman Wealth Management
Robert Snow Scott amp Stringfellow
Yvonne Sowell-Odom Wells Fargo Advisors LLC
Michael Stark American Financial Advisors
Jeff Stevenson Morgan Stanley Smith Barney
Skip Stone Morgan Stanley Smith Barney
Brady Stoor Charles Schwab
Eric Stuckey Cornerstone Private Client Group
William Tallman Merrill Lynch
James Tally US Trust Private Wealth Management
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 amp Leach
Stephen Trammell Wells Fargo Advisors LLC
Martin Truax Raymond James | Morgan Keegan
Jefferson Tutt Edward Jones
Andrew Tymchuk Wells Fargo Advisors LLC
Benny Varzi Merrill Lynch
Lauren Vogel Wells Fargo Advisors LLC Page 22
Mark Walter Wells Fargo Advisors LLC
Melanie Walton Morgan Stanley Smith Barney
Nancy Warnick Warnick amp Cain Page 19
Joshua Weber Morgan Stanley Smith Barney
Gary T Welden Welden Financial Services
James Welden Welden Financial Services
Jeffrey Wiener Wells Fargo Advisors LLC
Robert Wilder American Wealth Management
Buck Wiley III Merrill Lynch
Victor Wilkerson Advocacy Wealth Management
Michael Witt Wells Fargo Advisors LLC
Kenneth Woods Asset Preservation Advisors
Carl Youngdale Advisor Financial Services
TaxationAnna Armstrong Kelley Boshell Toole amp
Ellison
Stephen Bancroft Steve Bancroft CPA
Bradley Carroll DeLuca Ladd amp Carroll CPAs amp Strategic Advisors
Emily Cowan Henssler Financial
Daniel DiLuzio DiLuzio amp Henssler
Sheldon Donner Aarons Grant amp Habif
Carol Dubberly Dubberly CPA
Curtis Finch Curtis Finch CPA
Greg Gates PYA GatesMoore Page 20
Christopher Graham The Private Client Law Group Page 17
Debbie Griffiths Debbie Griffiths CPA
Gregory Hardwick Hardwick Dunagan amp Company
Wesley Hargrave Hargrave Freeman amp Leto
J Michael Hendricks Frazier amp Deeter
Tammie Hendricks Henssler Financial
Patricia Henssler Henssler Financial
Louise Jackson The Jackson Group CPAs
Stuart Jackson The Jackson Group CPAs
Scott Jacobson Scott Jacobson CPA
William Kellert William M Kellert CPA
David Jon Lerner Ascent CPA Group
Dean Lorentzson Lorentzson amp Company
Daniel Lucas oXYGen Financial Tax amp Business Services
Roger W Lusby III Frazier amp Deeter
Kathy Moore-Nietrzeba Henssler Financial
Howard Neiman Babush Neiman Kornman amp Johnson
Shirley Osborne-Vanderbilt The Osborne CPA Firm
Irvin Rabinowitz Robinson Rabinowitz amp Bernstein Page 22
Pauline Reynolds HLB Gross Collins Page 19
Ann Rushing Robins Eskew Smith amp Jordan
Houston Smith Robins Eskew Smith amp Jordan
Jay Starkman Jay Starkman CPA
Michael G Verner Verner Bromberg amp Cohen
Dana Whitledge Dana Whitledge CPA
Mark Wyssbrod Pro-Active Tax amp Advisory Solutions
Cheryl Yarbrough Windham Brannon
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph A BellYour 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
bull I will provide a personalized investment plan showing your fi nancial healthbull I will implement an agreed-upon plan for your fi nancial health bull I will provide regular check-ups to monitor your fi nancial health
I have been helping successful clients with their fi nancial 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 fi nancial advisors within Wells Fargo Advisors and refl ects 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 fi nancial-health goals I am currently accepting new successful clients
950 East Paces Ferry Road Suite 1600 bull Atlanta GA 30326Office (404) 240-9018 bull Cell (304) 615-6047
josephabellwfadvisorscom bull homewellsfargoadvisorscomjosephabell
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]
Title Vice President ndash Investment Officer
Credentials Certified Divorce Financial Consultant Chartered Financial Consultantreg CLUreg LUTCF
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Linda M Kuehn
Relationships Built on Trust
not Transactions
At McCormack Financial Planning Inc we off er personal and business fi nancial planning services by identifying clientsrsquo goals and developing individualized strategies to accomplish them We off er our clients experience they can trust expertise that provides integrity and service to their plans and dreams We are committed to becoming our clientsrsquo most trusted advisor by creating a personal caring relationship
2002 Summit Boulevard Suite 1275 bull Atlanta GA 30319 Office (404) 236-7316
lindamccormackfpcom bull wwwmccormackfpcom
McCormack Financial Planning Inc is a Registered Investment Advisory Firm
Client ApproachIndividualized strategies
PhilosophyldquoThe New Retirementrdquo
My RewardSeeing my clients achieve and live their dreams
Compensation MethodFee based
bull Portfolio management
bull Retirementincome planning
bull Risk management
Titles McCormack Financial Planning Inc VP
Licenses Series 7 66
Areas of Focus Preretirement and Retirement
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Steven SchnuppProfessional Guidance Centered on Creating Financial Freedom on Your Terms
bull Long-term relationships centered on understanding each clientrsquos unique wealth goalsbull Stewardship of your familyrsquos wealthbull Eff ective strategies for transferring your wealth to future generations and philanthropic interests
Schnupp Wealth Management off ers a dynamic total wealth management approach that is designed to help address each of our clientrsquos unique fi nancial objectives We work to identify your personal professional and fi nancial 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 lifersquos changing fi nancial landscape Since most of our clients identify their ultimate goal as a comfortable retirement we focus on income creation designed to provide you with fi nancial freedom on your terms
12725 Morris Road Ext Suite 130 bull Alpharetta GA 30004Office (770) 552-1500 bull Toll-free (866) 552-2600
stevenschnupplplcom bull wwwlpladvisorwebcomstevenschnupp
Securities and Advisory Services offered through LPL Financial Member FINRASIPC and a Registered Investment Advisor
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
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Margie Archer
Our Goal to Achieve Yours
bull Personalized wealth strategies
bull Retirement and income planning
bull Portfolio management
Title Vice President ndash 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 effi ciency 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 1600Atlanta GA 30326
Offi ce (404) 365-4983 bull Cell (404) 993-6300
margiearcherwellsfargoadvisorscom wwwmarcherwfadvcom
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
bull Impassioned advocates for our clients
bull Integrated comprehensive process
bull More than 50 years of combined experience
Matthew G Lipscomb CLUreg ChFCreg
William R Mumpower CLUreg CFPreg Left to right Five-year winners Matthew G Lipscomb and William R Mumpower
This is our commitment to you mdash 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
Two Ravinia Drive Suite 750 Atlanta GA 30346
Phone (770) 390-2600
wwwashfordadvisorsnet
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) Two Ravinia Drive Suite 750 Atlanta GA 30346 (770) 390-2600 Securities productsservices 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
WINNER
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Gary S Brochin
Integrity bull Independent bull Insight
bull Disciplined investment approach
bull Individually tailored portfolios
bull Retirement and trust services
Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt
Dominick amp 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 strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years
3343 Peachtree Road Northeast Suite 225Atlanta GA 30326
Phone (404) 504-8430Toll-free (800) 681-9981
gbrochindominickanddominickcom
Dominick amp Dominick LLC member FINRA SIPC
Sam Drake
Focus on Investment Excellence
bull Planning-based asset management
bull Tactical-driven research
bull Risk-management strategies
Vice President Financial Advisor
I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices 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
Offi ce (404) 459-3895 bull Cell (404) 435-6317
samdrakemssbcom bull wwwmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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Star P
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
copy Five
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ional
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ional
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ional
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
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2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Fred Akers Wells Fargo Advisors LLC
Doug Aldridge Jr Wells Fargo Advisors LLC
Gary Alexander Wells Fargo Advisors LLC
Robert ldquoToddrdquo Altizer Edward Jones
Mark Anheier Charles Schwab
Margaret Archer Wells Fargo Advisors LLC Page 12
Michael Athanas Morgan Stanley Smith Barney
Jay Bailey Citadel Wealth Management
William Baker William Baker amp 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
Russ Broda Wells Fargo Advisors LLC
Lisa Brown Brightworth
Loring Brown II Morgan Stanley Smith Barney
Joanne Bryant Charles Schwab
Tula Burch Princor
Ronald Burdekin Wells Fargo Advisors LLC
Thomas Burdg TBCI
Paul Busino Level Creek Wealth Management
Robert Butler Register Financial Associates
Mike Butts Alliance Retirement amp Investment Services
Scott Calhoun Glenmore Advisors
Alex Cann Morgan Stanley Smith Barney
Richard Cardin Benjamin F Edwards amp Company
Bill Carnes Raymond James | Morgan Keegan
Bob Carson Carson Advisory
Gary Casey Merrill Lynch
Philip Catledge CMC Financial Group
Bill Chandler Edward Jones
Joseph Chandler Wells Fargo Advisors LLC
TC Cheoun SunTrust Investment Services
Ben Clark Edward Jones
Krista Clarke Sterne Agee amp Leach
Patty Clemmons United Capital
Darrin Cohen Wealth Enhancement amp 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
Clayton Constant Merrill Lynch
Antonio Conticelli Merrill Lynch
Diane Cook SunTrust Investment Services
Sean Cook DCA Global Wealth Management
Eric Cramer Buckhead Investment Partners
Bobby Cremins Metanoia Financial
David Cross Bank of AmericaMerrill Lynch
Susan Curry Wells Fargo Advisors LLC
M Elizabeth Dale Merrill Lynch
Marc Daner Wells Fargo Advisors LLC
Chris Dardaman Brightworth
Roland de Liniere Benjamin F Edwards amp Company
William deButts Glenmore Advisors
Thomas Delahunt Raymond James | Morgan Keegan
Patrick Desamours Edward Jones
Mike DeWitt Smith amp Howard Wealth Management
Jeffrey Diamond JP Morgan Securities
Jonathan Dickson Morgan Stanley Smith Barney
David P Dillon Wells Fargo Advisors LLC
Jay DrsquoMeza Wells Fargo Advisors LLC
Brian Doe Gratus Capital Management
David Doll Morgan Stanley Smith Barney
Ray Dotson Capital Planning amp Investments
Scott Dozier Merrill Lynch
Sam Drake Morgan Stanley Smith Barney Page 13
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
Bruce Faurot Janney Montgomery Scott
Todd Ferguson JT Stratford Advisors
Annika Ferris Brightworth
Todd Fields Trusted Wealth Management
David Fisher SignatureFD
Douglas Fluke DSF Wealth Management
Frank Fontanella SunTrust Investment Services
William Fowler Raymond James | Morgan Keegan
Jeff Frame SunTrust Investment Services
Stephen Frederick Edward Jones
Kristofer Funkhouser SunTrust Investment Services
Monnye Hedrick Furr Benjamin F Edwards amp Company
Burwell Geiger Atlanta Capital Group Page 20
Richard Gilmore Raymond James | Morgan Keegan
Monica Giuseffi Edward Jones
Robert Morris Glasgow Glasgow Capital Management
Allan Gottlieb Raymond James | Morgan Keegan
David Gouzie Register Financial Associates
William Grant Merrill Lynch
Jeffrey Gray Wells Fargo Advisors LLC
Ellis Green Raymond James amp Associates
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Amy Greenway Edward Jones
Robin Grier Robin Grier Financial Services
Alan Gross Wells Fargo Advisors LLC
Molly Guenther A Montag amp Associates
Anthony Guinta Homrich Berg
John Haag WealthSense Advisory GroupRaymond James amp Associates
Jack Harmon Harmon Financial Advisors
Bill Harris Buckhead Investment Partners
Paul Harrison Edward Jones
Steve Hayden Atlanta Planning Group
Jennifer Heal Edward Jones
Robert Heisterberg Morgan Stanley Smith Barney
Richard Henderson Atlanta Financial Associates Page 15
David Hendricks Morgan Stanley Smith Barney
Gene Henssler Henssler Financial
Thomas M Hidell Jr Wells Fargo Advisors LLC Page 18
Andrew Hill SunTrust Investment Services
Robert Hockett Cambridge Southern Financial Advisors
Jep Hogan Morgan Stanley Smith Barney
Junko Horvath Fujiyama Advisors Page 20
Mark Houghton Morgan Stanley Smith Barney
Jon Houk JPH Advisory Group Page 15
Haynes Huffard Wells Fargo Advisors LLC
John Hydrick Morgan Stanley Smith Barney
Lenard Iglar Raymond James | Morgan Keegan
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
Dwight Kees American Wealth Management Page 18
Scott Keller Henssler Financial
Warren Kennett Wells Fargo Advisors LLC
Mark Kopkin Raymond James | Morgan Keegan Page 21
William Kosty William A Kosty CPA
William Kring Kring Financial Management
Bob Kurtz Merrill Lynch
Linda Kuryloski Edward Jones
Lynne Kytle-Henderson Morgan Stanley Smith Barney Page 18
Paul Lang Edward Jones
Carolyn LaRocco Atlanta Consulting GroupMorgan Keegan
Walton Lee SunTrust Investment Services
Bryan Lewis Wells Fargo Advisors LLC
Nathan Link Morgan Stanley Smith Barney
Henry Lins Scott amp Stringfellow
Fredrick Livingston Planmark Capital Management
Ray Logan Raymond James | Morgan Keegan
Scott Macolino SunTrust Investment Services
Mike Maltby Wells Fargo Advisors LLC
Marvin Mangham Atlanta Planning Group
Steven Marino Wells Fargo Advisors LLC Page 21
Brian Martin Wells Fargo Advisors LLC
Stephen Martiny Primerica Financial Services
Paul Massa Invest Financial
Erwin Matthews One Source Advisory Services
JC Mauldin Morgan Stanley Smith Barney
Corey May Morgan Stanley Smith Barney
Frederic May First Allied
Edwin Mayer Ameriprise Financial Services Inc
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
H Ronald Miller Raymond James | Morgan Keegan
Debby Minot ETRADE Financial
Joe Modica Merrill Lynch
Anthony Montag A Montag amp Associates
Hugh Moody Merrill Lynch
Tom Moore Capital Investment Advisors
Debbie Montgomery DM Financial Planning
William Mumpower Ashford AdvisorsPark Avenue Securities Page 12
Barry Munro Munro Legacy Planners
Gary R Neigeborn Janney Montgomery Scott
Leslie Netter Morgan Stanley Smith Barney
John Noonan Register Financial Associates
Kent Nuzum Wells Fargo Advisors LLC
Fred OrsquoNeal Edward Jones
Stephan Oster Oster amp Fischer
Ray Padron Brightworth
Milton Park Robert W Baird amp Company
Al Parker Morgan Stanley Private Wealth Management
Charles Parker Morgan Stanley Smith Barney
Lynda Parker Advanced Financial Strategies Page 16
Theodore Parrish Henssler Financial
Mary Peterson Thrivent Financial
Robert Pierson Raymond James | Morgan Keegan
Charles Pinigis Ameriprise Financial Services Inc
Misty Pittman Riveredge Financial Services
Kristen Plowman SunTrust Investment Services
David Polstra Brightworth
Kris Pope Avery amp Pope Wealth Management
John Poss JB Poss amp Associates
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
copy Five
Star P
rofess
ional
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
award winners listed by primary services and listed alphabetically by last name
Roy Roberts Jr Wells Fargo Advisors LLC
Forrest Robertson Buckhead Investment Partners
Karen Robertson-Wall Wells Fargo Advisors LLC Page 22
John Rodzik Rodzik Investment Management
Rick Rogers Edward Jones
Judy Ross JThompson Ross Investments
Joe Roth Edward Jones
Mike Rothfarb Morgan Stanley Smith Barney
Russell Roush Raymond James | Morgan Keegan
Emily Sanders United Capital
Reneigh Satterfield Edward Jones
Gary Schantz Sovereign Legacy
Martin B Schofield Schofield Capital Management
Robert Schultz Rollins Financial
Jeff Seavey SunTrust Investment Services
Michael Sesan Edward Jones
Alfred Shams Lm 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
Jonathon Sisson Wells Fargo Advisors LLC
Maceo Sloan Merrill Lynch
Casey Smith Wiser Wealth Management
Susan Lundeen Smith Morgan Stanley Smith Barney
Jerold Sniderman Sniderman Wealth Management
Robert Snow Scott amp Stringfellow
Yvonne Sowell-Odom Wells Fargo Advisors LLC
Michael Stark American Financial Advisors
Jeff Stevenson Morgan Stanley Smith Barney
Skip Stone Morgan Stanley Smith Barney
Brady Stoor Charles Schwab
Eric Stuckey Cornerstone Private Client Group
William Tallman Merrill Lynch
James Tally US Trust Private Wealth Management
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 amp Leach
Stephen Trammell Wells Fargo Advisors LLC
Martin Truax Raymond James | Morgan Keegan
Jefferson Tutt Edward Jones
Andrew Tymchuk Wells Fargo Advisors LLC
Benny Varzi Merrill Lynch
Lauren Vogel Wells Fargo Advisors LLC Page 22
Mark Walter Wells Fargo Advisors LLC
Melanie Walton Morgan Stanley Smith Barney
Nancy Warnick Warnick amp Cain Page 19
Joshua Weber Morgan Stanley Smith Barney
Gary T Welden Welden Financial Services
James Welden Welden Financial Services
Jeffrey Wiener Wells Fargo Advisors LLC
Robert Wilder American Wealth Management
Buck Wiley III Merrill Lynch
Victor Wilkerson Advocacy Wealth Management
Michael Witt Wells Fargo Advisors LLC
Kenneth Woods Asset Preservation Advisors
Carl Youngdale Advisor Financial Services
TaxationAnna Armstrong Kelley Boshell Toole amp
Ellison
Stephen Bancroft Steve Bancroft CPA
Bradley Carroll DeLuca Ladd amp Carroll CPAs amp Strategic Advisors
Emily Cowan Henssler Financial
Daniel DiLuzio DiLuzio amp Henssler
Sheldon Donner Aarons Grant amp Habif
Carol Dubberly Dubberly CPA
Curtis Finch Curtis Finch CPA
Greg Gates PYA GatesMoore Page 20
Christopher Graham The Private Client Law Group Page 17
Debbie Griffiths Debbie Griffiths CPA
Gregory Hardwick Hardwick Dunagan amp Company
Wesley Hargrave Hargrave Freeman amp Leto
J Michael Hendricks Frazier amp Deeter
Tammie Hendricks Henssler Financial
Patricia Henssler Henssler Financial
Louise Jackson The Jackson Group CPAs
Stuart Jackson The Jackson Group CPAs
Scott Jacobson Scott Jacobson CPA
William Kellert William M Kellert CPA
David Jon Lerner Ascent CPA Group
Dean Lorentzson Lorentzson amp Company
Daniel Lucas oXYGen Financial Tax amp Business Services
Roger W Lusby III Frazier amp Deeter
Kathy Moore-Nietrzeba Henssler Financial
Howard Neiman Babush Neiman Kornman amp Johnson
Shirley Osborne-Vanderbilt The Osborne CPA Firm
Irvin Rabinowitz Robinson Rabinowitz amp Bernstein Page 22
Pauline Reynolds HLB Gross Collins Page 19
Ann Rushing Robins Eskew Smith amp Jordan
Houston Smith Robins Eskew Smith amp Jordan
Jay Starkman Jay Starkman CPA
Michael G Verner Verner Bromberg amp Cohen
Dana Whitledge Dana Whitledge CPA
Mark Wyssbrod Pro-Active Tax amp Advisory Solutions
Cheryl Yarbrough Windham Brannon
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph A BellYour 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
bull I will provide a personalized investment plan showing your fi nancial healthbull I will implement an agreed-upon plan for your fi nancial health bull I will provide regular check-ups to monitor your fi nancial health
I have been helping successful clients with their fi nancial 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 fi nancial advisors within Wells Fargo Advisors and refl ects 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 fi nancial-health goals I am currently accepting new successful clients
950 East Paces Ferry Road Suite 1600 bull Atlanta GA 30326Office (404) 240-9018 bull Cell (304) 615-6047
josephabellwfadvisorscom bull homewellsfargoadvisorscomjosephabell
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]
Title Vice President ndash Investment Officer
Credentials Certified Divorce Financial Consultant Chartered Financial Consultantreg CLUreg LUTCF
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Linda M Kuehn
Relationships Built on Trust
not Transactions
At McCormack Financial Planning Inc we off er personal and business fi nancial planning services by identifying clientsrsquo goals and developing individualized strategies to accomplish them We off er our clients experience they can trust expertise that provides integrity and service to their plans and dreams We are committed to becoming our clientsrsquo most trusted advisor by creating a personal caring relationship
2002 Summit Boulevard Suite 1275 bull Atlanta GA 30319 Office (404) 236-7316
lindamccormackfpcom bull wwwmccormackfpcom
McCormack Financial Planning Inc is a Registered Investment Advisory Firm
Client ApproachIndividualized strategies
PhilosophyldquoThe New Retirementrdquo
My RewardSeeing my clients achieve and live their dreams
Compensation MethodFee based
bull Portfolio management
bull Retirementincome planning
bull Risk management
Titles McCormack Financial Planning Inc VP
Licenses Series 7 66
Areas of Focus Preretirement and Retirement
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Steven SchnuppProfessional Guidance Centered on Creating Financial Freedom on Your Terms
bull Long-term relationships centered on understanding each clientrsquos unique wealth goalsbull Stewardship of your familyrsquos wealthbull Eff ective strategies for transferring your wealth to future generations and philanthropic interests
Schnupp Wealth Management off ers a dynamic total wealth management approach that is designed to help address each of our clientrsquos unique fi nancial objectives We work to identify your personal professional and fi nancial 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 lifersquos changing fi nancial landscape Since most of our clients identify their ultimate goal as a comfortable retirement we focus on income creation designed to provide you with fi nancial freedom on your terms
12725 Morris Road Ext Suite 130 bull Alpharetta GA 30004Office (770) 552-1500 bull Toll-free (866) 552-2600
stevenschnupplplcom bull wwwlpladvisorwebcomstevenschnupp
Securities and Advisory Services offered through LPL Financial Member FINRASIPC and a Registered Investment Advisor
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
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Margie Archer
Our Goal to Achieve Yours
bull Personalized wealth strategies
bull Retirement and income planning
bull Portfolio management
Title Vice President ndash 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 effi ciency 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 1600Atlanta GA 30326
Offi ce (404) 365-4983 bull Cell (404) 993-6300
margiearcherwellsfargoadvisorscom wwwmarcherwfadvcom
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
bull Impassioned advocates for our clients
bull Integrated comprehensive process
bull More than 50 years of combined experience
Matthew G Lipscomb CLUreg ChFCreg
William R Mumpower CLUreg CFPreg Left to right Five-year winners Matthew G Lipscomb and William R Mumpower
This is our commitment to you mdash 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
Two Ravinia Drive Suite 750 Atlanta GA 30346
Phone (770) 390-2600
wwwashfordadvisorsnet
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) Two Ravinia Drive Suite 750 Atlanta GA 30346 (770) 390-2600 Securities productsservices 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
WINNER
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Gary S Brochin
Integrity bull Independent bull Insight
bull Disciplined investment approach
bull Individually tailored portfolios
bull Retirement and trust services
Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt
Dominick amp 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 strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years
3343 Peachtree Road Northeast Suite 225Atlanta GA 30326
Phone (404) 504-8430Toll-free (800) 681-9981
gbrochindominickanddominickcom
Dominick amp Dominick LLC member FINRA SIPC
Sam Drake
Focus on Investment Excellence
bull Planning-based asset management
bull Tactical-driven research
bull Risk-management strategies
Vice President Financial Advisor
I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices 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
Offi ce (404) 459-3895 bull Cell (404) 435-6317
samdrakemssbcom bull wwwmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
copy Five
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ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Amy Greenway Edward Jones
Robin Grier Robin Grier Financial Services
Alan Gross Wells Fargo Advisors LLC
Molly Guenther A Montag amp Associates
Anthony Guinta Homrich Berg
John Haag WealthSense Advisory GroupRaymond James amp Associates
Jack Harmon Harmon Financial Advisors
Bill Harris Buckhead Investment Partners
Paul Harrison Edward Jones
Steve Hayden Atlanta Planning Group
Jennifer Heal Edward Jones
Robert Heisterberg Morgan Stanley Smith Barney
Richard Henderson Atlanta Financial Associates Page 15
David Hendricks Morgan Stanley Smith Barney
Gene Henssler Henssler Financial
Thomas M Hidell Jr Wells Fargo Advisors LLC Page 18
Andrew Hill SunTrust Investment Services
Robert Hockett Cambridge Southern Financial Advisors
Jep Hogan Morgan Stanley Smith Barney
Junko Horvath Fujiyama Advisors Page 20
Mark Houghton Morgan Stanley Smith Barney
Jon Houk JPH Advisory Group Page 15
Haynes Huffard Wells Fargo Advisors LLC
John Hydrick Morgan Stanley Smith Barney
Lenard Iglar Raymond James | Morgan Keegan
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
Dwight Kees American Wealth Management Page 18
Scott Keller Henssler Financial
Warren Kennett Wells Fargo Advisors LLC
Mark Kopkin Raymond James | Morgan Keegan Page 21
William Kosty William A Kosty CPA
William Kring Kring Financial Management
Bob Kurtz Merrill Lynch
Linda Kuryloski Edward Jones
Lynne Kytle-Henderson Morgan Stanley Smith Barney Page 18
Paul Lang Edward Jones
Carolyn LaRocco Atlanta Consulting GroupMorgan Keegan
Walton Lee SunTrust Investment Services
Bryan Lewis Wells Fargo Advisors LLC
Nathan Link Morgan Stanley Smith Barney
Henry Lins Scott amp Stringfellow
Fredrick Livingston Planmark Capital Management
Ray Logan Raymond James | Morgan Keegan
Scott Macolino SunTrust Investment Services
Mike Maltby Wells Fargo Advisors LLC
Marvin Mangham Atlanta Planning Group
Steven Marino Wells Fargo Advisors LLC Page 21
Brian Martin Wells Fargo Advisors LLC
Stephen Martiny Primerica Financial Services
Paul Massa Invest Financial
Erwin Matthews One Source Advisory Services
JC Mauldin Morgan Stanley Smith Barney
Corey May Morgan Stanley Smith Barney
Frederic May First Allied
Edwin Mayer Ameriprise Financial Services Inc
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
H Ronald Miller Raymond James | Morgan Keegan
Debby Minot ETRADE Financial
Joe Modica Merrill Lynch
Anthony Montag A Montag amp Associates
Hugh Moody Merrill Lynch
Tom Moore Capital Investment Advisors
Debbie Montgomery DM Financial Planning
William Mumpower Ashford AdvisorsPark Avenue Securities Page 12
Barry Munro Munro Legacy Planners
Gary R Neigeborn Janney Montgomery Scott
Leslie Netter Morgan Stanley Smith Barney
John Noonan Register Financial Associates
Kent Nuzum Wells Fargo Advisors LLC
Fred OrsquoNeal Edward Jones
Stephan Oster Oster amp Fischer
Ray Padron Brightworth
Milton Park Robert W Baird amp Company
Al Parker Morgan Stanley Private Wealth Management
Charles Parker Morgan Stanley Smith Barney
Lynda Parker Advanced Financial Strategies Page 16
Theodore Parrish Henssler Financial
Mary Peterson Thrivent Financial
Robert Pierson Raymond James | Morgan Keegan
Charles Pinigis Ameriprise Financial Services Inc
Misty Pittman Riveredge Financial Services
Kristen Plowman SunTrust Investment Services
David Polstra Brightworth
Kris Pope Avery amp Pope Wealth Management
John Poss JB Poss amp Associates
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
copy Five
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
award winners listed by primary services and listed alphabetically by last name
Roy Roberts Jr Wells Fargo Advisors LLC
Forrest Robertson Buckhead Investment Partners
Karen Robertson-Wall Wells Fargo Advisors LLC Page 22
John Rodzik Rodzik Investment Management
Rick Rogers Edward Jones
Judy Ross JThompson Ross Investments
Joe Roth Edward Jones
Mike Rothfarb Morgan Stanley Smith Barney
Russell Roush Raymond James | Morgan Keegan
Emily Sanders United Capital
Reneigh Satterfield Edward Jones
Gary Schantz Sovereign Legacy
Martin B Schofield Schofield Capital Management
Robert Schultz Rollins Financial
Jeff Seavey SunTrust Investment Services
Michael Sesan Edward Jones
Alfred Shams Lm 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
Jonathon Sisson Wells Fargo Advisors LLC
Maceo Sloan Merrill Lynch
Casey Smith Wiser Wealth Management
Susan Lundeen Smith Morgan Stanley Smith Barney
Jerold Sniderman Sniderman Wealth Management
Robert Snow Scott amp Stringfellow
Yvonne Sowell-Odom Wells Fargo Advisors LLC
Michael Stark American Financial Advisors
Jeff Stevenson Morgan Stanley Smith Barney
Skip Stone Morgan Stanley Smith Barney
Brady Stoor Charles Schwab
Eric Stuckey Cornerstone Private Client Group
William Tallman Merrill Lynch
James Tally US Trust Private Wealth Management
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 amp Leach
Stephen Trammell Wells Fargo Advisors LLC
Martin Truax Raymond James | Morgan Keegan
Jefferson Tutt Edward Jones
Andrew Tymchuk Wells Fargo Advisors LLC
Benny Varzi Merrill Lynch
Lauren Vogel Wells Fargo Advisors LLC Page 22
Mark Walter Wells Fargo Advisors LLC
Melanie Walton Morgan Stanley Smith Barney
Nancy Warnick Warnick amp Cain Page 19
Joshua Weber Morgan Stanley Smith Barney
Gary T Welden Welden Financial Services
James Welden Welden Financial Services
Jeffrey Wiener Wells Fargo Advisors LLC
Robert Wilder American Wealth Management
Buck Wiley III Merrill Lynch
Victor Wilkerson Advocacy Wealth Management
Michael Witt Wells Fargo Advisors LLC
Kenneth Woods Asset Preservation Advisors
Carl Youngdale Advisor Financial Services
TaxationAnna Armstrong Kelley Boshell Toole amp
Ellison
Stephen Bancroft Steve Bancroft CPA
Bradley Carroll DeLuca Ladd amp Carroll CPAs amp Strategic Advisors
Emily Cowan Henssler Financial
Daniel DiLuzio DiLuzio amp Henssler
Sheldon Donner Aarons Grant amp Habif
Carol Dubberly Dubberly CPA
Curtis Finch Curtis Finch CPA
Greg Gates PYA GatesMoore Page 20
Christopher Graham The Private Client Law Group Page 17
Debbie Griffiths Debbie Griffiths CPA
Gregory Hardwick Hardwick Dunagan amp Company
Wesley Hargrave Hargrave Freeman amp Leto
J Michael Hendricks Frazier amp Deeter
Tammie Hendricks Henssler Financial
Patricia Henssler Henssler Financial
Louise Jackson The Jackson Group CPAs
Stuart Jackson The Jackson Group CPAs
Scott Jacobson Scott Jacobson CPA
William Kellert William M Kellert CPA
David Jon Lerner Ascent CPA Group
Dean Lorentzson Lorentzson amp Company
Daniel Lucas oXYGen Financial Tax amp Business Services
Roger W Lusby III Frazier amp Deeter
Kathy Moore-Nietrzeba Henssler Financial
Howard Neiman Babush Neiman Kornman amp Johnson
Shirley Osborne-Vanderbilt The Osborne CPA Firm
Irvin Rabinowitz Robinson Rabinowitz amp Bernstein Page 22
Pauline Reynolds HLB Gross Collins Page 19
Ann Rushing Robins Eskew Smith amp Jordan
Houston Smith Robins Eskew Smith amp Jordan
Jay Starkman Jay Starkman CPA
Michael G Verner Verner Bromberg amp Cohen
Dana Whitledge Dana Whitledge CPA
Mark Wyssbrod Pro-Active Tax amp Advisory Solutions
Cheryl Yarbrough Windham Brannon
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph A BellYour 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
bull I will provide a personalized investment plan showing your fi nancial healthbull I will implement an agreed-upon plan for your fi nancial health bull I will provide regular check-ups to monitor your fi nancial health
I have been helping successful clients with their fi nancial 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 fi nancial advisors within Wells Fargo Advisors and refl ects 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 fi nancial-health goals I am currently accepting new successful clients
950 East Paces Ferry Road Suite 1600 bull Atlanta GA 30326Office (404) 240-9018 bull Cell (304) 615-6047
josephabellwfadvisorscom bull homewellsfargoadvisorscomjosephabell
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]
Title Vice President ndash Investment Officer
Credentials Certified Divorce Financial Consultant Chartered Financial Consultantreg CLUreg LUTCF
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Linda M Kuehn
Relationships Built on Trust
not Transactions
At McCormack Financial Planning Inc we off er personal and business fi nancial planning services by identifying clientsrsquo goals and developing individualized strategies to accomplish them We off er our clients experience they can trust expertise that provides integrity and service to their plans and dreams We are committed to becoming our clientsrsquo most trusted advisor by creating a personal caring relationship
2002 Summit Boulevard Suite 1275 bull Atlanta GA 30319 Office (404) 236-7316
lindamccormackfpcom bull wwwmccormackfpcom
McCormack Financial Planning Inc is a Registered Investment Advisory Firm
Client ApproachIndividualized strategies
PhilosophyldquoThe New Retirementrdquo
My RewardSeeing my clients achieve and live their dreams
Compensation MethodFee based
bull Portfolio management
bull Retirementincome planning
bull Risk management
Titles McCormack Financial Planning Inc VP
Licenses Series 7 66
Areas of Focus Preretirement and Retirement
copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Steven SchnuppProfessional Guidance Centered on Creating Financial Freedom on Your Terms
bull Long-term relationships centered on understanding each clientrsquos unique wealth goalsbull Stewardship of your familyrsquos wealthbull Eff ective strategies for transferring your wealth to future generations and philanthropic interests
Schnupp Wealth Management off ers a dynamic total wealth management approach that is designed to help address each of our clientrsquos unique fi nancial objectives We work to identify your personal professional and fi nancial 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 lifersquos changing fi nancial landscape Since most of our clients identify their ultimate goal as a comfortable retirement we focus on income creation designed to provide you with fi nancial freedom on your terms
12725 Morris Road Ext Suite 130 bull Alpharetta GA 30004Office (770) 552-1500 bull Toll-free (866) 552-2600
stevenschnupplplcom bull wwwlpladvisorwebcomstevenschnupp
Securities and Advisory Services offered through LPL Financial Member FINRASIPC and a Registered Investment Advisor
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
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Margie Archer
Our Goal to Achieve Yours
bull Personalized wealth strategies
bull Retirement and income planning
bull Portfolio management
Title Vice President ndash 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 effi ciency 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 1600Atlanta GA 30326
Offi ce (404) 365-4983 bull Cell (404) 993-6300
margiearcherwellsfargoadvisorscom wwwmarcherwfadvcom
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
bull Impassioned advocates for our clients
bull Integrated comprehensive process
bull More than 50 years of combined experience
Matthew G Lipscomb CLUreg ChFCreg
William R Mumpower CLUreg CFPreg Left to right Five-year winners Matthew G Lipscomb and William R Mumpower
This is our commitment to you mdash 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
Two Ravinia Drive Suite 750 Atlanta GA 30346
Phone (770) 390-2600
wwwashfordadvisorsnet
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) Two Ravinia Drive Suite 750 Atlanta GA 30346 (770) 390-2600 Securities productsservices 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
WINNER
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Gary S Brochin
Integrity bull Independent bull Insight
bull Disciplined investment approach
bull Individually tailored portfolios
bull Retirement and trust services
Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt
Dominick amp 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 strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years
3343 Peachtree Road Northeast Suite 225Atlanta GA 30326
Phone (404) 504-8430Toll-free (800) 681-9981
gbrochindominickanddominickcom
Dominick amp Dominick LLC member FINRA SIPC
Sam Drake
Focus on Investment Excellence
bull Planning-based asset management
bull Tactical-driven research
bull Risk-management strategies
Vice President Financial Advisor
I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices 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
Offi ce (404) 459-3895 bull Cell (404) 435-6317
samdrakemssbcom bull wwwmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
rofess
ional
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Star P
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ional
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ional
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ional
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ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
award winners listed by primary services and listed alphabetically by last name
Roy Roberts Jr Wells Fargo Advisors LLC
Forrest Robertson Buckhead Investment Partners
Karen Robertson-Wall Wells Fargo Advisors LLC Page 22
John Rodzik Rodzik Investment Management
Rick Rogers Edward Jones
Judy Ross JThompson Ross Investments
Joe Roth Edward Jones
Mike Rothfarb Morgan Stanley Smith Barney
Russell Roush Raymond James | Morgan Keegan
Emily Sanders United Capital
Reneigh Satterfield Edward Jones
Gary Schantz Sovereign Legacy
Martin B Schofield Schofield Capital Management
Robert Schultz Rollins Financial
Jeff Seavey SunTrust Investment Services
Michael Sesan Edward Jones
Alfred Shams Lm 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
Jonathon Sisson Wells Fargo Advisors LLC
Maceo Sloan Merrill Lynch
Casey Smith Wiser Wealth Management
Susan Lundeen Smith Morgan Stanley Smith Barney
Jerold Sniderman Sniderman Wealth Management
Robert Snow Scott amp Stringfellow
Yvonne Sowell-Odom Wells Fargo Advisors LLC
Michael Stark American Financial Advisors
Jeff Stevenson Morgan Stanley Smith Barney
Skip Stone Morgan Stanley Smith Barney
Brady Stoor Charles Schwab
Eric Stuckey Cornerstone Private Client Group
William Tallman Merrill Lynch
James Tally US Trust Private Wealth Management
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 amp Leach
Stephen Trammell Wells Fargo Advisors LLC
Martin Truax Raymond James | Morgan Keegan
Jefferson Tutt Edward Jones
Andrew Tymchuk Wells Fargo Advisors LLC
Benny Varzi Merrill Lynch
Lauren Vogel Wells Fargo Advisors LLC Page 22
Mark Walter Wells Fargo Advisors LLC
Melanie Walton Morgan Stanley Smith Barney
Nancy Warnick Warnick amp Cain Page 19
Joshua Weber Morgan Stanley Smith Barney
Gary T Welden Welden Financial Services
James Welden Welden Financial Services
Jeffrey Wiener Wells Fargo Advisors LLC
Robert Wilder American Wealth Management
Buck Wiley III Merrill Lynch
Victor Wilkerson Advocacy Wealth Management
Michael Witt Wells Fargo Advisors LLC
Kenneth Woods Asset Preservation Advisors
Carl Youngdale Advisor Financial Services
TaxationAnna Armstrong Kelley Boshell Toole amp
Ellison
Stephen Bancroft Steve Bancroft CPA
Bradley Carroll DeLuca Ladd amp Carroll CPAs amp Strategic Advisors
Emily Cowan Henssler Financial
Daniel DiLuzio DiLuzio amp Henssler
Sheldon Donner Aarons Grant amp Habif
Carol Dubberly Dubberly CPA
Curtis Finch Curtis Finch CPA
Greg Gates PYA GatesMoore Page 20
Christopher Graham The Private Client Law Group Page 17
Debbie Griffiths Debbie Griffiths CPA
Gregory Hardwick Hardwick Dunagan amp Company
Wesley Hargrave Hargrave Freeman amp Leto
J Michael Hendricks Frazier amp Deeter
Tammie Hendricks Henssler Financial
Patricia Henssler Henssler Financial
Louise Jackson The Jackson Group CPAs
Stuart Jackson The Jackson Group CPAs
Scott Jacobson Scott Jacobson CPA
William Kellert William M Kellert CPA
David Jon Lerner Ascent CPA Group
Dean Lorentzson Lorentzson amp Company
Daniel Lucas oXYGen Financial Tax amp Business Services
Roger W Lusby III Frazier amp Deeter
Kathy Moore-Nietrzeba Henssler Financial
Howard Neiman Babush Neiman Kornman amp Johnson
Shirley Osborne-Vanderbilt The Osborne CPA Firm
Irvin Rabinowitz Robinson Rabinowitz amp Bernstein Page 22
Pauline Reynolds HLB Gross Collins Page 19
Ann Rushing Robins Eskew Smith amp Jordan
Houston Smith Robins Eskew Smith amp Jordan
Jay Starkman Jay Starkman CPA
Michael G Verner Verner Bromberg amp Cohen
Dana Whitledge Dana Whitledge CPA
Mark Wyssbrod Pro-Active Tax amp Advisory Solutions
Cheryl Yarbrough Windham Brannon
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph A BellYour 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
bull I will provide a personalized investment plan showing your fi nancial healthbull I will implement an agreed-upon plan for your fi nancial health bull I will provide regular check-ups to monitor your fi nancial health
I have been helping successful clients with their fi nancial 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 fi nancial advisors within Wells Fargo Advisors and refl ects 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 fi nancial-health goals I am currently accepting new successful clients
950 East Paces Ferry Road Suite 1600 bull Atlanta GA 30326Office (404) 240-9018 bull Cell (304) 615-6047
josephabellwfadvisorscom bull homewellsfargoadvisorscomjosephabell
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]
Title Vice President ndash Investment Officer
Credentials Certified Divorce Financial Consultant Chartered Financial Consultantreg CLUreg LUTCF
copy Five
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Linda M Kuehn
Relationships Built on Trust
not Transactions
At McCormack Financial Planning Inc we off er personal and business fi nancial planning services by identifying clientsrsquo goals and developing individualized strategies to accomplish them We off er our clients experience they can trust expertise that provides integrity and service to their plans and dreams We are committed to becoming our clientsrsquo most trusted advisor by creating a personal caring relationship
2002 Summit Boulevard Suite 1275 bull Atlanta GA 30319 Office (404) 236-7316
lindamccormackfpcom bull wwwmccormackfpcom
McCormack Financial Planning Inc is a Registered Investment Advisory Firm
Client ApproachIndividualized strategies
PhilosophyldquoThe New Retirementrdquo
My RewardSeeing my clients achieve and live their dreams
Compensation MethodFee based
bull Portfolio management
bull Retirementincome planning
bull Risk management
Titles McCormack Financial Planning Inc VP
Licenses Series 7 66
Areas of Focus Preretirement and Retirement
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Steven SchnuppProfessional Guidance Centered on Creating Financial Freedom on Your Terms
bull Long-term relationships centered on understanding each clientrsquos unique wealth goalsbull Stewardship of your familyrsquos wealthbull Eff ective strategies for transferring your wealth to future generations and philanthropic interests
Schnupp Wealth Management off ers a dynamic total wealth management approach that is designed to help address each of our clientrsquos unique fi nancial objectives We work to identify your personal professional and fi nancial 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 lifersquos changing fi nancial landscape Since most of our clients identify their ultimate goal as a comfortable retirement we focus on income creation designed to provide you with fi nancial freedom on your terms
12725 Morris Road Ext Suite 130 bull Alpharetta GA 30004Office (770) 552-1500 bull Toll-free (866) 552-2600
stevenschnupplplcom bull wwwlpladvisorwebcomstevenschnupp
Securities and Advisory Services offered through LPL Financial Member FINRASIPC and a Registered Investment Advisor
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
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Margie Archer
Our Goal to Achieve Yours
bull Personalized wealth strategies
bull Retirement and income planning
bull Portfolio management
Title Vice President ndash 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 effi ciency 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 1600Atlanta GA 30326
Offi ce (404) 365-4983 bull Cell (404) 993-6300
margiearcherwellsfargoadvisorscom wwwmarcherwfadvcom
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
bull Impassioned advocates for our clients
bull Integrated comprehensive process
bull More than 50 years of combined experience
Matthew G Lipscomb CLUreg ChFCreg
William R Mumpower CLUreg CFPreg Left to right Five-year winners Matthew G Lipscomb and William R Mumpower
This is our commitment to you mdash 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
Two Ravinia Drive Suite 750 Atlanta GA 30346
Phone (770) 390-2600
wwwashfordadvisorsnet
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) Two Ravinia Drive Suite 750 Atlanta GA 30346 (770) 390-2600 Securities productsservices 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
WINNER
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Gary S Brochin
Integrity bull Independent bull Insight
bull Disciplined investment approach
bull Individually tailored portfolios
bull Retirement and trust services
Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt
Dominick amp 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 strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years
3343 Peachtree Road Northeast Suite 225Atlanta GA 30326
Phone (404) 504-8430Toll-free (800) 681-9981
gbrochindominickanddominickcom
Dominick amp Dominick LLC member FINRA SIPC
Sam Drake
Focus on Investment Excellence
bull Planning-based asset management
bull Tactical-driven research
bull Risk-management strategies
Vice President Financial Advisor
I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices 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
Offi ce (404) 459-3895 bull Cell (404) 435-6317
samdrakemssbcom bull wwwmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
copy Five
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
copy Five
Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
rofess
ional
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ional
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ional
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
rofess
ional
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Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
copy Five
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ional
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
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Star P
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph A BellYour 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
bull I will provide a personalized investment plan showing your fi nancial healthbull I will implement an agreed-upon plan for your fi nancial health bull I will provide regular check-ups to monitor your fi nancial health
I have been helping successful clients with their fi nancial 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 fi nancial advisors within Wells Fargo Advisors and refl ects 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 fi nancial-health goals I am currently accepting new successful clients
950 East Paces Ferry Road Suite 1600 bull Atlanta GA 30326Office (404) 240-9018 bull Cell (304) 615-6047
josephabellwfadvisorscom bull homewellsfargoadvisorscomjosephabell
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]
Title Vice President ndash Investment Officer
Credentials Certified Divorce Financial Consultant Chartered Financial Consultantreg CLUreg LUTCF
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Linda M Kuehn
Relationships Built on Trust
not Transactions
At McCormack Financial Planning Inc we off er personal and business fi nancial planning services by identifying clientsrsquo goals and developing individualized strategies to accomplish them We off er our clients experience they can trust expertise that provides integrity and service to their plans and dreams We are committed to becoming our clientsrsquo most trusted advisor by creating a personal caring relationship
2002 Summit Boulevard Suite 1275 bull Atlanta GA 30319 Office (404) 236-7316
lindamccormackfpcom bull wwwmccormackfpcom
McCormack Financial Planning Inc is a Registered Investment Advisory Firm
Client ApproachIndividualized strategies
PhilosophyldquoThe New Retirementrdquo
My RewardSeeing my clients achieve and live their dreams
Compensation MethodFee based
bull Portfolio management
bull Retirementincome planning
bull Risk management
Titles McCormack Financial Planning Inc VP
Licenses Series 7 66
Areas of Focus Preretirement and Retirement
copy Five
Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Steven SchnuppProfessional Guidance Centered on Creating Financial Freedom on Your Terms
bull Long-term relationships centered on understanding each clientrsquos unique wealth goalsbull Stewardship of your familyrsquos wealthbull Eff ective strategies for transferring your wealth to future generations and philanthropic interests
Schnupp Wealth Management off ers a dynamic total wealth management approach that is designed to help address each of our clientrsquos unique fi nancial objectives We work to identify your personal professional and fi nancial 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 lifersquos changing fi nancial landscape Since most of our clients identify their ultimate goal as a comfortable retirement we focus on income creation designed to provide you with fi nancial freedom on your terms
12725 Morris Road Ext Suite 130 bull Alpharetta GA 30004Office (770) 552-1500 bull Toll-free (866) 552-2600
stevenschnupplplcom bull wwwlpladvisorwebcomstevenschnupp
Securities and Advisory Services offered through LPL Financial Member FINRASIPC and a Registered Investment Advisor
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
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Margie Archer
Our Goal to Achieve Yours
bull Personalized wealth strategies
bull Retirement and income planning
bull Portfolio management
Title Vice President ndash 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 effi ciency 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 1600Atlanta GA 30326
Offi ce (404) 365-4983 bull Cell (404) 993-6300
margiearcherwellsfargoadvisorscom wwwmarcherwfadvcom
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
bull Impassioned advocates for our clients
bull Integrated comprehensive process
bull More than 50 years of combined experience
Matthew G Lipscomb CLUreg ChFCreg
William R Mumpower CLUreg CFPreg Left to right Five-year winners Matthew G Lipscomb and William R Mumpower
This is our commitment to you mdash 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
Two Ravinia Drive Suite 750 Atlanta GA 30346
Phone (770) 390-2600
wwwashfordadvisorsnet
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) Two Ravinia Drive Suite 750 Atlanta GA 30346 (770) 390-2600 Securities productsservices 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
WINNER
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Gary S Brochin
Integrity bull Independent bull Insight
bull Disciplined investment approach
bull Individually tailored portfolios
bull Retirement and trust services
Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt
Dominick amp 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 strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years
3343 Peachtree Road Northeast Suite 225Atlanta GA 30326
Phone (404) 504-8430Toll-free (800) 681-9981
gbrochindominickanddominickcom
Dominick amp Dominick LLC member FINRA SIPC
Sam Drake
Focus on Investment Excellence
bull Planning-based asset management
bull Tactical-driven research
bull Risk-management strategies
Vice President Financial Advisor
I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices 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
Offi ce (404) 459-3895 bull Cell (404) 435-6317
samdrakemssbcom bull wwwmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
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ional
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ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Linda M Kuehn
Relationships Built on Trust
not Transactions
At McCormack Financial Planning Inc we off er personal and business fi nancial planning services by identifying clientsrsquo goals and developing individualized strategies to accomplish them We off er our clients experience they can trust expertise that provides integrity and service to their plans and dreams We are committed to becoming our clientsrsquo most trusted advisor by creating a personal caring relationship
2002 Summit Boulevard Suite 1275 bull Atlanta GA 30319 Office (404) 236-7316
lindamccormackfpcom bull wwwmccormackfpcom
McCormack Financial Planning Inc is a Registered Investment Advisory Firm
Client ApproachIndividualized strategies
PhilosophyldquoThe New Retirementrdquo
My RewardSeeing my clients achieve and live their dreams
Compensation MethodFee based
bull Portfolio management
bull Retirementincome planning
bull Risk management
Titles McCormack Financial Planning Inc VP
Licenses Series 7 66
Areas of Focus Preretirement and Retirement
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Steven SchnuppProfessional Guidance Centered on Creating Financial Freedom on Your Terms
bull Long-term relationships centered on understanding each clientrsquos unique wealth goalsbull Stewardship of your familyrsquos wealthbull Eff ective strategies for transferring your wealth to future generations and philanthropic interests
Schnupp Wealth Management off ers a dynamic total wealth management approach that is designed to help address each of our clientrsquos unique fi nancial objectives We work to identify your personal professional and fi nancial 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 lifersquos changing fi nancial landscape Since most of our clients identify their ultimate goal as a comfortable retirement we focus on income creation designed to provide you with fi nancial freedom on your terms
12725 Morris Road Ext Suite 130 bull Alpharetta GA 30004Office (770) 552-1500 bull Toll-free (866) 552-2600
stevenschnupplplcom bull wwwlpladvisorwebcomstevenschnupp
Securities and Advisory Services offered through LPL Financial Member FINRASIPC and a Registered Investment Advisor
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
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Margie Archer
Our Goal to Achieve Yours
bull Personalized wealth strategies
bull Retirement and income planning
bull Portfolio management
Title Vice President ndash 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 effi ciency 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 1600Atlanta GA 30326
Offi ce (404) 365-4983 bull Cell (404) 993-6300
margiearcherwellsfargoadvisorscom wwwmarcherwfadvcom
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
bull Impassioned advocates for our clients
bull Integrated comprehensive process
bull More than 50 years of combined experience
Matthew G Lipscomb CLUreg ChFCreg
William R Mumpower CLUreg CFPreg Left to right Five-year winners Matthew G Lipscomb and William R Mumpower
This is our commitment to you mdash 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
Two Ravinia Drive Suite 750 Atlanta GA 30346
Phone (770) 390-2600
wwwashfordadvisorsnet
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) Two Ravinia Drive Suite 750 Atlanta GA 30346 (770) 390-2600 Securities productsservices 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
WINNER
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Gary S Brochin
Integrity bull Independent bull Insight
bull Disciplined investment approach
bull Individually tailored portfolios
bull Retirement and trust services
Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt
Dominick amp 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 strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years
3343 Peachtree Road Northeast Suite 225Atlanta GA 30326
Phone (404) 504-8430Toll-free (800) 681-9981
gbrochindominickanddominickcom
Dominick amp Dominick LLC member FINRA SIPC
Sam Drake
Focus on Investment Excellence
bull Planning-based asset management
bull Tactical-driven research
bull Risk-management strategies
Vice President Financial Advisor
I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices 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
Offi ce (404) 459-3895 bull Cell (404) 435-6317
samdrakemssbcom bull wwwmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
rofess
ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
copy Five
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Steven SchnuppProfessional Guidance Centered on Creating Financial Freedom on Your Terms
bull Long-term relationships centered on understanding each clientrsquos unique wealth goalsbull Stewardship of your familyrsquos wealthbull Eff ective strategies for transferring your wealth to future generations and philanthropic interests
Schnupp Wealth Management off ers a dynamic total wealth management approach that is designed to help address each of our clientrsquos unique fi nancial objectives We work to identify your personal professional and fi nancial 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 lifersquos changing fi nancial landscape Since most of our clients identify their ultimate goal as a comfortable retirement we focus on income creation designed to provide you with fi nancial freedom on your terms
12725 Morris Road Ext Suite 130 bull Alpharetta GA 30004Office (770) 552-1500 bull Toll-free (866) 552-2600
stevenschnupplplcom bull wwwlpladvisorwebcomstevenschnupp
Securities and Advisory Services offered through LPL Financial Member FINRASIPC and a Registered Investment Advisor
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
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Margie Archer
Our Goal to Achieve Yours
bull Personalized wealth strategies
bull Retirement and income planning
bull Portfolio management
Title Vice President ndash 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 effi ciency 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 1600Atlanta GA 30326
Offi ce (404) 365-4983 bull Cell (404) 993-6300
margiearcherwellsfargoadvisorscom wwwmarcherwfadvcom
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
bull Impassioned advocates for our clients
bull Integrated comprehensive process
bull More than 50 years of combined experience
Matthew G Lipscomb CLUreg ChFCreg
William R Mumpower CLUreg CFPreg Left to right Five-year winners Matthew G Lipscomb and William R Mumpower
This is our commitment to you mdash 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
Two Ravinia Drive Suite 750 Atlanta GA 30346
Phone (770) 390-2600
wwwashfordadvisorsnet
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) Two Ravinia Drive Suite 750 Atlanta GA 30346 (770) 390-2600 Securities productsservices 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
WINNER
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Gary S Brochin
Integrity bull Independent bull Insight
bull Disciplined investment approach
bull Individually tailored portfolios
bull Retirement and trust services
Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt
Dominick amp 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 strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years
3343 Peachtree Road Northeast Suite 225Atlanta GA 30326
Phone (404) 504-8430Toll-free (800) 681-9981
gbrochindominickanddominickcom
Dominick amp Dominick LLC member FINRA SIPC
Sam Drake
Focus on Investment Excellence
bull Planning-based asset management
bull Tactical-driven research
bull Risk-management strategies
Vice President Financial Advisor
I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices 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
Offi ce (404) 459-3895 bull Cell (404) 435-6317
samdrakemssbcom bull wwwmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
copy Five
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
copy Five
Star P
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
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ional
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ional
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
copy Five
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
copy Five
Star P
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ional
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Margie Archer
Our Goal to Achieve Yours
bull Personalized wealth strategies
bull Retirement and income planning
bull Portfolio management
Title Vice President ndash 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 effi ciency 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 1600Atlanta GA 30326
Offi ce (404) 365-4983 bull Cell (404) 993-6300
margiearcherwellsfargoadvisorscom wwwmarcherwfadvcom
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
bull Impassioned advocates for our clients
bull Integrated comprehensive process
bull More than 50 years of combined experience
Matthew G Lipscomb CLUreg ChFCreg
William R Mumpower CLUreg CFPreg Left to right Five-year winners Matthew G Lipscomb and William R Mumpower
This is our commitment to you mdash 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
Two Ravinia Drive Suite 750 Atlanta GA 30346
Phone (770) 390-2600
wwwashfordadvisorsnet
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) Two Ravinia Drive Suite 750 Atlanta GA 30346 (770) 390-2600 Securities productsservices 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
WINNER
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Gary S Brochin
Integrity bull Independent bull Insight
bull Disciplined investment approach
bull Individually tailored portfolios
bull Retirement and trust services
Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt
Dominick amp 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 strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years
3343 Peachtree Road Northeast Suite 225Atlanta GA 30326
Phone (404) 504-8430Toll-free (800) 681-9981
gbrochindominickanddominickcom
Dominick amp Dominick LLC member FINRA SIPC
Sam Drake
Focus on Investment Excellence
bull Planning-based asset management
bull Tactical-driven research
bull Risk-management strategies
Vice President Financial Advisor
I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices 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
Offi ce (404) 459-3895 bull Cell (404) 435-6317
samdrakemssbcom bull wwwmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
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ional
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ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Gary S Brochin
Integrity bull Independent bull Insight
bull Disciplined investment approach
bull Individually tailored portfolios
bull Retirement and trust services
Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt
Dominick amp 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 strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years
3343 Peachtree Road Northeast Suite 225Atlanta GA 30326
Phone (404) 504-8430Toll-free (800) 681-9981
gbrochindominickanddominickcom
Dominick amp Dominick LLC member FINRA SIPC
Sam Drake
Focus on Investment Excellence
bull Planning-based asset management
bull Tactical-driven research
bull Risk-management strategies
Vice President Financial Advisor
I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices 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
Offi ce (404) 459-3895 bull Cell (404) 435-6317
samdrakemssbcom bull wwwmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
copy Five
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
copy Five
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
copy Five
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
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Star P
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
David H Gaynes
Independent Financial Advice
bull Financial planning
bull Wealth management
bull Corporate services
David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft 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 time-tested 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 off er a higher more personalized level of service and long-term commitment to those we serve
200 Ashford Center North Suite 400Atlanta GA 30338
David (770) 353-6350 bull Dayna (770) 353-6349
dgaynesintfi ngroupcomwwwcapitalgaynescom
David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Timothy P Gelinas
We Help Protect What Youve Worked for All Your Life
bull Retirement and investment planning
bull Wealth protection and preservation
bull 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 fi ve times
2551 Roswell Road Suite 209 Marietta GA 30062
Offi ce (770) 973-5220
tgelinassfpuscom wwwsfpuscom
Securities Products offered through The Leaders Group Inc Member FINRASIPC
copy Five
Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
copy Five
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
rofess
ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
copy Five
Star P
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ional
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Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
JPH Advisory Group
Your Personal CFO
bull Simplify your fi nancial life
bull Unbiased fee-only investment advice
bull Integrity and objectivity
NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz
JPH Advisory Group believes your fi nancial strategy should refl ect 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 fi nancial 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 fi nancial independence and security
600 Galleria Parkway Suite 1600Atlanta GA 30339
Phone (770) 859-0076
personalcfojphadvisorycomwwwjphadvisorycom
Cathy Miller Julianne Andrews and Richard Henderson
Enduring Values mdash a Time-Tested Approach to Managing Wealth
bull Personalized investment strategies
bull Wealth protection solutions
bull Lifestyle and legacy planning
Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft 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 clientsrsquo 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
Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275
Atlanta GA 30328
Phone (770) 261-5380Fax (770) 261-5381
wwwatlantafi nancialcom
Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered 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 ve years as an active credentials nancial 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 managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom
copy Five
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
rofess
ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
copy Five
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
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ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
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ional
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Lisa Taranto Schiffer
Empower Your Future
bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed
Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne
Thank you to all who made this recognition possible mdash it is an honor
The Schiff er-Wynne Team at HAampW Wealth Management off ers 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
Offi ce (404) 898-7518
lisaschiff erhawcpacom wwwhawwealthcom
Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW 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
Lynda Parker
Dedicated to Listening to and Understanding Your Needs
bull Concerned about your recovery strategy
bull Prepared for retirement
bull 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 fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs
Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525
Atlanta GA 30328
Offi ce (678) 551-6944
lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies
Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC
copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
rofess
ional
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
rofess
ional
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
copy Five
Star P
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Christopher T Graham
75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom
bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC
Focus Tax Minimization Asset Succession and Asset Preservation
Customized Complex Planning
Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives
Kate Emling
5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom
bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach
Retirement Planning Specialist
Kate Emling brings together decades of experience in fi nancial 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 fi nancial well-being while striving to exceed their expectations
Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc
Two-
Year
Winn
er
Elizabeth O Sims
Tailored Financial StrategiesPersonal Service
bull Retirement planning
bull Clear concise goal-oriented advice
bull Customized investment and wealth strategies
Financial Advisor First Vice President ndash Investments
As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy 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
Offi ce (678) 417-1631
bethsimswellsfargocom wwwwfadvisorscombethsims
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 amp Company [CAR 0712-06719]
Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
rofess
ional
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Star P
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ional
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ional
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ional
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ional
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ional
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
rofess
ional
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Star P
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ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
copy Five
Star P
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ional
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
copy Five
Star P
rofess
ional
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Star P
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ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chuck Lanford
1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom
bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals
Titles Financial Consultant Branch Manager
Personalized Financial Management
Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo
copy 2012 Raymond James Financial Services Inc member FINRASIPC
Lynne Kytle-Henderson
2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle
bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews
First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012
CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)
Comprehensive Portfolio Management
I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities
Two-
Year
Winn
er
Dwight L Kees
American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338
Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz
bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process
Focus Portfolio Management Retirement Income and Planning
Credential Registered Investment Advisor Representative
Risk Management Unbiased Performance
Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC
Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc
Thomas M Hidell Jr
Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305
Phone (404) 238-0465
thomashidelljrwellsfargocom
bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service
Financial Advisor First Vice President ndash Investments
Financial Advice Aligned With Client Values
As a fi nancial 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 fi nancial 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 amp Company [CAR 0712-05303] Investment and Insurance products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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ional
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Star P
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
Nancy H Warnick
600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom
bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge
Credentials CFPreg MBA
Personal Professional Caring Advice
With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial 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 LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl
Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated
Susan H Simonton
217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom
bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy
Investment Advisor Representative INVEST
EdD CLTC
Wealth Managers
Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial 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 FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products
and are not affiliated with Simonton Financial Associates
Pauline Reynolds
3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom
bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth
Principal and Shareholder
CPA CFPreg CMampAA
Understanding Evolving Client Goals
Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs
Phil Pennartz
Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068
Direct (770) 642-0084
ppennartzpwsatlantacom wwwpwsatlantacom
bull More than 19 years of investment experience bull Retirement and fi nancial planning
PhD ndash Chemistry (University of Notre Dame)
Registered Financial Consultant
Relationship Oriented
Investment advisor representative of INVEST Financial
Registered Representative of INVEST Financial Corporation member FINRASIPC
INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS
Lamar Barden
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 productsservices and advisory services are o ered 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
a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC
WINNER
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel
CFPreg Director Private Wealth Mgmt
Michael J Boosel
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
Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC
Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg
Frank H Briggs Jr
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
Comp 072-00030 (0712)
Two-
Year
Winn
er
3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal
Greg B Gates
Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals
7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom
Junko Horvath
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 o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered
Investment Advisor Cambridge and Fujiyama Advisors are not a liated
Two-
Year
Winn
er
2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor
Mark D Kantor
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
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney
AWMAreg Financial Advisor CFPreg professional
Thomas P Carney
I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Two-
Year
Winn
er
Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner
Bert Geiger
Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo
Securities o ered through Triad Advisors Inc Member FINRASIPC
Two-
Year
Winn
er
Have a process for managing money that is not based on opinions attitudes
or emotions
mdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg
Karen Lee
A financial planning professional of 24 years Karen truly understands peoples 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 o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments
Steven Marino
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 re ective 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 NO Bank Guarantee MAY Lose Value
1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg
Travis M McCloskey
Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp 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
555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant
Daniel M Monahan
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
Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management
Michael J Petros
Our team is committed to providing 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 amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law
John A Meier II
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
Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director
Mark D Kopkin
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 familyrsquos goals and objectives
Two-
Year
Winn
er
Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom
Darren Kubiak
A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times
Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc
3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi
ve Sta
r Prof
ession
al
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Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 22 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom
Irvin Rabinowitz
A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions
Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments
KarenRobertson-Wall
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 re ective 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]
900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC
Merv Rudner
Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients
Securities o ered through Triad Advisors Member FINRASIPC
Two-
Year
Winn
er
4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg
Maury Shapiro
Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances
The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers 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 (0712)
3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom
Richard B Taylor
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 o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor
Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade
Donald Tessmer
With todayrsquos challenging and changing tax environment itrsquos 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 faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of
Resource Horizons Group LLC Member of FINRASIPC
Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments
Lauren Vogel
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 re ective 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 a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products
Not FDIC-Insured NO Bank Guarantee MAY Lose Value
ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional