professional 2014 boston five star wealth managers strategies, it should not be considered...

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Finding a wealth manager who suits your needs can be a daunting task. In fact, many consumers have a hard time figuring out where to even begin.

Sometimes, a few simple questions can set one off on the right path. Asking a wealth manager what makes working with him or her a unique experience can help you understand how they work and if their style meshes with your own. Further, asking a financial advisor to talk about any specialties they might have can help uncover skills you might find useful.

Ultimately, how do you find an experienced wealth manager w h o y o u f e e l c o m f o r t a b l e working with? One who has high retention rates? One who has undergone a thorough

complaint and regulatory review? One who has tenure in the industry?

Boston magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria. Among many distinguishing attributes, the average one-year client retention rate for this year s award winners is more than 96 percent.

Five Star Wealth Managers

2014 Boston

Dont listen to other people. Investigate for yourself. Be wary of advisers who say they never had a down year.

Five Star Wealth Manager

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 years list.

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. Boston award candidates were identified using internal and external research data, including a survey to more than 4,900 registered financial services professionals.

AWARDA Select

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Wishful thinking is not planning. If you plan for the worst, you will never be unpleasantly surprised.

What matters most is how you recover from setbacks.

Only invest in something that you understand.

Insights from Five Star Wealth Managers

Clients dont care how much you know until they know how much you care.

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

The Five Star award is not indicative of the wealth managers future performance. Wealth managers may or may not use discretion in their practice and therefore may not

manage their clients assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be

construed as an endorsement of the wealth manager by Five Star Professional or Boston magazine.

Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.

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 research/selection methodology, go to www.fivestarprofessional.com.

1,707 award candidates in the Boston area were considered for the Five Star Wealth Manager award. 655 (approximately 39 percent of the award candidates) were named 2014 Five Star Wealth Managers.

DISCLOSURESResearch

Award candidates who satisfied 10 objective eligibility and evaluation criteria were named 2014 Five Star Wealth Managers.

Eligibility Criteria Required

1. Credentialed as an investment advisory representative or a registered investment advisor.

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. Fulfilled their firm review based on internal firm standards. 5. Accepting new clients.

Evaluation Criteria - Considered

6. One-year client retention rate. 7. Five-year client retention rate. 8. Non-institutional discretionary and/or non-discretionary client assets administered. 9. Number of client households served. 10. Education and professional designations.

OF AWARD WINNERSDetermination

Regulatory ReviewAs defined by Five Star Professional, the wealth manager has not:

Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine. Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or

Five Star Professionals consumer complaint process. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority. Filed for personal bankruptcy. Been convicted of a felony.

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

Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history, based upon the criteria listed above.

Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth manager. Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide

consumers the opportunity to submit complaints regarding a wealth manager. More than 38,000 households in the Boston area were contacted.

For more information on the program, go to FiveStarProfessional.com/awards/cpa_epa_wm_program.php.

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

Business PlanningFaith Renee Arter Arter Financial

Strategies Page 39

Michael F. Broderick Atlantic Planning Group Page 14

Stephen Napier Baystate Financial Services Page 12 & 13

Estate PlanningMark J. Marroni Boston Partners Financial

Group

Bill Payne PRW Wealth Management

Richard Renwick PRW Wealth Management

Financial PlanningFrank X. Addonizio Ameriprise

Financial Services, Inc. Page 34

Dean James Agelopoulos Ameriprise Financial Services, Inc.

Michael R. Alimi Ameriprise Financial Services, Inc.

Nancy Francis Allen Morgan Stanley Page 44

Richard J. Allred Ameriprise Financial Services, Inc.

Bryan A. Amandolare Financial Foundations

Bryce Schintzius Baystate Financial Services Page 12 & 13

Ryan Angell Morgan Stanley

Scott Armacost Investors Capital Corporation

Stuart Armstrong Centinel Financial Group Page 10 & 11

Susan Arnold Weston Financial Page 31

Steven Brent Balloch Boston Partners Financial Group

John Balzer Park Avenue Securities Page 16

David Charles Baranowski Bay Financial Associates

Constance A. Barber Capital Financial Advisors Page 17

Philip S. Barnes III Baystate Financial Services Page 12 & 13

Armand Bassi Merrill Lynch

Christopher W. Battersby Atlantic Planning Group Page 14

Christopher Bradbury Bean Merrill Lynch

William Beaudoin Integrated Financial Partners

I. Warren Beckman Integrated Financial Partners/Lincoln Financial Advisors

Marcelle A. Belisle Edelman Financial Services

Richard Bergeron MCB Financial Services at Mansfield Bank

Gina Bolvin Bernarduci Bolvin Wealth Management

George Bernet Centinel Financial Group Page 10 & 11

Eric Bertz Lincoln Financial Advisors Page 15

Jesse P. Bessett Charthouse Capital

William H. Bestgen Bestgen Financial

Spencer Betts Bickling Financial Services

James Beville Coastal Capital Group

Charles M. Beynon Ameriprise Financial Services, Inc.

Dorothy Bickling Bickling Financial Services

Jon Bicknell Northeast Investment Advisors

John H. Biebel Wingate Wealth Advisors

Matthew Biggar Weston Financial Page 31

James Biggins Integrated Financial Partners

Peter V. Birnie Ameriprise Financial Services, Inc.

Kareen Blake Baystate Financial Services

Stephen Blanchette Hughes Wealth Management Group Page 44

Rocco Bombardieri Ameriprise Financial Services, Inc.

Daniel Edward Bonin Ameriprise Financial Services, Inc.

Neal Borges Ameriprise Financial Services, Inc.

Mark Bossey BostonPremier Wealth Page 32

Frank A. Botta Morgan Stanley

Drew J. Bottaro Weston Financial Page 31

William F. Boynton Morgan Stanley

Paul Brandon Merrill Lynch/Bank of America

Robert A. Brandt Bob Brandt & Associates

David Brodsky GW & Wade

Scott David Brody Morgan Stanley Page 33

Justin Ryan Brouillard Ameriprise Financial Services, Inc. Page 44

Charles Brown Capital Financial Advisors Page 17

Jonathan G. Brown Merrill Lynch

Douglas E. Bryan Morgan Stanley

Laurie Burkhardt Modera Wealth Management

Karen Ann Busanovich LPL Financial

Steve Cacciatore Merrill Lynch

Brendan Cahill Ameriprise Financial Services, Inc.

Brian Callery 1017 Financial Group

Stephen Camarro Baystate Financial Services Page 12 & 13

Clifford Laurence Caplan Neponset Valley Financial Partners Page 36

Peter Caplan Caplan Asset Management

Daniel Cappucci SFP Wealth Page 12, 13 & 28

Thomas Cappucci Baystate Financial Services Page 12, 13 & 28

Nicholas Stephen Carlin Ameriprise Financial Services, Inc.

Michael Carlson Sentinel Benefits & Financial Group Page 37

Robert Carlson Janney Montgomery Scott

Dave Caruso Coastal Capital Group

Erick De Castro LPL Financial

Chris Cavallaro Integrated Financial Partners Page 23

Vincent Anthony Cavallo Ameriprise Financial Services, Inc.

Richard C. Cella III Ipswich Bay Advisors

Samuel Chamberlain Ameriprise Financial Services, Inc.

Basil Chigas Morgan Stanley

Peter G. Christie, Jr. Morgan Stanley

Rhoda L. Christmas Ameriprise Financial Services, Inc.

Dan Cibotti Rockland Federal Credit Union Financial Services

Christopher J. Civale Ameriprise Financial Services, Inc.

Robert Clark Janney Montgomery Scott

Andrew Coe Cleary SFP Wealth Page 12, 13 & 28

Caroline E. Coderre The Darrow Company

Stephen Coffey Ameriprise Financial Services, Inc. Page 19

Dallas W. Coffman Whitman Financial Services

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Michele Joanne Colarusso Ameriprise Financial Services, Inc.

Matthew Condon Cornerstone Financial Group

William Condon Commonwealth Planning Group

Christopher Connolly Capital Analysts of New England

Kevin Connors Ameriprise Financial Services, Inc.

Michael Constantine Raymond James Financial Services

Ronald Cooper Eagle Strategies

Jefferson Correia Ameriprise Financial Services, Inc.

Jeffrey J. Crampton Ameriprise Financial Services, Inc.

Lisa Cremonini Capitol Financial Advisors Page 17

Joseph Crespi Merrill Lynch

Roger J. Cummings Ameriprise Financial Services, Inc. Page 33

Stephen F. Curran Boston Hill Advisors

John D. Curtin Ameriprise Financial Services, Inc. Page 34

Gerald Curtis Morgan Stanley Page 44

Andrew Dunmore Cutler Morgan Stanley Page 36

Daniel DAgata Ameriprise Financial Services, Inc.

Kevin Michael Daley Ameriprise Financial Services, Inc.

Alex Davis Morgan Stanley

Jeffrey Michael Davis JNJ Wealth Advisors

Lee R. Dean Dean Financial Group

Matthew Leonard Delaney Pinnacle Private Wealth/LPL Financial

Joseph Denicola Morgan Stanley

Michael DiMaggio Baystate Financial Services Page 12 & 13

Matt DiVirgilio DiVirgilio Financial Group

Matthew Sean Donovan Baystate Financial Services Page 12 & 13

William Driscoll Driscoll Financial

Denis Drummey LPL Financial Page 45

Myles Dudley Pinnacle Private Wealth

Jason Duguay Ameriprise Financial Services, Inc.

Thomas Elkins Trilogy Financial Services

Michael Enright Baystate Financial Services Page 12 & 13

Charles Evangelakos Sagemark Private Wealth Services

Steve Faberman Integrated Financial Partners

Jerald P. Facey Baystate Financial Services Page 12 & 13

Kerry Paul Falco Weston Securities Corporation Page 31

Gregory Farland The Farland Group

Lee Ann Fatalo Baystate Financial Services Page 12 & 13

Kevin Fauteux Eagle Strategies

Thomas G. Feenan National Planning Corporation

Mark Feigenbaum Winchester Financial Group

Stephen Feinberg Morgan Stanley

Andre Fernandes Weston Financial Page 31

Joseph Ferrara AXA Advisors

Avi Finder Ameriprise Financial Services, Inc.

Daniel Finn Morgan Stanley

Stephen A. Fitzmaurice Morgan Stanley Page 45

Joseph Flynn Ameriprise Financial Services, Inc.

Norman Anthony Forness Ameriprise Financial Services, Inc.

Ryan C. Forness Forness & Forness/Ameriprise Financial Services, Inc.

Kelly Diane Fox Ameriprise Financial Services, Inc.

Christopher Fraga Fraga Wealth Management Group

Paul Fragala Paul Fragala & Associates/Ameriprise Financial Services, Inc.

Neville Frankel Financial Strategy Associates

Marc Freedman Freedman Financial

Leon Fridmar Merrill Lynch

Janet Frye Raymond James Page 40

James Fuerstnau Ameriprise Financial Services, Inc.

Douglas B. Gage Gage & Wilson/Ameriprise Financial Services, Inc. Page 19

Peter A. Gaines Integrated Financial Partners Page 23

Christopher F. Gallagher Ameriprise Financial Services, Inc. Page 45

Daniel Galli Daniel J. Galli & Associates

Paul Games Pathfinder Financial Group

Francis P. Garvan Capital Management Partners

Sean Gibbons Coastal Capital Group

Robert Gillen Morgan Stanley

David Gillespie DKG Financial Wealth Management Strategies

Marion Gilman Freedman Financial

Richard Gilman Securitas Financial Group

Stephen Paul Giulietti Morgan Stanley Page 40

Peter Godino Modera Wealth Management

Sebastian B. Gonzalez Ameriprise Financial Services, Inc.

Steven Goodman Goodman Advisory Group

Jay Gordon Morgan Stanley

Matthew Gorham LPL Financial

Daniel Gracy Ameriprise Financial Services, Inc.

George Grant, Jr. Baystate Financial Services Page 12 & 13

Jennifer N. Gray Ameriprise Financial Services, Inc.

Richard James Greenwood Horizon Financial Services

Bruce Gregory Morgan Stanley

Joseph Gresci Erwin Gresci Krasco & Prue Financial Group

Robert A. Gurman Tower Wealth Advisors/MetLife Page 41

Richard Hagopian Ameriprise Financial Services, Inc.

Heidi Hanson Hanson Financial Group Page 12, 13 & 45

Kimberly Ann Harding Harding Financial and Insurance

Dana Hardy, Jr. Centinel Financial Group Page 10 & 11

Michele Heist Ameriprise Financial Services, Inc.

Daniel Heitzman StoneBridge Financial Consultants

Elliot Herman PRW Wealth Management

Richard E. Hertzberg Ames Financial Services Page 41

Michael Hession Morgan Stanley Page 21

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Timothy Higgins 3Meritus Wealth Management

Brian J. Hill Capital Analysts of New England

Kevin G. Hill Centinel Financial Group Page 10 & 11

Patrick J. Hinton Baystate Financial Services Page 12 & 13

Eileen Holzman Centinel Financial Group Page 10 & 11

James Horrocks Coastal Capital Group

R. Jason Horwitz Integrated Financial Partners Page 23

Kelly Hudak Ameriprise Financial Services, Inc.

Melissa Indelicato Ameriprise Financial Services, Inc. Page 19

Steven L. Jacobsmeier Heritage Financial Services

Philip Jameson GW & Wade

Robert Katz Bainco International Investors

William F. Keeney Merrill Lynch

Jeffrey P. Keough Merrill Lynch

Todd M. Kobelski Merrill Lynch

Michael J. LaBrie Compass Point Retirement Planning

Paul Steven Lamb Ameriprise Financial Services, Inc.

Matthew Lasker Wingate Wealth Advisors

Richard John LeBranti, Jr. Doble LeBranti Financial Group

Bruce Ledoux Morgan Stanley

Philip Lee Modera Wealth Management

William LeFavor Weston Financial Page 31

Kenneth Lefebvre Crosspoint Financial Advisors

Craig Lewis Morgan Stanley Page 38

James Lister Pinnacle Private Wealth

Rich Van Loan Ameriprise Financial Services, Inc.

Kurt Douglas Lovell II Baystate Financial Services Page 12 & 13

Hunter S. Luke Capitol Financial Advisors Page 17

Christopher Lund Lund Financial Group

Stuart Alan MacKinnon Morgan Stanley

Peter Magni Wellesley Financial Group & Insurance Agency

Bradford F. Maltby, Jr. Ameriprise Financial Services, Inc.

Ryan Marini BostonPremier Wealth Page 32

Robert Matson Robert A. Matson Page 46

Ross Mayer MML Investors

Debra McDonald Wingate Wealth Advisors

Michael McEntee Ameriprise Financial Services, Inc.

Thomas McFarland The Darrow Company

Michael McIntyre Ameriprise Financial Services, Inc.

James McKenna Janney Montgomery Scott

Ryan McKenna Merrill Lynch

Patrick McNamara Morgan Stanley

Paul S. McNulty Pinnacle Private Wealth

Alison Meade Ameriprise Financial Services, Inc.

Paul Meaney Integrated Financial Partners

Maureen Meehan The MNE Group Page 12 & 13

Michael Meehan Meehan Financial Services Page 12 & 13

Theresa Meehan Meehan Financial Services Page 12 & 13

Robert Mestjian The Farland Group

Mary Jo Metro METRO Financial Strategies Page 46

Gregg Miles Miles Logue Financial Group Page 46

Jeffrey S. Miller Ameriprise Financial Services, Inc.

Richard Miller Miller Allen & Associates/Ameriprise Financial Services, Inc.

C.J. Millett Commonwealth Planning Group

David Milowe RBC Wealth Management

Gino P. Molettieri Baystate Financial Services Page 12 & 13

James Moniz Northeast Wealth Management

Julian Brett Morris LPL Financial

Kevin Morse Capital Analysts of New England

Margaret N. Murphy Ameriprise Financial Services, Inc.

Michael Murray Peabody Wealth Advisors

Robert Michael Nathan MetLife

Reza Niazi-Sai Morgan Stanley Page 47

Carolyn Launie Nolan Ameriprise Financial Services, Inc. Page 47

Kristin Nordahl The MNE Group Page 12, 13 & 47

Darren M. Norton GW & Wade

Ramzi N. Nuwayhid Merrill Lynch

Daniel F. OBrien OBrien Riley & Ryan

David G. OBrien Merrill Lynch

John OBrien MetLife Page 47

Erik Olson Olson Financial Group

Jeff Omansky LPL Financial

Daniel R. Omogrosso, Jr. Ameriprise Financial Services, Inc.

Douglas Orifice South Shore Financial Consultants

Thomas J. Ouellette Ouellette Wealth Management Group Page 47

George Padula Modera Wealth Management

Vincent P. Panzini Ameriprise Financial Services, Inc. Page 34

Marcus Allan Papajohn Integrated Financial Partners

Cole Parlin Ameriprise Financial Services, Inc.

John Charles Pastore Integrated Financial Partners Page 23

Thomas Pavlovich Ameriprise Financial Services, Inc.

David Pecinovsky Baystate Financial Services

Frank Perella Encompass Financial

Francis Perfetuo Merrill Lynch

Robert J. Perimian KSP Financial Consultants

Mary E. Perkins Ameriprise Financial Services, Inc.

Richard E. Perry, Jr. Commonwealth Financial Network

Gary Peters Wellesley Financial Group & Insurance Agency

Jay Phillips Janney Montgomery Scott

Matthew H. Piaker Capitol Financial Advisors Page 17

Earle Pitt Centinel Financial Group Page 10 & 11

Gerald A. Polcari GW & Wade

David Poulin Morgan Stanley

John Pratti New England Securities Page 12, 13 & 47

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Kevin Queally Morgan Stanley

Ira Rapaport New England Private Wealth Advisors Page 24

Thomas Reardon Ameriprise Financial Services, Inc.

Jason Reesey Financial Foundations

Joanne Reilly Ameriprise Financial Services, Inc.

Chris M. Riffle Baystate Financial Services Page 12 & 13

Joseph P. Rigali GW & Wade

Bradford J. Rindler AXA Advisors

Daniel Abraham Ringer Morgan Stanley

Mark Rizzo KGR Financial Resources

Richard Robb Capital Management Partners

Gerard T. Robinson Capital Analysts of New England

Ruven R. Rodriguez Morgan Stanley

John S. Rogers Ameriprise Financial Services, Inc.

Daniel Romaine Blue Hills Wealth Management

Paul Romano Gage & Wilson/Ameriprise Financial Services, Inc. Page 19

Theresa Mary Rosen Prudence Financial Page 47

Eric H. Rosenberg GW & Wade

Michael S. Ross Cornerstone Financial Group

Leo Rotman New York Life

Robert Michael Ryan Morgan Stanley Page 38

Adam Sachs Centinel Financial Group Page 10 & 11

Brett Russell Saide Ameriprise Financial Services, Inc. Page 19

Peter Salkins Integrated Financial Partners Page 23

Steven Joshua Samuel Samuel Financial

Mary Ann Saurino Ameriprise Financial Services, Inc.

Marc Schiowitz Morgan Stanley

Kevin Scot Schneider The Bulfinch Group Page 16

Matthew Schroeder The Hamilton Group

Johanna Schulman Ameriprise Financial Services, Inc.

Michael Gerard Scott Morgan Stanley Page 32

Frederica See Bay Financial Associates

William Sempolinski William Sempolinski

Octavia M. Serpa Ameriprise Financial Services, Inc. Page 48

Dushyant J. Shah D.J. Shah Financial Services Page 42

Richard Shakter Financial Compass Group Page 42

Louise Sharp Sharp & Linhart Financial Strategies Page 38

Douglas A. Sherwood Integrated Financial Partners Page 23

Zvi Shtifter The Bulfinch Group Page 16

Bob Siefert Modera Wealth Management

J. Ali Sienel Ameriprise Financial Services, Inc.

Ronald F. Siggens Boston Hill Advisors

John Simeone Ameriprise Financial Services, Inc.

Mark Singer Safe Harbor Retirement Planning

Alan Eric Slavin Ameriprise Financial Services, Inc.

Bradford P. Smith Lincoln Investment Planning

Ronald Smith Integrated Financial Partners

Ryan James Smith MetLife

Mark Soukup Oppenheimer & Company Page 42

Jill Spatola Merrill Lynch

Maria Staffiere Weston Financial Page 31

Kenneth D. Steele MetLife Page 48

Sheila Brand Stehlin Ameriprise Financial Services, Inc.

Stuart Alan Steinberg Eaglerock Financial Page 43

Joseph Stone MSW Financial Partners

Brian Strachan Morgan Stanley

Mark Christopher Sullivan Centinel Financial Group Page 10 & 11

James Swallow Ameriprise Financial Services, Inc.

Eric Charles Takach Ameriprise Financial Services, Inc.

Richard Tartarini Tartarini Financial Services

Paul Teixiera Kaplan Financial Services

Deborah S. Telles-Palladino Integrated Financial Partners Page 23

John Paul Theophilos LPL Financial

Nathaniel Tilton Tilton Wealth Management

Jeffrey N. Tomaneng Lincoln Investment Planning

Sara Toscano Baystate Financial Services Page 12 & 13

Matthew Francis Tosh Ameriprise Financial Services, Inc.

Graham M. Tower Ameriprise Financial Services, Inc.

Jason Traino Morgan Stanley Page 32

John Tritle Ameriprise Financial Services, Inc.

Justin Turcotte Lightship Wealth Strategies

James Turner Hornor Townsend & Kent

Penelope Tzougros LPL Financial

John Ulwick Integrated Financial Partners

Jason Vanderstreet Atlantic Planning Group Page 14

Timothy Vanech Shorepoint Capital Partners Page 39

Lisa Virello Morgan Stanley

Daniel Matthew Wagner Merrill Lynch

Daniel Wallach LPL Financial

Seth R. Waltz Baystate Financial Services Page 12 & 13

Andrew Ward Life Solutions Group

Jeffrey Waxman Morgan Stanley

Edward Sam Webber Morgan Stanley Page 43

Richard Alan Webber AXA Advisors

Dianne Webster Insight Wealth Management Page 48

Stuart Weier Weier Financial

Bruce Mason Werner Ameriprise Financial Services, Inc.

Jeremy White Integrated Financial Partners

Brian F. Wilder Morgan Stanley

Kerri L. Wilkes Commonwealth Financial Network

Kevin Williams RBC Wealth Management

Daniel T. Wilson Gage & Wilson/Ameriprise Financial Services, Inc. Page 19

Julie Winston Morgan Stanley

Barry Zimmerman The Bulfinch Group Page 16

Eric Zine Elm Tree Captial

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InsuranceRichard Belofsky The Bulfinch Group

Page 16

Marc David DiFiore Wealth Advisory Group of New England

David F. Keefe III Eagle Strategies

Christopher R. Kristian The Westport Group

Mitchell Marcus Park Avenue Securities

Charles Murphy The Murphy Financial Group

Mark H. Ryan Ryan Financial Page 48

Ari Stonehill The Bulfinch Group Page 16

Jeffrey D. Varsa The Varsa Group

InvestmentsStephen Adams Ameriprise Financial

Services, Inc.

Joel Agus EKS Financial

Harvey Albert RBC Capital Markets Page 44

Brian Allsop Bank of Canton Financial Services Page 44

Marc Altenhoff Ameriprise Financial Services, Inc.

Robert Bachelder Morgan Stanley

Francis Bailey Merrill Lynch

Samuel Baldwin Spencer Financial

David Basile Janney Montgomery Scott

Chad Battaglia Merrill Lynch

Christopher Mark Baughan Baughan Wealth Management

Christopher Bayles Morgan Stanley Page 26

Rick Bellew Janney Montgomery Scott

Chad Besegai Wells Fargo Advisors, LLC

Brad Bestgen Bestgen Financial

Andrew Betts Bickling Financial Services

Kevin Birch Wells Fargo Advisors, LLC

Ross Birch Wells Fargo Advisors, LLC

Robert Bodio, Jr. GW & Wade

Gregg Bonheur Morgan Stanley Page 32

Michael B. Boucher Morgan Stanley

Michael Brady Merrill Lynch

Gary Breda Wells Fargo Advisors, LLC

Debra Kendall Brede D.K. Brede Investment Management Company Page 34

Marybeth Breed Boston Hill Advisors

Kurt Brown LPL Financial

Jeffrey Brudner Capitol Financial Advisors Page 17

Peter Burbank Wells Fargo Advisors, LLC

Peter Burbank, Jr. Wells Fargo Advisors, LLC

Carl Cafaro Merrill Lynch

Gregory K. Cannon Morgan Stanley

Thomas F. Capachietti Merrill Lynch

Joseph Capobianco MetLife Page 44

David Carolan Charles Schwab & Company

Andrew Scott Carter Wells Fargo Advisors, LLC

Noah J. Caruso Morgan Stanley

Frank Castagno, Jr. Wells Fargo Advisors, LLC

Christopher A. Chouinard Bay Financial Associates

Kjell Christiansen Ameriprise Financial Services, Inc.

David Clayman Morgan Stanley

Robert L. Connelly, Jr. Merrill Lynch

Dawnmarie Corneau Corneau Wealth Management Page 44

Allan Crudale Merrill Lynch

Gregory Curran Wells Fargo Advisors, LLC

Susan Elizabeth Dahl Bainco International Investors

Daniel Daley Winslow Evans & Crocker

Donald D. Dalton Ameriprise Financial Services, Inc. Page 44

Audrey Daum Oppenheimer & Company

Christopher Edward Dewhirst Merrill Lynch

Thomas E. Dexter Wells Fargo Advisors, LLC

Dennis Michael Doble Doble LeBranti Financial Group

Michael Dodge Morgan Stanley

Patrick Dougherty Braintree Investment Services

Alfred Drouin Ameriprise Financial Services, Inc. Page 19

Francois Ducroux Winslow Evans & Crocker Page 45

Michael Edwards Boston Hill Advisors

Eugene E. Ellison Commonwealth Financial Network

Robert D. Ellison Commonwealth Financial Network

Lawrence Francis Eppolito Wells Fargo Advisors, LLC Page 18

Mark Everett Alignment Financial Group

Jonathan Fabrizio North River Financial

Scott Fabyan Morgan Stanley

Lawrence Faretta Trust Advisory Group

Stuart Charles Feinzig New England Securities Page 12 & 13

Gary Ferreira Merrill Lynch

Patrick Joseph Filice Morgan Stanley

Scott Finlay Wells Fargo Advisors, LLC

David M. Fivek Morgan Stanley

Kevin M. Flaherty Morgan Stanley

John O. Florence, Jr. Integrated Financial Partners Page 39

Anthony Michael Florio Merrill Lynch

Sean Flynn Commonwealth Financial Network

Mark Foley Wells Fargo Advisors, LLC

Stephen Foy Morgan Stanley

Jennifer LaFrance Baystate Financial Services Page 12 & 13

Peter O. Frisch Wells Fargo Advisors, LLC

Patrick Fuller Ameriprise Financial Services, Inc.

Gracio Altino Garcia The Bulfinch Group Page 16

Eric Robert Gauster Oppenheimer & Company Page 40

Craig Geddes Edward Jones

James V. Gennari, Jr. Merrill Lynch

Stephen Andrea Geremia Ashwood Advisors Page 40

Howard Gerrin Integrated Financial Partners Page 23

Salvatore Giacalone Merrill Lynch

Robert C. Giargiari Baystate Financial Services

Judith Angela Giarrusso RBC Wealth Management

Anthony F. Giordano RBC Wealth Management

Ronald Giunta Flagship Private Wealth

Lawrence Glazer Mayflower Advisors

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Sam Alan Goldberg Kruegold Asset Management

William D. Gordon Morgan Stanley

Robert Graff Morgan Stanley

Peter T. Grave Morgan Stanley Page 45

Jill Greenberg Financial Strategy Associates

Thomas Grella Grella Financial Services Page 20

Terry Griffith Morgan Stanley

Louis Grimaldi Wells Fargo Advisors, LLC

Jessica Guo Merrill Lynch

Erik Hacker Capital Analysts of New England

Christopher Hagan Adviser Investments

Scott Sheridan Hanley Wells Fargo Advisors, LLC

Jill Hansen Hansen Financial MV Page 45

Ryland Hanstad LPL Financial

Mary McFadden Hastings Wells Fargo Advisors, LLC

Tim Hayes Cambridge Investment Research

Andrew Heald Wells Fargo Advisors, LLC

Ryan Heald Wells Fargo Advisors, LLC

Ryan Hendrickson Ameriprise Financial Services, Inc.

Paul Henry CCO Investments/Citizens Investment Services

Ronald B. Hertel Wells Fargo Advisors, LLC

Ronald R. Hill Baystate Financial Services Page 12 & 13

Colin G. Hoehn Merrill Lynch

Scott Holden Centinel Financial Group Page 10 & 11

Jane Hood Commonwealth Financial Network

Jonathan C. Hoy Middlesex Financial Group

Ryan Huard Sentinel Benefits & Financial Group Page 37

Jonathan P. Hyett Morgan Stanley Page 22

Frank Michael Hynes MetLife

Jay Patrick Irving LPL Financial

Paul Jackson Morgan Stanley

Kellie D. Jacques Wells Fargo Advisors, LLC Page 35

Stephen E. Johnson Charles Schwab & Company

Joshua Jones Adviser Investments

Ernest J. Joseph RBC Wealth Management Page 45

John E. Joyce Deutsche Bank Securities

Andrew Marcus Karelis KSP Financial Consultants

Jeffrey Karelis Commonwealth Financial Network

Elizabeth Kesselman Adviser Investments

Carol M. Khouri Wingate Wealth Advisors

Jordan S. King Morgan Stanley

Michael Kiziuk Santander Investment Services

Robert A. Kleinkauf MetLife

Michael Klonsky New England Wealth Management

Barry Kolano Wells Fargo Advisors, LLC Page 45

Dolores Kong Winslow Evans & Crocker Page 46

Brian Konish Wells Fargo Advisors, LLC

John Koulopoulos Wells Fargo Advisors, LLC Page 35

Amy Susan Lampert WomensWorth Page 16

Matthew Langis Infinex Investments

Robert LeBlond Morgan Stanley Page 36

Alexander K. Leith RBC Wealth Management

Timothy A. Le Pain Ameriprise Financial Services, Inc. Page 41

Daniel Leveroni Leveroni Financial Management Corporation

Timothy Leveroni Leveroni Financial Management Corporation

Bill A. Liberti Coburn & Meredith

Rebecca S. Linhart Sharp & Linhart Financial Strategies Page 38

Jason Thomas Longtin Northeast Investment Advisors

Jonathan Lonske Morgan Stanley Page 46

Mark Andrew Luhtanen Wells Fargo Advisors, LLC Page 35

Brian P. MacKinnon Morgan Stanley

Timothy P. MacKinnon Morgan Stanley

Brian C. Mahoney Morgan Stanley

Barbara J. Maitland Flagship Harbor Advisors

Deborah D. Maloy Insight Wealth Management Page 46

Anthony Franzi Mancini Morgan Stanley

Katharine Manning Charles Schwab & Company

Anthony J. Marino Marino Financial Advisors Page 12, 13 & 41

Cameron Lind Markley Merrill Lynch

Joseph Matta Ameriprise Financial Services, Inc.

Shawn Matthew Mauro Morgan Stanley Page 46

Douglas Mavilia Lightship Wealth Strategies

Edward F. McAuliffe Merrill Lynch

Brian McCall Beacon Investment Management

Daniel McCarthy The Quincy Group Page 37

Thomas McConnell Merrill Lynch

Mark Gregory McGonagle LPL Financial

Christopher McIntyre Green Harbor Financial

Gregory John McLaughlin Centinel Financial Group Page 10 & 11

Terrence Michael McMahon Morgan Stanley

Todd Micklovich Cantella & Company

Daniel V. Miele Centinel Financial Group Page 10 & 11

Timothy Miller Wells Fargo Advisors, LLC

Cristen Moore Wells Fargo Advisors, LLC

Paul Moriarty Moriarty Financial Group

Jim Morris Financial Management Associates

Timothy Mortellite Timothy Charles Financial Page 46

Deborah W. Moses Eaton Vance

Asta Muldoon Ameriprise Financial Services, Inc.

John S. Murray GW & Wade

Edward Nabhan Morgan Stanley

Timothy Nolan Morgan Stanley

Pamela M. Nottingham Wells Fargo Advisors, LLC Page 25

Paul Nylen Merrill Lynch

Matthew J. OConnor Webster Investments/LPL Financial Page 47

Michele OConnor Morgan Stanley

John A. Olson Olson Financial Group

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified finanCial Planner and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements. The Chartered Financial Consultant credential [ChFC] is a financial planning designation awarded by The American College.


Martin Parquette Morgan Stanley

Andrew Parvey Merrill Lynch

Mark J. Paylor M.J. Paylor & Associates

Peter H. Pearce Merrill Lynch

Laura Joan Peeke LifeFirst Financial

Peter M. Petrella Cambridge Investment Research

Timothy Pinch GW & Wade

Patrick W. Pirone Investment Professionals

Brenton Pitt Centinel Financial Group Page 10 & 11

Edward Scott Porter KSP Financial Consultants

Sarah Porter Morgan Stanley

Abigail Psyhogeos Bainco International Investors

Daniel J. Rabatsky Raymond James

Robyn Redfield Morgan Stanley

Nathan Richard Miller Allen & Associates/Ameriprise Financial Services, Inc.

John C. Riley Wells Fargo Advisors, LLC

Leo Robinson Morgan Stanley

Paul Louis Roche III Morgan Stanley Page 26

Bruce Rogovin Wells Fargo Advisors, LLC

Beth Rosenberg Wells Fargo Advisors, LLC

Paul Roy IV Wells Fargo Advisors, LLC

Diane Kay Rule-Enos BG Financial Services

Dave Rumrill Morgan Stanley

George Saideh Centinel Financial Group Page 10 & 11

Candace Lee Sallale Sallale Financial Strategies

Matthew Santangelo The Northern Trust Company

Robert Michael Sarly Morgan Stanley Page 27

Robert Savage Wells Fargo Advisors, LLC Page 48

Isabel Scharmer Bainco International Investors

Edward V. Schiela The Colony Group

Joseph Shadduck Blue Hills Wealth Management

Philip J. Sher The Sher Wealth Management Group

Michael Sherman Wells Fargo Advisors, LLC

Robert S. Sherr Sherr Financial Associates Page 42

Michael J. Shulman Morgan Stanley

Anthony C. Silva AXA Advisors

Gregory Simmons Merrill Lynch

Geoffrey Simons Ameriprise Financial Services, Inc.

Matthew John Sliwa KSP Financial Consultants

Bradley Small Wells Fargo Advisors, LLC

David B. Smith Merrill Lynch

Scott Smith Beacon Investment Management

Adrienne Snapp Ameriprise Financial Services, Inc.

Marvin Joseph Sneider Cantella & Company

Stephen R. Spector Wells Fargo Advisors, LLC

Jonathan Richard St. Clair Adviser Investments

Victoria Staebler Merrill Lynch

Dianne Steen Morgan Stanley

Martin Stocklan Merrill Lynch

Kevin Stoddard Stoddard Financial

Adam Strauss Adviser Investments

Craig Strauss Strauss Wealth Management

Ronald Anthony Sugameli Weston Financial Page 31

Andrew R. Sullivan CIO Wealth Management Page 43

Philip Swan Norwood Financial Services Page 48

Jonathan Sweet Oakleaf Wealth Management

Ellen Takagi RBC Wealth Management

Judith Chrisann Taras RBC Wealth Management

Robert Taylor RBC Wealth Management

Andrew Thompson Charles Schwab & Company

James M. Thompson LPL Financial Page 29

Ted Tiger Tiger Investment Services Page 43

David Tobias Morgan Stanley

Joseph J. Trainor Boston Hill Advisors

Alex Treves Morgan Stanley

Richard Turner Schooner Financial Associates

Robert T. Vanasse Merrill Lynch

Gerard Verbeek Verbeek & Associates Page 48

James Verity Adviser Investments

Kurtis Volk Morgan Stanley

Michael Waterman Morgan Stanley

Keith Weinstein Ameriprise Financial Services, Inc.

Michael Gregory Welch Ameriprise Financial Services, Inc.

Terry B. Wells Wells Financial Page 30

Trey Whalley MetLife Page 48

Bryan J. White Morgan Stanley

Andrew Wilson Ameriprise Financial Services, Inc.

Frederick J. Winters Adviser Investments

Earl Winthrop Winthrop Wealth Management

Nathan Noyes Withington Morgan Stanley

Kurt Wright Wells Fargo Advisors, LLC

Vincent N. Zaccardi Merrill Lynch

Stephen Zahka Wells Fargo Advisors, LLC

TaxationDeborah Campbell Comprehensive Tax &

Financial Services

Paul Lysan Investors Capital Corporation

Trust ServicesMatthew L. Bergstresser Bergstresser

Financial

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The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professionals consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionals consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winners future performance. 1,707 Boston wealth managers were considered for the award; 655 (39 percent of candidates) were named Five Star Wealth Managers.


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Relationships | Integrity | Clarity | Trust

Stuart H. Armstrong IICFP, CLU, ChFC, CLTC, ADPASM

Gregory J. McLaughlinMS, CFP

George A. BernetCFP, CMFC, CRPC, CLTC

2014 winner Dana P. Hardy, Jr. LUTCF

2014 winner Kevin G. Hill CLTC

Mark C. Sullivan

2014 winner Daniel V. MieleMBA

Adam M. SachsCFP, CLU, ChFC, CLTC

Scott W. Holden

George Skip SaidehChFC

Earle W. Pitt, Jr.CLU, ChFC

Brenton A. Pitt Eileen F. HolzmanChFC, CLTC

Centinel Financial Group

The Centinel Financial Group 2014 Five Star award winners

For more than 40 years, individuals, families and businesses have chosen to work with Centinel Financial Group for the relationships and trust that we build. What this means is that our dedicated advisory team will share a process that will help you realize your intentions

and maximize your opportunities. The real benefit of working with our firm is the clarity, confidence and capability you will feel in your financial security and in helping protect what matters to you most.

160 Gould Street, Suite 212 Needham Heights, MA 02494Main Office: 781-446-5000 Fax: 781-446-5050

www.centinelfinancialgroup.com YouTube Channel: CentinelTV

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Centinel Financial Group, LLC isindependent of Signator Investors, Inc. and any affiliated companies. Signator Investors, Inc. provides fee-based advisory accounts and fee-based financial planning, and only qualified

representatives enrolled in the Signator Investors, Inc. Corporate Registered Investment Advisor Program may offer these advisory products and services. 501-20131127-166525.

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FS11The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:

1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professionals consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionals consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winners future performance. 1,707 Boston wealth managers were considered for the award; 655 (39 percent of candidates) were named Five Star Wealth Managers.

Relationships | Integrity | Clarity | Trust

Stuart H. Armstrong IICFP, CLU, ChFC, CLTC, ADPASM

Gregory J. McLaughlinMS, CFP

George A. BernetCFP, CMFC, CRPC, CLTC

2014 winner Dana P. Hardy, Jr. LUTCF

2014 winner Kevin G. Hill CLTC

Mark C. Sullivan

2014 winner Daniel V. MieleMBA

Adam M. SachsCFP, CLU, ChFC, CLTC

Scott W. Holden

George Skip SaidehChFC

Earle W. Pitt, Jr.CLU, ChFC

Brenton A. Pitt Eileen F. HolzmanChFC, CLTC

Centinel Financial Group

The Centinel Financial Group 2014 Five Star award winners

For more than 40 years, individuals, families and businesses have chosen to work with Centinel Financial Group for the relationships and trust that we build. What this means is that our dedicated advisory team will share a process that will help you realize your intentions

and maximize your opportunities. The real benefit of working with our firm is the clarity, confidence and capability you will feel in your financial security and in helping protect what matters to you most.

160 Gould Street, Suite 212 Needham Heights, MA 02494Main Office: 781-446-5000 Fax: 781-446-5050

www.centinelfinancialgroup.com YouTube Channel: CentinelTV

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Centinel Financial Group, LLC isindependent of Signator Investors, Inc. and any affiliated companies. Signator Investors, Inc. provides fee-based advisory accounts and fee-based financial planning, and only qualified

representatives enrolled in the Signator Investors, Inc. Corporate Registered Investment Advisor Program may offer these advisory products and services. 501-20131127-166525.

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Baystate Financial Embodies Integrity, Trust, Professionalism and Competency

2014 winner Philip Barnes

Gino Molettieri

2014 winner Michael DiMaggio

2014 winner Chris Ri e

2014 winner Kurt Lovell

2014 winner George Grant, Jr.

Stephen Camarro

Stephen Napier

2014 winner Matt Donovan

2014 winner Bryce Schintzius

Heidi Hanson

Anthony Marino

Daniel Cappucci

Kristin Nordahl

Michael Enright

2014 winner Sara Toscano

Ronald Hill

Maureen Meehan

Thomas Cappucci

2014 winner John Pratti

Jerald Jerry Facey

Seth Waltz

2014 winner Patrick Hinton

Michael Meehan

Andrew Cleary

Leeann Fatalo

2014 winner Jen LaFrance

Theresa Meehan

Baystate Financial

Founded in 1901, Baystate is one of New Englands oldest and largest financial services firms offering comprehensive, individualized financial strategies for clients. We provide a unique top-line client experience based on service. This qualitative approach enables us to develop comprehensive strategies and solutions and provide some of the best service in the industry. Baystate has pioneered a new model for financial firms built on a solid infrastructure of specialists who share their experience on a wide range of financial issues so that our representatives can provide personalized solutions to clients. Baystate is a strong corporate and community partner dedicated to the clients and communities we serve throughout New England. Every year, we participate in a variety of events, activities and drives to help those in need. Baystate has been named as one of the best places to work by the Boston Globe, Boston Business Journal and Providence Business News as well as one of Americas fastest-growing companies by Inc. magazine. Congratulations to the Baystate Financial representatives named to the 2014 Five Star Wealth Manager list.

200 Clarendon Street, 19th FloorBoston, MA 02116

www.baystatefinancial.com

Securities offered through registered representatives of New England Securities Corp. (NES), a broker-dealer (member FINRA/SIPC) and a registered investment adviser. Branch Address: 200 Clarendon St Boston, MA 02116. Baystate Financial is not affiliated with NES. L1113352483[exp1214][MA].

Stuart Feinzig

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Baystate Financial Embodies Integrity, Trust, Professionalism and Competency

2014 winner Philip Barnes

Gino Molettieri

2014 winner Michael DiMaggio

2014 winner Chris Ri e

2014 winner Kurt Lovell

2014 winner George Grant, Jr.

Stephen Camarro

Stephen Napier

2014 winner Matt Donovan

2014 winner Bryce Schintzius

Heidi Hanson

Anthony Marino

Daniel Cappucci

Kristin Nordahl

Michael Enright

2014 winner Sara Toscano

Ronald Hill

Maureen Meehan

Thomas Cappucci

2014 winner John Pratti

Jerald Jerry Facey

Seth Waltz

2014 winner Patrick Hinton

Michael Meehan

Andrew Cleary

Leeann Fatalo

2014 winner Jen LaFrance

Theresa Meehan

Baystate Financial

Founded in 1901, Baystate is one of New Englands oldest and largest financial services firms offering comprehensive, individualized financial strategies for clients. We provide a unique top-line client experience based on service. This qualitative approach enables us to develop comprehensive strategies and solutions and provide some of the best service in the industry. Baystate has pioneered a new model for financial firms built on a solid infrastructure of specialists who share their experience on a wide range of financial issues so that our representatives can provide personalized solutions to clients. Baystate is a strong corporate and community partner dedicated to the clients and communities we serve throughout New England. Every year, we participate in a variety of events, activities and drives to help those in need. Baystate has been named as one of the best places to work by the Boston Globe, Boston Business Journal and Providence Business News as well as one of Americas fastest-growing companies by Inc. magazine. Congratulations to the Baystate Financial representatives named to the 2014 Five Star Wealth Manager list.

200 Clarendon Street, 19th FloorBoston, MA 02116

www.baystatefinancial.com

Securities offered through registered representatives of New England Securities Corp. (NES), a broker-dealer (member FINRA/SIPC) and a registered investment adviser. Branch Address: 200 Clarendon St Boston, MA 02116. Baystate Financial is not affiliated with NES. L1113352483[exp1214][MA].

Stuart Feinzig

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Atlantic Planning Group, LLCChristopher Battersby, Michael Broderick, Jason Vanderstreet

Areas of Focus: Estate, Business and Retirement Planning

Left to right: Back row: Three-year winners Christopher W. Battersby, CFP, CLU, ChFC, MSFS, CAP and Michael F. Broderick, CFP, CLU, ChFC, CAP; 2014 winner Jason C. Vanderstreet

Front row: Christopher M. Eppich; Patricia K. Shaughessy; Joanna Antonopoulos, CFP, CLU; Gina P. Cueva

Clarify your goals so you can make informed and confi dent decisions Provide fi nancial advice for people who want to protect and grow their money Build plans with customized solutions always managed, always monitored

Our fi rm has 25 years experience with a reputation built on a long track record of working with successful people. We build custom-tailored plans and provide solutions with a high level of competency and integrity. We work closely with our clients and their advisors to develop an integrated plan and ensure

all planning items both tactical and fundamental are developed, executed, monitored and revised along the way.

If you want to secure your fi nancial future let us show you how. That is our job, and we do it well.

201 Jones Road Waltham, MA 02451Office: 781-894-7000

[email protected] www.atlanticplanning.com

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Eric Bertz

One-Source Wealth Management

Two-year winner Eric Bertz, CRPC

Exceptional, objective advice for making informed fi nancial decisions

Confi dence knowing your personal and corporate plans are properly coordinated

Professional planning team with the skills to handle your most pressing fi nancial challenges

Areas of Focus: Personal and CorporateFinancial Planning

We specialize in bringing together fi nancial strategies for helping you make informed decisions with regards to your personal fi nancial independence, wealth management, legacy planning, transfer of your business to the next generation, corporate retirement plans and benefi ts planning.

Since 1986, Eric Bertz has been a one-source advisor providing comprehensive advice to business owners, families, professionals and retirees. Eric and his team at Lincoln Financial Advisors include legal, tax and fi nancial planning professionals with advanced certifi cations, including, CFA, CPA, JD, LL.M.,

CFP, MBA, AAMS, CRPC and more. Eric is particularly well positioned to work with successful business owners whose personal and business life have become more complicated because of overlapping fi nancial issues.

Receiving advice from one source who can work with you on both personal and business matters has never been more important. The most essential part of your fi nancial well-being is choosing experienced professional advisors. Eric and his team welcome you to the unique one-source planning experience.

Lincoln Financial Advisors125 Summer Street, Suite 1400 Boston, MA 02110

Office: [email protected] www.ericbertz.com

Eric Bertz is a registered representative of Lincoln Financial Advisors Corp, a broker/dealer (Member SIPC) and registered investment advisor. CRN-777947-120913.

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The Bulfinch GroupHelping to Build and Preserve Wealth for 20 Years

Investments, Insurance, Estate and Retirement Planning

Left to right: Back row: 2014 winner Barry Zimmerman;three-year winner Gracio Garcia; 2014 winners John Balzer, JD, CLTC and Ari Stonehill

Front row: Three-year winner Richard Belofsky, CLU, ChFC, CFP; two-year winner Amy Lampert; three-year winner Kevin Schneider, CLU; two-year winner Zvi Shtifter

Uncommon strategies that work Better-educated clients Access to unmatched skills and experience

The Bulfi nch Group is an independent fi nancial services and wealth management fi rm that has been providing personalized fi nancial advice, experienced investment management to individuals, families and business owners since 1994.

Our team of professionals has decades of experience in every dimension of fi nancial services. Working in close collaboration

with our clients and their legal and accounting advisors, The Bulfi nch Group provides comprehensive fi nancial strategies carefully tailored to each individual and business situation. Our ultimate goal is to make a lasting, positive impact on the lives of our clients and associates, and on the communities in which they live.

160 Gould Street, Suite 310 Needham, MA 02494Office: 781-449-4402

www.bulfinchgroup.com

Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, (781) 449-4402. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY.

PAS is an indirect, wholly-owned subsidiary of Guardian. The Bulfinch Group, Inc. is not licensed to sell insurance. The Bulfinch Group, Inc. is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC. 2013-13077. Guardian, its subsidiaries, agents or employees do not give tax or legal advice.

You should consult your tax or legal advisor regarding your individual situation.

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Capitol Financial AdvisorsIndependent Investment Advice for More Than 25 Years

Areas of Focus: Investment Advisory Services, Estate Plans and Retirement Income Strategies

Left to right: Two-year winners Je rey W. Brudner, BBA and Matthew H. Piaker, JD, LL.M., AIF;three-year winners Charles P. Brown, MA, CLU, ChFC and Constance A. Barber, MA, CLTC, CFP;

two-year winners Hunter S. Luke, MBA and Lisa M. Cremonini, MBA, AIF, CFP

Uncompromising integrity Proactive management Long-term client relationships

Our advisory team has been helping people establish and maintain their fi nancial goals for more than 25 years. We provide comprehensive planning and education, and institutional quality investment management, all within a friendly family-offi ce setting. At Capitol Financial, we share a passion for excellence that is unique in our industry each and every advisor at our fi rm is a Five Star Wealth Manager.

Objective and unbiased advice is the cornerstone of our wealth management process. Unlike the traditional Wall Street model, our fi rm has chosen to work with an independent broker/dealer. This means that we remain independent, too. Discover the value of working with someone who answers only to you and acts solely in your best interest.

Learn more about us by calling toll-free at 800-471-PLAN.

One Hollis Street, Suite 301 Wellesley, MA 02482 Phone: 800-471-7526100 Cummings Center, Suite 207P Beverly, MA 01915 Phone: 978-927-3123

453 Washington Street Duxbury, MA 02332 Phone: 781-452-7375www.capitolfinancialadvisors.com

Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC. Capitol Financial Advisors is a Registered Investment Advisor.

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FS18

Larry EppolitoCustom Wealth and Risk Management Strategies

Wealth Accumulation, Preservation and Retirement Planning Strategies

Three-year winner Larry Eppolito, Managing Director Investment Offi cer, CFP , MBA and his family

Focused on personalized, timely solutions through disciplined strategies Dedicated to simplicity, objectivity and confi dentiality Committed to cost-eff ective, personalized service that exceeds expectations

Larry Eppolito, Managing Director Investment Offi cer at Wells Fargo Advisors, LLC, has been providing clients with honest, concise and relevant advice for more than 29 years. Larry leverages his clients time by constructing and overseeing custom investment portfolios designed to remain consistent with his clients objectives. By doing so, his clients may have more time to tend to their other priorities. He is dedicated to simplifying his clients fi nancial lives and helping to reduce

the anxiety often associated with the investment planning process.

Larry works seamlessly with attorneys and tax professionals to develop strategies to help pursue fi nancial goals.

Larry is supported by a skilled administrative staff consisting of Senior Registered Client Associate Carole A. Alexander and Senior Client Associate Shannon Alexander.

The Eppolito Financial Group of Wells Fargo Advisors, LLC285 Billerica Road Chelmsford, MA 01824

Office: 978-250-0003 Toll-free: [email protected] www.wfadvisors.com/larry.eppolito

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 awardand the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 1213-00305 12/3/2013].

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