SPECIAL ADVERTISING SECTION
Five Star Wealth Manager
Award winners listed by primary services and listed alphabetically by last name. Business Planning Jeffrey Barnes · Legacy Wealth Management Charles R. Brown · Ameritas Investment Page 9
Stacey Hyde · Independent Wealth Management Page 7
Investments
Brienne Smith Jackson · Legacy Wealth Management
Eric Baertels · Wells Fargo Advisors, LLC
Brian Kinney · Dominion Partners
Mark Alexander · Morgan Stanley
Page 8
Kevin Johnston · Financial Resource Management Page 5
John Barrios · Barrios Financial Services
Richard Jones · Capital Financial Advisors
William Bizot · Wells Fargo Advisors, LLC
Gary Dering · Voya Financial Advisors
Christopher Kauker · Ameriprise Financial Services, Inc. Page 4
Emile Bizot III · Wells Fargo Advisors, LLC
Financial Planning
Owen Keith · FSG Investment Management
Estate Planning
Sudhir Agrawal · Ameriprise Financial Services, Inc.
Marty Kelman · Kelman-Lazarov
Frank Allen · Shoemaker Financial
Ron Lazarov · Kelman-Lazarov
Lawson Arney · Raymond James & Associates
Joshua Mays · Calton & Associates
Susan Babina · Ameriprise Financial Services, Inc. Page 4 Teresa Bailey · Pickler & Bailey Financial Planning
Gary Kieffner · Brandon Investments
Lindsey Bell Mazzola · Legacy Wealth Management David McAdams · McAdams Tax Advisory Group Page 2 & 3
Mark Billions · Wells Fargo Advisors, LLC
Becky Bridgmon · Morgan Stanley Page 6 Terry Brough · Raymond James & Associates
Arun Kulkarni · LPL Financial John Norfleet Laughlin · Summit Asset Management David Lee · David Lee Financial Robert Leger · First Heartland Consultants Hal Lewis · Stephens John Maiden · Raymond James & Associates Jerry McEwen · Wells Fargo Advisors, LLC Duncan L. Miller · Legacy Wealth Management
Russell Clack · Strategic Wealth Management
John Miller · Edward Jones
Charles Coe · Dominion Partners
Will Moore · Atkins Capital Management
Nancy Coe · Dominion Partners
Terry Morris · Raymond James & Associates
Christian Cornell · Carty & Company
Mark Saalfield Norris · Raymond James & Associates
David “Landon” Mills · Shoemaker Financial
Christy Cornell · Raymond James & Associates
Wilson Moore · Raymond James & Associates
Robert Cremerius · Cremerius Wealth Management
John Peterson · Wells Fargo Advisors, LLC Page 6
William C. Overcast · Legacy Wealth Management
Mark Cronin · Highland Capital Management
John Pettey · Raymond James & Associates
Ray Brandon · Brandon Investments E. Denby Brandon III · Brandon Financial Planning
Hugh Parks · Commonwealth Financial Network Page 7
William Deupree · Raymond James & Associates
Larry Clayton · Anchorpoint Financial
Hallie Peyton · Legacy Wealth Management
Katie Cole · Ameriprise Financial Services, Inc. Page 4
John Phillips · Red Door Wealth Management
Richard Ditter · The Mutual Fund Store of Memphis
Joseph Crain · Wunderlich Securities Page 9
Richard Pittman · Diversified Financial Advisors Page 9
Lloyd V. Crawford · Financial Consulting Group
Rebecca Rawlinson · Legacy Wealth Management
Joseph DeLisi · Chartwell Financial Group
David Rochester · Shoemaker Financial
Robert Glenn Dingler · FSG Investment Management
James Shamoun · Ameriprise Financial Services, Inc. Page 4
Brian Douglas · Ameriprise Financial Services, Inc. Page 4
Cathy Ann Simmons · Legacy Wealth Management
Darrell Wayne Douglas · Ameriprise Financial Services, Inc. Page 4
Shelly Baker · SunTrust Bank William Bell · Mid South Financial Group Stanley Bilsky · Morgan Stanley Page 6
Malcolm “Jerome” Franklin · Wells Fargo Advisors, LLC William Frazee · Frazee Investment Consulting
John Parker · Morgan Stanley
Page 8
Jeff Phillips · Raymond James Financial Services David Pickler · Pickler Wealth Managers Conrad Richards · Wells Fargo Advisors, LLC Ivan Rodriguez · New Southern Advisory Services Randall Roper · Wells Fargo Advisors, LLC Michael Rowland · LPL Financial
Cecil Godman III · Mercury Investment Group
Peggy Ryansmith · Strategic Wealth Management
Larry Goldsmith · Wunderlich Securities
Julia San Roman · Edward Jones
Robert D. Gooch · Raymond James & Associates
Michael Short · Wunderlich Securities
Walter Grant · Aegis Retirement Group
Robin K. Sievers · Legacy Wealth Management
Madeline R. Simonetti · Ameriprise Financial Services, Inc. Page 4
Sarah Russell Haizlip · Summit Asset Management
Joseph Amery Staub · Summit Asset Management
Charles Emerson · Independent Planning Group
Patrick Sirayathorn · Eagle Strategies
Montie Beal Hart · Wells Fargo Advisors, LLC
Robert Stokes · Wunderlich Securities
Jason Fair · Wunderlich Securities
Julie Terry · Ameriprise Financial Services, Inc. Page 4
Jay Healy · Century Wealth Management Page 9
Weldon Stewart · Wells Fargo Advisors, LLC Page 9
Vera Feldman · Ameriprise Financial Services, Inc.
Lance Wayne Hollingsworth · Summit Asset Management
Edward Felsenthal · MetLife
Michael Turner · Ameriprise Financial Services, Inc. Page 4
Robert Fratesi · Financial Resource Management Page 5
John Paul Webber · The Associated Agency Page 8
Scott Giles · Ameriprise Financial Services, Inc.
Insurance
James J. Isaacs · Legacy Wealth Management
Ronald Goldner · LPL Financial
Robert Buckley · MetLife Premier Client Group
E. Charles Jalenak · Legacy Wealth Management
Stephen Harris · AXA Advisors
J. Barry Jenkins · Wells Fargo Advisors, LLC Page 7
J. Lee Greene · Financial Resource Management Page 5 Ellis Haddad · Raymond James & Associates William Howard · William Howard & Company Page 8 Charles C. Hudson, Jr. · Ameriprise Financial Services, Inc.
Milton L. Knowlton, Jr. · MML Investors Services Mark Miller · UCL Financial Group/Ameritas Investment Corporation
Wallace Spencer Hope · Legacy Wealth Management Ricky Hunt · Raymond James & Associates
Edwardt Taylor II · Delta Asset Management Herbert Alonzo Taylor IV · Wunderlich Securities John S. Thompson · LPL Financial Samuel Alexander Thompson III · Summit Asset Management Hulon Warlick · Independent Wealth Management Page 7
Larry W. Karban · Atkins Capital Management Kevin Kimery · Morgan Stanley
William Stoddard · Wunderlich Securities
Anneliese Watts · Raymond James & Associates Kevin Wells · Ameriprise Financial Services, Inc. Madison Wells III · Wells Fargo Advisors, LLC
Page 5
James Whitehead · Shoemaker Financial
Timothy Moran · UCL Financial Group
Jenny King · Wunderlich Securities
Christopher Wiltse · Stephens
Sara Stevens · Kaiser Financial Group
Scott King · Raymond James & Associates
Steven Wishnia · Highland Capital Management
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Chartered Financial Consultant credential [ChFC®] is a financial planning designation awarded by The American College.
FS • 10 — www.fivestarprofessional.com
MM_FullPage_TrimSize_9x25_11x125.indd 1
10/7/15 9:06 AM