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5 Star Best-In-State Wealth Advisor candidates were identified using internal and external research data, including a survey to more than 1,800 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018 Five Star Wealth Managers. 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 in the future. For research methodology information visit: www.fivestarprofessional.com/public/aboutus.

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