2012, 2015-2021 Five Star Wealth Manager Award, created by Five Star Professional. The 2021 award was presented in 10/2021 based on data gathered within 12 months preceding the issue date. 2,091 advisors were considered, 121 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

2015 Financial Times 401 Retirement Advisers, Created by Ignites Research. Presented in May 2015 for the preceding 12 months. An unknown number of Advisors were considered, 401 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.