animation-duration: 1.6s; This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 - 3/31/22. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 3/31/22. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2019 Barron's Top 1,200 Financial Advisors: State-by-State. Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. window.qmn_quiz_data["1"] = {"quiz_id":"1","quiz_name":"AZIZ 47 VS MAITRE MAIHYOU","disable_answer":"0","ajax_show_correct":"0","progress_bar":"1","contact_info_location":"0","qpages":{"1":{"id":"1","quizID":"1","pagekey":"1aC5wXi6","hide_prevbtn":"0"}},"skip_validation_time_expire":"0","timer_limit_val":0,"disable_scroll_next_previous_click":"0","disable_first_page":"0","enable_result_after_timer_end":"0","enable_quick_result_mc":"0","end_quiz_if_wrong":"0","form_disable_autofill":"0","enable_quick_correct_answer_info":"0","quick_result_correct_answer_text":"Correct! This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/19 - 3/31/20. Reputation Score Range. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. We do this by working with a select group of families who value our depth of knowledge and experience in providing holistic solutions that go well beyond investments. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This enables us to create a plan that is customized to your situation and can easily adapt to changes in your life and new priorities as they change over time. Technical Tree Climbing and Aerial Chainsaw Use Residence(s) Philadelphia, Pennsylvania, US: Alma mater: La Salle: Michael Driscoll is a Democratic member of the Pennsylvania House of Representatives representing the 173rd House district in . Peifer worked for Price Waterhouse LLP, eventually . Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Working with you to understand your life goals and develop a personalized wealth strategy. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Features. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Taiwan Mythical Creatures, Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. "Jack" Morgan, who died on Saturday, November 26, 2011, will be received at the A. Carl Kinsey-Ronald N. Volz Funeral Home, 328 West Main Street, Evans City, PA 16033, from 2 to 4 and 7 to 9 . Buch Funeral Home & Cremation Services Inc. 216 S Broad St. Lititz, PA 17543 +1(717)626-2464 www.buchfuneral.com Learn More About Melissa Morgan Make an Appointment Write a Review Compare Providers (P) PRO SE - (D)FRASHER, MARK W. PARKDALE MALL CMBS LLC V. HADLEY L COHEN. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. Melissa will celebrate 59th birthday on September 29. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. We are dedicated to building deep relationships. 2020 Primex Logistics International, All rights reserved. Investment performance is not a criterion. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. Investment performance is not a criterion. Copyright 2022 Rock and Storm. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Melissa Morgan in Pennsylvania 141 people named Melissa Morgan found in Pittsburgh, Philadelphia-Wilmington-Atlantic City and 16 other cities. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. Browse Locations Allentown-Bethlehem-Easton (PA)(12) Altoona (PA)(6) Edinburg, PA(1) Elmira (PA)(5) Erie (PA)(6) Harrisburg-Lebanon-Carlisle (PA)(14) This ranking is not indicative of the Financial Advisors future performance. 2022 Morgan Stanley Smith Barney LLC. The term of office for those that were elected in 2022 will begin when the House of Representatives convenes in January 2023. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Born. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: planadviser.com (May 2013) awarded in 2013. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. They have four children and one grandchild, alongside the three furry companions: two golden retrievers and one cat. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. . Use Discount Code "Outdoors With The Morgans" Earth Fed Website http://www.earthfedmuscle.com/ Our Address: Mike Morgan P.O. Michael may live in a nearby Cranberry Township city, so try searching all of Pennsylvania: Michael Morgan in Pennsylvania AGE 74 Michael A Morgan Cranberry Township, PA Lived in Beaver PA | Beaver Falls PA | Ellwood City PA | Freedom PA Related to Geoffrey Morgan | Christopher Morgan | Debra Morgan | Florence Morgan | Honor Pennington Investment performance is not a criterion. Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Investment performance is not a criterion. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. Our ultimate goal is to offer appropriate advice and service BEFORE you know you need it and to respond to every request or question immediately. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The rating is not indicative of the advisor's future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. We learn about the values that shape your decisions and identify any circumstances unique to your situation. 2016 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Click Here For Melissa Jean Morgan's Current Address 1727 N Sumner Ave, Scranton, PA 18508-1936 900 Timberfalls Ln Apt J3, Olyphant, PA 18447-2450 1520 Willard Ave Apt A3, Newington, CT 06111-4552 122 Storrs St, Taylor, PA 18517-1760 1317 Capouse Ave, Scranton, PA 18509-2843 Po Box 71, Guymon, OK 73942-0071 "Jack" Morgan, who died on Saturday, November 26, 2011, will be received at the A. Carl Kinsey-Ronald N. Volz Funeral Home, 328 West Main Street, Evans City, PA 16033, from 2 to 4 and 7 to 9 . Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Melissa Erin Morgan, 35. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2013. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Contact The Evergreen Valley Group via Facebook, Institution, Government Entity, Foundation or Endowment, Understanding Your Retirement Plan Options When You Leave a Job, 7 Investment Ideas That Could Drive Markets in 2023, Planning for Life After Selling a Business, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, 4.00% Annual Percentage Yield Preferred Savings, Start The New Year Off With A Complete Financial View, Help Improve Your After-Tax Returns with Tax Management Services, 2023 Global Macro Outlook: Inflation Peaks, Growth Slows, www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf, https://www.morganstanley.com/disclaimers/mswm-email.html, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp, Planning for Individuals with Special Needs and their Families. Last Sale Price: $308K. Born February 22, 1935 . A sub-segment of the questions was used to determine eligibility for the Top 100. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. This ranking is not indicative of the Financial Advisors future performance. The most recent tenant is Michael Morgan. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Source: PLANADVISER.com, January/February 2019. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/20 - 3/31/21. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: planadviser.com (May 2022) awarded in 2022. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is not indicative of the Financial Advisors future performance. The Newsletter Bringing the Legal System to Light Delivered Weekly To Your Inbox No Thanks 2.83 - 4.02. Join Facebook to connect with Melissa An Michael Morgan and others you may know. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is not indicative of the Financial Advisors future performance. The top result for your search is Michael A Morgan age 70s living in Cranberry Twp, PA . Disability in Sport: Disability Isnt Inability, Dealing with Learning Disability: What Policy Must Achieve, Changing the IMAGE of disability: Mixed-ability youth volunteers shortlisted for Indias iVolunteer Awards, Whats in a Name? Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. (P)THOMAS, BRETT - (D)JONES-WHITE, VERVIE. Melissa Morgan, PA is a physician assistant in Midland, Texas. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Catherine Nguyen, U.S. Department of Education Office for Civil Rights. Join him and his wife Melissa as they discuss the joys of rural living, and what they love to do for fun on their expansive Pennsylvania property. PLANADVISER Top 100 Retirement Plan Advisers 2021. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: napa-net.org (October 2015) awarded in 2015. For more information on ranking methodology, go to www.WCorg.com. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. Edward, son of Morgan Morgan and grandson of the immigrant Edward . Select the best result to find their address, phone number, relatives, and public records. Next year is likely to see weaker growth, less inflation and the end of rate hikes, with the U.S. narrowly missing a recession, Europe contracting and Asia offering green shoots for growth. 2017 Forbes America's Top Wealth Advisors. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. He died in the year 1727 in Towamencin, Bucks, Pennsylvania, he was 31 years old..or Death: 1727 in Whitpain Twp, PA , or d. 1766. Nominees must be women retirement plan advisors with their own book of business. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Working closely with you to guide your wealth and investments through the most challenging market cycles. Democratic. Last Sale Price: $308K. Source: planadviser.com (May 2020) awarded in 2020. Email Our worldwide signature service and programming event emphasizes the global refugee crisis. . This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/19 - 9/30/20. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. Share |. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. We have tapped into the largest databases of information to offer you landline, cellphone and business information on any phone number or name. Investment performance is not a criterion. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Gregory A Michael , 64 Charleston, WV. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/17 - 9/30/18. Michael Morgan is 55 years old and was born on 10/21/1966. 1700 on 27 MAR 1718 in Gwynedd, Montgomery Co., PA. Are you Melissa Lyn Morgan, PA? is west branch michigan a good place to live? This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 - 3/31/22. PA. Keith Mitnik, a senior trial lawyer and part-owner of Morgan & Morgan, is one of the unique attorneys that only come about once in a generation. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Political party. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. The bonds we form are fundamental to our mission, and it is our intention that they span generations. Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth. Barks-Ruggles, Ambassador Erica J. U.S. Representative to the 2022 Conferences of the International Telecommunication Union and Inter-American Telecommunications Commission. french philosopher descartes. Mike Morgan . AGE 20s Michael David Morgan Aldan, PA View Full Report Phone Address AGE 50s Michael G Morgan Mullica Hill, NJ View Full Report May Go By Michael Melissa Morgan in Chester, PA We found 100+ records for Michael Melissa Morgan in Chester, PA. Puskaric ( Republican Party) ran for re-election to the Pennsylvania House of Representatives to represent District 39. Open Full Report. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. We've been in business for more than 30 years and won over $9 billion for our clients. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. . PA 17110-9758. . Last Sold: 2016. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Investment performance is not a criterion. 2017 Forbes America's Top Women Wealth Advisors. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. In this video, Dr. Jones is interviewed by Nino Rodriguez of Ninoscorner.tv. 1 Home Campus, Des Moines, IA 50328, USA is one of Melissa's earlier addresses. Barks-Ruggles, Ambassador Erica J. U.S. Representative to the 2022 Conferences of the International Telecommunication Union and Inter-American Telecommunications Commission. Oct 5, 2015. LEITNERMICHAEL P. July 19, 2010, age 53. he married Jean Morgan. .jssorb031 .i .b {fill:#000;fill-opacity:0.5;stroke:#fff;stroke-width:1200;stroke-miterlimit:10;stroke-opacity:0.3;} This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. animation-name: jssorl-009-spin; For more on methodology please go to www.ft.com/reports. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The same is true when planning your financial future. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. @keyframes jssorl-009-spin { Over $13 billion earned. Pennsylvania couple 'severely abused' their newborn twin daughters and BOTH had two broken legs at just two months old Michael Shales, 30, and his wife, Melissa Shales, 25, were arrested and . Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Investment performance is not a criterion. 1 Home Campus, Des Moines, IA 50328, USA is one of Melissa's earlier addresses. The players posed in orange shirtsone of the team's colorsin a photo posted on Facebook. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/16 - 9/30/17. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. #outdoorswiththemorgans #FordF150 #roadtrip Contact email: morgansofftheleash@gmail.com Our. Source: Washingtonian, November 2012. Source: napa-net.org (November 2019) awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. Community College of the Air Force. 2022 PLANADVISER Retirement Plan Adviser of the Year. Mike Morgan: My wife, Melissa, and I live in western Pennsylvania (where we were both born and raised). This ranking is not indicative of the Financial Advisors future performance. AKA: Michael J Morrison, Michael Melissa Morrison. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Understand people who seek equality. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Investment performance is not a criterion. The Lehigh Valley Group at Morgan Stanley serves as advisors for individuals, families, businesses, corporations, government entities and non-profit organizations for over two decades. 2019 Financial Times 400 Top Financial Advisors. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. Residence (s) Philadelphia, Pennsylvania. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2011 - Mar 2012. Sean Michael in California: Directory. Learn More About Melissa Morgan Make an Appointment Write a Review Compare Providers Merle R. Aiken. Jefferson County 136th Court District : November 2015. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: planadviser.com (May 2012) awarded in 2012. This award was issued in 2013 and based on the evaluation process below. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience.

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