Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional

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INVESTMENTS Thomas Feldman Stifel Nicolaus & Company IN Phyllis Franklin RBC Wealth Management FP William Fritz PNC Bank/ Wealth Management Page 30 Mark Fuhr MetLife Page 35 Tony Fusco Fusco Financial Associates EP, FP, IN Page 16 David Gately Morgan Stanley Smith Barney EP Craig Gayhardt Wells Fargo Advisors, LLC Page 8 Joseph Geier Geier Asset Management BP, EP, FP John Gerold RBC Wealth Management BP, EP, FP Christopher Glotzbach Morgan Stanley Smith Barney EP, FP Patrick Goles RBC Wealth Management EP, FP, TX Kevin Goodman Chapin Davis Investments EP, FP Page 12 Daniel Gounaris Merrill Lynch Jeff Graham Robert W. Baird & Company BP, EP, FP Pamela Graham Pro Wealth Management EP, IN Christopher Grant Grant/GrossMendelsohn EP, FP, TX SPECIAL ADVERTISING SECTION INDEX OF WEALTH MANAGERS List compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. Wealth Manager additional financial services: BP=Business Planning; EP=Estate Planning; FP=Financial Planning; IN=Insurance; IV=Investments; TS=Trust Services; TX=Taxation INVESTMENTS Robert Greenwald Wells Fargo Advisors, LLC Michelle Harf-Grim Wells Fargo Advisors, LLC Page 8 Michael Hartman Wells Fargo Advisors, LLC Page 8, 17 Patrick Haskins Wells Fargo Advisors, LLC Jeffrey Henderson Charles Schwab FP Lisa Hergenroeder Hergenroeder Financial Advisors BP, FP, TX Page 18 Rebecca Hergenroeder Hergenroeder Financial Advisors EP, FP, TS Page 18 Alan Hess Morgan Stanley Smith Barney IN Matt Hickes The Mutual Fund Store FP David Hicks David A. Hicks EP, FP, IN John Hill Pinnacle Advisory Group EP, FP, TX Josie Hoffman Merrill Lynch Stephen Holland Wells Fargo Advisors, LLC Robert Hopkins Wells Fargo Advisors, LLC Patrick Horan Horan Capital Management BP, EP, TS Philip Huber, Jr. Huber Weakland & Associates EP, FP, TX Donald Huber, Jr. Cornerstone Advisory FP FS-6 / baltimoremagazine.net / FEBRUARY 2011 INVESTMENTS Charles Imhoff CFMA BP, EP, TX James J. Jacobson Morgan Stanley Smith Barney EP, FP, IN John Jaeger Morgan Stanley Smith Barney Kirk Jay Wells Fargo Advisors, LLC Page 8 Robert I. Jeffrey The Jeffrey Group/ Morgan Stanley Smith Barney EP, FP, TS Arthur Johnson Morgan Stanley Smith Barney IN Erik Johnson Private Fund Advisors FP Thomas Judge Wells Fargo Advisors Financial Network, LLC J. Robert Judkins Morgan Stanley Smith Barney FP David Kelley Charles Schwab FP Debra Kriebel Pinnacle Advisory Group BP, EP, FP Brian Kroneberger, Jr. RBC Wealth Management EP, FP, TS Page 14 Marat Kushner Wells Fargo Advisors Financial Network, LLC Geraldine Langan PFS Investments FP, IN Robert E. Letschin, Jr. Merrill Lynch Keith Levitt Robert W. Baird & Company BP, EP, FP INVESTMENTS John Lynch Wells Fargo Advisors Financial Network, LLC John Macon Morgan Stanley Smith Barney EP, FP Page 20 Frank Richard Manson Wells Fargo Advisors, LLC Page 8 Joshua Mauer Morgan Stanley Smith Barney BP, FP, IN Mark McGrath Stifel Nicolaus & Company EP, FP, IN V. Randolph McMenamin Hardesty Capital Management FP Aaron Meisner Wells Fargo Advisors, LLC Page 8 Robert Mewshaw Van Sant & Mewshaw Registered Investment Advisor FP, TS Page 21 Mark Miller Wells Fargo Advisors, LLC Page 8 Todd Mitchell Janney Montgomery Scott BP, EP, FP Suzanne Morgan Wells Fargo Advisors, LLC Page 8 Thomas Morgan Wells Fargo Advisors, LLC Page 8 Meredith Mowen Legg Mason Investment Counsel & Trust EP, FP, TS R. Theodore Murphy Cornerstone Advisory FP, IN usiness o Business Se endo Business Servic 2011 FIVE STAR WEALTH MANAGERS INVESTMENTS Keith Murray Chapin Davis Investments FP, IN, TS Robert Naeny, Jr. Stifel Nicolaus & Company FP, IN Chad Norfolk Financial Advantage EP, FP Daniel Novak, Jr. Novak Financial Planning FP Steven Nuetzel Wells Fargo Advisors, LLC Page 8 Brandon Oliver Morgan Stanley Smith Barney EP, FP, IN Niall O’Malley Blue Point Investment Management Christopher Ozazewski Wells Fargo Advisors, LLC Page 8, 13 Frank Palulis Wells Fargo Advisors, LLC Page 8 Joseph Parnes Technomart Investment Advisors Page 32 Howard R. Pinson Pinson Wealth Management/The Sterling Group BP, FP, IN Page 22 Elizabeth Plunkett Wells Fargo Advisors, LLC James Pomfret Wells Fargo Advisors, LLC Page 8 Benjamin Proctor III Morgan Stanley Smith Barney FP Page 36 Bob Ray Balitmore Washington Financial Advisors EP, FP, TX escendo Business Services Crescendo Business Servic scendo Business ndo Busin Bu Crescendo Business Se ©2011 Crescendo Business Services
INVESTMENTS Lauren Rebbel Slavie Financial Services FP, IN Joseph E. Ries, IV Stifel Nicolaus & Company EP, FP, IN Page 23 Patricia Roche Merrill Lynch EP, FP, TS Jonathan Rogers Merrill Lynch BP, FP, TS Philip Sachs Morgan Stanley Smith Barney EP, FP, IN Nilos T. Sakellariou NTS Bearing/Total Wealth Management EP, FP, IN Page 31 Eladio Santiago Morgan Stanley Smith Barney FP Page 35 Sherry Saucerman SunTrust Investment Services EP, FP, IN Page 31 Joshua Scheinker Janney Montgomery Scott EP, FP Gerald Scheinker Janney Montgomery Scott EP, FP, TS Laurence Seiden PSA Insurance & Financial Services IN Ashby Shanks, Jr. Wells Fargo Advisors, LLC Page 8 Scott Shotto Morgan Stanley Smith Barney FP Edward Simon Hartford Financial Group EP, IN SPECIAL ADVERTISING SECTION INDEX OF WEALTH MANAGERS List compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. Wealth Manager additional financial services: BP=Business Planning; EP=Estate Planning; FP=Financial Planning; IN=Insurance; IV=Investments; TS=Trust Services; TX=Taxation INVESTMENTS Nicholas Smeresky Morgan Stanley Smith Barney FP, IN, TS Robin Smith Merrill Lynch EP, IN Joseph Snouffer Wells Fargo Advisors, LLC Page 8 Paul Speargas WMS Partners EP, FP, TX Michael Stack Merrill Lynch EP, FP, IN M. Kent Strosnider Morgan Stanley Smith Barney EP, IN Jeffrey Strzelczyk Morgan Stanley Smith Barney BP, EP, FP John Sutton, Jr. Shaeffer Investment Group/RBC Wealth Management IN, TS George Taylor Temenos Advisory FP Page 25 Cathy Teller Teller Financial Services Thomas Thibeault Chapin Davis Investments FP Linda Tice PSA Insurance & Financial Services EP, FP, IN Ted Toal Rockwood Wealth Management EP, FP, TX Eric Villamater Morgan Stanley Smith Barney FP INVESTMENTS Lori Villegas Morgan Stanley Smith Barney BP, EP, FP James Warring EagleStone Wealth Advisors EP, FP, TX Mark Weigman T. Rowe Price Associates FP Jeffrey N. Weiner Wells Fargo Advisors, LLC Page 8 Steve Welsch Robert W. Baird & Company FP Art Widmann Widmann Financial Services EP, FP Beau Wilder III Morgan Stanley Smith Barney BP, FP, IN Page 37 Gordon Witherspoon Morgan Stanley Smith Barney FP Michael Wooden Wooden Financial FP, IN Christopher Yanson Edward Jones Frederick Zeller Morgan Stanley Smith Barney EP, FP TAXATION Allan Alperstein Alperstein & Stelmack BP, EP Arthur F. Bell, Jr. Arthur Bell, CPA BP Howard Blum Feldman Blum & Associates, CPA TAXATION Barry Bondroff Gorfine Schiller & Gardyn BP, EP Scott Cimino Oracle Capital Strategies BP, EP, FP Charles Freeland Charles Freeland, Attorney at Law EP, FP, IV Page 15 Richard Friedlander Rosen Sapperstein & Friedlander, Chartered BP, EP Edward Friedman Edward M. Friedman, CPA FP Alan Gordon Alan L. Gordon, CPA Sandra Gourley Sandra Schultz Gourley, CPA BP C. David Heisler Heisler Williams & Lazzaro EP Deborah Herman Deborah L. Herman, CPA BP, EP, FP Karen Hoffman Kahler & Associates Sheldon Kalish Kalish & Associates BP Michael Katz Katz & Luxenberg BP John Kenneally Kenneally & Company BP, FP, TS Page 35 Frank Longley Carney & Longley BP Leonard J. Miller Leonard J. Miller & Associates, Chartered BP, EP, FP Page 35 David Mueller Mueller & Company BP, EP, FP Page 36 usiness o Business Se endo Business Servic 2011 FIVE STAR WEALTH MANAGERS TAXATION Irvin Naiman Naiman & Associates BP, EP, FP Laura M. Nemec Four Corners Tax BP, EP, FP Barrett Penan Penan & Scott BP, EP, FP Jeffrey Ring Fisher Ring BP, EP, TS Irv Rosenstadt Rosenstadt & Associates EP, FP, TS James A. Smyth Smyth & Ward BP Robert Stahler, Jr. RH Stahler, Jr., CPA BP, FP, IV Joseph L. Stefanski Joseph L. Stefanski, CPA BP, EP, FP David Stein David A. Stein, CPA BP, FP Robert Taylor Premier Business Solutions BP, EP Thomas Wagner Thomas Wagner & Associates BP Benny Walker Weyrich Cronin & Sorra BP, EP Martin Yospa Gorfine Schiller & Gardyn BP escendo Business Services Crescendo Business Servic 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. Crescendo Business Se www.fivestarprofessional.com FEBRUARY 2011 / baltimoremagazine.net / FS-7 scendo Business ndo Busin Bu
Page 1 and 2: SPECIAL ADVERTISING SECTION usiness
Page 3 and 4: BUSINESS PLANNING BUSINESS PLANNING
Page 5: FINANCIAL PLANNING Beth Rosenwald R
Page 9 and 10: W ell, SPECIAL ADVERTISING SECTION
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Page 15 and 16: C harles SPECIAL ADVERTISING SECTIO
Page 17 and 18: P rior SPECIAL ADVERTISING SECTION
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Page 21 and 22: • Act out of fiduciary standard
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Page 33 and 34: JEFFREY D. CARLSON Tailored Advice
Page 35 and 36: I n ELADIO A. SANTIAGO 6230 Old Dob
Page 37: J.W. THOMAS II 180 Admiral Cochrane

Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional

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