In a consumer study about dynamics between wealth managers and their clients Five Star Professional polled wealth managers and consumers about communications Both groups said that connecting three to four times a year is the right communications strategy but expectations are not aligned in all areas
bull 29 percent of consumers want to be contacted by their wealth manager whenever events require an update only 7 percent of wealth managers say they contact clients based on the impact of events
bull 63 percent of consumers say they receive the right amount of communication from their wealth manager
From research conducted by Five Star Professional April 2011
Wealth managers broadly defined are those individuals who help you manage your financial world andor implement aspects of your financial strategies Common examples of wealth managers
are financial advisors financial planners investment advisors tax advisors and estate planning attorneys
How do you find a wealth manager with experience who has a good base of clients with high retention rates and who has undergone a regulatory and complaint review And when you find them are they accepting new clients
Pittsburgh Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients Among many distinguishing attributes the average one-year client retention rate for this yearrsquos award winners is more than 96 percent
Five Star Wealth Managers
2013 Pittsburgh
Donrsquot listen to other people Investigate for yourself Be wary of advisers who say they never had a down yearrdquo
mdash Five Star Wealth Manager
In order to consider a broad population of high-quality wealth managers award candidates are identified by one of three sources firm nomination peer nomination or pre-qualification based on industry standing Self-nominations are not accepted Pittsburgh award candidates were identified using internal and external research data including a survey to more than
4300 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC
CandidateSaward
The 2013 Five Star Wealth Managers are a select group representing less than 6 percent of the wealth managers in the Pittsburgh area(1)
Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies it should not be considered exhaustive Undoubtedly there are many excellent wealth managers who for one reason or another are not on this yearrsquos list
aWarda Select
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 2 mdash wwwfivestarprofessionalcom
Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo
What matters most is how you recover from setbacksrdquo
Only invest in something that you understandrdquo
Insights from Five Star Wealth Managers
Clients donrsquot care how much you know until they know how much you carerdquo
bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers
bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage
their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed
as an endorsement of the wealth manager by Five Star Professional or Pittsburgh Magazine bull 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 Professional in the future
bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom
bull (1) 1777 award candidates in the Pittsburgh area were considered for the Five Star Wealth Manager award 545 (approximately 30 percent of the award candidates) were named 2013 Five Star Wealth Managers
diSCloSureSresearch
2013
The Five Star award goes to less than 7 percent of wealth managers
Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2013 Five Star Wealth Managers(2)
Eligibility Criteria ndash Required(3)
1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney
2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years
3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients
Evaluation Criteria ndash Considered(3)
6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)
yearrsquos award winners administer an average of $102 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 305
households)10 Education and professional designations
oF aWard WinnerSdetermination
(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not
bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or
Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony
Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria
bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above
bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the
opportunity to submit complaints regarding a wealth manager More than 300 households in the Pittsburgh area were contacted
The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year Contact Five Star Professional at infofivestarprofessionalcom for additional information regarding the selection process for 2005 ndash 2011 award winners
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Special Advertising Section 2013 Five Star W
ealth M
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ers
wwwfivestarprofessionalcom mdash FS 3
Award winners listed by primary services and listed alphabetically by last name
Business PlanningMero Capo Axios Advisory Group
Robert Galanter Rothman Gordon
Daniel Gramc Goehring Rutter amp Boehm
Phillip Irani Phillip Irani CPA Attorney at Law
Donald McDade Mosaic Consulting
Donald Monti Monti Thompson amp Getty
Michaele Parees FamilyWealth Management Group Page 9
Award winners listed by primary services and listed alphabetically by last name
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 7
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Michael Lynn Hampton Wealth Management Page 13
Vincent Maggio Merrill Lynch
John Mah Guyaux amp Mah
Darla Main Main Advisory
Kaivon Maknoon Wells Fargo Private Bank LLC
Michael Marion Wells Fargo Advisors LLC
Larry Marks Wells Fargo Advisors LLC Page 22
F Joseph Marsh Station Capital
James Maruca Wells Fargo Advisors LLC
Terry Marynchak Planned Investments
Jay Mastilak Wells Fargo Advisors LLC
Arthur McAuley Stratos Wealth Partners
James Meyers Morgan Stanley
Mark Mikolaj Jefferson Financial Group
Fred Miller Hunter Associates
Robert Miloszewski MetLife Securities
Joseph Molinero Morgan Stanley
William Mulvaney Morgan Stanley
Boyd Murray Janney Montgomery Scott
Michael Muslin The Advisors Group of Pittsburgh Page 19
Toni Ondek Morgan Stanley
Mitch OrsquoNeill Allegheny Investments
Brian Osborn Absolute Capital Management
Vicki Parrilla Wells Fargo Advisors LLC Page 23
Daryl Patten Fort Pitt Capital Group
Howie Pentony Pentony Capital Management Page 32
Mark Pittman Wells Fargo Advisors LLC
Joseph Pohl Morgan Stanley
Dawn Porto Wells Fargo Advisors LLC Page 22
Andrew Pravlik Pittsburgh Wealth Management Group Page 24
Thomas Provins CardiffProvins Private Wealth Management
John Reba Hefren-Tillotson
Jeffrey Reimer MetLife Securities
David J Rich Ameriprise Financial Services Inc
Vincent Richtar MetLife Securities
Patricia Rogus Morgan Stanley
David Ruscetti Harvest Financial Corporation
Michael Rutkowski Morgan Stanley
Michael Samuels BPU Investment Management
Leo Scalercio BCR Financial Services
Peter Schlicht Ameriprise Financial Services Inc Page 32
Adam Scholl Henry H Armstrong Associates
Jared Scholl Ameriprise Financial Services Inc
Mark Scholl Janney Montgomery Scott
Lawrence A Schuster Morgan Stanley Page 33
Don Sestrich Luttner Financial
Joseph Seymour Wells Fargo Advisors LLC
Russell Sherred Morgan Stanley
Robert Shuty Allegheny Financial Group
Jay Simon Hefren-Tillotson
John Sinclair Executive Benefits SolutionsLPL Financial
Chris Volk Ameritas Investment Corporation Page 19
Matthew Wagle Wells Fargo Advisors LLC
James Wallisch Raymond James Financial Services
Michael Ward Wealth Management Partners
Alphonse Weber Hefren-Tillotson
John Whelan Wells Fargo Advisors LLC
Steven Wilde Morgan Stanley Page 26
James Wiltman Wells Fargo Advisors LLC
John Woznicki Wells Fargo Advisors LLC
Kathleen Wright Wright Associates Page 33
Jim Wyman RBC Wealth Management
Matthew Yanni Yanni amp Associates Investment Advisors
James Yard Janney Montgomery Scott
Roger Zahn Principal Financial Group
Daniel Zippel Bill Few Associates
Jeffrey Zora Wells Fargo Advisors LLC
TaxationThomas Bakaitus Jr Herbein amp Company
Douglas Bishop Stenger Bies amp Company
David Delisi Delisi amp Associates
Joseph Dickert Reddinger Will Gallagher amp Dickert
Alexander Eckman Eckman amp Danovitz
Thomas Golden Kinol Sharie Leyh amp Associates
Karna Goldsmith Karna C Goldsmith CPA
Craig Koryak Kline Keppel amp Koryak
Carol Miller Damratoski amp Company
Donald Reddinger Reddinger Will Gallagher amp Dickert
Todd Sacco Lally amp Company
Joseph T Tappe Jr Bielau Tierney Coon amp Company
Trust ServicesGregory Harbaugh Harbaugh Group Page 31
Kevin Lingenfelser Lingenfelser Financial Services
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 8 mdash wwwfivestarprofessionalcom
The Botkin Group at Morgan StanleyOur Family Helping Your Family
A Father-Daughter-Son Wealth Management Team
Left to right 2013 winner Lester H Botkin Consulting Group Analyst Financial Advisor 2010 winner Lester P Botkin CFPreg Senior Vice President Financial Advisor ve-year winner Sara Botkin CFPreg Vice President Financial Advisor
bull Committed to exceptional client service and consistent communicationbull Personalized strategies for individuals and businesses to help grow preserve and transfer wealthbull Off ering regular complimentary fi nancial seminars mdash call (412) 854-3940 to request an invitation
The family fi nancial advisory team of Les Sara and Lester Botkin delivers the global resources of Morgan Stanley one of the worldrsquos largest brokerage fi rms to clients in a way that is comfortable meaningful and eff ective ldquoWe use the fi rmrsquos powerful research and technology tools to create fi nancial-planning strategies for clients and our goal is to present these in a way that can be easily understoodrdquo says Sara Les Sr is thrilled to have forged a partnership with his children saying ldquoHaving a continuation plan for clients is essential and I wanted
the mutual trust that comes with having a family teamrdquo The close partnership The Botkin Group has with one another and with each client ensures that when one member of the team is unavailable another responds quickly to a clientrsquos needs ldquoIt feels good knowing that Dad and Lester will hold down the fort while Irsquom on maternity leaverdquo smiles Sara Clients have peace of mind knowing the relationship they have with their primary advisor mdash one of trust integrity and mutual respect mdash extends to each member of the Botkin team
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-3940 bull Toll-free (800) 533-7037
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 9
FamilyWealth Management Group LLCYour Personal Coach Through the Hurdles of Life
Trust Integrity and Personalized Service
Left to right Megan Atkins 2013 winner Ralph Linarelli CFPreg ChFCreg two-year winner Doug Knable CLUreg ChFCreg CRPCreg Kelly Knable CRPCreg 2013 winner Michaele Parees RFCreg CRPCreg three-year winner Tim Donovan ChFCreg
bull Comprehensive asset management developed for your individual life goalsbull Dedicated fi nancial planning for protecting and growing your familyrsquos wealthbull Personalized planning to help you meet lifersquos challenges and opportunities
What diff erentiates FamilyWealth is our ldquocoachrdquo approach to wealth planning and management All facets of your fi nancial and personal picture are considered in designing a personalized plan This includes your goals and objectives cash-fl ow projections income needs estate issues tax-
reduction strategies and retirement Our advisors have varied backgrounds however the common thread is our commitment to families and our dedication to sound objective advice based on our passionate dedication to serving our clients
2200 Georgetowne Drive Suite 100 bull Sewickley PA 15143370 Southpointe Boulevard Suite 200 bull Canonsburg PA 15317
Toll-free (800) 549-9503wwwFamilyWealthGroupcom
Securities and advisory services offered through Lincoln Financial Advisors Corp a broker dealer and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies FamilyWealth Management Group LLC is not an affiliate of Lincoln Financial Advisors Corp CRN 201304-2080311
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Michael L Fetterolf
Invested in Your Interests hellip
With Trust and Integrity
Two-year winner Michael Fetterolf Vice President Financial Advisor BPU Investment Committee Member MBA Accredited Investment Fiduciaryreg (AIFreg)
FINRA series 7 24 28 63 65 Licensed
bull Private wealth management
bull Comprehensive fi nancial planning
bull Retirement and income planning
Focused on Providing Wealth Management and Financial Advice to Families With $1 Million or More in Investable Assets
Affl uent investors require sophisticated wealth management and fi nancial planning solutions at every stage of their lives Assisted by my team of seasoned professionals I engage my clients in a thorough fi nancial planning and discovery process to help them recognize and plan for their goals and fi nancial challenges including retirement income business succession and legacy planning Within the context of your personal goals I apply our disciplined investment framework and risk-management tools The overriding objective of my practice is
to deliver a long-term investment plan that allows you to live your life on purpose for the reasons that are important to you
Wealth management is not just a plan it is a strategy that helps empower you to actualize your core values and provides direction and meaning to your fi nancial decisions At every stage of the process mdash from discovery to evaluation implementation and monitoring mdash I am invested in my clientsrsquo interests
One Oxford Centre 301 Grant Street bull Pittsburgh PA 15219Office (412) 288-9150 bull Toll-free (800) 822-6585
mfetterolfbpuinvestmentscom bull wwwbpuinvestmentscomBrokerage investment wealth management and financial advisory products and services are offered through the financial advisors of BPU Investment Management Inc Member FINRASIPC
a registered investment advisor Some products and services mentioned may not be available in all states or to all clients
Two-
Year
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 11
The Fischetti Barry Group at Morgan StanleyPittsburghrsquos Partner in Responsible Wealth Management
ldquoWe Want to Thank Our Clients for Their Trust and Continued Businessrdquo
Left to right 2013 winner C Shannon Barry Financial Advisor and ve-year winner Steven V Fischetti Branch Manager
bull The Fischetti Barry Group is a family-based wealth management practice bull We create goal-based solutions for businesses institutions and individualsbull Specializing in advanced retirement plan design and risk-managed portfolios
The Fischetti Barry Group takes a consultative approach to our wealth management practice We begin our engagements by asking questions listening to concerns and discovering objectives Next we will model your individual circumstances to better understand how your capital could be aff ected by things like infl ation fees and volatile markets Finally we will plot a course toward these goals by illustrating several solutions that are engineered to help increase your probability for long-term successSteven is a graduate of Penn State University and Carnegie
Mellon University (Tepper School of Industrial Engineering) He is a senior vice president and the branch manager of the Upper St Clair offi ceShannon is a graduate of the University of Pittsburgh He is a CFPreg professional and a Chartered Retirement Plans SpecialistSM Currently he is enrolled in the Northeastern University master of sciencefi nance program
To us wealth is more than money mdash itrsquos a responsibility Our job is to serve our clients and their goals
2600 Old Washington Road bull Pittsburgh PA 15241Office (412) 881-3398
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
The Grandview Group
Thank You to Our Clients for
Your Trust and Recognition
Five-year winner Jeanette White
bull Personalized fi nancial strategies
bull Skilled portfolio management with individual client focus
Envisioning your future is not always easy People have diff erent ideas of what their future includes mdash a vacation home a career change or a reliable retirement income But everyone wants fi nancial stability Simplicity Confi dence This is why The Grandview Group works tirelessly to minimize the doubts loose ends and anxieties our clients face when planning for
the future We call it ldquothe Grandview processrdquo We personalize each plan to match our clientsrsquo needs so they feel at ease and in control of their fi nancials Our commitment to providing worry-free fi nancial planning extends beyond simple service mdash we dedicate our time and energy into helping you work towards complete fi nancial confi dence
220 East Grandview Avenue bull Zelienople PA 16063Phone (724) 452-2172
infomygrandviewplancom bull wwwmygrandviewplancomSecurities offered through LPL Financial Member FINRASIPC Investment Advice offered through Stratos Wealth Partners Ltd a registered investment advisor
The Grandview Group and Stratos Wealth Partners Ltd are separate entities from LPL Financial
WINNER
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 13
Hampton Wealth ManagementThe Path Less Traveled Yet Increasingly Taken
Areas of Focus Traditional and Alternative Investments
Two-year winner Michael Lynn MBA AAMSreg CMFCreg Founder and President FINRA Series 7 63 66 Brokerage Licenses Penn Insurance Licensed for Life Accident and Health Fixed and Variable LifeVariable Annuity
bull Global reach local presencebull Truly customized portfoliosbull In-depth family-based relationships
Hampton Wealth Management is a multifamily offi ce that off ers ldquoblue-oceanrdquo investment management strategies in a high-end boutique atmosphere mdash all at a compelling value
By complementing alternative investments with a traditional portfolio clients can potentially reduce correlation to the markets boost yield preserve capital and benefi t from both convergent and divergent movements across a wide opportunity set
Examples include managed futures funds business development companies nontraded real estate investment trusts and equipment leasing funds
If you are looking to push your effi cient frontier out to the northwest contact Michael Lynn to learn about how taking the path less traveled can make all the diff erence in your portfolio
5700 Corporate Drive Suite 287 bull Pittsburgh PA 15237Office (412) 600-2725 bull Fax (412) 366-5999
Registered Representative Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPCInvestment Advisor Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Hampton Wealth Management and Cambridge are not affiliated
Two-
Year
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
Star Profe
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 2 mdash wwwfivestarprofessionalcom
Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo
What matters most is how you recover from setbacksrdquo
Only invest in something that you understandrdquo
Insights from Five Star Wealth Managers
Clients donrsquot care how much you know until they know how much you carerdquo
bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers
bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage
their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed
as an endorsement of the wealth manager by Five Star Professional or Pittsburgh Magazine bull 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 Professional in the future
bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom
bull (1) 1777 award candidates in the Pittsburgh area were considered for the Five Star Wealth Manager award 545 (approximately 30 percent of the award candidates) were named 2013 Five Star Wealth Managers
diSCloSureSresearch
2013
The Five Star award goes to less than 7 percent of wealth managers
Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2013 Five Star Wealth Managers(2)
Eligibility Criteria ndash Required(3)
1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney
2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years
3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients
Evaluation Criteria ndash Considered(3)
6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)
yearrsquos award winners administer an average of $102 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 305
households)10 Education and professional designations
oF aWard WinnerSdetermination
(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not
bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or
Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony
Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria
bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above
bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the
opportunity to submit complaints regarding a wealth manager More than 300 households in the Pittsburgh area were contacted
The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year Contact Five Star Professional at infofivestarprofessionalcom for additional information regarding the selection process for 2005 ndash 2011 award winners
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 3
Award winners listed by primary services and listed alphabetically by last name
Business PlanningMero Capo Axios Advisory Group
Robert Galanter Rothman Gordon
Daniel Gramc Goehring Rutter amp Boehm
Phillip Irani Phillip Irani CPA Attorney at Law
Donald McDade Mosaic Consulting
Donald Monti Monti Thompson amp Getty
Michaele Parees FamilyWealth Management Group Page 9
Award winners listed by primary services and listed alphabetically by last name
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Professi
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Professi
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 7
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Michael Lynn Hampton Wealth Management Page 13
Vincent Maggio Merrill Lynch
John Mah Guyaux amp Mah
Darla Main Main Advisory
Kaivon Maknoon Wells Fargo Private Bank LLC
Michael Marion Wells Fargo Advisors LLC
Larry Marks Wells Fargo Advisors LLC Page 22
F Joseph Marsh Station Capital
James Maruca Wells Fargo Advisors LLC
Terry Marynchak Planned Investments
Jay Mastilak Wells Fargo Advisors LLC
Arthur McAuley Stratos Wealth Partners
James Meyers Morgan Stanley
Mark Mikolaj Jefferson Financial Group
Fred Miller Hunter Associates
Robert Miloszewski MetLife Securities
Joseph Molinero Morgan Stanley
William Mulvaney Morgan Stanley
Boyd Murray Janney Montgomery Scott
Michael Muslin The Advisors Group of Pittsburgh Page 19
Toni Ondek Morgan Stanley
Mitch OrsquoNeill Allegheny Investments
Brian Osborn Absolute Capital Management
Vicki Parrilla Wells Fargo Advisors LLC Page 23
Daryl Patten Fort Pitt Capital Group
Howie Pentony Pentony Capital Management Page 32
Mark Pittman Wells Fargo Advisors LLC
Joseph Pohl Morgan Stanley
Dawn Porto Wells Fargo Advisors LLC Page 22
Andrew Pravlik Pittsburgh Wealth Management Group Page 24
Thomas Provins CardiffProvins Private Wealth Management
John Reba Hefren-Tillotson
Jeffrey Reimer MetLife Securities
David J Rich Ameriprise Financial Services Inc
Vincent Richtar MetLife Securities
Patricia Rogus Morgan Stanley
David Ruscetti Harvest Financial Corporation
Michael Rutkowski Morgan Stanley
Michael Samuels BPU Investment Management
Leo Scalercio BCR Financial Services
Peter Schlicht Ameriprise Financial Services Inc Page 32
Adam Scholl Henry H Armstrong Associates
Jared Scholl Ameriprise Financial Services Inc
Mark Scholl Janney Montgomery Scott
Lawrence A Schuster Morgan Stanley Page 33
Don Sestrich Luttner Financial
Joseph Seymour Wells Fargo Advisors LLC
Russell Sherred Morgan Stanley
Robert Shuty Allegheny Financial Group
Jay Simon Hefren-Tillotson
John Sinclair Executive Benefits SolutionsLPL Financial
Chris Volk Ameritas Investment Corporation Page 19
Matthew Wagle Wells Fargo Advisors LLC
James Wallisch Raymond James Financial Services
Michael Ward Wealth Management Partners
Alphonse Weber Hefren-Tillotson
John Whelan Wells Fargo Advisors LLC
Steven Wilde Morgan Stanley Page 26
James Wiltman Wells Fargo Advisors LLC
John Woznicki Wells Fargo Advisors LLC
Kathleen Wright Wright Associates Page 33
Jim Wyman RBC Wealth Management
Matthew Yanni Yanni amp Associates Investment Advisors
James Yard Janney Montgomery Scott
Roger Zahn Principal Financial Group
Daniel Zippel Bill Few Associates
Jeffrey Zora Wells Fargo Advisors LLC
TaxationThomas Bakaitus Jr Herbein amp Company
Douglas Bishop Stenger Bies amp Company
David Delisi Delisi amp Associates
Joseph Dickert Reddinger Will Gallagher amp Dickert
Alexander Eckman Eckman amp Danovitz
Thomas Golden Kinol Sharie Leyh amp Associates
Karna Goldsmith Karna C Goldsmith CPA
Craig Koryak Kline Keppel amp Koryak
Carol Miller Damratoski amp Company
Donald Reddinger Reddinger Will Gallagher amp Dickert
Todd Sacco Lally amp Company
Joseph T Tappe Jr Bielau Tierney Coon amp Company
Trust ServicesGregory Harbaugh Harbaugh Group Page 31
Kevin Lingenfelser Lingenfelser Financial Services
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 8 mdash wwwfivestarprofessionalcom
The Botkin Group at Morgan StanleyOur Family Helping Your Family
A Father-Daughter-Son Wealth Management Team
Left to right 2013 winner Lester H Botkin Consulting Group Analyst Financial Advisor 2010 winner Lester P Botkin CFPreg Senior Vice President Financial Advisor ve-year winner Sara Botkin CFPreg Vice President Financial Advisor
bull Committed to exceptional client service and consistent communicationbull Personalized strategies for individuals and businesses to help grow preserve and transfer wealthbull Off ering regular complimentary fi nancial seminars mdash call (412) 854-3940 to request an invitation
The family fi nancial advisory team of Les Sara and Lester Botkin delivers the global resources of Morgan Stanley one of the worldrsquos largest brokerage fi rms to clients in a way that is comfortable meaningful and eff ective ldquoWe use the fi rmrsquos powerful research and technology tools to create fi nancial-planning strategies for clients and our goal is to present these in a way that can be easily understoodrdquo says Sara Les Sr is thrilled to have forged a partnership with his children saying ldquoHaving a continuation plan for clients is essential and I wanted
the mutual trust that comes with having a family teamrdquo The close partnership The Botkin Group has with one another and with each client ensures that when one member of the team is unavailable another responds quickly to a clientrsquos needs ldquoIt feels good knowing that Dad and Lester will hold down the fort while Irsquom on maternity leaverdquo smiles Sara Clients have peace of mind knowing the relationship they have with their primary advisor mdash one of trust integrity and mutual respect mdash extends to each member of the Botkin team
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-3940 bull Toll-free (800) 533-7037
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
ssiona
l
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 9
FamilyWealth Management Group LLCYour Personal Coach Through the Hurdles of Life
Trust Integrity and Personalized Service
Left to right Megan Atkins 2013 winner Ralph Linarelli CFPreg ChFCreg two-year winner Doug Knable CLUreg ChFCreg CRPCreg Kelly Knable CRPCreg 2013 winner Michaele Parees RFCreg CRPCreg three-year winner Tim Donovan ChFCreg
bull Comprehensive asset management developed for your individual life goalsbull Dedicated fi nancial planning for protecting and growing your familyrsquos wealthbull Personalized planning to help you meet lifersquos challenges and opportunities
What diff erentiates FamilyWealth is our ldquocoachrdquo approach to wealth planning and management All facets of your fi nancial and personal picture are considered in designing a personalized plan This includes your goals and objectives cash-fl ow projections income needs estate issues tax-
reduction strategies and retirement Our advisors have varied backgrounds however the common thread is our commitment to families and our dedication to sound objective advice based on our passionate dedication to serving our clients
2200 Georgetowne Drive Suite 100 bull Sewickley PA 15143370 Southpointe Boulevard Suite 200 bull Canonsburg PA 15317
Toll-free (800) 549-9503wwwFamilyWealthGroupcom
Securities and advisory services offered through Lincoln Financial Advisors Corp a broker dealer and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies FamilyWealth Management Group LLC is not an affiliate of Lincoln Financial Advisors Corp CRN 201304-2080311
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Michael L Fetterolf
Invested in Your Interests hellip
With Trust and Integrity
Two-year winner Michael Fetterolf Vice President Financial Advisor BPU Investment Committee Member MBA Accredited Investment Fiduciaryreg (AIFreg)
FINRA series 7 24 28 63 65 Licensed
bull Private wealth management
bull Comprehensive fi nancial planning
bull Retirement and income planning
Focused on Providing Wealth Management and Financial Advice to Families With $1 Million or More in Investable Assets
Affl uent investors require sophisticated wealth management and fi nancial planning solutions at every stage of their lives Assisted by my team of seasoned professionals I engage my clients in a thorough fi nancial planning and discovery process to help them recognize and plan for their goals and fi nancial challenges including retirement income business succession and legacy planning Within the context of your personal goals I apply our disciplined investment framework and risk-management tools The overriding objective of my practice is
to deliver a long-term investment plan that allows you to live your life on purpose for the reasons that are important to you
Wealth management is not just a plan it is a strategy that helps empower you to actualize your core values and provides direction and meaning to your fi nancial decisions At every stage of the process mdash from discovery to evaluation implementation and monitoring mdash I am invested in my clientsrsquo interests
One Oxford Centre 301 Grant Street bull Pittsburgh PA 15219Office (412) 288-9150 bull Toll-free (800) 822-6585
mfetterolfbpuinvestmentscom bull wwwbpuinvestmentscomBrokerage investment wealth management and financial advisory products and services are offered through the financial advisors of BPU Investment Management Inc Member FINRASIPC
a registered investment advisor Some products and services mentioned may not be available in all states or to all clients
Two-
Year
Winn
ercopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 11
The Fischetti Barry Group at Morgan StanleyPittsburghrsquos Partner in Responsible Wealth Management
ldquoWe Want to Thank Our Clients for Their Trust and Continued Businessrdquo
Left to right 2013 winner C Shannon Barry Financial Advisor and ve-year winner Steven V Fischetti Branch Manager
bull The Fischetti Barry Group is a family-based wealth management practice bull We create goal-based solutions for businesses institutions and individualsbull Specializing in advanced retirement plan design and risk-managed portfolios
The Fischetti Barry Group takes a consultative approach to our wealth management practice We begin our engagements by asking questions listening to concerns and discovering objectives Next we will model your individual circumstances to better understand how your capital could be aff ected by things like infl ation fees and volatile markets Finally we will plot a course toward these goals by illustrating several solutions that are engineered to help increase your probability for long-term successSteven is a graduate of Penn State University and Carnegie
Mellon University (Tepper School of Industrial Engineering) He is a senior vice president and the branch manager of the Upper St Clair offi ceShannon is a graduate of the University of Pittsburgh He is a CFPreg professional and a Chartered Retirement Plans SpecialistSM Currently he is enrolled in the Northeastern University master of sciencefi nance program
To us wealth is more than money mdash itrsquos a responsibility Our job is to serve our clients and their goals
2600 Old Washington Road bull Pittsburgh PA 15241Office (412) 881-3398
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
The Grandview Group
Thank You to Our Clients for
Your Trust and Recognition
Five-year winner Jeanette White
bull Personalized fi nancial strategies
bull Skilled portfolio management with individual client focus
Envisioning your future is not always easy People have diff erent ideas of what their future includes mdash a vacation home a career change or a reliable retirement income But everyone wants fi nancial stability Simplicity Confi dence This is why The Grandview Group works tirelessly to minimize the doubts loose ends and anxieties our clients face when planning for
the future We call it ldquothe Grandview processrdquo We personalize each plan to match our clientsrsquo needs so they feel at ease and in control of their fi nancials Our commitment to providing worry-free fi nancial planning extends beyond simple service mdash we dedicate our time and energy into helping you work towards complete fi nancial confi dence
220 East Grandview Avenue bull Zelienople PA 16063Phone (724) 452-2172
infomygrandviewplancom bull wwwmygrandviewplancomSecurities offered through LPL Financial Member FINRASIPC Investment Advice offered through Stratos Wealth Partners Ltd a registered investment advisor
The Grandview Group and Stratos Wealth Partners Ltd are separate entities from LPL Financial
WINNER
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 13
Hampton Wealth ManagementThe Path Less Traveled Yet Increasingly Taken
Areas of Focus Traditional and Alternative Investments
Two-year winner Michael Lynn MBA AAMSreg CMFCreg Founder and President FINRA Series 7 63 66 Brokerage Licenses Penn Insurance Licensed for Life Accident and Health Fixed and Variable LifeVariable Annuity
bull Global reach local presencebull Truly customized portfoliosbull In-depth family-based relationships
Hampton Wealth Management is a multifamily offi ce that off ers ldquoblue-oceanrdquo investment management strategies in a high-end boutique atmosphere mdash all at a compelling value
By complementing alternative investments with a traditional portfolio clients can potentially reduce correlation to the markets boost yield preserve capital and benefi t from both convergent and divergent movements across a wide opportunity set
Examples include managed futures funds business development companies nontraded real estate investment trusts and equipment leasing funds
If you are looking to push your effi cient frontier out to the northwest contact Michael Lynn to learn about how taking the path less traveled can make all the diff erence in your portfolio
5700 Corporate Drive Suite 287 bull Pittsburgh PA 15237Office (412) 600-2725 bull Fax (412) 366-5999
Registered Representative Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPCInvestment Advisor Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Hampton Wealth Management and Cambridge are not affiliated
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
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wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
copy Five Star
Professi
onal
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Professi
onal
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onal
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onal
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onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 3
Award winners listed by primary services and listed alphabetically by last name
Business PlanningMero Capo Axios Advisory Group
Robert Galanter Rothman Gordon
Daniel Gramc Goehring Rutter amp Boehm
Phillip Irani Phillip Irani CPA Attorney at Law
Donald McDade Mosaic Consulting
Donald Monti Monti Thompson amp Getty
Michaele Parees FamilyWealth Management Group Page 9
Award winners listed by primary services and listed alphabetically by last name
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Professi
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 7
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Michael Lynn Hampton Wealth Management Page 13
Vincent Maggio Merrill Lynch
John Mah Guyaux amp Mah
Darla Main Main Advisory
Kaivon Maknoon Wells Fargo Private Bank LLC
Michael Marion Wells Fargo Advisors LLC
Larry Marks Wells Fargo Advisors LLC Page 22
F Joseph Marsh Station Capital
James Maruca Wells Fargo Advisors LLC
Terry Marynchak Planned Investments
Jay Mastilak Wells Fargo Advisors LLC
Arthur McAuley Stratos Wealth Partners
James Meyers Morgan Stanley
Mark Mikolaj Jefferson Financial Group
Fred Miller Hunter Associates
Robert Miloszewski MetLife Securities
Joseph Molinero Morgan Stanley
William Mulvaney Morgan Stanley
Boyd Murray Janney Montgomery Scott
Michael Muslin The Advisors Group of Pittsburgh Page 19
Toni Ondek Morgan Stanley
Mitch OrsquoNeill Allegheny Investments
Brian Osborn Absolute Capital Management
Vicki Parrilla Wells Fargo Advisors LLC Page 23
Daryl Patten Fort Pitt Capital Group
Howie Pentony Pentony Capital Management Page 32
Mark Pittman Wells Fargo Advisors LLC
Joseph Pohl Morgan Stanley
Dawn Porto Wells Fargo Advisors LLC Page 22
Andrew Pravlik Pittsburgh Wealth Management Group Page 24
Thomas Provins CardiffProvins Private Wealth Management
John Reba Hefren-Tillotson
Jeffrey Reimer MetLife Securities
David J Rich Ameriprise Financial Services Inc
Vincent Richtar MetLife Securities
Patricia Rogus Morgan Stanley
David Ruscetti Harvest Financial Corporation
Michael Rutkowski Morgan Stanley
Michael Samuels BPU Investment Management
Leo Scalercio BCR Financial Services
Peter Schlicht Ameriprise Financial Services Inc Page 32
Adam Scholl Henry H Armstrong Associates
Jared Scholl Ameriprise Financial Services Inc
Mark Scholl Janney Montgomery Scott
Lawrence A Schuster Morgan Stanley Page 33
Don Sestrich Luttner Financial
Joseph Seymour Wells Fargo Advisors LLC
Russell Sherred Morgan Stanley
Robert Shuty Allegheny Financial Group
Jay Simon Hefren-Tillotson
John Sinclair Executive Benefits SolutionsLPL Financial
Chris Volk Ameritas Investment Corporation Page 19
Matthew Wagle Wells Fargo Advisors LLC
James Wallisch Raymond James Financial Services
Michael Ward Wealth Management Partners
Alphonse Weber Hefren-Tillotson
John Whelan Wells Fargo Advisors LLC
Steven Wilde Morgan Stanley Page 26
James Wiltman Wells Fargo Advisors LLC
John Woznicki Wells Fargo Advisors LLC
Kathleen Wright Wright Associates Page 33
Jim Wyman RBC Wealth Management
Matthew Yanni Yanni amp Associates Investment Advisors
James Yard Janney Montgomery Scott
Roger Zahn Principal Financial Group
Daniel Zippel Bill Few Associates
Jeffrey Zora Wells Fargo Advisors LLC
TaxationThomas Bakaitus Jr Herbein amp Company
Douglas Bishop Stenger Bies amp Company
David Delisi Delisi amp Associates
Joseph Dickert Reddinger Will Gallagher amp Dickert
Alexander Eckman Eckman amp Danovitz
Thomas Golden Kinol Sharie Leyh amp Associates
Karna Goldsmith Karna C Goldsmith CPA
Craig Koryak Kline Keppel amp Koryak
Carol Miller Damratoski amp Company
Donald Reddinger Reddinger Will Gallagher amp Dickert
Todd Sacco Lally amp Company
Joseph T Tappe Jr Bielau Tierney Coon amp Company
Trust ServicesGregory Harbaugh Harbaugh Group Page 31
Kevin Lingenfelser Lingenfelser Financial Services
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 8 mdash wwwfivestarprofessionalcom
The Botkin Group at Morgan StanleyOur Family Helping Your Family
A Father-Daughter-Son Wealth Management Team
Left to right 2013 winner Lester H Botkin Consulting Group Analyst Financial Advisor 2010 winner Lester P Botkin CFPreg Senior Vice President Financial Advisor ve-year winner Sara Botkin CFPreg Vice President Financial Advisor
bull Committed to exceptional client service and consistent communicationbull Personalized strategies for individuals and businesses to help grow preserve and transfer wealthbull Off ering regular complimentary fi nancial seminars mdash call (412) 854-3940 to request an invitation
The family fi nancial advisory team of Les Sara and Lester Botkin delivers the global resources of Morgan Stanley one of the worldrsquos largest brokerage fi rms to clients in a way that is comfortable meaningful and eff ective ldquoWe use the fi rmrsquos powerful research and technology tools to create fi nancial-planning strategies for clients and our goal is to present these in a way that can be easily understoodrdquo says Sara Les Sr is thrilled to have forged a partnership with his children saying ldquoHaving a continuation plan for clients is essential and I wanted
the mutual trust that comes with having a family teamrdquo The close partnership The Botkin Group has with one another and with each client ensures that when one member of the team is unavailable another responds quickly to a clientrsquos needs ldquoIt feels good knowing that Dad and Lester will hold down the fort while Irsquom on maternity leaverdquo smiles Sara Clients have peace of mind knowing the relationship they have with their primary advisor mdash one of trust integrity and mutual respect mdash extends to each member of the Botkin team
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-3940 bull Toll-free (800) 533-7037
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 9
FamilyWealth Management Group LLCYour Personal Coach Through the Hurdles of Life
Trust Integrity and Personalized Service
Left to right Megan Atkins 2013 winner Ralph Linarelli CFPreg ChFCreg two-year winner Doug Knable CLUreg ChFCreg CRPCreg Kelly Knable CRPCreg 2013 winner Michaele Parees RFCreg CRPCreg three-year winner Tim Donovan ChFCreg
bull Comprehensive asset management developed for your individual life goalsbull Dedicated fi nancial planning for protecting and growing your familyrsquos wealthbull Personalized planning to help you meet lifersquos challenges and opportunities
What diff erentiates FamilyWealth is our ldquocoachrdquo approach to wealth planning and management All facets of your fi nancial and personal picture are considered in designing a personalized plan This includes your goals and objectives cash-fl ow projections income needs estate issues tax-
reduction strategies and retirement Our advisors have varied backgrounds however the common thread is our commitment to families and our dedication to sound objective advice based on our passionate dedication to serving our clients
2200 Georgetowne Drive Suite 100 bull Sewickley PA 15143370 Southpointe Boulevard Suite 200 bull Canonsburg PA 15317
Toll-free (800) 549-9503wwwFamilyWealthGroupcom
Securities and advisory services offered through Lincoln Financial Advisors Corp a broker dealer and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies FamilyWealth Management Group LLC is not an affiliate of Lincoln Financial Advisors Corp CRN 201304-2080311
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Michael L Fetterolf
Invested in Your Interests hellip
With Trust and Integrity
Two-year winner Michael Fetterolf Vice President Financial Advisor BPU Investment Committee Member MBA Accredited Investment Fiduciaryreg (AIFreg)
FINRA series 7 24 28 63 65 Licensed
bull Private wealth management
bull Comprehensive fi nancial planning
bull Retirement and income planning
Focused on Providing Wealth Management and Financial Advice to Families With $1 Million or More in Investable Assets
Affl uent investors require sophisticated wealth management and fi nancial planning solutions at every stage of their lives Assisted by my team of seasoned professionals I engage my clients in a thorough fi nancial planning and discovery process to help them recognize and plan for their goals and fi nancial challenges including retirement income business succession and legacy planning Within the context of your personal goals I apply our disciplined investment framework and risk-management tools The overriding objective of my practice is
to deliver a long-term investment plan that allows you to live your life on purpose for the reasons that are important to you
Wealth management is not just a plan it is a strategy that helps empower you to actualize your core values and provides direction and meaning to your fi nancial decisions At every stage of the process mdash from discovery to evaluation implementation and monitoring mdash I am invested in my clientsrsquo interests
One Oxford Centre 301 Grant Street bull Pittsburgh PA 15219Office (412) 288-9150 bull Toll-free (800) 822-6585
mfetterolfbpuinvestmentscom bull wwwbpuinvestmentscomBrokerage investment wealth management and financial advisory products and services are offered through the financial advisors of BPU Investment Management Inc Member FINRASIPC
a registered investment advisor Some products and services mentioned may not be available in all states or to all clients
Two-
Year
Winn
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Special Advertising Section 2013 Five Star W
ealth M
anag
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wwwfivestarprofessionalcom mdash FS 11
The Fischetti Barry Group at Morgan StanleyPittsburghrsquos Partner in Responsible Wealth Management
ldquoWe Want to Thank Our Clients for Their Trust and Continued Businessrdquo
Left to right 2013 winner C Shannon Barry Financial Advisor and ve-year winner Steven V Fischetti Branch Manager
bull The Fischetti Barry Group is a family-based wealth management practice bull We create goal-based solutions for businesses institutions and individualsbull Specializing in advanced retirement plan design and risk-managed portfolios
The Fischetti Barry Group takes a consultative approach to our wealth management practice We begin our engagements by asking questions listening to concerns and discovering objectives Next we will model your individual circumstances to better understand how your capital could be aff ected by things like infl ation fees and volatile markets Finally we will plot a course toward these goals by illustrating several solutions that are engineered to help increase your probability for long-term successSteven is a graduate of Penn State University and Carnegie
Mellon University (Tepper School of Industrial Engineering) He is a senior vice president and the branch manager of the Upper St Clair offi ceShannon is a graduate of the University of Pittsburgh He is a CFPreg professional and a Chartered Retirement Plans SpecialistSM Currently he is enrolled in the Northeastern University master of sciencefi nance program
To us wealth is more than money mdash itrsquos a responsibility Our job is to serve our clients and their goals
2600 Old Washington Road bull Pittsburgh PA 15241Office (412) 881-3398
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
The Grandview Group
Thank You to Our Clients for
Your Trust and Recognition
Five-year winner Jeanette White
bull Personalized fi nancial strategies
bull Skilled portfolio management with individual client focus
Envisioning your future is not always easy People have diff erent ideas of what their future includes mdash a vacation home a career change or a reliable retirement income But everyone wants fi nancial stability Simplicity Confi dence This is why The Grandview Group works tirelessly to minimize the doubts loose ends and anxieties our clients face when planning for
the future We call it ldquothe Grandview processrdquo We personalize each plan to match our clientsrsquo needs so they feel at ease and in control of their fi nancials Our commitment to providing worry-free fi nancial planning extends beyond simple service mdash we dedicate our time and energy into helping you work towards complete fi nancial confi dence
220 East Grandview Avenue bull Zelienople PA 16063Phone (724) 452-2172
infomygrandviewplancom bull wwwmygrandviewplancomSecurities offered through LPL Financial Member FINRASIPC Investment Advice offered through Stratos Wealth Partners Ltd a registered investment advisor
The Grandview Group and Stratos Wealth Partners Ltd are separate entities from LPL Financial
WINNER
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 13
Hampton Wealth ManagementThe Path Less Traveled Yet Increasingly Taken
Areas of Focus Traditional and Alternative Investments
Two-year winner Michael Lynn MBA AAMSreg CMFCreg Founder and President FINRA Series 7 63 66 Brokerage Licenses Penn Insurance Licensed for Life Accident and Health Fixed and Variable LifeVariable Annuity
bull Global reach local presencebull Truly customized portfoliosbull In-depth family-based relationships
Hampton Wealth Management is a multifamily offi ce that off ers ldquoblue-oceanrdquo investment management strategies in a high-end boutique atmosphere mdash all at a compelling value
By complementing alternative investments with a traditional portfolio clients can potentially reduce correlation to the markets boost yield preserve capital and benefi t from both convergent and divergent movements across a wide opportunity set
Examples include managed futures funds business development companies nontraded real estate investment trusts and equipment leasing funds
If you are looking to push your effi cient frontier out to the northwest contact Michael Lynn to learn about how taking the path less traveled can make all the diff erence in your portfolio
5700 Corporate Drive Suite 287 bull Pittsburgh PA 15237Office (412) 600-2725 bull Fax (412) 366-5999
Registered Representative Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPCInvestment Advisor Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Hampton Wealth Management and Cambridge are not affiliated
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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onal
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onal
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 4 mdash wwwfivestarprofessionalcom
Mark Exler Exler Wealthcare Advisors
David Faith Allegheny Investments
William Farber Donner-Farber amp Associates
Trevor Fawley Ameriprise Financial Services Inc
James Ferrell Morgan Stanley
Michael Fertig Fragasso Financial Advisors
Michael Figurelli Ameriprise Financial Services Inc Page 27
Michael Finnell Heritage Wealth Management Group
Joan Fiore Morgan Stanley Page 31
Kenneth Fisher RBC Wealth Management
Kim Tillotson Fleming Hefren-Tillotson
Kevin Flick Flick FinancialMetLife
Michael Forney Ameriprise Financial Services Inc
Ruth Forsyth The Advisors Group of Pittsburgh Page 19
Award winners listed by primary services and listed alphabetically by last name
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 7
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Michael Lynn Hampton Wealth Management Page 13
Vincent Maggio Merrill Lynch
John Mah Guyaux amp Mah
Darla Main Main Advisory
Kaivon Maknoon Wells Fargo Private Bank LLC
Michael Marion Wells Fargo Advisors LLC
Larry Marks Wells Fargo Advisors LLC Page 22
F Joseph Marsh Station Capital
James Maruca Wells Fargo Advisors LLC
Terry Marynchak Planned Investments
Jay Mastilak Wells Fargo Advisors LLC
Arthur McAuley Stratos Wealth Partners
James Meyers Morgan Stanley
Mark Mikolaj Jefferson Financial Group
Fred Miller Hunter Associates
Robert Miloszewski MetLife Securities
Joseph Molinero Morgan Stanley
William Mulvaney Morgan Stanley
Boyd Murray Janney Montgomery Scott
Michael Muslin The Advisors Group of Pittsburgh Page 19
Toni Ondek Morgan Stanley
Mitch OrsquoNeill Allegheny Investments
Brian Osborn Absolute Capital Management
Vicki Parrilla Wells Fargo Advisors LLC Page 23
Daryl Patten Fort Pitt Capital Group
Howie Pentony Pentony Capital Management Page 32
Mark Pittman Wells Fargo Advisors LLC
Joseph Pohl Morgan Stanley
Dawn Porto Wells Fargo Advisors LLC Page 22
Andrew Pravlik Pittsburgh Wealth Management Group Page 24
Thomas Provins CardiffProvins Private Wealth Management
John Reba Hefren-Tillotson
Jeffrey Reimer MetLife Securities
David J Rich Ameriprise Financial Services Inc
Vincent Richtar MetLife Securities
Patricia Rogus Morgan Stanley
David Ruscetti Harvest Financial Corporation
Michael Rutkowski Morgan Stanley
Michael Samuels BPU Investment Management
Leo Scalercio BCR Financial Services
Peter Schlicht Ameriprise Financial Services Inc Page 32
Adam Scholl Henry H Armstrong Associates
Jared Scholl Ameriprise Financial Services Inc
Mark Scholl Janney Montgomery Scott
Lawrence A Schuster Morgan Stanley Page 33
Don Sestrich Luttner Financial
Joseph Seymour Wells Fargo Advisors LLC
Russell Sherred Morgan Stanley
Robert Shuty Allegheny Financial Group
Jay Simon Hefren-Tillotson
John Sinclair Executive Benefits SolutionsLPL Financial
Chris Volk Ameritas Investment Corporation Page 19
Matthew Wagle Wells Fargo Advisors LLC
James Wallisch Raymond James Financial Services
Michael Ward Wealth Management Partners
Alphonse Weber Hefren-Tillotson
John Whelan Wells Fargo Advisors LLC
Steven Wilde Morgan Stanley Page 26
James Wiltman Wells Fargo Advisors LLC
John Woznicki Wells Fargo Advisors LLC
Kathleen Wright Wright Associates Page 33
Jim Wyman RBC Wealth Management
Matthew Yanni Yanni amp Associates Investment Advisors
James Yard Janney Montgomery Scott
Roger Zahn Principal Financial Group
Daniel Zippel Bill Few Associates
Jeffrey Zora Wells Fargo Advisors LLC
TaxationThomas Bakaitus Jr Herbein amp Company
Douglas Bishop Stenger Bies amp Company
David Delisi Delisi amp Associates
Joseph Dickert Reddinger Will Gallagher amp Dickert
Alexander Eckman Eckman amp Danovitz
Thomas Golden Kinol Sharie Leyh amp Associates
Karna Goldsmith Karna C Goldsmith CPA
Craig Koryak Kline Keppel amp Koryak
Carol Miller Damratoski amp Company
Donald Reddinger Reddinger Will Gallagher amp Dickert
Todd Sacco Lally amp Company
Joseph T Tappe Jr Bielau Tierney Coon amp Company
Trust ServicesGregory Harbaugh Harbaugh Group Page 31
Kevin Lingenfelser Lingenfelser Financial Services
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 8 mdash wwwfivestarprofessionalcom
The Botkin Group at Morgan StanleyOur Family Helping Your Family
A Father-Daughter-Son Wealth Management Team
Left to right 2013 winner Lester H Botkin Consulting Group Analyst Financial Advisor 2010 winner Lester P Botkin CFPreg Senior Vice President Financial Advisor ve-year winner Sara Botkin CFPreg Vice President Financial Advisor
bull Committed to exceptional client service and consistent communicationbull Personalized strategies for individuals and businesses to help grow preserve and transfer wealthbull Off ering regular complimentary fi nancial seminars mdash call (412) 854-3940 to request an invitation
The family fi nancial advisory team of Les Sara and Lester Botkin delivers the global resources of Morgan Stanley one of the worldrsquos largest brokerage fi rms to clients in a way that is comfortable meaningful and eff ective ldquoWe use the fi rmrsquos powerful research and technology tools to create fi nancial-planning strategies for clients and our goal is to present these in a way that can be easily understoodrdquo says Sara Les Sr is thrilled to have forged a partnership with his children saying ldquoHaving a continuation plan for clients is essential and I wanted
the mutual trust that comes with having a family teamrdquo The close partnership The Botkin Group has with one another and with each client ensures that when one member of the team is unavailable another responds quickly to a clientrsquos needs ldquoIt feels good knowing that Dad and Lester will hold down the fort while Irsquom on maternity leaverdquo smiles Sara Clients have peace of mind knowing the relationship they have with their primary advisor mdash one of trust integrity and mutual respect mdash extends to each member of the Botkin team
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-3940 bull Toll-free (800) 533-7037
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
ssiona
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 9
FamilyWealth Management Group LLCYour Personal Coach Through the Hurdles of Life
Trust Integrity and Personalized Service
Left to right Megan Atkins 2013 winner Ralph Linarelli CFPreg ChFCreg two-year winner Doug Knable CLUreg ChFCreg CRPCreg Kelly Knable CRPCreg 2013 winner Michaele Parees RFCreg CRPCreg three-year winner Tim Donovan ChFCreg
bull Comprehensive asset management developed for your individual life goalsbull Dedicated fi nancial planning for protecting and growing your familyrsquos wealthbull Personalized planning to help you meet lifersquos challenges and opportunities
What diff erentiates FamilyWealth is our ldquocoachrdquo approach to wealth planning and management All facets of your fi nancial and personal picture are considered in designing a personalized plan This includes your goals and objectives cash-fl ow projections income needs estate issues tax-
reduction strategies and retirement Our advisors have varied backgrounds however the common thread is our commitment to families and our dedication to sound objective advice based on our passionate dedication to serving our clients
2200 Georgetowne Drive Suite 100 bull Sewickley PA 15143370 Southpointe Boulevard Suite 200 bull Canonsburg PA 15317
Toll-free (800) 549-9503wwwFamilyWealthGroupcom
Securities and advisory services offered through Lincoln Financial Advisors Corp a broker dealer and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies FamilyWealth Management Group LLC is not an affiliate of Lincoln Financial Advisors Corp CRN 201304-2080311
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Michael L Fetterolf
Invested in Your Interests hellip
With Trust and Integrity
Two-year winner Michael Fetterolf Vice President Financial Advisor BPU Investment Committee Member MBA Accredited Investment Fiduciaryreg (AIFreg)
FINRA series 7 24 28 63 65 Licensed
bull Private wealth management
bull Comprehensive fi nancial planning
bull Retirement and income planning
Focused on Providing Wealth Management and Financial Advice to Families With $1 Million or More in Investable Assets
Affl uent investors require sophisticated wealth management and fi nancial planning solutions at every stage of their lives Assisted by my team of seasoned professionals I engage my clients in a thorough fi nancial planning and discovery process to help them recognize and plan for their goals and fi nancial challenges including retirement income business succession and legacy planning Within the context of your personal goals I apply our disciplined investment framework and risk-management tools The overriding objective of my practice is
to deliver a long-term investment plan that allows you to live your life on purpose for the reasons that are important to you
Wealth management is not just a plan it is a strategy that helps empower you to actualize your core values and provides direction and meaning to your fi nancial decisions At every stage of the process mdash from discovery to evaluation implementation and monitoring mdash I am invested in my clientsrsquo interests
One Oxford Centre 301 Grant Street bull Pittsburgh PA 15219Office (412) 288-9150 bull Toll-free (800) 822-6585
mfetterolfbpuinvestmentscom bull wwwbpuinvestmentscomBrokerage investment wealth management and financial advisory products and services are offered through the financial advisors of BPU Investment Management Inc Member FINRASIPC
a registered investment advisor Some products and services mentioned may not be available in all states or to all clients
Two-
Year
Winn
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 11
The Fischetti Barry Group at Morgan StanleyPittsburghrsquos Partner in Responsible Wealth Management
ldquoWe Want to Thank Our Clients for Their Trust and Continued Businessrdquo
Left to right 2013 winner C Shannon Barry Financial Advisor and ve-year winner Steven V Fischetti Branch Manager
bull The Fischetti Barry Group is a family-based wealth management practice bull We create goal-based solutions for businesses institutions and individualsbull Specializing in advanced retirement plan design and risk-managed portfolios
The Fischetti Barry Group takes a consultative approach to our wealth management practice We begin our engagements by asking questions listening to concerns and discovering objectives Next we will model your individual circumstances to better understand how your capital could be aff ected by things like infl ation fees and volatile markets Finally we will plot a course toward these goals by illustrating several solutions that are engineered to help increase your probability for long-term successSteven is a graduate of Penn State University and Carnegie
Mellon University (Tepper School of Industrial Engineering) He is a senior vice president and the branch manager of the Upper St Clair offi ceShannon is a graduate of the University of Pittsburgh He is a CFPreg professional and a Chartered Retirement Plans SpecialistSM Currently he is enrolled in the Northeastern University master of sciencefi nance program
To us wealth is more than money mdash itrsquos a responsibility Our job is to serve our clients and their goals
2600 Old Washington Road bull Pittsburgh PA 15241Office (412) 881-3398
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
ssiona
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
The Grandview Group
Thank You to Our Clients for
Your Trust and Recognition
Five-year winner Jeanette White
bull Personalized fi nancial strategies
bull Skilled portfolio management with individual client focus
Envisioning your future is not always easy People have diff erent ideas of what their future includes mdash a vacation home a career change or a reliable retirement income But everyone wants fi nancial stability Simplicity Confi dence This is why The Grandview Group works tirelessly to minimize the doubts loose ends and anxieties our clients face when planning for
the future We call it ldquothe Grandview processrdquo We personalize each plan to match our clientsrsquo needs so they feel at ease and in control of their fi nancials Our commitment to providing worry-free fi nancial planning extends beyond simple service mdash we dedicate our time and energy into helping you work towards complete fi nancial confi dence
220 East Grandview Avenue bull Zelienople PA 16063Phone (724) 452-2172
infomygrandviewplancom bull wwwmygrandviewplancomSecurities offered through LPL Financial Member FINRASIPC Investment Advice offered through Stratos Wealth Partners Ltd a registered investment advisor
The Grandview Group and Stratos Wealth Partners Ltd are separate entities from LPL Financial
WINNER
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 13
Hampton Wealth ManagementThe Path Less Traveled Yet Increasingly Taken
Areas of Focus Traditional and Alternative Investments
Two-year winner Michael Lynn MBA AAMSreg CMFCreg Founder and President FINRA Series 7 63 66 Brokerage Licenses Penn Insurance Licensed for Life Accident and Health Fixed and Variable LifeVariable Annuity
bull Global reach local presencebull Truly customized portfoliosbull In-depth family-based relationships
Hampton Wealth Management is a multifamily offi ce that off ers ldquoblue-oceanrdquo investment management strategies in a high-end boutique atmosphere mdash all at a compelling value
By complementing alternative investments with a traditional portfolio clients can potentially reduce correlation to the markets boost yield preserve capital and benefi t from both convergent and divergent movements across a wide opportunity set
Examples include managed futures funds business development companies nontraded real estate investment trusts and equipment leasing funds
If you are looking to push your effi cient frontier out to the northwest contact Michael Lynn to learn about how taking the path less traveled can make all the diff erence in your portfolio
5700 Corporate Drive Suite 287 bull Pittsburgh PA 15237Office (412) 600-2725 bull Fax (412) 366-5999
Registered Representative Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPCInvestment Advisor Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Hampton Wealth Management and Cambridge are not affiliated
Two-
Year
Winn
ercopy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
Star Profe
ssiona
l
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
ercopy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
copy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five Star
Professi
onal
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Professi
onal
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onal
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Professi
onal
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onal
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onal
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Professi
onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Professi
onal
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onal
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
copy Five Star
Professi
onal
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Professi
onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
Professi
onal
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onal
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onal
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 5
Award winners listed by primary services and listed alphabetically by last name
Richard Miller Richard L Miller
Scott Miller Private Wealth Advisors
Steven Miller Trebuchet Consulting Page 32
Edward Moeller Beaconsfield Financial Services Page 32
Michael Montileone Allegheny Financial Group
Abraham Moosa Janney Montgomery Scott Page 32
Darren Morningstar Morgan Stanley
Andrew Morrison Merrill Lynch
Liliann Moser Fragasso Financial Advisors
A Dennis Muia Muia Financial Corporation
Christopher Musuneggi The Musuneggi Financial Group
C Reed Natali Hunter Associates
Ryan Naugle TIAA-CREF
James Nelson Nelson Financial Services
Wesley Nicholson Laurel Financial Group
Matthew Nichter Nichter Wealth Management
Barry Numerick Morgan Stanley Page 29
David OrsquoBlock The Equity Advisor Group
Scott Oehrle Marbury Wealth Management
Melissa OrsquoMalley Hefren-Tillotson
Timothy OrsquoNeill Berthold Capital
Matthew Orman Ameriprise Financial Services Inc
Mark Palmer Integrity Financial Advisors
Andrew Patterson Hefren-Tillotson
Diane Pearson Legend Financial Advisors
Brett Pechersky Berer Financial Management
Kelly Perry Thrivent Financial
David Pifer Hefren-Tillotson
Edward Poach III Ameriprise Financial Services Inc
Anthony Pol Ameriprise Financial Services Inc
Don Popovitch NEXT Financial Group
Eric Porter Century Insurance Consultants
Ryan Purvis Merrill Lynch
Matthew Pustover Pustover Financial Services
Daniel Rea NFI
Jonathon Reddig Morgan Stanley
Patrick Reidy The Parkridge Group
Richard Reynolds Janney Montgomery Scott
Melissa Richey Fragasso Financial Advisors
Brian Robinette Fragasso Financial Advisors
Chris Roe Waldron Wealth Management
Kevin Rose Rose Financial Group
Colin Rosenberg Morgan Stanley
James Sadowski Hefren-Tillotson
David Salgarolo Ameriprise Financial Services Inc
David Salvitti Allegheny Investments
Norman Santori Santori amp Peters Page 24
Darren Savikas Morgan Stanley Page 25
Andy Schink BCR Financial Services
John Schneider Private Wealth Advisors
Lyric Schnur Hefren-Tillotson
Jennifer Schrauder Allegheny Financial Group
Raymond Schutzman Allegheny Financial Group
Michael Scopel Ameriprise Financial Services Inc
Alex Sebastian Merrill Lynch
Som Sharma Hefren-Tillotson
Robert Shure Merrill Lynch
MaryAnn Siebert Hefren-Tillotson
David Simeone Touchstone Capital
Belynda Slaugenhaupt Hefren-Tillotson
Karl Smrekar Allegheny Financial Group
John Soika VALIC Financial Advisors Page 33
Megan Spear Ameriprise Financial Services Inc
Kenneth Spencer Ameriprise Financial Services Inc
Daniel Spickard Wealth Innovations
Mark Stallsmith Stallsmith Financial Group
Terri Startare T FinancialElish amp Elish Brokerage
Melissa Stein Stein Wealth Advisors
Jonathan Stevens Kades Margolis Corporation
Douglas Stirling Janney Montgomery Scott Page 33
Gary Storie Storie Financial Advisory
Thomas Stroyne Thomas Stroyne Financial Services
Brian Stumpf Ameriprise Financial Services Inc
Girish Thakar Thakar Financial Page 25
Craig Tillotson Hefren-Tillotson
Alfred Todd III Thrivent Financial
Rosemary Tomassi Lincoln Financial Securities Corporation
Matthew Tremaine Ameriprise Financial Services Inc Page 29
Alfred Vallano Hefren-Tillotson
Barbara Virany Morgan Stanley Page 26
Greg Volitich 3 Rivers Investment Advisors
Richard Vozel Morgan Stanley
Philip Webb Citizens Wealth Management Page 33
George Wehrheim Wehrheim Financial Services
Alison Wertz Bill Few Associates Page 33
Jeanette White The Grandview Group Page 12
Roselyn Wilkinson MDampA Financial Management Company
Wade Wilson Merrill Lynch Pierce Fenner amp Smith
William Wilson Hefren-Tillotson
Gaye Wood Morgan Stanley Page 29
Christopher Woods Jefferson Financial Group
Gerard Wroblewski Lincoln Financial Advisors
Thomas Young 1st Consultants
James W Zalenka The Baran James Company Page 29
Mindy Zatta Mosaic Consulting
InsuranceThomas M Joseph Fleming Financial Services
Award winners listed by primary services and listed alphabetically by last name
copy Five Star
Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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onal
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onal
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Professi
onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 7
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Michael Lynn Hampton Wealth Management Page 13
Vincent Maggio Merrill Lynch
John Mah Guyaux amp Mah
Darla Main Main Advisory
Kaivon Maknoon Wells Fargo Private Bank LLC
Michael Marion Wells Fargo Advisors LLC
Larry Marks Wells Fargo Advisors LLC Page 22
F Joseph Marsh Station Capital
James Maruca Wells Fargo Advisors LLC
Terry Marynchak Planned Investments
Jay Mastilak Wells Fargo Advisors LLC
Arthur McAuley Stratos Wealth Partners
James Meyers Morgan Stanley
Mark Mikolaj Jefferson Financial Group
Fred Miller Hunter Associates
Robert Miloszewski MetLife Securities
Joseph Molinero Morgan Stanley
William Mulvaney Morgan Stanley
Boyd Murray Janney Montgomery Scott
Michael Muslin The Advisors Group of Pittsburgh Page 19
Toni Ondek Morgan Stanley
Mitch OrsquoNeill Allegheny Investments
Brian Osborn Absolute Capital Management
Vicki Parrilla Wells Fargo Advisors LLC Page 23
Daryl Patten Fort Pitt Capital Group
Howie Pentony Pentony Capital Management Page 32
Mark Pittman Wells Fargo Advisors LLC
Joseph Pohl Morgan Stanley
Dawn Porto Wells Fargo Advisors LLC Page 22
Andrew Pravlik Pittsburgh Wealth Management Group Page 24
Thomas Provins CardiffProvins Private Wealth Management
John Reba Hefren-Tillotson
Jeffrey Reimer MetLife Securities
David J Rich Ameriprise Financial Services Inc
Vincent Richtar MetLife Securities
Patricia Rogus Morgan Stanley
David Ruscetti Harvest Financial Corporation
Michael Rutkowski Morgan Stanley
Michael Samuels BPU Investment Management
Leo Scalercio BCR Financial Services
Peter Schlicht Ameriprise Financial Services Inc Page 32
Adam Scholl Henry H Armstrong Associates
Jared Scholl Ameriprise Financial Services Inc
Mark Scholl Janney Montgomery Scott
Lawrence A Schuster Morgan Stanley Page 33
Don Sestrich Luttner Financial
Joseph Seymour Wells Fargo Advisors LLC
Russell Sherred Morgan Stanley
Robert Shuty Allegheny Financial Group
Jay Simon Hefren-Tillotson
John Sinclair Executive Benefits SolutionsLPL Financial
Chris Volk Ameritas Investment Corporation Page 19
Matthew Wagle Wells Fargo Advisors LLC
James Wallisch Raymond James Financial Services
Michael Ward Wealth Management Partners
Alphonse Weber Hefren-Tillotson
John Whelan Wells Fargo Advisors LLC
Steven Wilde Morgan Stanley Page 26
James Wiltman Wells Fargo Advisors LLC
John Woznicki Wells Fargo Advisors LLC
Kathleen Wright Wright Associates Page 33
Jim Wyman RBC Wealth Management
Matthew Yanni Yanni amp Associates Investment Advisors
James Yard Janney Montgomery Scott
Roger Zahn Principal Financial Group
Daniel Zippel Bill Few Associates
Jeffrey Zora Wells Fargo Advisors LLC
TaxationThomas Bakaitus Jr Herbein amp Company
Douglas Bishop Stenger Bies amp Company
David Delisi Delisi amp Associates
Joseph Dickert Reddinger Will Gallagher amp Dickert
Alexander Eckman Eckman amp Danovitz
Thomas Golden Kinol Sharie Leyh amp Associates
Karna Goldsmith Karna C Goldsmith CPA
Craig Koryak Kline Keppel amp Koryak
Carol Miller Damratoski amp Company
Donald Reddinger Reddinger Will Gallagher amp Dickert
Todd Sacco Lally amp Company
Joseph T Tappe Jr Bielau Tierney Coon amp Company
Trust ServicesGregory Harbaugh Harbaugh Group Page 31
Kevin Lingenfelser Lingenfelser Financial Services
copy Five Star
Professi
onal
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Professi
onal
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onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 8 mdash wwwfivestarprofessionalcom
The Botkin Group at Morgan StanleyOur Family Helping Your Family
A Father-Daughter-Son Wealth Management Team
Left to right 2013 winner Lester H Botkin Consulting Group Analyst Financial Advisor 2010 winner Lester P Botkin CFPreg Senior Vice President Financial Advisor ve-year winner Sara Botkin CFPreg Vice President Financial Advisor
bull Committed to exceptional client service and consistent communicationbull Personalized strategies for individuals and businesses to help grow preserve and transfer wealthbull Off ering regular complimentary fi nancial seminars mdash call (412) 854-3940 to request an invitation
The family fi nancial advisory team of Les Sara and Lester Botkin delivers the global resources of Morgan Stanley one of the worldrsquos largest brokerage fi rms to clients in a way that is comfortable meaningful and eff ective ldquoWe use the fi rmrsquos powerful research and technology tools to create fi nancial-planning strategies for clients and our goal is to present these in a way that can be easily understoodrdquo says Sara Les Sr is thrilled to have forged a partnership with his children saying ldquoHaving a continuation plan for clients is essential and I wanted
the mutual trust that comes with having a family teamrdquo The close partnership The Botkin Group has with one another and with each client ensures that when one member of the team is unavailable another responds quickly to a clientrsquos needs ldquoIt feels good knowing that Dad and Lester will hold down the fort while Irsquom on maternity leaverdquo smiles Sara Clients have peace of mind knowing the relationship they have with their primary advisor mdash one of trust integrity and mutual respect mdash extends to each member of the Botkin team
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-3940 bull Toll-free (800) 533-7037
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
ssiona
l
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 9
FamilyWealth Management Group LLCYour Personal Coach Through the Hurdles of Life
Trust Integrity and Personalized Service
Left to right Megan Atkins 2013 winner Ralph Linarelli CFPreg ChFCreg two-year winner Doug Knable CLUreg ChFCreg CRPCreg Kelly Knable CRPCreg 2013 winner Michaele Parees RFCreg CRPCreg three-year winner Tim Donovan ChFCreg
bull Comprehensive asset management developed for your individual life goalsbull Dedicated fi nancial planning for protecting and growing your familyrsquos wealthbull Personalized planning to help you meet lifersquos challenges and opportunities
What diff erentiates FamilyWealth is our ldquocoachrdquo approach to wealth planning and management All facets of your fi nancial and personal picture are considered in designing a personalized plan This includes your goals and objectives cash-fl ow projections income needs estate issues tax-
reduction strategies and retirement Our advisors have varied backgrounds however the common thread is our commitment to families and our dedication to sound objective advice based on our passionate dedication to serving our clients
2200 Georgetowne Drive Suite 100 bull Sewickley PA 15143370 Southpointe Boulevard Suite 200 bull Canonsburg PA 15317
Toll-free (800) 549-9503wwwFamilyWealthGroupcom
Securities and advisory services offered through Lincoln Financial Advisors Corp a broker dealer and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies FamilyWealth Management Group LLC is not an affiliate of Lincoln Financial Advisors Corp CRN 201304-2080311
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Professi
onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Michael L Fetterolf
Invested in Your Interests hellip
With Trust and Integrity
Two-year winner Michael Fetterolf Vice President Financial Advisor BPU Investment Committee Member MBA Accredited Investment Fiduciaryreg (AIFreg)
FINRA series 7 24 28 63 65 Licensed
bull Private wealth management
bull Comprehensive fi nancial planning
bull Retirement and income planning
Focused on Providing Wealth Management and Financial Advice to Families With $1 Million or More in Investable Assets
Affl uent investors require sophisticated wealth management and fi nancial planning solutions at every stage of their lives Assisted by my team of seasoned professionals I engage my clients in a thorough fi nancial planning and discovery process to help them recognize and plan for their goals and fi nancial challenges including retirement income business succession and legacy planning Within the context of your personal goals I apply our disciplined investment framework and risk-management tools The overriding objective of my practice is
to deliver a long-term investment plan that allows you to live your life on purpose for the reasons that are important to you
Wealth management is not just a plan it is a strategy that helps empower you to actualize your core values and provides direction and meaning to your fi nancial decisions At every stage of the process mdash from discovery to evaluation implementation and monitoring mdash I am invested in my clientsrsquo interests
One Oxford Centre 301 Grant Street bull Pittsburgh PA 15219Office (412) 288-9150 bull Toll-free (800) 822-6585
mfetterolfbpuinvestmentscom bull wwwbpuinvestmentscomBrokerage investment wealth management and financial advisory products and services are offered through the financial advisors of BPU Investment Management Inc Member FINRASIPC
a registered investment advisor Some products and services mentioned may not be available in all states or to all clients
Two-
Year
Winn
ercopy Five Star
Professi
onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 11
The Fischetti Barry Group at Morgan StanleyPittsburghrsquos Partner in Responsible Wealth Management
ldquoWe Want to Thank Our Clients for Their Trust and Continued Businessrdquo
Left to right 2013 winner C Shannon Barry Financial Advisor and ve-year winner Steven V Fischetti Branch Manager
bull The Fischetti Barry Group is a family-based wealth management practice bull We create goal-based solutions for businesses institutions and individualsbull Specializing in advanced retirement plan design and risk-managed portfolios
The Fischetti Barry Group takes a consultative approach to our wealth management practice We begin our engagements by asking questions listening to concerns and discovering objectives Next we will model your individual circumstances to better understand how your capital could be aff ected by things like infl ation fees and volatile markets Finally we will plot a course toward these goals by illustrating several solutions that are engineered to help increase your probability for long-term successSteven is a graduate of Penn State University and Carnegie
Mellon University (Tepper School of Industrial Engineering) He is a senior vice president and the branch manager of the Upper St Clair offi ceShannon is a graduate of the University of Pittsburgh He is a CFPreg professional and a Chartered Retirement Plans SpecialistSM Currently he is enrolled in the Northeastern University master of sciencefi nance program
To us wealth is more than money mdash itrsquos a responsibility Our job is to serve our clients and their goals
2600 Old Washington Road bull Pittsburgh PA 15241Office (412) 881-3398
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
The Grandview Group
Thank You to Our Clients for
Your Trust and Recognition
Five-year winner Jeanette White
bull Personalized fi nancial strategies
bull Skilled portfolio management with individual client focus
Envisioning your future is not always easy People have diff erent ideas of what their future includes mdash a vacation home a career change or a reliable retirement income But everyone wants fi nancial stability Simplicity Confi dence This is why The Grandview Group works tirelessly to minimize the doubts loose ends and anxieties our clients face when planning for
the future We call it ldquothe Grandview processrdquo We personalize each plan to match our clientsrsquo needs so they feel at ease and in control of their fi nancials Our commitment to providing worry-free fi nancial planning extends beyond simple service mdash we dedicate our time and energy into helping you work towards complete fi nancial confi dence
220 East Grandview Avenue bull Zelienople PA 16063Phone (724) 452-2172
infomygrandviewplancom bull wwwmygrandviewplancomSecurities offered through LPL Financial Member FINRASIPC Investment Advice offered through Stratos Wealth Partners Ltd a registered investment advisor
The Grandview Group and Stratos Wealth Partners Ltd are separate entities from LPL Financial
WINNER
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 13
Hampton Wealth ManagementThe Path Less Traveled Yet Increasingly Taken
Areas of Focus Traditional and Alternative Investments
Two-year winner Michael Lynn MBA AAMSreg CMFCreg Founder and President FINRA Series 7 63 66 Brokerage Licenses Penn Insurance Licensed for Life Accident and Health Fixed and Variable LifeVariable Annuity
bull Global reach local presencebull Truly customized portfoliosbull In-depth family-based relationships
Hampton Wealth Management is a multifamily offi ce that off ers ldquoblue-oceanrdquo investment management strategies in a high-end boutique atmosphere mdash all at a compelling value
By complementing alternative investments with a traditional portfolio clients can potentially reduce correlation to the markets boost yield preserve capital and benefi t from both convergent and divergent movements across a wide opportunity set
Examples include managed futures funds business development companies nontraded real estate investment trusts and equipment leasing funds
If you are looking to push your effi cient frontier out to the northwest contact Michael Lynn to learn about how taking the path less traveled can make all the diff erence in your portfolio
5700 Corporate Drive Suite 287 bull Pittsburgh PA 15237Office (412) 600-2725 bull Fax (412) 366-5999
Registered Representative Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPCInvestment Advisor Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Hampton Wealth Management and Cambridge are not affiliated
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
copy Five Star
Professi
onal
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Professi
onal
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onal
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onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five Star
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 6 mdash wwwfivestarprofessionalcom
Karen Bostick Mars National Advisors
Lester Botkin Morgan Stanley Page 8
Theodore Bovard Fort Pitt Capital Group
Gayle Bradley Wells Fargo Advisors LLC
Paul Brahim BPU Investment Management
William Breitweiser Celtic Financial Services
David Briggs Wells Fargo Advisors LLC
Marc Brown Brown Guandolo Onuska amp Orr
William Brown Merrill Lynch
Michael Bucci Schneider Downs Wealth Management Advisors
Gregory Burd Keystone Investment Advisors
Frank Burke Janney Montgomery Scott
Tom Butler ATI Financial Services
Patrick Byrne Edward Jones
Chris Chaney Fort Pitt Capital Group
Omar Chatha Morgan Stanley
Otto Chu Chu Financial Management Corporation
Carrie Coghill Coghill Investment Strategies
John Cognetti Wells Fargo Advisors LLC
John Coleman Janney Montgomery Scott Page 30
August Consiglio Consiglio Financial Group
Paul J Contos Jr CCO Investment Services Corporation
Michael Cooley Coghill Investment Strategies
Andrew J Costanzo Jr Costanzo Financial Group
Randy Dahl Wells Fargo Advisors LLC
Chad Dalson Janney Montgomery Scott
Wally Danforth Janney Montgomery Scott Page 30
Adam Davidson Hefren-Tillotson
Timothy Davis Hefren-Tillotson
William Davis Morgan Stanley
Joseph DeAndrea BDMampO Financial Group
Brian Dick Costanzo Financial Group
Daniel Dingus Fragasso Financial Advisors
Andy Dlinn Senior Wealth Management
Timothy Donovan FamilyWealth Management Group Page 9
Patrick Drazga Drazga Wealth Advisors
Ralph Duckworth ATI Financial Services
Brian Eagon Morgan Stanley
Craig Eastwood Ameriprise Financial Services Inc
Mark Eckels Wells Fargo Advisors LLC
James Emanuel Emanuel Financial Consultants
Philip Farabaugh Morgan Stanley
Christine Farrell Hefren-Tillotson
Gregory Farrell Hefren-Tillotson
Joseph Feola Morgan Stanley
Donald Fetsko LPL Financial Page 27
Eric Fetterman Morgan Stanley Page 26
Michael Fetterolf BPU Investment Management Page 10
Melody Filicky Janney Montgomery Scott Page 31
Steven Fischetti Morgan Stanley Page 11
Jim Foley Janney Montgomery Scott
Robert Fragasso Fragasso Financial Advisors
Kris Geary Keystone Benefits Group
Bruce Georgi Janney Montgomery Scott Page 20
Peter Gialames Peter Gialames Associates
Robert Gibb Hapanowicz amp Associates
Brian Gongaware McKinley Carter Wealth Services
Robert Graham Charles Schwab amp Company
Deborah Graver Fragasso Financial Advisors
Karen Greb Merrill Lynch Wealth Management
Eric Gregory Morgan Stanley Page 20
Galen Greiner Oppenheimer amp Company
Brian Griffin RBC Wealth Management
John Grodin Morgan Stanley
David Groetsch Morgan Stanley Page 31
Joseph Grunwald Hefren-Tillotson
Robert Hapanowicz HampA Wealth Advisers
Arthur Hazen Jr Medallion Wealth Management
Ronald Heakins OakTree Investment Advisors Page 18
Brian Heberle Wells Fargo Advisors LLC Page 14
Joseph Heberle Wells Fargo Advisors LLC Page 14
David Heitzenroder Rosewood Capital Page 31
Dustin Helm Wells Fargo Advisors LLC Page 14
Daniel Henderson CooksonPeirce
Robert Henzler Wells Fargo Advisors LLC
Richard Hildebrand Nexus Financial
David Hoffmann DB Root amp Company
Garrett Hoge H Financial Management
Christopher Hutchinson Wells Fargo Advisors LLC
Lewis Hyman Hartwood Investments
Jonathan Isaacson Wells Fargo Advisors LLC
John Ivory Morgan Stanley
David Jancisin Merrill Lynch
Michael Jehle THI Page 31
Charles Johnson Janney Montgomery Scott
Andrew Jugan Ameriprise Financial Services Inc
Robert Kaiser Wells Fargo Advisors LLC
Steven Kantz The Advisor Group
Ted Kerr Touchstone Capital
David Koenig Beaconsfield Financial Services Page 32
Eric Koter Morgan Stanley
Mark Kovacs Investors Capital Corporation
Jack Kraus Allegheny Financial Group
George Kruth Merrill Lynch
Betty Lamb Morgan Stanley Page 28
Patricia Lampert Allegheny Investments
Karen Lapina Fragasso Financial Advisors
Steven Latterman Merrill Lynch
Lloyd Laughlin Wells Fargo Advisors LLC
James Laurent Laurent amp Associates
Steve Lee HL Zeve AssociatesJFS Wealth Advisors Company
Erik Lenyk Hefren-Tillotson
James Leslie Wells Fargo Advisors LLC
Michael Levine BampL Asset Management
Michael Lintelman RBC Wealth Management Page 28
Don Linzer Schneider Downs Wealth Management Advisors
Award winners listed by primary services and listed alphabetically by last name
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 7
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Michael Lynn Hampton Wealth Management Page 13
Vincent Maggio Merrill Lynch
John Mah Guyaux amp Mah
Darla Main Main Advisory
Kaivon Maknoon Wells Fargo Private Bank LLC
Michael Marion Wells Fargo Advisors LLC
Larry Marks Wells Fargo Advisors LLC Page 22
F Joseph Marsh Station Capital
James Maruca Wells Fargo Advisors LLC
Terry Marynchak Planned Investments
Jay Mastilak Wells Fargo Advisors LLC
Arthur McAuley Stratos Wealth Partners
James Meyers Morgan Stanley
Mark Mikolaj Jefferson Financial Group
Fred Miller Hunter Associates
Robert Miloszewski MetLife Securities
Joseph Molinero Morgan Stanley
William Mulvaney Morgan Stanley
Boyd Murray Janney Montgomery Scott
Michael Muslin The Advisors Group of Pittsburgh Page 19
Toni Ondek Morgan Stanley
Mitch OrsquoNeill Allegheny Investments
Brian Osborn Absolute Capital Management
Vicki Parrilla Wells Fargo Advisors LLC Page 23
Daryl Patten Fort Pitt Capital Group
Howie Pentony Pentony Capital Management Page 32
Mark Pittman Wells Fargo Advisors LLC
Joseph Pohl Morgan Stanley
Dawn Porto Wells Fargo Advisors LLC Page 22
Andrew Pravlik Pittsburgh Wealth Management Group Page 24
Thomas Provins CardiffProvins Private Wealth Management
John Reba Hefren-Tillotson
Jeffrey Reimer MetLife Securities
David J Rich Ameriprise Financial Services Inc
Vincent Richtar MetLife Securities
Patricia Rogus Morgan Stanley
David Ruscetti Harvest Financial Corporation
Michael Rutkowski Morgan Stanley
Michael Samuels BPU Investment Management
Leo Scalercio BCR Financial Services
Peter Schlicht Ameriprise Financial Services Inc Page 32
Adam Scholl Henry H Armstrong Associates
Jared Scholl Ameriprise Financial Services Inc
Mark Scholl Janney Montgomery Scott
Lawrence A Schuster Morgan Stanley Page 33
Don Sestrich Luttner Financial
Joseph Seymour Wells Fargo Advisors LLC
Russell Sherred Morgan Stanley
Robert Shuty Allegheny Financial Group
Jay Simon Hefren-Tillotson
John Sinclair Executive Benefits SolutionsLPL Financial
Chris Volk Ameritas Investment Corporation Page 19
Matthew Wagle Wells Fargo Advisors LLC
James Wallisch Raymond James Financial Services
Michael Ward Wealth Management Partners
Alphonse Weber Hefren-Tillotson
John Whelan Wells Fargo Advisors LLC
Steven Wilde Morgan Stanley Page 26
James Wiltman Wells Fargo Advisors LLC
John Woznicki Wells Fargo Advisors LLC
Kathleen Wright Wright Associates Page 33
Jim Wyman RBC Wealth Management
Matthew Yanni Yanni amp Associates Investment Advisors
James Yard Janney Montgomery Scott
Roger Zahn Principal Financial Group
Daniel Zippel Bill Few Associates
Jeffrey Zora Wells Fargo Advisors LLC
TaxationThomas Bakaitus Jr Herbein amp Company
Douglas Bishop Stenger Bies amp Company
David Delisi Delisi amp Associates
Joseph Dickert Reddinger Will Gallagher amp Dickert
Alexander Eckman Eckman amp Danovitz
Thomas Golden Kinol Sharie Leyh amp Associates
Karna Goldsmith Karna C Goldsmith CPA
Craig Koryak Kline Keppel amp Koryak
Carol Miller Damratoski amp Company
Donald Reddinger Reddinger Will Gallagher amp Dickert
Todd Sacco Lally amp Company
Joseph T Tappe Jr Bielau Tierney Coon amp Company
Trust ServicesGregory Harbaugh Harbaugh Group Page 31
Kevin Lingenfelser Lingenfelser Financial Services
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 8 mdash wwwfivestarprofessionalcom
The Botkin Group at Morgan StanleyOur Family Helping Your Family
A Father-Daughter-Son Wealth Management Team
Left to right 2013 winner Lester H Botkin Consulting Group Analyst Financial Advisor 2010 winner Lester P Botkin CFPreg Senior Vice President Financial Advisor ve-year winner Sara Botkin CFPreg Vice President Financial Advisor
bull Committed to exceptional client service and consistent communicationbull Personalized strategies for individuals and businesses to help grow preserve and transfer wealthbull Off ering regular complimentary fi nancial seminars mdash call (412) 854-3940 to request an invitation
The family fi nancial advisory team of Les Sara and Lester Botkin delivers the global resources of Morgan Stanley one of the worldrsquos largest brokerage fi rms to clients in a way that is comfortable meaningful and eff ective ldquoWe use the fi rmrsquos powerful research and technology tools to create fi nancial-planning strategies for clients and our goal is to present these in a way that can be easily understoodrdquo says Sara Les Sr is thrilled to have forged a partnership with his children saying ldquoHaving a continuation plan for clients is essential and I wanted
the mutual trust that comes with having a family teamrdquo The close partnership The Botkin Group has with one another and with each client ensures that when one member of the team is unavailable another responds quickly to a clientrsquos needs ldquoIt feels good knowing that Dad and Lester will hold down the fort while Irsquom on maternity leaverdquo smiles Sara Clients have peace of mind knowing the relationship they have with their primary advisor mdash one of trust integrity and mutual respect mdash extends to each member of the Botkin team
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-3940 bull Toll-free (800) 533-7037
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
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Special Advertising Section 2013 Five Star W
ealth M
anag
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wwwfivestarprofessionalcom mdash FS 9
FamilyWealth Management Group LLCYour Personal Coach Through the Hurdles of Life
Trust Integrity and Personalized Service
Left to right Megan Atkins 2013 winner Ralph Linarelli CFPreg ChFCreg two-year winner Doug Knable CLUreg ChFCreg CRPCreg Kelly Knable CRPCreg 2013 winner Michaele Parees RFCreg CRPCreg three-year winner Tim Donovan ChFCreg
bull Comprehensive asset management developed for your individual life goalsbull Dedicated fi nancial planning for protecting and growing your familyrsquos wealthbull Personalized planning to help you meet lifersquos challenges and opportunities
What diff erentiates FamilyWealth is our ldquocoachrdquo approach to wealth planning and management All facets of your fi nancial and personal picture are considered in designing a personalized plan This includes your goals and objectives cash-fl ow projections income needs estate issues tax-
reduction strategies and retirement Our advisors have varied backgrounds however the common thread is our commitment to families and our dedication to sound objective advice based on our passionate dedication to serving our clients
2200 Georgetowne Drive Suite 100 bull Sewickley PA 15143370 Southpointe Boulevard Suite 200 bull Canonsburg PA 15317
Toll-free (800) 549-9503wwwFamilyWealthGroupcom
Securities and advisory services offered through Lincoln Financial Advisors Corp a broker dealer and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies FamilyWealth Management Group LLC is not an affiliate of Lincoln Financial Advisors Corp CRN 201304-2080311
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Michael L Fetterolf
Invested in Your Interests hellip
With Trust and Integrity
Two-year winner Michael Fetterolf Vice President Financial Advisor BPU Investment Committee Member MBA Accredited Investment Fiduciaryreg (AIFreg)
FINRA series 7 24 28 63 65 Licensed
bull Private wealth management
bull Comprehensive fi nancial planning
bull Retirement and income planning
Focused on Providing Wealth Management and Financial Advice to Families With $1 Million or More in Investable Assets
Affl uent investors require sophisticated wealth management and fi nancial planning solutions at every stage of their lives Assisted by my team of seasoned professionals I engage my clients in a thorough fi nancial planning and discovery process to help them recognize and plan for their goals and fi nancial challenges including retirement income business succession and legacy planning Within the context of your personal goals I apply our disciplined investment framework and risk-management tools The overriding objective of my practice is
to deliver a long-term investment plan that allows you to live your life on purpose for the reasons that are important to you
Wealth management is not just a plan it is a strategy that helps empower you to actualize your core values and provides direction and meaning to your fi nancial decisions At every stage of the process mdash from discovery to evaluation implementation and monitoring mdash I am invested in my clientsrsquo interests
One Oxford Centre 301 Grant Street bull Pittsburgh PA 15219Office (412) 288-9150 bull Toll-free (800) 822-6585
mfetterolfbpuinvestmentscom bull wwwbpuinvestmentscomBrokerage investment wealth management and financial advisory products and services are offered through the financial advisors of BPU Investment Management Inc Member FINRASIPC
a registered investment advisor Some products and services mentioned may not be available in all states or to all clients
Two-
Year
Winn
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 11
The Fischetti Barry Group at Morgan StanleyPittsburghrsquos Partner in Responsible Wealth Management
ldquoWe Want to Thank Our Clients for Their Trust and Continued Businessrdquo
Left to right 2013 winner C Shannon Barry Financial Advisor and ve-year winner Steven V Fischetti Branch Manager
bull The Fischetti Barry Group is a family-based wealth management practice bull We create goal-based solutions for businesses institutions and individualsbull Specializing in advanced retirement plan design and risk-managed portfolios
The Fischetti Barry Group takes a consultative approach to our wealth management practice We begin our engagements by asking questions listening to concerns and discovering objectives Next we will model your individual circumstances to better understand how your capital could be aff ected by things like infl ation fees and volatile markets Finally we will plot a course toward these goals by illustrating several solutions that are engineered to help increase your probability for long-term successSteven is a graduate of Penn State University and Carnegie
Mellon University (Tepper School of Industrial Engineering) He is a senior vice president and the branch manager of the Upper St Clair offi ceShannon is a graduate of the University of Pittsburgh He is a CFPreg professional and a Chartered Retirement Plans SpecialistSM Currently he is enrolled in the Northeastern University master of sciencefi nance program
To us wealth is more than money mdash itrsquos a responsibility Our job is to serve our clients and their goals
2600 Old Washington Road bull Pittsburgh PA 15241Office (412) 881-3398
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
The Grandview Group
Thank You to Our Clients for
Your Trust and Recognition
Five-year winner Jeanette White
bull Personalized fi nancial strategies
bull Skilled portfolio management with individual client focus
Envisioning your future is not always easy People have diff erent ideas of what their future includes mdash a vacation home a career change or a reliable retirement income But everyone wants fi nancial stability Simplicity Confi dence This is why The Grandview Group works tirelessly to minimize the doubts loose ends and anxieties our clients face when planning for
the future We call it ldquothe Grandview processrdquo We personalize each plan to match our clientsrsquo needs so they feel at ease and in control of their fi nancials Our commitment to providing worry-free fi nancial planning extends beyond simple service mdash we dedicate our time and energy into helping you work towards complete fi nancial confi dence
220 East Grandview Avenue bull Zelienople PA 16063Phone (724) 452-2172
infomygrandviewplancom bull wwwmygrandviewplancomSecurities offered through LPL Financial Member FINRASIPC Investment Advice offered through Stratos Wealth Partners Ltd a registered investment advisor
The Grandview Group and Stratos Wealth Partners Ltd are separate entities from LPL Financial
WINNER
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 13
Hampton Wealth ManagementThe Path Less Traveled Yet Increasingly Taken
Areas of Focus Traditional and Alternative Investments
Two-year winner Michael Lynn MBA AAMSreg CMFCreg Founder and President FINRA Series 7 63 66 Brokerage Licenses Penn Insurance Licensed for Life Accident and Health Fixed and Variable LifeVariable Annuity
bull Global reach local presencebull Truly customized portfoliosbull In-depth family-based relationships
Hampton Wealth Management is a multifamily offi ce that off ers ldquoblue-oceanrdquo investment management strategies in a high-end boutique atmosphere mdash all at a compelling value
By complementing alternative investments with a traditional portfolio clients can potentially reduce correlation to the markets boost yield preserve capital and benefi t from both convergent and divergent movements across a wide opportunity set
Examples include managed futures funds business development companies nontraded real estate investment trusts and equipment leasing funds
If you are looking to push your effi cient frontier out to the northwest contact Michael Lynn to learn about how taking the path less traveled can make all the diff erence in your portfolio
5700 Corporate Drive Suite 287 bull Pittsburgh PA 15237Office (412) 600-2725 bull Fax (412) 366-5999
Registered Representative Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPCInvestment Advisor Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Hampton Wealth Management and Cambridge are not affiliated
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
Star Profe
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
ercopy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
copy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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onal
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
copy Five Star
Professi
onal
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
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onal
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onal
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Professi
onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 7
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Michael Lynn Hampton Wealth Management Page 13
Vincent Maggio Merrill Lynch
John Mah Guyaux amp Mah
Darla Main Main Advisory
Kaivon Maknoon Wells Fargo Private Bank LLC
Michael Marion Wells Fargo Advisors LLC
Larry Marks Wells Fargo Advisors LLC Page 22
F Joseph Marsh Station Capital
James Maruca Wells Fargo Advisors LLC
Terry Marynchak Planned Investments
Jay Mastilak Wells Fargo Advisors LLC
Arthur McAuley Stratos Wealth Partners
James Meyers Morgan Stanley
Mark Mikolaj Jefferson Financial Group
Fred Miller Hunter Associates
Robert Miloszewski MetLife Securities
Joseph Molinero Morgan Stanley
William Mulvaney Morgan Stanley
Boyd Murray Janney Montgomery Scott
Michael Muslin The Advisors Group of Pittsburgh Page 19
Toni Ondek Morgan Stanley
Mitch OrsquoNeill Allegheny Investments
Brian Osborn Absolute Capital Management
Vicki Parrilla Wells Fargo Advisors LLC Page 23
Daryl Patten Fort Pitt Capital Group
Howie Pentony Pentony Capital Management Page 32
Mark Pittman Wells Fargo Advisors LLC
Joseph Pohl Morgan Stanley
Dawn Porto Wells Fargo Advisors LLC Page 22
Andrew Pravlik Pittsburgh Wealth Management Group Page 24
Thomas Provins CardiffProvins Private Wealth Management
John Reba Hefren-Tillotson
Jeffrey Reimer MetLife Securities
David J Rich Ameriprise Financial Services Inc
Vincent Richtar MetLife Securities
Patricia Rogus Morgan Stanley
David Ruscetti Harvest Financial Corporation
Michael Rutkowski Morgan Stanley
Michael Samuels BPU Investment Management
Leo Scalercio BCR Financial Services
Peter Schlicht Ameriprise Financial Services Inc Page 32
Adam Scholl Henry H Armstrong Associates
Jared Scholl Ameriprise Financial Services Inc
Mark Scholl Janney Montgomery Scott
Lawrence A Schuster Morgan Stanley Page 33
Don Sestrich Luttner Financial
Joseph Seymour Wells Fargo Advisors LLC
Russell Sherred Morgan Stanley
Robert Shuty Allegheny Financial Group
Jay Simon Hefren-Tillotson
John Sinclair Executive Benefits SolutionsLPL Financial
Chris Volk Ameritas Investment Corporation Page 19
Matthew Wagle Wells Fargo Advisors LLC
James Wallisch Raymond James Financial Services
Michael Ward Wealth Management Partners
Alphonse Weber Hefren-Tillotson
John Whelan Wells Fargo Advisors LLC
Steven Wilde Morgan Stanley Page 26
James Wiltman Wells Fargo Advisors LLC
John Woznicki Wells Fargo Advisors LLC
Kathleen Wright Wright Associates Page 33
Jim Wyman RBC Wealth Management
Matthew Yanni Yanni amp Associates Investment Advisors
James Yard Janney Montgomery Scott
Roger Zahn Principal Financial Group
Daniel Zippel Bill Few Associates
Jeffrey Zora Wells Fargo Advisors LLC
TaxationThomas Bakaitus Jr Herbein amp Company
Douglas Bishop Stenger Bies amp Company
David Delisi Delisi amp Associates
Joseph Dickert Reddinger Will Gallagher amp Dickert
Alexander Eckman Eckman amp Danovitz
Thomas Golden Kinol Sharie Leyh amp Associates
Karna Goldsmith Karna C Goldsmith CPA
Craig Koryak Kline Keppel amp Koryak
Carol Miller Damratoski amp Company
Donald Reddinger Reddinger Will Gallagher amp Dickert
Todd Sacco Lally amp Company
Joseph T Tappe Jr Bielau Tierney Coon amp Company
Trust ServicesGregory Harbaugh Harbaugh Group Page 31
Kevin Lingenfelser Lingenfelser Financial Services
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 8 mdash wwwfivestarprofessionalcom
The Botkin Group at Morgan StanleyOur Family Helping Your Family
A Father-Daughter-Son Wealth Management Team
Left to right 2013 winner Lester H Botkin Consulting Group Analyst Financial Advisor 2010 winner Lester P Botkin CFPreg Senior Vice President Financial Advisor ve-year winner Sara Botkin CFPreg Vice President Financial Advisor
bull Committed to exceptional client service and consistent communicationbull Personalized strategies for individuals and businesses to help grow preserve and transfer wealthbull Off ering regular complimentary fi nancial seminars mdash call (412) 854-3940 to request an invitation
The family fi nancial advisory team of Les Sara and Lester Botkin delivers the global resources of Morgan Stanley one of the worldrsquos largest brokerage fi rms to clients in a way that is comfortable meaningful and eff ective ldquoWe use the fi rmrsquos powerful research and technology tools to create fi nancial-planning strategies for clients and our goal is to present these in a way that can be easily understoodrdquo says Sara Les Sr is thrilled to have forged a partnership with his children saying ldquoHaving a continuation plan for clients is essential and I wanted
the mutual trust that comes with having a family teamrdquo The close partnership The Botkin Group has with one another and with each client ensures that when one member of the team is unavailable another responds quickly to a clientrsquos needs ldquoIt feels good knowing that Dad and Lester will hold down the fort while Irsquom on maternity leaverdquo smiles Sara Clients have peace of mind knowing the relationship they have with their primary advisor mdash one of trust integrity and mutual respect mdash extends to each member of the Botkin team
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-3940 bull Toll-free (800) 533-7037
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
ssiona
l
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 9
FamilyWealth Management Group LLCYour Personal Coach Through the Hurdles of Life
Trust Integrity and Personalized Service
Left to right Megan Atkins 2013 winner Ralph Linarelli CFPreg ChFCreg two-year winner Doug Knable CLUreg ChFCreg CRPCreg Kelly Knable CRPCreg 2013 winner Michaele Parees RFCreg CRPCreg three-year winner Tim Donovan ChFCreg
bull Comprehensive asset management developed for your individual life goalsbull Dedicated fi nancial planning for protecting and growing your familyrsquos wealthbull Personalized planning to help you meet lifersquos challenges and opportunities
What diff erentiates FamilyWealth is our ldquocoachrdquo approach to wealth planning and management All facets of your fi nancial and personal picture are considered in designing a personalized plan This includes your goals and objectives cash-fl ow projections income needs estate issues tax-
reduction strategies and retirement Our advisors have varied backgrounds however the common thread is our commitment to families and our dedication to sound objective advice based on our passionate dedication to serving our clients
2200 Georgetowne Drive Suite 100 bull Sewickley PA 15143370 Southpointe Boulevard Suite 200 bull Canonsburg PA 15317
Toll-free (800) 549-9503wwwFamilyWealthGroupcom
Securities and advisory services offered through Lincoln Financial Advisors Corp a broker dealer and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies FamilyWealth Management Group LLC is not an affiliate of Lincoln Financial Advisors Corp CRN 201304-2080311
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Michael L Fetterolf
Invested in Your Interests hellip
With Trust and Integrity
Two-year winner Michael Fetterolf Vice President Financial Advisor BPU Investment Committee Member MBA Accredited Investment Fiduciaryreg (AIFreg)
FINRA series 7 24 28 63 65 Licensed
bull Private wealth management
bull Comprehensive fi nancial planning
bull Retirement and income planning
Focused on Providing Wealth Management and Financial Advice to Families With $1 Million or More in Investable Assets
Affl uent investors require sophisticated wealth management and fi nancial planning solutions at every stage of their lives Assisted by my team of seasoned professionals I engage my clients in a thorough fi nancial planning and discovery process to help them recognize and plan for their goals and fi nancial challenges including retirement income business succession and legacy planning Within the context of your personal goals I apply our disciplined investment framework and risk-management tools The overriding objective of my practice is
to deliver a long-term investment plan that allows you to live your life on purpose for the reasons that are important to you
Wealth management is not just a plan it is a strategy that helps empower you to actualize your core values and provides direction and meaning to your fi nancial decisions At every stage of the process mdash from discovery to evaluation implementation and monitoring mdash I am invested in my clientsrsquo interests
One Oxford Centre 301 Grant Street bull Pittsburgh PA 15219Office (412) 288-9150 bull Toll-free (800) 822-6585
mfetterolfbpuinvestmentscom bull wwwbpuinvestmentscomBrokerage investment wealth management and financial advisory products and services are offered through the financial advisors of BPU Investment Management Inc Member FINRASIPC
a registered investment advisor Some products and services mentioned may not be available in all states or to all clients
Two-
Year
Winn
ercopy Five Star
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 11
The Fischetti Barry Group at Morgan StanleyPittsburghrsquos Partner in Responsible Wealth Management
ldquoWe Want to Thank Our Clients for Their Trust and Continued Businessrdquo
Left to right 2013 winner C Shannon Barry Financial Advisor and ve-year winner Steven V Fischetti Branch Manager
bull The Fischetti Barry Group is a family-based wealth management practice bull We create goal-based solutions for businesses institutions and individualsbull Specializing in advanced retirement plan design and risk-managed portfolios
The Fischetti Barry Group takes a consultative approach to our wealth management practice We begin our engagements by asking questions listening to concerns and discovering objectives Next we will model your individual circumstances to better understand how your capital could be aff ected by things like infl ation fees and volatile markets Finally we will plot a course toward these goals by illustrating several solutions that are engineered to help increase your probability for long-term successSteven is a graduate of Penn State University and Carnegie
Mellon University (Tepper School of Industrial Engineering) He is a senior vice president and the branch manager of the Upper St Clair offi ceShannon is a graduate of the University of Pittsburgh He is a CFPreg professional and a Chartered Retirement Plans SpecialistSM Currently he is enrolled in the Northeastern University master of sciencefi nance program
To us wealth is more than money mdash itrsquos a responsibility Our job is to serve our clients and their goals
2600 Old Washington Road bull Pittsburgh PA 15241Office (412) 881-3398
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
ssiona
l
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Professi
onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
The Grandview Group
Thank You to Our Clients for
Your Trust and Recognition
Five-year winner Jeanette White
bull Personalized fi nancial strategies
bull Skilled portfolio management with individual client focus
Envisioning your future is not always easy People have diff erent ideas of what their future includes mdash a vacation home a career change or a reliable retirement income But everyone wants fi nancial stability Simplicity Confi dence This is why The Grandview Group works tirelessly to minimize the doubts loose ends and anxieties our clients face when planning for
the future We call it ldquothe Grandview processrdquo We personalize each plan to match our clientsrsquo needs so they feel at ease and in control of their fi nancials Our commitment to providing worry-free fi nancial planning extends beyond simple service mdash we dedicate our time and energy into helping you work towards complete fi nancial confi dence
220 East Grandview Avenue bull Zelienople PA 16063Phone (724) 452-2172
infomygrandviewplancom bull wwwmygrandviewplancomSecurities offered through LPL Financial Member FINRASIPC Investment Advice offered through Stratos Wealth Partners Ltd a registered investment advisor
The Grandview Group and Stratos Wealth Partners Ltd are separate entities from LPL Financial
WINNER
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 13
Hampton Wealth ManagementThe Path Less Traveled Yet Increasingly Taken
Areas of Focus Traditional and Alternative Investments
Two-year winner Michael Lynn MBA AAMSreg CMFCreg Founder and President FINRA Series 7 63 66 Brokerage Licenses Penn Insurance Licensed for Life Accident and Health Fixed and Variable LifeVariable Annuity
bull Global reach local presencebull Truly customized portfoliosbull In-depth family-based relationships
Hampton Wealth Management is a multifamily offi ce that off ers ldquoblue-oceanrdquo investment management strategies in a high-end boutique atmosphere mdash all at a compelling value
By complementing alternative investments with a traditional portfolio clients can potentially reduce correlation to the markets boost yield preserve capital and benefi t from both convergent and divergent movements across a wide opportunity set
Examples include managed futures funds business development companies nontraded real estate investment trusts and equipment leasing funds
If you are looking to push your effi cient frontier out to the northwest contact Michael Lynn to learn about how taking the path less traveled can make all the diff erence in your portfolio
5700 Corporate Drive Suite 287 bull Pittsburgh PA 15237Office (412) 600-2725 bull Fax (412) 366-5999
Registered Representative Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPCInvestment Advisor Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Hampton Wealth Management and Cambridge are not affiliated
Two-
Year
Winn
ercopy Five Star
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
Star Profe
ssiona
l
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Professi
onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
ercopy Five Star
Professi
onal
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onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
copy Five Star
Professi
onal
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Professi
onal
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onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five Star
Professi
onal
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Professi
onal
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onal
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Professi
onal
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Professi
onal
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onal
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Professi
onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
copy Five Star
Professi
onal
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Professi
onal
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onal
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Professi
onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
copy Five Star
Professi
onal
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Professi
onal
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onal
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
Professi
onal
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onal
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onal
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Professi
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 8 mdash wwwfivestarprofessionalcom
The Botkin Group at Morgan StanleyOur Family Helping Your Family
A Father-Daughter-Son Wealth Management Team
Left to right 2013 winner Lester H Botkin Consulting Group Analyst Financial Advisor 2010 winner Lester P Botkin CFPreg Senior Vice President Financial Advisor ve-year winner Sara Botkin CFPreg Vice President Financial Advisor
bull Committed to exceptional client service and consistent communicationbull Personalized strategies for individuals and businesses to help grow preserve and transfer wealthbull Off ering regular complimentary fi nancial seminars mdash call (412) 854-3940 to request an invitation
The family fi nancial advisory team of Les Sara and Lester Botkin delivers the global resources of Morgan Stanley one of the worldrsquos largest brokerage fi rms to clients in a way that is comfortable meaningful and eff ective ldquoWe use the fi rmrsquos powerful research and technology tools to create fi nancial-planning strategies for clients and our goal is to present these in a way that can be easily understoodrdquo says Sara Les Sr is thrilled to have forged a partnership with his children saying ldquoHaving a continuation plan for clients is essential and I wanted
the mutual trust that comes with having a family teamrdquo The close partnership The Botkin Group has with one another and with each client ensures that when one member of the team is unavailable another responds quickly to a clientrsquos needs ldquoIt feels good knowing that Dad and Lester will hold down the fort while Irsquom on maternity leaverdquo smiles Sara Clients have peace of mind knowing the relationship they have with their primary advisor mdash one of trust integrity and mutual respect mdash extends to each member of the Botkin team
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-3940 bull Toll-free (800) 533-7037
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
ssiona
l
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Professi
onal
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 9
FamilyWealth Management Group LLCYour Personal Coach Through the Hurdles of Life
Trust Integrity and Personalized Service
Left to right Megan Atkins 2013 winner Ralph Linarelli CFPreg ChFCreg two-year winner Doug Knable CLUreg ChFCreg CRPCreg Kelly Knable CRPCreg 2013 winner Michaele Parees RFCreg CRPCreg three-year winner Tim Donovan ChFCreg
bull Comprehensive asset management developed for your individual life goalsbull Dedicated fi nancial planning for protecting and growing your familyrsquos wealthbull Personalized planning to help you meet lifersquos challenges and opportunities
What diff erentiates FamilyWealth is our ldquocoachrdquo approach to wealth planning and management All facets of your fi nancial and personal picture are considered in designing a personalized plan This includes your goals and objectives cash-fl ow projections income needs estate issues tax-
reduction strategies and retirement Our advisors have varied backgrounds however the common thread is our commitment to families and our dedication to sound objective advice based on our passionate dedication to serving our clients
2200 Georgetowne Drive Suite 100 bull Sewickley PA 15143370 Southpointe Boulevard Suite 200 bull Canonsburg PA 15317
Toll-free (800) 549-9503wwwFamilyWealthGroupcom
Securities and advisory services offered through Lincoln Financial Advisors Corp a broker dealer and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies FamilyWealth Management Group LLC is not an affiliate of Lincoln Financial Advisors Corp CRN 201304-2080311
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Michael L Fetterolf
Invested in Your Interests hellip
With Trust and Integrity
Two-year winner Michael Fetterolf Vice President Financial Advisor BPU Investment Committee Member MBA Accredited Investment Fiduciaryreg (AIFreg)
FINRA series 7 24 28 63 65 Licensed
bull Private wealth management
bull Comprehensive fi nancial planning
bull Retirement and income planning
Focused on Providing Wealth Management and Financial Advice to Families With $1 Million or More in Investable Assets
Affl uent investors require sophisticated wealth management and fi nancial planning solutions at every stage of their lives Assisted by my team of seasoned professionals I engage my clients in a thorough fi nancial planning and discovery process to help them recognize and plan for their goals and fi nancial challenges including retirement income business succession and legacy planning Within the context of your personal goals I apply our disciplined investment framework and risk-management tools The overriding objective of my practice is
to deliver a long-term investment plan that allows you to live your life on purpose for the reasons that are important to you
Wealth management is not just a plan it is a strategy that helps empower you to actualize your core values and provides direction and meaning to your fi nancial decisions At every stage of the process mdash from discovery to evaluation implementation and monitoring mdash I am invested in my clientsrsquo interests
One Oxford Centre 301 Grant Street bull Pittsburgh PA 15219Office (412) 288-9150 bull Toll-free (800) 822-6585
mfetterolfbpuinvestmentscom bull wwwbpuinvestmentscomBrokerage investment wealth management and financial advisory products and services are offered through the financial advisors of BPU Investment Management Inc Member FINRASIPC
a registered investment advisor Some products and services mentioned may not be available in all states or to all clients
Two-
Year
Winn
ercopy Five Star
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 11
The Fischetti Barry Group at Morgan StanleyPittsburghrsquos Partner in Responsible Wealth Management
ldquoWe Want to Thank Our Clients for Their Trust and Continued Businessrdquo
Left to right 2013 winner C Shannon Barry Financial Advisor and ve-year winner Steven V Fischetti Branch Manager
bull The Fischetti Barry Group is a family-based wealth management practice bull We create goal-based solutions for businesses institutions and individualsbull Specializing in advanced retirement plan design and risk-managed portfolios
The Fischetti Barry Group takes a consultative approach to our wealth management practice We begin our engagements by asking questions listening to concerns and discovering objectives Next we will model your individual circumstances to better understand how your capital could be aff ected by things like infl ation fees and volatile markets Finally we will plot a course toward these goals by illustrating several solutions that are engineered to help increase your probability for long-term successSteven is a graduate of Penn State University and Carnegie
Mellon University (Tepper School of Industrial Engineering) He is a senior vice president and the branch manager of the Upper St Clair offi ceShannon is a graduate of the University of Pittsburgh He is a CFPreg professional and a Chartered Retirement Plans SpecialistSM Currently he is enrolled in the Northeastern University master of sciencefi nance program
To us wealth is more than money mdash itrsquos a responsibility Our job is to serve our clients and their goals
2600 Old Washington Road bull Pittsburgh PA 15241Office (412) 881-3398
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
ssiona
l
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Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
The Grandview Group
Thank You to Our Clients for
Your Trust and Recognition
Five-year winner Jeanette White
bull Personalized fi nancial strategies
bull Skilled portfolio management with individual client focus
Envisioning your future is not always easy People have diff erent ideas of what their future includes mdash a vacation home a career change or a reliable retirement income But everyone wants fi nancial stability Simplicity Confi dence This is why The Grandview Group works tirelessly to minimize the doubts loose ends and anxieties our clients face when planning for
the future We call it ldquothe Grandview processrdquo We personalize each plan to match our clientsrsquo needs so they feel at ease and in control of their fi nancials Our commitment to providing worry-free fi nancial planning extends beyond simple service mdash we dedicate our time and energy into helping you work towards complete fi nancial confi dence
220 East Grandview Avenue bull Zelienople PA 16063Phone (724) 452-2172
infomygrandviewplancom bull wwwmygrandviewplancomSecurities offered through LPL Financial Member FINRASIPC Investment Advice offered through Stratos Wealth Partners Ltd a registered investment advisor
The Grandview Group and Stratos Wealth Partners Ltd are separate entities from LPL Financial
WINNER
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onal
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 13
Hampton Wealth ManagementThe Path Less Traveled Yet Increasingly Taken
Areas of Focus Traditional and Alternative Investments
Two-year winner Michael Lynn MBA AAMSreg CMFCreg Founder and President FINRA Series 7 63 66 Brokerage Licenses Penn Insurance Licensed for Life Accident and Health Fixed and Variable LifeVariable Annuity
bull Global reach local presencebull Truly customized portfoliosbull In-depth family-based relationships
Hampton Wealth Management is a multifamily offi ce that off ers ldquoblue-oceanrdquo investment management strategies in a high-end boutique atmosphere mdash all at a compelling value
By complementing alternative investments with a traditional portfolio clients can potentially reduce correlation to the markets boost yield preserve capital and benefi t from both convergent and divergent movements across a wide opportunity set
Examples include managed futures funds business development companies nontraded real estate investment trusts and equipment leasing funds
If you are looking to push your effi cient frontier out to the northwest contact Michael Lynn to learn about how taking the path less traveled can make all the diff erence in your portfolio
5700 Corporate Drive Suite 287 bull Pittsburgh PA 15237Office (412) 600-2725 bull Fax (412) 366-5999
Registered Representative Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPCInvestment Advisor Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Hampton Wealth Management and Cambridge are not affiliated
Two-
Year
Winn
ercopy Five Star
Professi
onal
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onal
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onal
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onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
Star Profe
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Special Advertising Section 2013 Five Star W
ealth M
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ers
wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
ercopy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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ealth M
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wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
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ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
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ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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onal
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onal
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Professi
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 9
FamilyWealth Management Group LLCYour Personal Coach Through the Hurdles of Life
Trust Integrity and Personalized Service
Left to right Megan Atkins 2013 winner Ralph Linarelli CFPreg ChFCreg two-year winner Doug Knable CLUreg ChFCreg CRPCreg Kelly Knable CRPCreg 2013 winner Michaele Parees RFCreg CRPCreg three-year winner Tim Donovan ChFCreg
bull Comprehensive asset management developed for your individual life goalsbull Dedicated fi nancial planning for protecting and growing your familyrsquos wealthbull Personalized planning to help you meet lifersquos challenges and opportunities
What diff erentiates FamilyWealth is our ldquocoachrdquo approach to wealth planning and management All facets of your fi nancial and personal picture are considered in designing a personalized plan This includes your goals and objectives cash-fl ow projections income needs estate issues tax-
reduction strategies and retirement Our advisors have varied backgrounds however the common thread is our commitment to families and our dedication to sound objective advice based on our passionate dedication to serving our clients
2200 Georgetowne Drive Suite 100 bull Sewickley PA 15143370 Southpointe Boulevard Suite 200 bull Canonsburg PA 15317
Toll-free (800) 549-9503wwwFamilyWealthGroupcom
Securities and advisory services offered through Lincoln Financial Advisors Corp a broker dealer and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies FamilyWealth Management Group LLC is not an affiliate of Lincoln Financial Advisors Corp CRN 201304-2080311
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Michael L Fetterolf
Invested in Your Interests hellip
With Trust and Integrity
Two-year winner Michael Fetterolf Vice President Financial Advisor BPU Investment Committee Member MBA Accredited Investment Fiduciaryreg (AIFreg)
FINRA series 7 24 28 63 65 Licensed
bull Private wealth management
bull Comprehensive fi nancial planning
bull Retirement and income planning
Focused on Providing Wealth Management and Financial Advice to Families With $1 Million or More in Investable Assets
Affl uent investors require sophisticated wealth management and fi nancial planning solutions at every stage of their lives Assisted by my team of seasoned professionals I engage my clients in a thorough fi nancial planning and discovery process to help them recognize and plan for their goals and fi nancial challenges including retirement income business succession and legacy planning Within the context of your personal goals I apply our disciplined investment framework and risk-management tools The overriding objective of my practice is
to deliver a long-term investment plan that allows you to live your life on purpose for the reasons that are important to you
Wealth management is not just a plan it is a strategy that helps empower you to actualize your core values and provides direction and meaning to your fi nancial decisions At every stage of the process mdash from discovery to evaluation implementation and monitoring mdash I am invested in my clientsrsquo interests
One Oxford Centre 301 Grant Street bull Pittsburgh PA 15219Office (412) 288-9150 bull Toll-free (800) 822-6585
mfetterolfbpuinvestmentscom bull wwwbpuinvestmentscomBrokerage investment wealth management and financial advisory products and services are offered through the financial advisors of BPU Investment Management Inc Member FINRASIPC
a registered investment advisor Some products and services mentioned may not be available in all states or to all clients
Two-
Year
Winn
ercopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 11
The Fischetti Barry Group at Morgan StanleyPittsburghrsquos Partner in Responsible Wealth Management
ldquoWe Want to Thank Our Clients for Their Trust and Continued Businessrdquo
Left to right 2013 winner C Shannon Barry Financial Advisor and ve-year winner Steven V Fischetti Branch Manager
bull The Fischetti Barry Group is a family-based wealth management practice bull We create goal-based solutions for businesses institutions and individualsbull Specializing in advanced retirement plan design and risk-managed portfolios
The Fischetti Barry Group takes a consultative approach to our wealth management practice We begin our engagements by asking questions listening to concerns and discovering objectives Next we will model your individual circumstances to better understand how your capital could be aff ected by things like infl ation fees and volatile markets Finally we will plot a course toward these goals by illustrating several solutions that are engineered to help increase your probability for long-term successSteven is a graduate of Penn State University and Carnegie
Mellon University (Tepper School of Industrial Engineering) He is a senior vice president and the branch manager of the Upper St Clair offi ceShannon is a graduate of the University of Pittsburgh He is a CFPreg professional and a Chartered Retirement Plans SpecialistSM Currently he is enrolled in the Northeastern University master of sciencefi nance program
To us wealth is more than money mdash itrsquos a responsibility Our job is to serve our clients and their goals
2600 Old Washington Road bull Pittsburgh PA 15241Office (412) 881-3398
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
ssiona
l
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
The Grandview Group
Thank You to Our Clients for
Your Trust and Recognition
Five-year winner Jeanette White
bull Personalized fi nancial strategies
bull Skilled portfolio management with individual client focus
Envisioning your future is not always easy People have diff erent ideas of what their future includes mdash a vacation home a career change or a reliable retirement income But everyone wants fi nancial stability Simplicity Confi dence This is why The Grandview Group works tirelessly to minimize the doubts loose ends and anxieties our clients face when planning for
the future We call it ldquothe Grandview processrdquo We personalize each plan to match our clientsrsquo needs so they feel at ease and in control of their fi nancials Our commitment to providing worry-free fi nancial planning extends beyond simple service mdash we dedicate our time and energy into helping you work towards complete fi nancial confi dence
220 East Grandview Avenue bull Zelienople PA 16063Phone (724) 452-2172
infomygrandviewplancom bull wwwmygrandviewplancomSecurities offered through LPL Financial Member FINRASIPC Investment Advice offered through Stratos Wealth Partners Ltd a registered investment advisor
The Grandview Group and Stratos Wealth Partners Ltd are separate entities from LPL Financial
WINNER
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 13
Hampton Wealth ManagementThe Path Less Traveled Yet Increasingly Taken
Areas of Focus Traditional and Alternative Investments
Two-year winner Michael Lynn MBA AAMSreg CMFCreg Founder and President FINRA Series 7 63 66 Brokerage Licenses Penn Insurance Licensed for Life Accident and Health Fixed and Variable LifeVariable Annuity
bull Global reach local presencebull Truly customized portfoliosbull In-depth family-based relationships
Hampton Wealth Management is a multifamily offi ce that off ers ldquoblue-oceanrdquo investment management strategies in a high-end boutique atmosphere mdash all at a compelling value
By complementing alternative investments with a traditional portfolio clients can potentially reduce correlation to the markets boost yield preserve capital and benefi t from both convergent and divergent movements across a wide opportunity set
Examples include managed futures funds business development companies nontraded real estate investment trusts and equipment leasing funds
If you are looking to push your effi cient frontier out to the northwest contact Michael Lynn to learn about how taking the path less traveled can make all the diff erence in your portfolio
5700 Corporate Drive Suite 287 bull Pittsburgh PA 15237Office (412) 600-2725 bull Fax (412) 366-5999
Registered Representative Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPCInvestment Advisor Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Hampton Wealth Management and Cambridge are not affiliated
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
Star Profe
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
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ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
copy Five Star
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
copy Five Star
Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five Star
Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Professi
onal
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onal
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
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onal
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Michael L Fetterolf
Invested in Your Interests hellip
With Trust and Integrity
Two-year winner Michael Fetterolf Vice President Financial Advisor BPU Investment Committee Member MBA Accredited Investment Fiduciaryreg (AIFreg)
FINRA series 7 24 28 63 65 Licensed
bull Private wealth management
bull Comprehensive fi nancial planning
bull Retirement and income planning
Focused on Providing Wealth Management and Financial Advice to Families With $1 Million or More in Investable Assets
Affl uent investors require sophisticated wealth management and fi nancial planning solutions at every stage of their lives Assisted by my team of seasoned professionals I engage my clients in a thorough fi nancial planning and discovery process to help them recognize and plan for their goals and fi nancial challenges including retirement income business succession and legacy planning Within the context of your personal goals I apply our disciplined investment framework and risk-management tools The overriding objective of my practice is
to deliver a long-term investment plan that allows you to live your life on purpose for the reasons that are important to you
Wealth management is not just a plan it is a strategy that helps empower you to actualize your core values and provides direction and meaning to your fi nancial decisions At every stage of the process mdash from discovery to evaluation implementation and monitoring mdash I am invested in my clientsrsquo interests
One Oxford Centre 301 Grant Street bull Pittsburgh PA 15219Office (412) 288-9150 bull Toll-free (800) 822-6585
mfetterolfbpuinvestmentscom bull wwwbpuinvestmentscomBrokerage investment wealth management and financial advisory products and services are offered through the financial advisors of BPU Investment Management Inc Member FINRASIPC
a registered investment advisor Some products and services mentioned may not be available in all states or to all clients
Two-
Year
Winn
ercopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 11
The Fischetti Barry Group at Morgan StanleyPittsburghrsquos Partner in Responsible Wealth Management
ldquoWe Want to Thank Our Clients for Their Trust and Continued Businessrdquo
Left to right 2013 winner C Shannon Barry Financial Advisor and ve-year winner Steven V Fischetti Branch Manager
bull The Fischetti Barry Group is a family-based wealth management practice bull We create goal-based solutions for businesses institutions and individualsbull Specializing in advanced retirement plan design and risk-managed portfolios
The Fischetti Barry Group takes a consultative approach to our wealth management practice We begin our engagements by asking questions listening to concerns and discovering objectives Next we will model your individual circumstances to better understand how your capital could be aff ected by things like infl ation fees and volatile markets Finally we will plot a course toward these goals by illustrating several solutions that are engineered to help increase your probability for long-term successSteven is a graduate of Penn State University and Carnegie
Mellon University (Tepper School of Industrial Engineering) He is a senior vice president and the branch manager of the Upper St Clair offi ceShannon is a graduate of the University of Pittsburgh He is a CFPreg professional and a Chartered Retirement Plans SpecialistSM Currently he is enrolled in the Northeastern University master of sciencefi nance program
To us wealth is more than money mdash itrsquos a responsibility Our job is to serve our clients and their goals
2600 Old Washington Road bull Pittsburgh PA 15241Office (412) 881-3398
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
ssiona
l
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
The Grandview Group
Thank You to Our Clients for
Your Trust and Recognition
Five-year winner Jeanette White
bull Personalized fi nancial strategies
bull Skilled portfolio management with individual client focus
Envisioning your future is not always easy People have diff erent ideas of what their future includes mdash a vacation home a career change or a reliable retirement income But everyone wants fi nancial stability Simplicity Confi dence This is why The Grandview Group works tirelessly to minimize the doubts loose ends and anxieties our clients face when planning for
the future We call it ldquothe Grandview processrdquo We personalize each plan to match our clientsrsquo needs so they feel at ease and in control of their fi nancials Our commitment to providing worry-free fi nancial planning extends beyond simple service mdash we dedicate our time and energy into helping you work towards complete fi nancial confi dence
220 East Grandview Avenue bull Zelienople PA 16063Phone (724) 452-2172
infomygrandviewplancom bull wwwmygrandviewplancomSecurities offered through LPL Financial Member FINRASIPC Investment Advice offered through Stratos Wealth Partners Ltd a registered investment advisor
The Grandview Group and Stratos Wealth Partners Ltd are separate entities from LPL Financial
WINNER
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Professi
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 13
Hampton Wealth ManagementThe Path Less Traveled Yet Increasingly Taken
Areas of Focus Traditional and Alternative Investments
Two-year winner Michael Lynn MBA AAMSreg CMFCreg Founder and President FINRA Series 7 63 66 Brokerage Licenses Penn Insurance Licensed for Life Accident and Health Fixed and Variable LifeVariable Annuity
bull Global reach local presencebull Truly customized portfoliosbull In-depth family-based relationships
Hampton Wealth Management is a multifamily offi ce that off ers ldquoblue-oceanrdquo investment management strategies in a high-end boutique atmosphere mdash all at a compelling value
By complementing alternative investments with a traditional portfolio clients can potentially reduce correlation to the markets boost yield preserve capital and benefi t from both convergent and divergent movements across a wide opportunity set
Examples include managed futures funds business development companies nontraded real estate investment trusts and equipment leasing funds
If you are looking to push your effi cient frontier out to the northwest contact Michael Lynn to learn about how taking the path less traveled can make all the diff erence in your portfolio
5700 Corporate Drive Suite 287 bull Pittsburgh PA 15237Office (412) 600-2725 bull Fax (412) 366-5999
Registered Representative Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPCInvestment Advisor Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Hampton Wealth Management and Cambridge are not affiliated
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
Star Profe
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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onal
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onal
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onal
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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onal
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 11
The Fischetti Barry Group at Morgan StanleyPittsburghrsquos Partner in Responsible Wealth Management
ldquoWe Want to Thank Our Clients for Their Trust and Continued Businessrdquo
Left to right 2013 winner C Shannon Barry Financial Advisor and ve-year winner Steven V Fischetti Branch Manager
bull The Fischetti Barry Group is a family-based wealth management practice bull We create goal-based solutions for businesses institutions and individualsbull Specializing in advanced retirement plan design and risk-managed portfolios
The Fischetti Barry Group takes a consultative approach to our wealth management practice We begin our engagements by asking questions listening to concerns and discovering objectives Next we will model your individual circumstances to better understand how your capital could be aff ected by things like infl ation fees and volatile markets Finally we will plot a course toward these goals by illustrating several solutions that are engineered to help increase your probability for long-term successSteven is a graduate of Penn State University and Carnegie
Mellon University (Tepper School of Industrial Engineering) He is a senior vice president and the branch manager of the Upper St Clair offi ceShannon is a graduate of the University of Pittsburgh He is a CFPreg professional and a Chartered Retirement Plans SpecialistSM Currently he is enrolled in the Northeastern University master of sciencefi nance program
To us wealth is more than money mdash itrsquos a responsibility Our job is to serve our clients and their goals
2600 Old Washington Road bull Pittsburgh PA 15241Office (412) 881-3398
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPC
WINNERcopy Five
Star Profe
ssiona
l
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
The Grandview Group
Thank You to Our Clients for
Your Trust and Recognition
Five-year winner Jeanette White
bull Personalized fi nancial strategies
bull Skilled portfolio management with individual client focus
Envisioning your future is not always easy People have diff erent ideas of what their future includes mdash a vacation home a career change or a reliable retirement income But everyone wants fi nancial stability Simplicity Confi dence This is why The Grandview Group works tirelessly to minimize the doubts loose ends and anxieties our clients face when planning for
the future We call it ldquothe Grandview processrdquo We personalize each plan to match our clientsrsquo needs so they feel at ease and in control of their fi nancials Our commitment to providing worry-free fi nancial planning extends beyond simple service mdash we dedicate our time and energy into helping you work towards complete fi nancial confi dence
220 East Grandview Avenue bull Zelienople PA 16063Phone (724) 452-2172
infomygrandviewplancom bull wwwmygrandviewplancomSecurities offered through LPL Financial Member FINRASIPC Investment Advice offered through Stratos Wealth Partners Ltd a registered investment advisor
The Grandview Group and Stratos Wealth Partners Ltd are separate entities from LPL Financial
WINNER
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 13
Hampton Wealth ManagementThe Path Less Traveled Yet Increasingly Taken
Areas of Focus Traditional and Alternative Investments
Two-year winner Michael Lynn MBA AAMSreg CMFCreg Founder and President FINRA Series 7 63 66 Brokerage Licenses Penn Insurance Licensed for Life Accident and Health Fixed and Variable LifeVariable Annuity
bull Global reach local presencebull Truly customized portfoliosbull In-depth family-based relationships
Hampton Wealth Management is a multifamily offi ce that off ers ldquoblue-oceanrdquo investment management strategies in a high-end boutique atmosphere mdash all at a compelling value
By complementing alternative investments with a traditional portfolio clients can potentially reduce correlation to the markets boost yield preserve capital and benefi t from both convergent and divergent movements across a wide opportunity set
Examples include managed futures funds business development companies nontraded real estate investment trusts and equipment leasing funds
If you are looking to push your effi cient frontier out to the northwest contact Michael Lynn to learn about how taking the path less traveled can make all the diff erence in your portfolio
5700 Corporate Drive Suite 287 bull Pittsburgh PA 15237Office (412) 600-2725 bull Fax (412) 366-5999
Registered Representative Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPCInvestment Advisor Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Hampton Wealth Management and Cambridge are not affiliated
Two-
Year
Winn
ercopy Five Star
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onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
Star Profe
ssiona
l
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
ercopy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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ealth M
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wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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onal
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
The Grandview Group
Thank You to Our Clients for
Your Trust and Recognition
Five-year winner Jeanette White
bull Personalized fi nancial strategies
bull Skilled portfolio management with individual client focus
Envisioning your future is not always easy People have diff erent ideas of what their future includes mdash a vacation home a career change or a reliable retirement income But everyone wants fi nancial stability Simplicity Confi dence This is why The Grandview Group works tirelessly to minimize the doubts loose ends and anxieties our clients face when planning for
the future We call it ldquothe Grandview processrdquo We personalize each plan to match our clientsrsquo needs so they feel at ease and in control of their fi nancials Our commitment to providing worry-free fi nancial planning extends beyond simple service mdash we dedicate our time and energy into helping you work towards complete fi nancial confi dence
220 East Grandview Avenue bull Zelienople PA 16063Phone (724) 452-2172
infomygrandviewplancom bull wwwmygrandviewplancomSecurities offered through LPL Financial Member FINRASIPC Investment Advice offered through Stratos Wealth Partners Ltd a registered investment advisor
The Grandview Group and Stratos Wealth Partners Ltd are separate entities from LPL Financial
WINNER
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 13
Hampton Wealth ManagementThe Path Less Traveled Yet Increasingly Taken
Areas of Focus Traditional and Alternative Investments
Two-year winner Michael Lynn MBA AAMSreg CMFCreg Founder and President FINRA Series 7 63 66 Brokerage Licenses Penn Insurance Licensed for Life Accident and Health Fixed and Variable LifeVariable Annuity
bull Global reach local presencebull Truly customized portfoliosbull In-depth family-based relationships
Hampton Wealth Management is a multifamily offi ce that off ers ldquoblue-oceanrdquo investment management strategies in a high-end boutique atmosphere mdash all at a compelling value
By complementing alternative investments with a traditional portfolio clients can potentially reduce correlation to the markets boost yield preserve capital and benefi t from both convergent and divergent movements across a wide opportunity set
Examples include managed futures funds business development companies nontraded real estate investment trusts and equipment leasing funds
If you are looking to push your effi cient frontier out to the northwest contact Michael Lynn to learn about how taking the path less traveled can make all the diff erence in your portfolio
5700 Corporate Drive Suite 287 bull Pittsburgh PA 15237Office (412) 600-2725 bull Fax (412) 366-5999
Registered Representative Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPCInvestment Advisor Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Hampton Wealth Management and Cambridge are not affiliated
Two-
Year
Winn
ercopy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
Star Profe
ssiona
l
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
ercopy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 13
Hampton Wealth ManagementThe Path Less Traveled Yet Increasingly Taken
Areas of Focus Traditional and Alternative Investments
Two-year winner Michael Lynn MBA AAMSreg CMFCreg Founder and President FINRA Series 7 63 66 Brokerage Licenses Penn Insurance Licensed for Life Accident and Health Fixed and Variable LifeVariable Annuity
bull Global reach local presencebull Truly customized portfoliosbull In-depth family-based relationships
Hampton Wealth Management is a multifamily offi ce that off ers ldquoblue-oceanrdquo investment management strategies in a high-end boutique atmosphere mdash all at a compelling value
By complementing alternative investments with a traditional portfolio clients can potentially reduce correlation to the markets boost yield preserve capital and benefi t from both convergent and divergent movements across a wide opportunity set
Examples include managed futures funds business development companies nontraded real estate investment trusts and equipment leasing funds
If you are looking to push your effi cient frontier out to the northwest contact Michael Lynn to learn about how taking the path less traveled can make all the diff erence in your portfolio
5700 Corporate Drive Suite 287 bull Pittsburgh PA 15237Office (412) 600-2725 bull Fax (412) 366-5999
Registered Representative Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPCInvestment Advisor Representative Cambridge Investment Research Advisors Inc a Registered Investment Advisor Hampton Wealth Management and Cambridge are not affiliated
Two-
Year
Winn
ercopy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
Star Profe
ssiona
l
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
ercopy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
copy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
The Heberle Helm Ferguson Group of Wells Fargo Advisors
Wants to Congratulate Its Five Star Wealth Managers
Areas of Focus Retirement and Income Planning Education Planning Corporate Retirement Plans
Left to right Leslie Hewitt Senior Registered Client Associate ve-year winner Brian Heberle First Vice President ndash Investments three-year winner Dustin Helm First Vice President ndash Investments
three-year winner Joe Heberle Senior Vice President ndash Investments two-year winner John Ferguson First Vice President ndash Investments and Je Weaverling Client Associate
bull More than 100 yearsrsquo combined experience serving executives business owners physicians and retireesbull Retirement and estate investment planningbull Team practice focusing on personalized service and professional investment planning advice
The Heberle Helm Ferguson Group of Wells Fargo Advisors incorporates an enthusiastic team approach into their practice This strength allows them to service large organizations and individuals From their initial consultation you will have at least two fi nancial advisors prepared to listen organize and identify your needs Whether you are an individual with a family or own a company with one employee or hundreds they can help you develop an appropriate investment plan
The Heberle Helm Ferguson Group of Wells Fargo Advisors has a specifi c customized approach to fi nancial consulting and portfolio management Their fi ve-point approach allows them to identify your goals and simplify the accounts evaluate money managers and strategic alternatives help you protect your assets provide performance measurements and provide portfolio account reviews
The Heberle Helm Ferguson Group of Wells Fargo Advisors LLCOne Monroeville Center Suite 950 bull Monroeville PA 15146
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-00047 050120013]
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value
WINNERcopy Five
Star Profe
ssiona
l
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
ercopy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
copy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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onal
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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onal
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onal
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onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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onal
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
copy Five Star
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onal
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onal
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onal
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
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wwwfivestarprofessionalcom mdash FS 15
Armin Hooman and A Steve HoomanOur Goal Is to Empower Clients With a Solid Financial Plan
More Than 46 Years of Combined Experience
Left to right Rebecca A Hooman CFPreg Paraplanner Jeanne M Prisby Executive Assistant two-year winners Armin Hooman CRPCreg Financial Advisor Business Financial Advisor and
A Steve Hooman MSF CRPCreg CLTC ADPASM Financial Advisor Business Financial Advisor
bull Benefi t from the strength of a global fi nancial leaderbull Discover the heart of a one-on-one relationshipbull Put your confi dent retirement MORE WITHIN REACHreg
Since 1984 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As Ameriprise fi nancial advisors we remain true to our vision of always putting clients fi rst We are committed to
helping individuals and business owners reduce stress and uncertainty around fi nancial decisions by helping them plan and implement tailored fi nancial solutions for a lifetime
Hooman amp Associates A financial advisory practice of Ameriprise Financial Services Inc2100 Georgetowne Drive Suite 202 bull Sewickley PA 15143-8781
Office (724) 935-0200arminxhoomanampfcom bull ashoomanampfcom bull ameripriseadvisorscomarminxhooman or ashooman
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
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wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
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wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Janet F KirkHonesty and Integrity mdash Essential Elements of All Relationships
Areas of Focus Retirement Income Planning Wealth Management
Left to right Nancy Sutton Mary Beth Wishart three-year winner Janet F Kirk CFPreg Certifi ed Portfolio Manager Senior Vice President Financial Advisor Anne Hassenfeldt
bull Helping to grow and preserve wealthbull Retirement lifestyle planningbull Lifetime family fi nancial planning and estate preservation strategies
My focus is on client needs preferences and aspirations with the goal of providing specifi c investment strategies and solutions The fi rmrsquos highly integrated capabilities create a culture of excellence helping to meet wealth management needs by executing personalized strategies
2600 Old Washington Road Suite 200 bull Pittsburgh PA 15241Office (412) 854-8452
Morgan Stanley offers a wide array of brokerage and advisory services to its clients each of which may create a different type of relationship with different obligations to you Please visit us at wwwmorganstanleyfacomjfkirk or consult with your Financial Advisor to understand these differences Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide
tax or legal advice Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Client ApproachProvide a culture of excellence
PhilosophyListen to and understand your unique needs
What Can You Find on My DeskResearch research research
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 17
Jon Kratsas Mercadante amp Company PCWe Help Clients Plan and Pursue Their Financial Goals and Dreams
Areas of Focus Cash-Flow Enhancement and Retirement Plan Design
Left to right Danielle Slacker Brian Thomson CPA Jenna Logue 2013 winner Jon Kratsas CPA Adrienne Hixenbaugh Lou Mercadante Michele Marion Jerry Hasanovic CPA
bull Strategies to improve cash fl ow and the bottom line of your businessbull Retirement plan design to fund your visions of retirementbull Investment advice based on your goals time horizon and comfort level
Jon Kratsas CPA joined and became president of Mercadante amp Company PC in 2004 Our focus is to understand each clientrsquos unique goals and use the expertise of our fi rm to help pursue their goals We take pride in relationships with
generations of clients spanning 50 years We are privileged to work with families entrepreneurs and executives Whatever your circumstances we work with you personally to help you pursue your fi nancial goals with confi dence
1121 11th Street bull Conway PA 15027Office (724) 869-3007
jonmercadante-cpascom bull wwwmercadante-cpascom
Jon Kratsas Registered Representative Securities offered through HD Vest Investment ServicesSM Member SIPC Advisory services are offered through HD Vest Advisory ServicesSM 6333 North State Highway 161 Fourth Floor Irving Texas 75038 (972) 870-6000 Mercadante amp Co PC is not a registered brokerdealer or independent investment advisory firm
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
OakTree Team
We Succeed Through the
Success of Our Clients
Left to right Jason Heakins and three-year winner Ronald Heakins
bull Building managing and maintaining wealth for Pittsburgh-area families for more than 30 years
bull Bringing powerful business-cycle research and risk-management tools to clients
bull Securities arbitration and trust litigation expert
OakTree was founded on traditional values hard work and loyalty to our clients mdash always placing their needs before our own We help our clients manage their wealth in ways that provide them with safety and security We take the time to understand a clientrsquos risk tolerance life situation and investment objectives in order to best serve their needs OakTree has a track record of outperforming major indices on a risk-adjusted basis We attribute our performance to two hallmarks of our fi rm mdash business-cycle analysis and risk management These are the frameworks in which we manage
client assets and make prudent decisions regarding the buying and selling of individual investments When you choose OakTree as your fi nancial advisor you are choosing a fi rm with fi duciary responsibility mdash a fi rm on main street not Wall Street We also serve as an expert witness in securities arbitration and trust litigation cases to assist investors who have been harmed by inappropriate recommendations and securities For more than 10 years we have represented more than 350 clients helping them recover from fi nancial disaster
731 South Aiken Avenue bull Pittsburgh PA 15232Office (412) 802-8358
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
copy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 19
The AdvisorsGroup of Pittsburgh
Customized Strategies forIndividuals and Business
bull Comprehensive wealth management
bull Retirement and estate planning
bull Educational employee benefi t workshops
Left to right Four-year winner Chris G Volk CFPreg ve-year winners Michael T Muslin JD LLM and Ruth A Forsyth MS CFPreg
Congratulations to Chris Mike and Ruth on being named once again as Five Star Wealth Managers Along with their partner Xenophon Papanikolaou they provide an unparalleled combination of more than seven decades of fi nancial service experience advanced industry credentials and proven commitment to fi nancial education They are supported by four staff members with more than 50 years of providing superior service to clients
The Advisors Group of Pittsburgh 790 Holiday Drive 11 Foster Plaza
Pittsburgh PA 15220
Phone (412) 539-0055Toll-free (866) 321-2354
adviceadvisorsgroup-pghcomwwwadvisorsgroup-pghcom
Securities and investment advisory services offered through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and The Advisors Group of Pittsburgh are not affiliated Additional products and services may be available through The Advisors Group of Pittsburgh that are not offered through AIC
WINNER
Angelo E Cilia
Planning for the Spectrum of Your Life
bull Retirement college and estate planning
bull Investment and wealth management
bull Life insurance and benefi t plan consulting
Five-year winner Angelo E Cilia CLUreg ChFCreg President
As you enter diff erent stages of life and major events or milestones take place changes to your fi nancial plan should take place as well At CF Advisors Group our clients are our fi rst priority We focus on constant communication to help our
clients remain on track to achieve their fi nancial goals CF Advisors has developed a reputation for providing our clients with outstanding service Call us to discuss you and your familys fi nancial future at a free consultation
11 Parkway Center Suite 285 Pittsburgh PA 15220
Phone (412) 539-0201
angelocfadvisorsgroupcom wwwcfadvisorsgroupcom
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC) Member FINRASIPC AIC and CF Advisors Group are not affiliated Additional products and services may be available through Angelo E Cilia or CF Advisors Group that are not offered through AIC
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
copy Five Star
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onal
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
copy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
The Georgi Group
Developing Lifelong Client Relationships Built on Trust
bull More than 60 years of combined service
bull Fourth generation at the same fi rm
bull Consistant dedicated focused advice
Left to right Three-year winner Bruce C Georgi Jr Sr Vice President of Investments Financial Advisor Kate Cutrell Private Client Assistant Gerald L Barkley Financial Advisor
We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you mdash our client We endeavor to know and understand your fi nancial situation and provide you with only the highest-quality information services and products to help you reach your goals We unite our individual strengths and experience to build the foundation of the team mission centered around the client client driven client focused client centered
1 PPG Place Suite 2200 Pittsburgh PA 15222
Jerry (412) 562-7914 Bruce (412) 562-8125
thegeorgigroupjanneycom wwwthegeorgigroupcom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC The Georgi Group is registered in the following states AZ CA CO CT DE FL GA IL MA MD MI MN NC NJ NM NV NY OH PA SC TN TX UT VA VT WA WV WY Securities and Investment Advisory services offered through Registered Representatives and
Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
Eric A Gregory andChristine J Prontock
Managing Wealth Through Trust and Experience
bull Portfolio and cash-fl ow management
bull Retirement lifestyle analysis
bull Strategies for mitigating risk
Left to right Patricia A Rooney Client Service Associate Christine J Prontock CFPreg ChFCreg Relationship Manager four-year winner Eric A Gregory CFPreg Vice President Financial Advisor
Eric manages in excess of $114 million in assets as of April 30th 2013 He and Christine have more than 56 combined years of industry experience Ericrsquos focus is to help clients build and preserve wealth through setting and achieving their fi nancial goals He uses wealth planning strategies that encompass the various life stages of clientsrsquo fi nancial needs Eric obtained his CFPregcredential in 1990 and is a 2010 ndash 2013 Five Star Wealth Manager Chris obtained her CFPreg in 1994 and the ChFCreg in 2010
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Eric A Gregory has 27 Years of Industry Experience Christine J Prontock has 29 Years of Industry Experience Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
copy Five Star
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onal
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
copy Five Star
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onal
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 21
Edward J Harris
Your Retirement Is My Priority
bull Customized retirement strategies
bull Emphasis on IRAs and IRA rollovers
bull Retirement and estate planning
Five-year winner Edward J Harris CPA
For most people retirement is a once-in-a-lifetime event When you only get one chance to retire experience counts For more than 25 years I have helped numerous clients prepare for and enjoy their retirement I have retired more than 200 times so you only have to retire oncereg There are rarely second chances in life When it comes to retiring dont you deserve the fi nancial confi dence that you retired right the fi rst time
Harris Wealth Management 4160 Washington Road Suite 1
McMurray PA 15317
Phone (724) 942-3300
edwardharrislplcom wwwharriswmcom
Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
InterGen Advisors
Integrated FinancialPlanning for Physicians
bull Investment portfolio design
bull Risk management and asset protection
bull Medical practice structure optimization
Left to right Three-year winner Sean Barbour Certifi ed Wealth Strategist ve-year winner John Barbour CERTIFIED FINANCIAL PLANNERtrade
As a physician you probably have one or several fi nancial advisors who counsel you on specifi c components of your fi nancial health mdash investments insurance taxes and the like At InterGen Advisors we examine and integrate all of these critical areas to custom design a plan to guide you to fi nancial independence Unlike other fi nancial advisors we create fi nancial programs specifi cally for physicians taking into account your unique personal and practice circumstances to ultimately build plans that are best suited for you
1370 Old Freeport Road Suite 2APittsburgh PA 15238
Phone (412) 406-8070Fax (412) 406-8071
jbarbourintergenadvisorscomwwwintergenadvisorscom
Securities offered through First Allied Securities Inc Member FINRASIPCFinancial Planning offered through First Allied Advisory Services
WINNER
copy Five Star
Professi
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onal
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onal
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onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
copy Five Star
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onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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onal
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onal
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Professi
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Paul J Lecker and Katherine Egbert Lecker
Committed to Our Clients
bull Comprehensive fi nancial planning approach
bull Wealth management services
bull Personal service and advice
Left to right Four-year winner Katherine Egbert Lecker Financial Advisor five-year winner Paul J Lecker Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner
With more than 40 combined years of providing personalized fi nancial and investment advice to individual and business clients we have experience with a wide range of fi nancial products and services We are committed to doing all we can to assist you in planning for your dreams and goals whatever your stage of life 4489 Mount Royal Boulevard
Allison Park PA 15101
Offi ce (412) 753-1001
katherinelegbertampfcom
An employee (or a contractor) of an Ameriprise Financial Franchise Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
WINNER
Larry J Marks and Dawn M Porto
A Disciplined Approach
bull Proactive service
bull Integrated approach and trusted advice
bull Attentive to clients needs and goals
Left to right Diane M Kelble four-year winner Larry J Marks First Vice President ndash Investments two-year winner Dawn M Porto CRPCreg Vice President ndash Investments
We are co-founders of a combined 49-year experienced wealth management team at Wells Fargo Advisors We help build manage protect and transition wealth Every client goes through a comprehensive multimeeting process in which we listen to concerns analyze situations implement cost-eff ective investment strategies and monitor progress over time We bring education experience empathy and an energy level to our team which inherently benefi ts our clients
1606 Carmody Court Suite 401 Sewickley PA 15143
Offi ce (724) 934-8511 Toll-free (866) 580-3913
larrymarkswfadvisorscomdawnportowfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for importantinformation on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01138]
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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onal
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onal
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onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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onal
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 23
MendicinoGiliberti Wealth Management Group
Client-Focused Wealth Management for Your Peace of Mind
bull Comprehensive wealth management planning
bull Retirement income strategies
bull Team approach for superior service
Left to right 2013 winners Mark J Mendicino AWMAreg CLTCreg Senior Vice PresidentWealth Management and Sean M Giliberti Vice PresidentInvestments Joseph C Lombardo Jr CRPCreg Account Executive
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you mdash our client We endeavor to know and understand your fi nancial situation and supply you with only the highest-quality information services and products to help you reach your goals Our holistic planning approach provides our clients with the confi dence and peace of mind necessary to achieve their dreams
1 PPG Place Suite 2200 Pittsburgh PA 15222
Offi ce (412) 562-8096 Toll-free (800) 441-1514
mmendicinojanneycom wwwmendicinogiliberticom
copy2013 Janney Montgomery Scott LLC All Rights Reserved Member NYSE FINRA SIPC Licensed in the following state(s) AZ AR CA CO CT DE FL GA IL IN KS KY LA MA MD MI NC NJ NM NY OH OR PA SC TN TX VA WA WV
Vicki L Parrilla
Personal ProfessionalCaring Advice
Two-year winner Vicki L Parrilla Senior Vice President ndash Investment Offi cer MBA
I would like to thank my clients for their trust through my 29 years as an advisorWells Fargo Advisors LLC 301 Grant Street One Oxford Centre
Pittsburgh PA 15219
Offi ce (412) 394-3103Toll-free (800) 777-2488
vickiparrillawfadvisorscom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0513-01582]
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Santori amp Peters Group
Personalized Wealth Management for Every Phase of Your Life
bull Wealth accumulation mdash a proven strategy to maximize your peak earning years
bull Wealth preservation mdash dynamic strategy to protect and preserve your wealth
bull Wealth transfer mdash planning strategies to secure the legacy you have built
Left to right James J Martin AIFreg three-year winner Norman ldquoSkiprdquo Santori CFPreg AIFreg ChFCreg Juliann Smith
For more than 30 years Santori amp Peters has served an exclusive group of clients who expect the very best independent objective and personalized wealth management advice As a Santori amp Peters client you will receive 1) a close interpersonal relationship with your personal wealth management advisor mdash we listen 2) education state-of-the-art technology and expertise to give you a clear path to your fi nancial future and 3) help to achieve informed and smart decisions regarding your money and achieving fi nancial security
3824 Northern Pike Suite 450Monroeville PA 15146-2141
Offi ce (412) 373-6904Toll-free (800) 667-6261
infosantoriandpeterscomwwwsantoriandpeterscom
Pittsburgh Wealth Management Group
Wealth Has Its Privileges
bull Personalized retirement planning
bull Alternative investments
bull Creating private pensions
Left to right Gina McCa erty three-year winner Mark A Battalini Anne Marie Battaliniand two-year winner Andrew Pravlik
The Pittsburgh Wealth Management Group proactively serves a select group of families with all of their fi nancial needs by off ering systematic regular communication thatrsquos timely and meaningful Through this process we are able to deliver a higher level of predictability This close relationship sets us apart from the large brokerage fi rms insurance and banking organizations
Pittsburgh Wealth Management Group
651 Holiday Drive Foster Plaza 5 Pittsburgh PA 15220
Securities offered through Prospera Financial Services Inc 5429 LBJ Freeway Suite 400 Dallas TX 75240 Member FINRASIPCcopy Five Star
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
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onal
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 25
Darren R Savikas
Protect Grow and Transfer Your Wealth
bull Retirement income planning
bull Disciplined investment approach
bull Multigenerational services
2013 winner Darren R Savikas Financial Advisor CFPreg CTFA
Darren has built his career on three principles putting his clients interests fi rst providing exceptional personal service and taking an integrated approach to comprehensive wealth management His focus is on building well-balanced portfolios while servicing all client needs from investments to debt service Darren graduated from the University of Pittsburgh and his community service includes coaching youth soccer and ice hockey
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice Individuals should consult their tax advisor for matters involving taxation and their attorney for matters involving trust and estate
Thakar Financial LLC
Holistic Approach to Individual Solutions
bull Comprehensive wealth management
bull Personalized retirement planning
bull Prudent risk management
Left to right Seema Mendon Client Service Manager two-year winner Girish Thakar MS MBA AWMA President Thakar Financial LLC Registered Principal RJFSDenice Beccard Client Service Manager
Above and beyond we make clients feel at home The advisors specialize in holistic wealth management that includes perspectives on health wellness and lifestyle balance along with traditional investment planning asset allocation strategies retirement planning insurance and estate planning strategies After all wealth is nothing without wisdom and wealth and wisdom are nothing without health The advisors service many high-profi le physicians and nonprofi t organizations
2001 Montour Church Road Suite 100 Oakdale PA 15071
Securities offered through Raymond James Financial Services Inc Member FINRASIPC Thakar Financial LLC is an independent of Raymond James Financial Services
Two-
Year
Winn
er
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
copy Five Star
Professi
onal
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onal
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onal
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five Star
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onal
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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onal
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Professi
onal
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onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Steve Wilde andEric Fetterman
The Wilde Fetterman Groupat Morgan Stanley
bull Wealth management
bull Retirement planning
bull Risk management
Left to right 2013 winner Eric Fetterman CFPreg Associate Vice President Financial Advisor Mitch Direnzi Senior Registered Client Service Associate four-year winner Steve Wilde CFPreg First Vice President Wealth Advisor
Experienced fi nancial guidance in uncertain times
World events are coinciding to cause economic uncertainty as never before For serious investors it is increasingly essential to seek guidance from advisors who think globally and prepare rationally Steve and Eric have worked with high-net-worth clients to help preserve and grow their wealth for more than 40 years collectively Their team tailors portfolios to coordinate each clientrsquos unique circumstances and goals with an eye towards helping to minimize volatility
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals are urged to consult their tax or legal advisors regarding their own tax legal or financial situation before implementing any strategies Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg
CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
The Virany Brown Group at Morgan StanleyCustom Portfolio Designs for
Your Individual Needs
bull Comprehensive wealth management
bull Focus on individual investments
bull Long-term income analysis and projection
Left to right Four-year winner Barbara Brown Virany CFPreg Financial Advisor First Vice President Senior Portfolio Manager Senior Investment Management Consultant Derek M Brown Financial Advisor
Barbara Brown Virany has been building lasting fi nancial relationships as a Financial Advisor for almost 25 years Being a good steward and maintaining a sound fi nancial plan consists of discipline education and heart Barbara and her son Derek M Brown (also a Financial Advisor) have a fi rm belief that the clients goals are the driving factors of building a solid plan They are with their clients through all of the various stages of life and the ensuing fi nancial changes that life brings Barbara is the recipient of the Five Star award in 2009 2011 2012 and 2013
2600 Old Washington Road Suite 200 Pittsburgh PA 15241
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the UScopy 2013 Morgan Stanley Smith Barney LLC Member SIPCcopy Five
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
copy Five Star
Professi
onal
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Professi
onal
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Professi
onal
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onal
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onal
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onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Professi
onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
copy Five Star
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onal
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Professi
onal
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onal
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onal
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onal
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Professi
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Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
bull More than 30 years of experience bull Providing personalized fi nancial advice
Mike is honored to receive this award He advises clients by understanding their goals and dreams then works with them to develop a plan Thereafter he provides objective advice guiding clients toward their fi nancial goals
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0413-05986]
Vice President ndash Investments CRPCreg
WINNER
Kenneth J Como
107 Mt Nebo Pointe Ste 200Pittsburgh PA 15237
Offi ce (412) 630-6000Toll-free (800) 245-5939kcomobillfewcomwwwbillfewcom
bull Clear and direct communicationbull Customized personal plansbull Investment planning and management
Expert Financial Guidance
For fi ve consecutive years Ken Como has been named a Pittsburgh Five Star Wealth Manager Ken has 21 years of experience in guiding clients through strong and weak markets and on achieving life milestones mdash college investing retirement and estate planning He communicates clearly with clients to make sure they thoroughly understand their portfolio status and investment options Please call Ken today for more information
Executive Vice President
WINNER
Michael W Figurelli
4055 Monroeville Blvd Ste 430Monroeville PA 15146Offi ce (412) 374-9515 Ext 208Cell (412) 559-6741michaelwfi gurelliampfcomameripriseadvisorscommichaelwfi gurelli
bull Comprehensive fi nancial planning approachbull Retirement planning strategiesbull Estate and small-business planning strategies
An Ameriprise Platinum Financial Servicesreg Practice
My mission is to help clients plan to achieve their fi nancial objectives prudently and thoughtfully through a long-term relationship With 25 years of experience I strive to provide the best quality of advice I will take the time to listen and understand your goals and help you build a plan to get back on track
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial
advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Over the past 16 years Don has helped his clients pursue their fi nancial goals Don built his practice with dedicated personal service and sound investment guidance His tailored plans are specifi c to the individual and his or her needs Dons success can be attributed to establishing long-term relationships with his clients Don is honored to be recognized as a two-year winner
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliates
Not FDIC insured bull Not Bank Guaranteed bull May Lose ValueNot Insured by Any Federal Government Agency bull Not a Bank Deposit
Vice President CRPCreg
Two-
Year
Winn
er
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Professi
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onal
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Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
copy Five Star
Professi
onal
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Professi
onal
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onal
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onal
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onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five Star
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onal
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onal
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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Professi
onal
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onal
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onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
copy Five Star
Professi
onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
Professi
onal
copy Five Star
Professi
onal
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onal
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Professi
onal
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onal
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onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Betty L Lamb
One PPG Pl Ste 1300Pittsburgh PA 15222Offi ce (412) 392-5843Bettyllambmorganstanleycomwwwmorganstanleyfacombettylamb
bull Investment planning and managementbull Retirement and income planningbull Estate and family legacy planning
Itrsquos Your Future Not Just Your Money
For more than 35 years Bettyrsquos passion has been to develop strong personal relationships built around her clientsrsquo goals and values She explores clientsrsquo aspirations making their goals and concerns the focus of their investment strategy
copy2013 Morgan Stanley Smith Barney LLC Member SIPC Morgan Stanley Smith Barney LLC its affiliates and its Financial Advisors do not provide tax or legal advice Certified Financial
Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals
who successfully complete CFP Boardrsquos initial and ongoing certification requirements
First Vice President Financial Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Edward P Lewis
Integrated Financial Management 100 Fleet St Ste 203 Pittsburgh PA 15220
Offi ce (412) 488-9700 Ext 4602 Cell (412) 999-7022
edlewisifm-pghcom
bull Financial planning focused on clients goal s bull Investments and wealth management bull Income tax preparation
Focused on Clients Goals
Ed has more than 26 years of experience in fi nancial planning and income tax preparation His expert advice has helped many individuals and businesses achieve their fi nancial goals
Edward P Lewis is a Registered Representative of The Investment Center Inc Integrated Financial Management Inc is not affiliated with The Investment Center Inc or IC Advisory
Services Inc All securities offered through The Investment Center Inc Member FINRASIPC Bedminster New Jersey Visit wwwfivestarprofessionalcomWMSummaryandResearchpdf
for more information on the Five Star award
Branch Manager Enrolled Agent
Michael Lintelman
1606 Carmody Ct Ste 201 Sewickley PA 15143 Offi ce (724) 933-4400 Toll-free (888) 858-9414 michaellintelmanrbccom
bull Areas of focus wealth management company- sponsored retirement plans retirement planning and tax-advantaged strategies
Trust Integrity and Personal Service
I have been providing professional wealth management and brokerage services to individual corporate and institutional investors for the last 28 years My approach integrates client objectives into a personalized plan that can be modifi ed as life changes occur I will combine sophisticated wealth management planning tools with professional resources to match your objectives with customized solutions Regular review meetings complete my person-to-person approach
RBC Wealth Management is not a tax advisor All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor
copy2013 RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor Series 7 9 10 63 65 VLVA and Life
Barbara B Layton
One PPG Pl 22nd Fl Pittsburgh PA 15222 Direct (412) 562-7940 Toll-free (800) 441-1514 blaytonjanneycom barbaralaytonnet
bull 30 years in the investment industry bull Maintain successful client relationships bull Grow protect and transition client wealth
Proven Sound Advice
In listening to my clients I off er a variety of investment solutions asset allocation and diversifi cation focusing on their fi nancial goals also for their family and businesses Included in my team are professional fi nancial planners analysts and asset managers I take pride in dedicating myself to providing personalized service and developing long-term relationships
copy 2013 Janney Montgomery Scott LLC Member NYSE FINRA SIPC Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser
Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser Member FINRA NYSE SIPC
First Vice PresidentWealth Management
copy Five Star
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onal
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onal
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onal
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onal
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
copy Five Star
Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five Star
Professi
onal
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onal
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onal
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onal
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
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onal
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onal
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onal
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onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
copy Five Star
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
Professi
onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 29
Matthew E Tremaine
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2777 matthewetremaineampfcom wwwameripriseadvisorscommatthewetremaine
bull Wealth management strategies bull Retirement and income planning bull Womens fi nancial strategies
An Ameriprise Platinum Financial Servicesreg Practice
As a fi nancial advisor and a CERTIFIED FINANCIAL PLANNERreg practitioner I am passionate about working with clients to help them plan to meet their fi nancial needs and plan for the future I take the time to listen to you and understand your goals and dreams My collaborative approach is at the heart of every client relationship Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC
Some products and services may not be available in all jurisdictions or to all clients
Financial Advisor CFPreg CRPCreg CMFCreg CLTC
WINNER
Gaye Wood
One PPG Pl Ste 1300 Pittsburgh PA 15222 Offi ce (412) 392-1715 Toll-free (800) 346-7493 gayewoodmorganstanleycom wwwmorganstanleyfacomwood_campbell
bull Exceptional client service bull Comprehensive fi nancial planning bull Solutions specifi c to your needs
Personal Professional Caring Advice
As your fi nancial advisor I can help you defi ne and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve I will spend the time to understand your fi nancial concerns and objectives and will work in partnership with you to develop a customized investment program that is best suited to meet your needs
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
WINNER
James W Zalenka
Manor Oak One 1910 Cochran Rd Pittsburgh PA 15220 Phone (412) 531-1233 wwwbaranjamescom
To My Clients hellip
It is an honor to be entrusted with some of your families most important decisions while you build your lives Thank you for your support in helping me build mine The true award is in serving you
CERTIFIED FINANCIAL PLANNERtrade
Two-
Year
Winn
er
A Registered Investment Advisor
Barry E Numerick
One Monroeville Ctr Ste 1080 Monroeville PA 15146 Offi ce (412) 380-8036 Toll-free (800) 966-7916 barryenumerickmorganstanleycom wwwmorganstanleyfacomnumerick
We serve a select group of families by providing them with sound investment counsel We do this by off ering needs-based individually focused plans designed to deliver customized strategies Our commitment is to help you understand the present and plan for the future Barry Numerick 2010 and 2013 Five Star award winner
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President ndash Wealth Management Financial Advisor CFPreg
Two-
Year
Winn
er
copy Five Star
Professi
onal
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Professi
onal
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onal
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onal
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onal
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onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five Star
Professi
onal
copy Five Star
Professi
onal
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onal
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Professi
onal
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onal
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onal
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onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
copy Five Star
Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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onal
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Professi
onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
copy Five Star
Professi
onal
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Professi
onal
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onal
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onal
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onal
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onal
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Professi
onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
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onal
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Professi
onal
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onal
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Professi
onal
copy Five Star
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onal
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Professi
onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 30 mdash wwwfivestarprofessionalcom
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 antoniocaielloampfcomwwwameripriseadvisorscomteamaiello-brooks
Antonio C Aiello
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPCreg
8150 Perry Hwy Ste 212 Pittsburgh PA 15237 Phone (412) 837-1050 lisaabrooksampfcom wwwameripriseadvisorscomteamaiello-brooks
Lisa A Brooks
Aiello amp Brooks a financial advisory practice of Ameriprise Financial Services Inc Areas of focus include investments insurance planning for education funding and strategies for retirement planning wealth preservation and tax and estate planning
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg CRPC reg
Two-
Year
Winn
er
101 Bradford Rd Ste 210Wexford PA 15090Office (724) 940-9060iwciwcnowcomwwwiwcnowcom
Bob Bruce
At Integrity Wealth Consulting we understand the importance of financial decisions which is why we guide our clients through the process delivering expert advice and peace of mind Our approach is straightforward mdash we offer comprehensive wealth management and an unparalleled commitment to client service
Securities and Advisory Services o ered through Commonwealth Financial Network Member FINRA (www nraorg) SIPC
My mission is to help clients plan for more confident financial futures I help them work toward this goal by focusing on building relationships and sharing what Ive learned through more than 24 years of experience of personalized advice and service Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
John helps individuals and businesses plan for a secure future He strives to build long-term relationships based on trust to help people through all stages of life
Securities and investment advisory services are o ered solely through Ameritas Investment Corp (AIC) Member FINRASIPC
Additional products and services may be available through John Carberry that are not o ered through AIC
Financial Planner CFPreg CRPCreg
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1014 Toll-free (800) 551-7517 jcolemanjanneycom wwwtheoccgroupcom
John F Coleman
John provides professional wealth planning advice across multiple generations helping clients structure custom por tfolios to reach long-term investment objectives appropriately
Member FINRA SIPC
First Vice President
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Direct (724) 934-4503 Toll-free (800) 833-2020 wdanforthjanneycom thestirlinggroupadvisorscom
W Wallace Danforth
I enjoy the challenge of working with a variety of investors including individuals businesses and foundations Achieving my clients goals through diversification and providing the highest level of service is paramount
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Financial Advisor
Bruns Gelles amp Company PC 5290 Logan Ferry Rd Ste C Murrysville PA 15668 Office (724) 327-1040 Cell (412) 812-1890 BLBrunsBrunsGellesCPAcom wwwBrunsGellesCPAcom
Bruce L Bruns
Thank you to my clients for your trust and confidence I strive to maintain long-term relationships based on sound advice and ongoing communication My goal is to provide you with a personalized strategy for wealth accumulation and financial independence
Securities provided through Hefren-Tillotson Inc a member of FINRA and SIPC
CPAPFS
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five Star
Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
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Professi
onal
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Professi
onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 31
43 S Beeson Blvd Uniontown PA 15401 Direct (724) 425-1017 Toll-free (800) 551-7517 mfilickyjanneycom wwwthepetersgroupjanneycom
Melody A Filicky
Melody enhances clientsrsquo financial lives by utilizing the best resources of a regional financial services firm through one exclusive relationship Her clients are long-term investors who value Melodys investment experience and focus on goal-oriented results
Member FINRA SIPC
First Vice President
One PPG PlPittsburgh PA 15220Office (412) 392-5809joanmfioremscomwwwmorganstanleyfacomjoanfiore
Joan Fiore
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with three decades of investment experience I will help you create a comprehensive financial plan designed to accomplish your lifersquos goals I also work with businesses and foundations
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Vice President Financial Advisor
Two-
Year
Winn
er
One PPG Pl Ste 1300Pittsburgh PA 15222Phone (412) 803-2300davidgroetschmscomwwwmorganstanleyfacomdavidgroetsch
David Groetsch Jr
David is a CE R T I F I E D FI N A N C I A L PL A N N E Rtrade professional and Five Star winner for 2009 ndash 2013 who provides comprehensive wealth management services David educates his clients on the keys to successful investing
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally
registered CFP (with ame design) in the US copy2013 Morgan Stanley Smith Barney LLC Member SIPC
First Vice President Wealth Advisor CERTIFIED FINANCIAL PLANNERtrade
WINNER
Harbaugh Group LLC 1815 Murdstone RdPittsburgh PA 15241 Cell (412) 721-7234 gregharbaughgroupcomwwwharbaughgroupcom
Gregory A Harbaugh
Greg Harbaugh has served as a trusted counselor and advisor to high-net-worth families including managing day-to-day financial affairs and serving as trustee for family trusts This also includes acting as agent for parents grandparents and children
Legal services are not provided by Harbaugh Group LLCor any of its principals or sta
President
WINNER
1603 Carmody Ct Ste 400 Sewickley PA 15143 Direct (724) 799-2860 Office (724) 799-2800 karenhartleyampfcom ameripriseadvisorscomkarenhartley
Karen L Hartley
Karen will help you build manage and protect your wealth She works with individuals families and businesses and is committed to your financial success She will work with you to achieve your financial planning goals so you can retire with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor Associate Vice President MBA
Rosewood Capital Foster Plz 11 790 Holiday DrPittsburgh PA 15220Phone (412) 232-6666daverosewoodcapitalcomwwwrosewoodcapitalcom
Dave Heitzenroder
Dave helps business people and financial professionals in their search for financial confidence a sense of security and relative freedom from the complexities of wealth
Securities and advisory services o ered through Commonwealth Financial Network member FINRASIPC
a Registered Investment Adviser
ChFCreg AIFreg AEPreg CPA (Inactive)
411 Maple Ln Sewickley PA 15143 Office (412) 749-8959MEJehleTHIfinancialcom
Michael E Jehle
Sincerest thanks to all of my wonderful clients for their continued trust and recognition Personal service is the keystone of my commitment to assist my clients in reaching their financial goals
Please see the introductory section for important disclosures on the scope of the award and the Five Star selection process
President
Two-
Year
Winn
er
740 Washington RdMt Lebanon PA 15228Office (412) 630-6000bengelbillfewcomwwwbillfewcom
Bill Engel
With patience confidence and integrity Bill provides advice and solutions focused clearly on his clientsrsquo needs He utilizes his expertise to create strategies with clients providing guidance and giving them confidence that their goals will be met Bill Engel is a CERTIFIED FINANCIAL PLANNERtrade professional He would welcome the opportunity to discuss your financial planning needs
Vice President
Two-
Year
Winn
er
Financial planning is a
holistic approach to financial well-being
mdash Five Star award winner
copy Five Star
Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
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Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
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Professi
onal
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Professi
onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
Special Advertising Section
2013 Five Star Wealth
Man
agers
FS 32 mdash wwwfivestarprofessionalcom
109 VIP Dr Wexford PA 15090 Office (724) 934-3050 wwwguardiancapitalllccom
Greg Miller
A full-service firm offering investment management estate planning tax planning retirement income planning and insurance planning to maximize opportunities for capital growth and estate preservation Our reputation is built on trust integrity and a commitment in providing personal service to each and every client We welcome your call and offer a free no-obligation review
Trebuchet Consulting313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715smillertrebuchetconsultingcomwwwtrebuchetconsultingcom
Steve Miller
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our main areas of focus are estate planning tax and investments
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Canonsburg PA 15317 Office (724) 745-6800 Cell (412) 849-5049 beaconsfieldfinancialcom
Edward Moeller
My sincere thanks to my clients for their trust and confidence I truly appreciate that you placed your financial trust in my knowledge so that I may guide your i nve s t m e n t s w i t h i n yo u r s t a te d r i s k tolerances Please continue to call me with your questions Your vision and dreams mdash our goal
Member FINRA and SIPC
Financial Advisor
Two-
Year
Winn
er
Janney Montgomery Scott LLCOne PPG Pl Ste 2200Pittsburgh PA 15222 Direct (412) 562-8197Toll-free (800) 441-1514 Ext 8197amoosajanneycom
Abraham Moosa
I help my clients achieve their financial goals throughout the accumulation preservation a n d d i s t r i b u t i o n p h a s e s o f w e a l t h management by always putting their interests first Visit wwwabrahammoosacom for more information
Member NYSE FINRASIPC
AWMAreg CRPCreg
WINNER
Trebuchet Consulting 313 Castle Shannon BlvdPittsburgh PA 15234Phone (412) 388-0715jkrolikowskitrebuchetconsultingcomwwwtrebuchetconsultingcom
John P Krolikowski
Our mission is to assist clients in identifying and fulfilling strategic financial goals We assist them with asset accumulation allocation preservation growth and transfer Our areas of focus include estate planning tax and investments
Pentony Capital Management LLC103 Pittsburgh StSaxonburg PA 16056Phone (724) 360-0078hjhowiepentonycomwwwhowiepentonycom
Howie J Pentony
We work with you closely to bring focused and intelligent investment management while communicating with you as frequently as you like We listen to you mdash you have a say in the structure of how we manage your investments
Securities and advisory services o ered through Commonwealth Financial Network Member FINRASIPC
Take charge of your dream for a confident retirement The American dream is of a better future Irsquom dedicated to helping you keep that dream alive by listening planning and working with you one-on-one Irsquoll help you build a plan to retire your way mdash with confidence Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
Finacial Advisor Associate Vice President CRPCreg AWMAreg
WINNER
Beaconsfield Financial Services Inc 160 Technology Dr Ste 101 Southpointe PA 15317 Office (724) 745-6800
David P Koenig
David is dedicated to achieving a standard of excel lence in wealth management services through the use of tactical wealth preservation strategies He is actively involved in building a solid relationship based on trust integrity and respect
Member FINRA SIPC
Vice President ndash Investments CRPCreg
WINNER
You will never get
rich by just saving
money mdash you
must invest in
opportunities to
build wealth
mdash Five Star award winner
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
copy Five Star
Professi
onal
Special Advertising Section 2013 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom mdash FS 33
One PPG Pl Ste 1300 Pittsburgh PA 15222 Direct (412) 434-8012 Toll-free (800) 487-1879 lawrenceschustermorganstanleycom
Lawrence A Schuster
My 37 years of experience in the financial markets assists customers in achieving their financial goals Each client is profiled to assess their financial goals and risk tolerance Each investment strategy is customized to incorporate the above criteria Visit wwwmorganstanleyfacomlawrenceschuster for more information
copy 2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor
Two-
Year
Winn
er
VALIC Financial Advisors Inc Penn Center W 3 Ste 220 Pittsburgh PA 15276 Cell (412) 680-0494Office (412) 494- 7302 johnsoikavaliccom valiccom
John Soika
Allow me to show you how I help my clients gain the confidence to achieve their financial and retirement goals by creating a clear and understandable plan for their future
I endeavor to develop clients financial secur i t y and peace of mind through professional wealth management Investors benefit from my 30 years of experience as a financial advisor and CPA Thank you for the opportunity to serve our community
RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC
Vice President ndash Financial Advisor
Pittsburgh PA 15222 Phone (412) 651-1236 wwwcitizensbankcominvesting
Philip T Webb
Our licensed professionals can help you assess your needs and develop customized strategies and services so you can pursue your goals
Securities Insurance and Investment Advisory Services o ered through CCO Investment Services Corp otherwise referred to as Citizens Investment Services CCO Investment Services Corp Member FINRA SIPC 770 Legacy Place MLP240 Dedham MA 02026 1-800-942-8300 CCO Investment
Services Corp is an a liate of RBS Citizens NA and Citizens Bank of Pennsylvania Securities and Insurance Products are
Not FDIC insured Not bank guaranteed May lose value Not a deposit Not insured by any federal government agency
Vice President CRPCreg
740 Washington RdPittsburgh PA 15228Office (412) 630-6000Toll-free (800) 245-5939awertzbillfewcomwwwbillfewcom
Alison Wertz
A l i s o n We r t z i s a C E R T I F I E D F I N A N C I A L PLANNERtrade professional and a Chartered Life Underwriterreg She provides clients with comprehensive financial strategies for achieving their goals She is dedicated to relationships built on trust integrity and putting clientsrsquo needs and objectives first
Senior Vice President
WINNER
2200 Georgetowne Dr Ste 400 Sewickley PA 15143 Phone (724) 934-2953 Toll-free (800) 833-2020 dstirlingjanneycom wwwthestirlinggroupadvisorscom
Douglas W Stirling
The Stirling Group wants you to consider us as a trusted advisor among those professionals who help guide your decision making Earning that privilege requires hard work extensive education and providing tangible value in the relationships and we look forward to earning that privilege
Janney Montgomery Scott LLC Member NYSE FINRA SIPC
Executive Vice President ndash Wealth Management
Wright Associates2589 Washington Rd Ste 410Pittsburgh PA 15241-2564Phone (412) 854-2100KatheKSWrightassociatescomwwwKSWrightassociatescom
Kathleen S Wright
Kathleen Wright has more than 30 years of experience in corporate investment and individual wealth management She brings the discipline of institutional investment management the wide-ranging experience of investment consulting and the patience and guidance of a woman-owned practice to the design of investment portfolios for high-net-worth clients
FounderOwner CFAreg CharterholderldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner
