2012 five star 2012 new hampshire five star wealth managerscolleen o’connell · barradale...
TRANSCRIPT
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 1
Special advertiSing Section
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
New Hampshire 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
2012 New Hampshire
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 New Hampshire award candidates were identified using internal and external research data including a survey to
more than 1390 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC
CaNdidateSaward
The 2012 Five Star Wealth Managers are a select group representing less than 2 percent of the wealth managers in the New Hampshire 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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2012 Five Star Wealth
Man
agers
FS 2 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
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 New Hampshire 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) 743 award candidates in the New Hampshire area were considered for the Five Star Wealth Manager award 170 (approximately 23 percent of the award candidates) were named 2012 Five Star Wealth Managers
diSCloSureSresearch
2012
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 2012 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)
7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this
yearrsquos award winners administer an average of $82 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 293
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 13700 households in the New Hampshire 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 The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 3
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Business PlanningJeffrey Kipperman Mason + Rich CPAs
Estate PlanningSarah Ambrogi Ambrogi Law Office
Michael Bolduc Wyskiel Boc Tillinghast amp Bolduc
Ann Meissner Flood Flood Sheehan amp Tobin
Fred Forman Forman Corcoran Clark amp Associates Page 9
Nicholas Harvey Jr Stebbins Bradley
Gary Holmes Holmes amp Ells
Joseph Kenny Hamblett amp Kerrigan
Anu Mullikin Devine Millimet and Branch Professional Association
James Normand Normand amp Associates
Colleen OrsquoConnell Barradale OrsquoConnell Newkirk amp Dwyer
Financial PlanningP Scott Adams Crown Investment Agency
Debra Anderson Ameriprise Financial Services Inc Page 14
Jared Anderson Offices Established by HR Weisman TN Tessier LK Lambert amp KJ Halloran
Andrea Riley Arnesen Ameriprise Financial Services Inc
Albert Blake Jr Seacoast Financial Network
Mike Bonacorsi Mike Bonacorsi Page 14
Robert Bonfiglio Ameriprise Financial Services Inc
Ben Boucher Ben Boucher Tax amp Investment Advisor
Frederick Boucher Ameriprise Financial Services Inc
Betsy Bowen Morgan Stanley Smith Barney
John Caggiano Northeast Planning Associates
Benjamin Cardinale Baystate Financial Services
Viggo Carstensen Viggo F Carstensen
Michael Charest Ameriprise Financial Services Inc Page 14
Faye Doria Financial Guidance Associates
Scott Dudley Eldridge Investment Advisors
Eric Ellis Ameriprise Financial Services Inc
Dean Firmani Firmani Retirement Services amp Consulting Group
Timothy Fitzbag Ameriprise Financial Services Inc
Edward Flynn Northeast Planning Associates
Alan Friedberg Ameriprise Financial Services Inc Page 12
Gregory Gagne Affinity Investment Group
Mark Gagnon Granite State Retirement Planning Page 7
Robert Garneau MassMutual
Duane Goodell Optimum Financial Page 10
Paul Goyette Northeast Planning Associates Page 6
Travis Grieb Ameriprise Financial Services Inc
Brian Grodman Grodman Financial Group
Dan Hagler Granite State Retirement Planning Page 7
Justin Hall Ameriprise Financial Services Inc
Jon Harrison Northeast Planning Associates
Marc Hebert The Harbor Group
Edward Hickey Jr LPL Financial
Michael Humphries Ameriprise Financial Services Inc
Lisa Hunter Morgan Stanley Smith Barney
James Jewart First Command Financial Services Page 14
Susan John Financial Focus
Carl Johnson Ames Planning Associates
Stephen Kelley Safety First Financial Planning
Brent Kiley Ameriprise Financial Services Inc
Kelly Kingsbury-Roskilly Ameriprise Financial Services Inc
Parag Kulshreshtha Ameriprise Financial Services Inc
Donald Ladd Ameriprise Financial Services Inc
Dawn Latham Commonwealth Financial Network Page 14
Glenn Lepene GML Financial Advisory Services Page 14
Ian MacDermott Morgan Stanley Smith Barney
Sandra Mackey Northeast Planning Associates Page 12
Jeffrey Mason Mason Financial Group
Jim McCarthy Lockheed Federal Credit Union
Terence McCormick Ameriprise Financial Services Inc
David McLaughlin Nutfield Financial Services
Arthur Meconi Ameriprise Financial Services Inc
Jeffrey Migneault Commonwealth Financial Network Page 15
Peter Motsis Ameriprise Financial Services Inc
Diane Murphy Morgan Stanley Smith Barney
Mary Carroll Murphy Charles Schwab Page 12
Deborah Nitzschke Ameriprise Financial Services Inc
Jeffrey Parsons Moses and Parsons Financial Services
Gary Pelletier Northeast Planning Associates
Virginia Perkins LPL Financial
Beth Plentzas Northeast Planning Associates
Erik Potts Baystate Financial Services Page 15
Samuel Reid Charter Oak Capital Management
Timothy Riley The Harbor Group
Kimberley Robinson Mascoma Savings Bank
Andrew Rocco Baystate Financial Services
Eric Sanborn Lord amp Sanborn
Corey Scrupps Northeast Planning Associates Page 15
Mark Severs The Hanover GroupMorgan Stanley Smith Barney
Nathaniel Shaw Paquette amp Shaw Financial Group
Michael Shearin Morgan Stanley Smith Barney
Thomas Sileo Raymond James Financial Services Page 11
Mary Smith Ameriprise Financial Services Inc
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2012 Five Star Wealth
Man
agers
FS 4 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
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
Donald Sommese Morgan Stanley Smith Barney
John Souther The Hanover GroupMorgan Stanley Smith Barney
Wendell Stewart Executive Financial Services
John Strasburger Bay Point Financial
Ron Valpey Valpey Financial Services Page 15
Thomas Wagner Summit Wealth Group
Robert Walczak Granite State Wealth Management
Gary Wallace Northeast Planning Associates
David Wheat Axiom Advisors
Michelle White Northeast Planning Associates Page 13
InsuranceMichael Dimos Baystate Financial Services
Robert Dragon Noyes Insurance Agency
InvestmentsJoseph Altobello Altobello Financial Services
Joyce Skaperdas Anderson Granite Investment Advisors
Lou Athanas Morgan Stanley Smith Barney Page 5
Paul Bedinger Cantella amp Company
Christian Beliveau Northeast Planning Associates
Edward Benway Measured Wealth Private Client Group
Rick Blais Primerica
Jill Boynton Cornerstone Financial Planning Page 14
Jennifer Carleton RBC Wealth Management
Joseph Cartier Morgan Stanley Smith Barney Page 9
John Cogan Federal Savings Bank
Martha Cottrill Taylor Cottrill
James Dimos Baystate Financial Services
Peter Dorfman LPL Financial
Joseph Durell RBC Wealth Management
Timothy Fisher Brendel amp Fisher Wealth Management
Patrick Foley Edward Jones
Michael Fortier Wells Fargo Advisors LLC Page 14
Mary-Lynn Gaudet Raymond James Financial Services
Robert Gile Wedbush Securities
Torrey Greene Greene amp Associates Integrated Retirement Strategies
Jeremy Hall RBC Wealth Management
Curtis Hermann Wells Fargo Advisors LLC Page 14
Pieter Hollenberg RBC Wealth Management
Lori Lambert Weisman Tessier Lambert amp Halloran
Gail Lee Wells Fargo Advisors LLC
Timothy Lesko Granite Investment Advisors
Jay Levy Measured Wealth Private Client Group Page 8
Harold Losey RBC Wealth Management
Stephen Loughman Wells Fargo Advisors LLC
Stephen Lozan Oppenheimer amp Company
John Lumbard Lumbard Investment Counseling
Thomas Lynch RBC Wealth Management
Martha Maki Edward Jones
Stephen Mathieu Legacy Financial Solutions
James McCarthy Seascape Capital Management Page 10
Matthew McFarland Peoplersquos United Bank
Ed Miller Edward Jones
Shawn Monty Financial Strategies Retirement Partners Page 12
Bruce Morrison Money Concepts Capital Corporation
Douglas Nelson Wells Fargo Advisors LLC Page 15
Valerie Nevel Ledyard Financial Advisors Page 15
Amy Neville LPL Financial
Richard Neville LPL Financial
Harold F Neville Jr LPL Financial
Kevin OrsquoBrien Wells Fargo Advisors LLC
James OrsquoDonoghue Compass Rose Private Investment Management Page 13
Denise Petrin Edward Jones
Liana Poodiack Wells Fargo Advisors LLC Page 13
David Ranson Edward Jones
Michael Ryan LPL Financial
Scott Schermerhorn Granite Investment Advisors
Melvin Severance Curbstone Financial Management Corporation
Cydney Shapleigh-Johnson BNH Financial
DJ Shaughnessy FLPutnam Investment Management Company Page 11
Darlene Simard CCO Investment Services
Joseph Skees Granite Bay Wealth Management
Kevin Soles KCS Advisors
Peter Stern The Hanover GroupMorgan Stanley Smith Barney
E Clinton Swift Wells Fargo Advisors LLC
Lori Tetreault Wells Fargo Advisors LLC
William Thomas Wells Fargo Advisors LLC
Vladimir Wilhousky Wells Fargo Advisors LLC
Lance Williamson Baystate Financial Services
Robert Wofchuck Ledgewood Wealth Advisors
TaxationMark Feraco Brayman Houle Keating
amp Albright
Linda Jacobson Linda J Jacobson CPA amp Associates
Debra T Madden David E Tully amp Associates
Belinda Oster Oster amp Wheeler
David Penchansky Penchansky amp Company CPAs
Alan Shafer Alan P Shafer CPA
Janet Spalding Janet Spalding CPA
Geoffrey Youngclaus Youngclaus and Company
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
Lou Athanas Jr
Bringing World-Class Resources
to the Individual Investor
Building an investment portfolio around the unique needs of each client requires a personal approach to wealth management The right plan for one investor is unlikely to be the right plan for another After establishing the investment objectives with his client Lou provides portfolio management consistent with changes in the economy the markets and
individual securities while maintaining the highest standards of quality and integrity If you are considering a second opinion on your portfolio or investment strategy please phone (603) 527-4107 at your convenience to schedule a confi dential no-obligation appointment
14 Country Club Road bull Gilford NH 03249 | 1000 Elm Street bull Manchester NH 03101Toll-free (866) 841-6538 bull Gilford (603) 527-4107 | Toll-free (800) 726-6141 bull Manchester (603) 629-0203
louathanasjrmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
bull Professional portfolio management and retirement income solutions
bull 26 years of wealth management experience
bull Five Star Wealth Manager 2011 ndash 2012
Titles Vice President Financial Advisor Portfolio Manager
Areas of Focus Focusing on Retirement Planning and Wealth Management for Individuals and Institutions
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Paul M Goyette
Encompassing Your Financial Future
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with more than 25 years of experience Paul Goyette and his team help simplify what seems complex Through his process Paul works with you to develop a comprehensive strategy that takes the very personal needs of your specifi c situation into account He will give you the ldquobig picturerdquo which helps to reduce the stress of an uncertain future
Paul specializes in creating fi nancial strategies for retirees pre-retirees and for those who have family members with special needs He will help you take control of your fi nancial future by providing ongoing support and recommending adjustments as needed
ldquoEvery family faces unique challenges Preparing for the future does not have to be one of themrdquo mdash Paul Goyette
402 Amherst Street Suite 101 bull Nashua NH 03063Office (603) 689-7162 bull Toll-free (800) 420-7781paulgoyettelplcom bull wwwpaulgoyettecom
Financial Planning services offered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member FINRASIPCNortheast Planning Associates Inc and LPL Financial are not affiliated 12-135
bull Comprehensive fi nancial planning
bull Wealth management
bull Proven process to help you simplify what seems complex
Credentials CERTIFIED FINANCIAL PLANNERtrade practitionerCEPreg CFSreg
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
Granite State Retirement Planning Group
Dan P Hagler CFPreg AEPregMark R Gagnon CFPreg CRPCreg
Left to right Kristen Hagler 2012 winner Dan Hagler two-year winner Mark Gagnon Bonnie Severance
bull As a Registered Investment Advisor we are a true fi duciary providing unbiased and objective advicebull Comprehensive fi nancial planning retirement income planning investment managementbull Our staff consists of experienced professionals with a ldquohands-onrdquo approach to fi nancial guidance
ldquoOur practice is client centered specializing in retirement and wealth distribution We treat every client in a caring and compassionate manner just as we would want to be treated As professionals we are dedicated to excellence and integrity in everything we do We believe every client has the right to select the optimum fi nancial strategies and techniques that
are best suited for them In order to achieve this goal we will enhance our clientsrsquo knowledge of investments tax planning and other retirement-related issues We believe that sound proactive advice and implementation is paramount to a comfortable and happy retirementrdquo
360 Route 101 bull Bedford NH 03110Office (603) 472-4447 bull Fax (603) 472-4855
wwwgranitestateretirementcom
Securities offered through Triad Advisors a registered broker-dealer and member FINRA amp SIPC Advisory services offered through Granite State Retirement Planning Inc a Registered Investment Advisor Clearing custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC Members NYSE SIPC
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jay H LevyYoursquove Worked Too Hard to Let This Economy Jeopardize Your Future
Trusted and expert guidance to help ensure your financial future
Left to right Seated Amy Scribner David Batchelder and Deb CurtisStanding Five Star award winner Jay Levy
bull Customized investment and wealth management strategiesbull Comprehensive fi nancial planning for multigenerational familiesbull Trusted process by our team with more than 80 years of combined fi nancial experience
Based in beautiful Portsmouth NH I am honored on behalf of the Measured Wealth Private Client Group LLC to receive this award Such recognition confi rms the integrity strong values and unparalleled commitment to excellence that we strive to practice each and every day At Measured Wealth Private Client Group risk management has always been our focus ldquoTransitioning from accumulation through preservation and distribution is like night and day How you manage your wealth
during accumulation is far diff erent than how you manage your wealth during the preservation or distribution phases of your liferdquo We have the team experience and integrity to help guide you and your loved ones in all facets of the wealth and fi nancial management processes
We invite you to experience the diff erence
303 Islington Street bull Portsmouth NH 03801Office (603) 431-1444 Ext 12 bull Cell (603) 512-1911
Jlevymeasuredwealthnet bull wwwmeasuredwealthnet
Securities and Investment Advisory Services offered through H Beck Inc Member FINRASIPC Measured Wealth Private Client Group LLC and H Beck Inc are unaffiliated
Titles Jay H Levy Senior Vice President Investment Adviser Representative (IAR) of H Beck Inc
Credentials CFPreg CRPCreg
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph B Cartier
Tomorrow Is Based onWhat You Do Today
bull Client values are the cornerstone of my business
bull Integrity honesty and experience
bull Continual education is the diff erence
Title Financial AdvisorCredential CERTIFIED FINANCIAL PLANNERtrade
No matter what happens in your future you need to be ready for it You need to set goals for it save for it and invest carefully You need to make fi scal responsibility a personal value Most of all you need a strategy
As your fi nancial advisor I will work with you to create a strategy mdash one based on the realities of both your life and the fi nancial world Meet with me and letrsquos get your future started
1000 Elm Street 14th FloorManchester NH 03101
Direct (603) 629-0234
josephcartiermssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Fred J Forman
Top Estate Planning Business and Elder Law Attorney
Admitted in NH ME and MA
Five Star award winner Fred J Forman and his dog George
As one of New Englandrsquos most experienced estate planning business asset protection and elder law attorneys Fred has designed some of the largest and most complex estate and business succession plans He also guides clients in basic personal planning for medical and fi nancial decisions avoiding probate saving estate taxes protecting assets (nursing homes and creditors) protecting inheritances and transitioning businesses He also teaches and authors books on these subjects
Forman Corcoran Clark amp Associates Londonderry NH 03053 bull Portsmouth NH 03801
Biddeford ME 04005 bull Portland ME 04103York ME 03909
Offi ce (603) 434-9500
ff ormanourlegalwebsitecom wwwourlegalwebsitecom
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Duane Goodell
Planning for Your Financial Security
bull Guiding clients to take control of their money and assets so that they can make sound planning decisions for a safe and successful future
PresidentCEO
LUTCF Left to right Two-year winner Duane Goodell Gail Harris Jess Wirkkala and Frank Colon
I am honored to be selected for this prestigious award for the second year in a row My thanks to our clients I look forward to continuing to help you create and secure your future plans and wishes I am humbled by your feedback and your support
I would also like to thank my staff and our strategic partners who provide the wonderful and unique resources that allow us to serve our clients better
We take your planning seriously as we plan for your fi nancial security
160 Emerald Street Suite 10 bull Keene NH 03431-3619
Phone (603) 357-1084 Toll-free (866) 357-1084
dgoodelloptfi nancialcom wwwOptFinancialcom
Securities offered through Triad Advisors Inc Member FINRASIPCMSRB
Two-
Year
Winn
er
James W McCarthy
Charting the Course toYour Financial Future
bull Comprehensive investment strategies
bull Retirement income and estate planning
bull We focus on the complicated things to make your life simple
James W McCarthy President CFPreg CIMAreg
Monica Ann Ness Executive Vice President CFAreg CDFAtrade Left to right Five Star award winner James W McCarthy and Monica Ann Ness
Our sole purpose is to create and protect the wealth of our clients
We are a privately held boutique investment fi rm mdash highly accessible local and dedicated to clients who have entrusted us with their wealth As fi duciaries we act solely and transparently in the best interest of our clients Client centric we do this in a discrete personalized manner
We partner with our clients to address all aspects of their fi nancial health Acting as your personal CFO we allow you to focus on your professional and personal goals
99 Bow Street Suite 300 East Portsmouth NH 03801
Offi ce (603) 964-4480
jmccarthyseascape-capitalcom wwwseascape-capitalcom
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Tom Sileo
Author of ldquoRambling Through a Secular Bear Marketrdquo
bull Comprehensive fi nancial planning
bull Proactive and responsive communication
bull Experience and values
Tom Sileo Financial Advisor Branch Manager Tara Dickison Office ManagerEmily Jousset Client Services Manager
Left to right Five Star award winner Tom Sileo Emily Jousset and Tara Dickison
1984 Graduated from Boston College and joined Bear Stearns amp Co in Boston as a stockbroker 1989 Left to write three books and give hundreds of talks on localnatural history throughout Mass 1998 Joined Morgan Stanley in Nashua as a fi nancial advisor 2009 Opened Raymond James branch as an independent fi nancial advisor 2012 Wrote book on fi nancial planning Tom specializes in comprehensive fi nancial planning He lives in Amherst NH with his wife and three children
410 Amherst Street Suite 275 Nashua NH 03063
Offi ce (603) 578-9784 bull Toll-free (877) 281-9784
TomSileoraymondjamescom wwwRaymondjamescomtomsileo
Award selection for nominated wealth managers are based on satisfying the following criteria credentialed as an investment advisory representative a FINRA-registered representative a CPA or a licensed attorney actively employed as a credentialed professional in the financial services industry for a minimum of five years favorable regulatory and complaint history review fulfilled their firm review based
on internal firm standards and accepting new clients Other criteria considered are one- and five-year client retention rate noninstitutional discretionary andor nondiscretionary client assets administered number of client households served and education and professional designations
D J Shaughnessy
Trusted Advice Exceptional Service
bull Customized portfolios
bull Personalized service
bull Socially responsible investing
DJ Shaughnessy CFA VP Portfolio ManagerAndrew Wetzel CFA VP Research AnalystRobert Taylor CFA Research Analyst
Left to right Robert Taylor Five Star award winner DJ Shaughnessy and Andrew Wetzel
FLPutnam Investment Management Company is an independent trusted investment advisor with a long tradition of off ering the highest level of expertise and client service Serving families and nonprofi t institutions across New England the team manages more than $1 billion in assets Our portfolio managers have a proven track record of working directly with clients to create unique solutions and lasting relationships
155 Fleet Street Portsmouth NH 03801
Offi ce (603) 766-4971 bull Toll-free (800) 356-1781
dshaughnessyfl putnamcom wwwfl putnamcom
FLPutnam Investment Management Company is a registered investment advisor located in Portsmouth NH Portland ME and Wellesley MA FLPutnam may only transact business in those states in which it is registered or qualifies for an exception or exclusion from registration requirements
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Sandra P Mackey
Northeast Planning Associates Inc 43 Constitution Dr Bedford NH 03110 Phone (603) 488-5135 smackeynortheastplanningcom wwwsandymackeycom
bull Investment and wealth management bull Retirement estate and tax planning bull Insurance services and benefi ts consulting
Financial Planner
Member NH Estate Planning Council
Planning for the Unexpected
Sandy has been helping her clients pursue their fi nancial goals for more than 16 years She believes in long-term relationships built around trust and honest open communication She assists her clients with retirement planning trust and estate planning and wealth transfer Sandy helps her clients take control of their fi nancial future by providing ongoing reviews to ascertain if the plan is meeting their goals and objectives
Financial Planner offers advisory services through Northeast Planning Associates Inc (NPA) a registered investment adviser Securites and advisory services offered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not affiliated
Two-
Year
Winn
er
Mary Carroll Murphy
2 Cellu Dr Ste 113 Nashua NH 03063 Offi ce (603) 595-0438 Cell (603) 689-5411 marymurphyschwabcom wwwschwabcomnashua
bull Review of your fi nancial goals bull Assessment of your portfolio riskbull Retirement planning services
Mary Carroll Murphy Independent Branch Leader
Want to Make Even Smarter Financial Decisions
Let Mary Murphy address the issues that are most important to you She off ers guidance to keep your fi nancial goals on track assistance with college savings plans IRA rollovers and estate planning She also has educational resources and workshops
Charles Schwab amp Co Inc and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation Brokerage products are offered by Charles Schwab
amp Co Inc Member SIPC Deposit and lending products and services are offered by Charles Schwab Bank Member FDIC and an Equal Housing Lender
copy2012 Charles Schwab amp Co Inc All rights reserved Member SIPC (1012-5574)
Alan D Friedberg
264 S River Rd Ste 410Bedford NH 03110Phone (603) 296-0039alandfriedbergampfcomameripriseadvisorscomalandfriedberg
bull Strong focus on investment advice bull Client-focused comprehensive approach to fi nancial planning bull Integrity open and honest working relations
Financial Advisor An Ameriprise Platinum Financial Servicesreg Practice
Credentials CFPreg MBA
Committed to Outstanding Client Service
I provide personalized fi nancial planning and investment advice that adjusts to changing market conditions and your goals There are some common mistakes individuals and families make in regard to their fi nances I will strive to help you avoid mistakes while delivering customized recommendations to help you feel in control through a long-term 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
Two-
Year
Winn
er
Shawn A Monty
167 S River Rd Unit 10 Bedford NH 03110 Offi ce (603) 627-1463 Cell (603) 620-6963 shawnfsrpnet wwwfsrpnet
bull More than 27 years in the retirement fi eld bull Customized solutions for business owners bull Specializing in retirement income planning
Managing Partner
Accredited Investment Fiduciaryreg (AIFreg)
Partnering Toward Retirement Success
I would like to thank our clients for their trust and business We work with our clients to establish and monitor wealth management and retirement income strategies that fi t their unique goals and objectives Upon implementation our thoughtful ongoing communication process provides the strategic advantage that helps our clients hold a steady course in an ever-changing environment
Securities offered through Commonwealth Financial Network Member FINRASIPC Advisory services offered through Financial Strategies Retirement Partners a Registered Investment Adviser
Two-
Year
Winn
er
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Jim ODonoghue
1 Harbour Pl Ste 310 Portsmouth NH 03801 Phone (603) 319-8211 Cell (978) 590-3918 jodonoghuewfafi netcom wwwcompassrosepimcom
bull Retirement and investment planning bull Estate investment planning strategies bull Education funding and insurance
President
PhD ndash Economics and Finance
Professional Advice mdash Personal Service
As a client I encourage you to articulate a set of hopes and dreams that defi ne how you want your life to unfold I will then draft a plan to help achieve those hopes and dreams Together we adjust the plan as life changes Insurance products o ered through a liates Advisor selection is not re ective 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 Investment products and services are o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp Company Compass Rose Private Investment Management is a separate entity from WFAFN [CAR 0812-00737] Investment and Insurance Products NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Liana Poodiack
171 W St Keene NH 03431 Phone (603) 357-1100 lianapoodiackwfadvisorscomwwwhomewellsfargoadvisorscomlianapoodiack
bull Investment planning and management services bull Retirement and income planning bull Estate investment and family legacy planning
First Vice President ndash Investments
CERTIFIED FINANCIAL PLANNER trade
Our mission is to help our clients and their families reach their fi nancial goals by providing comprehensive investment planning and creative and sound investment strategies that can help build and preserve wealth for future generations
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 0812-02246]
Two-
Year
Winn
er
Michelle L White
409 Amherst StreetNashua NH 03063Offi ce (603) 595-7526 Ext 214Toll-free (888) 899-0651 michellewhitelplcomwwwmichellelwhitecom
bull Comprehensive fi nancial planning bull Investment and insurance analysis bull Education and advice during transitions
Financial Planner
Credentials AIFreg ChFCreg CLUreg
Advocacy and Guidance for Women
Michelle is a professional guide for her clients during their journey through life She off ers a caring balanced perspective and advice to help clients manage their fi nancial situation through the ups and downs of major life events A holistic approach to planning is critical She specializes in the advocacy and guidance of women specifi cally women in transition career changes divorce widowhood and aging parents
Financial Planner offers advisory services through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member
FINRASIPC NPA and LPL Financial are not affiliated
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
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ional
2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
Winn
er
175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
er
5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
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2012 Five Star Wealth
Man
agers
FS 2 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
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 New Hampshire 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) 743 award candidates in the New Hampshire area were considered for the Five Star Wealth Manager award 170 (approximately 23 percent of the award candidates) were named 2012 Five Star Wealth Managers
diSCloSureSresearch
2012
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 2012 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)
7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this
yearrsquos award winners administer an average of $82 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 293
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 13700 households in the New Hampshire 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 The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 3
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Business PlanningJeffrey Kipperman Mason + Rich CPAs
Estate PlanningSarah Ambrogi Ambrogi Law Office
Michael Bolduc Wyskiel Boc Tillinghast amp Bolduc
Ann Meissner Flood Flood Sheehan amp Tobin
Fred Forman Forman Corcoran Clark amp Associates Page 9
Nicholas Harvey Jr Stebbins Bradley
Gary Holmes Holmes amp Ells
Joseph Kenny Hamblett amp Kerrigan
Anu Mullikin Devine Millimet and Branch Professional Association
James Normand Normand amp Associates
Colleen OrsquoConnell Barradale OrsquoConnell Newkirk amp Dwyer
Financial PlanningP Scott Adams Crown Investment Agency
Debra Anderson Ameriprise Financial Services Inc Page 14
Jared Anderson Offices Established by HR Weisman TN Tessier LK Lambert amp KJ Halloran
Andrea Riley Arnesen Ameriprise Financial Services Inc
Albert Blake Jr Seacoast Financial Network
Mike Bonacorsi Mike Bonacorsi Page 14
Robert Bonfiglio Ameriprise Financial Services Inc
Ben Boucher Ben Boucher Tax amp Investment Advisor
Frederick Boucher Ameriprise Financial Services Inc
Betsy Bowen Morgan Stanley Smith Barney
John Caggiano Northeast Planning Associates
Benjamin Cardinale Baystate Financial Services
Viggo Carstensen Viggo F Carstensen
Michael Charest Ameriprise Financial Services Inc Page 14
Faye Doria Financial Guidance Associates
Scott Dudley Eldridge Investment Advisors
Eric Ellis Ameriprise Financial Services Inc
Dean Firmani Firmani Retirement Services amp Consulting Group
Timothy Fitzbag Ameriprise Financial Services Inc
Edward Flynn Northeast Planning Associates
Alan Friedberg Ameriprise Financial Services Inc Page 12
Gregory Gagne Affinity Investment Group
Mark Gagnon Granite State Retirement Planning Page 7
Robert Garneau MassMutual
Duane Goodell Optimum Financial Page 10
Paul Goyette Northeast Planning Associates Page 6
Travis Grieb Ameriprise Financial Services Inc
Brian Grodman Grodman Financial Group
Dan Hagler Granite State Retirement Planning Page 7
Justin Hall Ameriprise Financial Services Inc
Jon Harrison Northeast Planning Associates
Marc Hebert The Harbor Group
Edward Hickey Jr LPL Financial
Michael Humphries Ameriprise Financial Services Inc
Lisa Hunter Morgan Stanley Smith Barney
James Jewart First Command Financial Services Page 14
Susan John Financial Focus
Carl Johnson Ames Planning Associates
Stephen Kelley Safety First Financial Planning
Brent Kiley Ameriprise Financial Services Inc
Kelly Kingsbury-Roskilly Ameriprise Financial Services Inc
Parag Kulshreshtha Ameriprise Financial Services Inc
Donald Ladd Ameriprise Financial Services Inc
Dawn Latham Commonwealth Financial Network Page 14
Glenn Lepene GML Financial Advisory Services Page 14
Ian MacDermott Morgan Stanley Smith Barney
Sandra Mackey Northeast Planning Associates Page 12
Jeffrey Mason Mason Financial Group
Jim McCarthy Lockheed Federal Credit Union
Terence McCormick Ameriprise Financial Services Inc
David McLaughlin Nutfield Financial Services
Arthur Meconi Ameriprise Financial Services Inc
Jeffrey Migneault Commonwealth Financial Network Page 15
Peter Motsis Ameriprise Financial Services Inc
Diane Murphy Morgan Stanley Smith Barney
Mary Carroll Murphy Charles Schwab Page 12
Deborah Nitzschke Ameriprise Financial Services Inc
Jeffrey Parsons Moses and Parsons Financial Services
Gary Pelletier Northeast Planning Associates
Virginia Perkins LPL Financial
Beth Plentzas Northeast Planning Associates
Erik Potts Baystate Financial Services Page 15
Samuel Reid Charter Oak Capital Management
Timothy Riley The Harbor Group
Kimberley Robinson Mascoma Savings Bank
Andrew Rocco Baystate Financial Services
Eric Sanborn Lord amp Sanborn
Corey Scrupps Northeast Planning Associates Page 15
Mark Severs The Hanover GroupMorgan Stanley Smith Barney
Nathaniel Shaw Paquette amp Shaw Financial Group
Michael Shearin Morgan Stanley Smith Barney
Thomas Sileo Raymond James Financial Services Page 11
Mary Smith Ameriprise Financial Services Inc
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Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 4 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
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
Donald Sommese Morgan Stanley Smith Barney
John Souther The Hanover GroupMorgan Stanley Smith Barney
Wendell Stewart Executive Financial Services
John Strasburger Bay Point Financial
Ron Valpey Valpey Financial Services Page 15
Thomas Wagner Summit Wealth Group
Robert Walczak Granite State Wealth Management
Gary Wallace Northeast Planning Associates
David Wheat Axiom Advisors
Michelle White Northeast Planning Associates Page 13
InsuranceMichael Dimos Baystate Financial Services
Robert Dragon Noyes Insurance Agency
InvestmentsJoseph Altobello Altobello Financial Services
Joyce Skaperdas Anderson Granite Investment Advisors
Lou Athanas Morgan Stanley Smith Barney Page 5
Paul Bedinger Cantella amp Company
Christian Beliveau Northeast Planning Associates
Edward Benway Measured Wealth Private Client Group
Rick Blais Primerica
Jill Boynton Cornerstone Financial Planning Page 14
Jennifer Carleton RBC Wealth Management
Joseph Cartier Morgan Stanley Smith Barney Page 9
John Cogan Federal Savings Bank
Martha Cottrill Taylor Cottrill
James Dimos Baystate Financial Services
Peter Dorfman LPL Financial
Joseph Durell RBC Wealth Management
Timothy Fisher Brendel amp Fisher Wealth Management
Patrick Foley Edward Jones
Michael Fortier Wells Fargo Advisors LLC Page 14
Mary-Lynn Gaudet Raymond James Financial Services
Robert Gile Wedbush Securities
Torrey Greene Greene amp Associates Integrated Retirement Strategies
Jeremy Hall RBC Wealth Management
Curtis Hermann Wells Fargo Advisors LLC Page 14
Pieter Hollenberg RBC Wealth Management
Lori Lambert Weisman Tessier Lambert amp Halloran
Gail Lee Wells Fargo Advisors LLC
Timothy Lesko Granite Investment Advisors
Jay Levy Measured Wealth Private Client Group Page 8
Harold Losey RBC Wealth Management
Stephen Loughman Wells Fargo Advisors LLC
Stephen Lozan Oppenheimer amp Company
John Lumbard Lumbard Investment Counseling
Thomas Lynch RBC Wealth Management
Martha Maki Edward Jones
Stephen Mathieu Legacy Financial Solutions
James McCarthy Seascape Capital Management Page 10
Matthew McFarland Peoplersquos United Bank
Ed Miller Edward Jones
Shawn Monty Financial Strategies Retirement Partners Page 12
Bruce Morrison Money Concepts Capital Corporation
Douglas Nelson Wells Fargo Advisors LLC Page 15
Valerie Nevel Ledyard Financial Advisors Page 15
Amy Neville LPL Financial
Richard Neville LPL Financial
Harold F Neville Jr LPL Financial
Kevin OrsquoBrien Wells Fargo Advisors LLC
James OrsquoDonoghue Compass Rose Private Investment Management Page 13
Denise Petrin Edward Jones
Liana Poodiack Wells Fargo Advisors LLC Page 13
David Ranson Edward Jones
Michael Ryan LPL Financial
Scott Schermerhorn Granite Investment Advisors
Melvin Severance Curbstone Financial Management Corporation
Cydney Shapleigh-Johnson BNH Financial
DJ Shaughnessy FLPutnam Investment Management Company Page 11
Darlene Simard CCO Investment Services
Joseph Skees Granite Bay Wealth Management
Kevin Soles KCS Advisors
Peter Stern The Hanover GroupMorgan Stanley Smith Barney
E Clinton Swift Wells Fargo Advisors LLC
Lori Tetreault Wells Fargo Advisors LLC
William Thomas Wells Fargo Advisors LLC
Vladimir Wilhousky Wells Fargo Advisors LLC
Lance Williamson Baystate Financial Services
Robert Wofchuck Ledgewood Wealth Advisors
TaxationMark Feraco Brayman Houle Keating
amp Albright
Linda Jacobson Linda J Jacobson CPA amp Associates
Debra T Madden David E Tully amp Associates
Belinda Oster Oster amp Wheeler
David Penchansky Penchansky amp Company CPAs
Alan Shafer Alan P Shafer CPA
Janet Spalding Janet Spalding CPA
Geoffrey Youngclaus Youngclaus and Company
copy Five
Star P
rofess
ional
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Star P
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ional
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ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
Lou Athanas Jr
Bringing World-Class Resources
to the Individual Investor
Building an investment portfolio around the unique needs of each client requires a personal approach to wealth management The right plan for one investor is unlikely to be the right plan for another After establishing the investment objectives with his client Lou provides portfolio management consistent with changes in the economy the markets and
individual securities while maintaining the highest standards of quality and integrity If you are considering a second opinion on your portfolio or investment strategy please phone (603) 527-4107 at your convenience to schedule a confi dential no-obligation appointment
14 Country Club Road bull Gilford NH 03249 | 1000 Elm Street bull Manchester NH 03101Toll-free (866) 841-6538 bull Gilford (603) 527-4107 | Toll-free (800) 726-6141 bull Manchester (603) 629-0203
louathanasjrmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
bull Professional portfolio management and retirement income solutions
bull 26 years of wealth management experience
bull Five Star Wealth Manager 2011 ndash 2012
Titles Vice President Financial Advisor Portfolio Manager
Areas of Focus Focusing on Retirement Planning and Wealth Management for Individuals and Institutions
Two-
Year
Winn
er
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Star P
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ional
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ional
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ional
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ional
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ional
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ional
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ional
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Paul M Goyette
Encompassing Your Financial Future
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with more than 25 years of experience Paul Goyette and his team help simplify what seems complex Through his process Paul works with you to develop a comprehensive strategy that takes the very personal needs of your specifi c situation into account He will give you the ldquobig picturerdquo which helps to reduce the stress of an uncertain future
Paul specializes in creating fi nancial strategies for retirees pre-retirees and for those who have family members with special needs He will help you take control of your fi nancial future by providing ongoing support and recommending adjustments as needed
ldquoEvery family faces unique challenges Preparing for the future does not have to be one of themrdquo mdash Paul Goyette
402 Amherst Street Suite 101 bull Nashua NH 03063Office (603) 689-7162 bull Toll-free (800) 420-7781paulgoyettelplcom bull wwwpaulgoyettecom
Financial Planning services offered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member FINRASIPCNortheast Planning Associates Inc and LPL Financial are not affiliated 12-135
bull Comprehensive fi nancial planning
bull Wealth management
bull Proven process to help you simplify what seems complex
Credentials CERTIFIED FINANCIAL PLANNERtrade practitionerCEPreg CFSreg
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
Granite State Retirement Planning Group
Dan P Hagler CFPreg AEPregMark R Gagnon CFPreg CRPCreg
Left to right Kristen Hagler 2012 winner Dan Hagler two-year winner Mark Gagnon Bonnie Severance
bull As a Registered Investment Advisor we are a true fi duciary providing unbiased and objective advicebull Comprehensive fi nancial planning retirement income planning investment managementbull Our staff consists of experienced professionals with a ldquohands-onrdquo approach to fi nancial guidance
ldquoOur practice is client centered specializing in retirement and wealth distribution We treat every client in a caring and compassionate manner just as we would want to be treated As professionals we are dedicated to excellence and integrity in everything we do We believe every client has the right to select the optimum fi nancial strategies and techniques that
are best suited for them In order to achieve this goal we will enhance our clientsrsquo knowledge of investments tax planning and other retirement-related issues We believe that sound proactive advice and implementation is paramount to a comfortable and happy retirementrdquo
360 Route 101 bull Bedford NH 03110Office (603) 472-4447 bull Fax (603) 472-4855
wwwgranitestateretirementcom
Securities offered through Triad Advisors a registered broker-dealer and member FINRA amp SIPC Advisory services offered through Granite State Retirement Planning Inc a Registered Investment Advisor Clearing custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC Members NYSE SIPC
Two-
Year
Winn
er
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ional
2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jay H LevyYoursquove Worked Too Hard to Let This Economy Jeopardize Your Future
Trusted and expert guidance to help ensure your financial future
Left to right Seated Amy Scribner David Batchelder and Deb CurtisStanding Five Star award winner Jay Levy
bull Customized investment and wealth management strategiesbull Comprehensive fi nancial planning for multigenerational familiesbull Trusted process by our team with more than 80 years of combined fi nancial experience
Based in beautiful Portsmouth NH I am honored on behalf of the Measured Wealth Private Client Group LLC to receive this award Such recognition confi rms the integrity strong values and unparalleled commitment to excellence that we strive to practice each and every day At Measured Wealth Private Client Group risk management has always been our focus ldquoTransitioning from accumulation through preservation and distribution is like night and day How you manage your wealth
during accumulation is far diff erent than how you manage your wealth during the preservation or distribution phases of your liferdquo We have the team experience and integrity to help guide you and your loved ones in all facets of the wealth and fi nancial management processes
We invite you to experience the diff erence
303 Islington Street bull Portsmouth NH 03801Office (603) 431-1444 Ext 12 bull Cell (603) 512-1911
Jlevymeasuredwealthnet bull wwwmeasuredwealthnet
Securities and Investment Advisory Services offered through H Beck Inc Member FINRASIPC Measured Wealth Private Client Group LLC and H Beck Inc are unaffiliated
Titles Jay H Levy Senior Vice President Investment Adviser Representative (IAR) of H Beck Inc
Credentials CFPreg CRPCreg
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph B Cartier
Tomorrow Is Based onWhat You Do Today
bull Client values are the cornerstone of my business
bull Integrity honesty and experience
bull Continual education is the diff erence
Title Financial AdvisorCredential CERTIFIED FINANCIAL PLANNERtrade
No matter what happens in your future you need to be ready for it You need to set goals for it save for it and invest carefully You need to make fi scal responsibility a personal value Most of all you need a strategy
As your fi nancial advisor I will work with you to create a strategy mdash one based on the realities of both your life and the fi nancial world Meet with me and letrsquos get your future started
1000 Elm Street 14th FloorManchester NH 03101
Direct (603) 629-0234
josephcartiermssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Fred J Forman
Top Estate Planning Business and Elder Law Attorney
Admitted in NH ME and MA
Five Star award winner Fred J Forman and his dog George
As one of New Englandrsquos most experienced estate planning business asset protection and elder law attorneys Fred has designed some of the largest and most complex estate and business succession plans He also guides clients in basic personal planning for medical and fi nancial decisions avoiding probate saving estate taxes protecting assets (nursing homes and creditors) protecting inheritances and transitioning businesses He also teaches and authors books on these subjects
Forman Corcoran Clark amp Associates Londonderry NH 03053 bull Portsmouth NH 03801
Biddeford ME 04005 bull Portland ME 04103York ME 03909
Offi ce (603) 434-9500
ff ormanourlegalwebsitecom wwwourlegalwebsitecom
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Duane Goodell
Planning for Your Financial Security
bull Guiding clients to take control of their money and assets so that they can make sound planning decisions for a safe and successful future
PresidentCEO
LUTCF Left to right Two-year winner Duane Goodell Gail Harris Jess Wirkkala and Frank Colon
I am honored to be selected for this prestigious award for the second year in a row My thanks to our clients I look forward to continuing to help you create and secure your future plans and wishes I am humbled by your feedback and your support
I would also like to thank my staff and our strategic partners who provide the wonderful and unique resources that allow us to serve our clients better
We take your planning seriously as we plan for your fi nancial security
160 Emerald Street Suite 10 bull Keene NH 03431-3619
Phone (603) 357-1084 Toll-free (866) 357-1084
dgoodelloptfi nancialcom wwwOptFinancialcom
Securities offered through Triad Advisors Inc Member FINRASIPCMSRB
Two-
Year
Winn
er
James W McCarthy
Charting the Course toYour Financial Future
bull Comprehensive investment strategies
bull Retirement income and estate planning
bull We focus on the complicated things to make your life simple
James W McCarthy President CFPreg CIMAreg
Monica Ann Ness Executive Vice President CFAreg CDFAtrade Left to right Five Star award winner James W McCarthy and Monica Ann Ness
Our sole purpose is to create and protect the wealth of our clients
We are a privately held boutique investment fi rm mdash highly accessible local and dedicated to clients who have entrusted us with their wealth As fi duciaries we act solely and transparently in the best interest of our clients Client centric we do this in a discrete personalized manner
We partner with our clients to address all aspects of their fi nancial health Acting as your personal CFO we allow you to focus on your professional and personal goals
99 Bow Street Suite 300 East Portsmouth NH 03801
Offi ce (603) 964-4480
jmccarthyseascape-capitalcom wwwseascape-capitalcom
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Tom Sileo
Author of ldquoRambling Through a Secular Bear Marketrdquo
bull Comprehensive fi nancial planning
bull Proactive and responsive communication
bull Experience and values
Tom Sileo Financial Advisor Branch Manager Tara Dickison Office ManagerEmily Jousset Client Services Manager
Left to right Five Star award winner Tom Sileo Emily Jousset and Tara Dickison
1984 Graduated from Boston College and joined Bear Stearns amp Co in Boston as a stockbroker 1989 Left to write three books and give hundreds of talks on localnatural history throughout Mass 1998 Joined Morgan Stanley in Nashua as a fi nancial advisor 2009 Opened Raymond James branch as an independent fi nancial advisor 2012 Wrote book on fi nancial planning Tom specializes in comprehensive fi nancial planning He lives in Amherst NH with his wife and three children
410 Amherst Street Suite 275 Nashua NH 03063
Offi ce (603) 578-9784 bull Toll-free (877) 281-9784
TomSileoraymondjamescom wwwRaymondjamescomtomsileo
Award selection for nominated wealth managers are based on satisfying the following criteria credentialed as an investment advisory representative a FINRA-registered representative a CPA or a licensed attorney actively employed as a credentialed professional in the financial services industry for a minimum of five years favorable regulatory and complaint history review fulfilled their firm review based
on internal firm standards and accepting new clients Other criteria considered are one- and five-year client retention rate noninstitutional discretionary andor nondiscretionary client assets administered number of client households served and education and professional designations
D J Shaughnessy
Trusted Advice Exceptional Service
bull Customized portfolios
bull Personalized service
bull Socially responsible investing
DJ Shaughnessy CFA VP Portfolio ManagerAndrew Wetzel CFA VP Research AnalystRobert Taylor CFA Research Analyst
Left to right Robert Taylor Five Star award winner DJ Shaughnessy and Andrew Wetzel
FLPutnam Investment Management Company is an independent trusted investment advisor with a long tradition of off ering the highest level of expertise and client service Serving families and nonprofi t institutions across New England the team manages more than $1 billion in assets Our portfolio managers have a proven track record of working directly with clients to create unique solutions and lasting relationships
155 Fleet Street Portsmouth NH 03801
Offi ce (603) 766-4971 bull Toll-free (800) 356-1781
dshaughnessyfl putnamcom wwwfl putnamcom
FLPutnam Investment Management Company is a registered investment advisor located in Portsmouth NH Portland ME and Wellesley MA FLPutnam may only transact business in those states in which it is registered or qualifies for an exception or exclusion from registration requirements
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Sandra P Mackey
Northeast Planning Associates Inc 43 Constitution Dr Bedford NH 03110 Phone (603) 488-5135 smackeynortheastplanningcom wwwsandymackeycom
bull Investment and wealth management bull Retirement estate and tax planning bull Insurance services and benefi ts consulting
Financial Planner
Member NH Estate Planning Council
Planning for the Unexpected
Sandy has been helping her clients pursue their fi nancial goals for more than 16 years She believes in long-term relationships built around trust and honest open communication She assists her clients with retirement planning trust and estate planning and wealth transfer Sandy helps her clients take control of their fi nancial future by providing ongoing reviews to ascertain if the plan is meeting their goals and objectives
Financial Planner offers advisory services through Northeast Planning Associates Inc (NPA) a registered investment adviser Securites and advisory services offered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not affiliated
Two-
Year
Winn
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Mary Carroll Murphy
2 Cellu Dr Ste 113 Nashua NH 03063 Offi ce (603) 595-0438 Cell (603) 689-5411 marymurphyschwabcom wwwschwabcomnashua
bull Review of your fi nancial goals bull Assessment of your portfolio riskbull Retirement planning services
Mary Carroll Murphy Independent Branch Leader
Want to Make Even Smarter Financial Decisions
Let Mary Murphy address the issues that are most important to you She off ers guidance to keep your fi nancial goals on track assistance with college savings plans IRA rollovers and estate planning She also has educational resources and workshops
Charles Schwab amp Co Inc and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation Brokerage products are offered by Charles Schwab
amp Co Inc Member SIPC Deposit and lending products and services are offered by Charles Schwab Bank Member FDIC and an Equal Housing Lender
copy2012 Charles Schwab amp Co Inc All rights reserved Member SIPC (1012-5574)
Alan D Friedberg
264 S River Rd Ste 410Bedford NH 03110Phone (603) 296-0039alandfriedbergampfcomameripriseadvisorscomalandfriedberg
bull Strong focus on investment advice bull Client-focused comprehensive approach to fi nancial planning bull Integrity open and honest working relations
Financial Advisor An Ameriprise Platinum Financial Servicesreg Practice
Credentials CFPreg MBA
Committed to Outstanding Client Service
I provide personalized fi nancial planning and investment advice that adjusts to changing market conditions and your goals There are some common mistakes individuals and families make in regard to their fi nances I will strive to help you avoid mistakes while delivering customized recommendations to help you feel in control through a long-term 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
Two-
Year
Winn
er
Shawn A Monty
167 S River Rd Unit 10 Bedford NH 03110 Offi ce (603) 627-1463 Cell (603) 620-6963 shawnfsrpnet wwwfsrpnet
bull More than 27 years in the retirement fi eld bull Customized solutions for business owners bull Specializing in retirement income planning
Managing Partner
Accredited Investment Fiduciaryreg (AIFreg)
Partnering Toward Retirement Success
I would like to thank our clients for their trust and business We work with our clients to establish and monitor wealth management and retirement income strategies that fi t their unique goals and objectives Upon implementation our thoughtful ongoing communication process provides the strategic advantage that helps our clients hold a steady course in an ever-changing environment
Securities offered through Commonwealth Financial Network Member FINRASIPC Advisory services offered through Financial Strategies Retirement Partners a Registered Investment Adviser
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Jim ODonoghue
1 Harbour Pl Ste 310 Portsmouth NH 03801 Phone (603) 319-8211 Cell (978) 590-3918 jodonoghuewfafi netcom wwwcompassrosepimcom
bull Retirement and investment planning bull Estate investment planning strategies bull Education funding and insurance
President
PhD ndash Economics and Finance
Professional Advice mdash Personal Service
As a client I encourage you to articulate a set of hopes and dreams that defi ne how you want your life to unfold I will then draft a plan to help achieve those hopes and dreams Together we adjust the plan as life changes Insurance products o ered through a liates Advisor selection is not re ective 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 Investment products and services are o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp Company Compass Rose Private Investment Management is a separate entity from WFAFN [CAR 0812-00737] Investment and Insurance Products NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Liana Poodiack
171 W St Keene NH 03431 Phone (603) 357-1100 lianapoodiackwfadvisorscomwwwhomewellsfargoadvisorscomlianapoodiack
bull Investment planning and management services bull Retirement and income planning bull Estate investment and family legacy planning
First Vice President ndash Investments
CERTIFIED FINANCIAL PLANNER trade
Our mission is to help our clients and their families reach their fi nancial goals by providing comprehensive investment planning and creative and sound investment strategies that can help build and preserve wealth for future generations
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 0812-02246]
Two-
Year
Winn
er
Michelle L White
409 Amherst StreetNashua NH 03063Offi ce (603) 595-7526 Ext 214Toll-free (888) 899-0651 michellewhitelplcomwwwmichellelwhitecom
bull Comprehensive fi nancial planning bull Investment and insurance analysis bull Education and advice during transitions
Financial Planner
Credentials AIFreg ChFCreg CLUreg
Advocacy and Guidance for Women
Michelle is a professional guide for her clients during their journey through life She off ers a caring balanced perspective and advice to help clients manage their fi nancial situation through the ups and downs of major life events A holistic approach to planning is critical She specializes in the advocacy and guidance of women specifi cally women in transition career changes divorce widowhood and aging parents
Financial Planner offers advisory services through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member
FINRASIPC NPA and LPL Financial are not affiliated
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
Winn
er
175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
er
5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
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Star P
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Star P
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
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ional
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ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 3
Special advertiSing Section
award winners listed by primary services and listed alphabetically by last name
Business PlanningJeffrey Kipperman Mason + Rich CPAs
Estate PlanningSarah Ambrogi Ambrogi Law Office
Michael Bolduc Wyskiel Boc Tillinghast amp Bolduc
Ann Meissner Flood Flood Sheehan amp Tobin
Fred Forman Forman Corcoran Clark amp Associates Page 9
Nicholas Harvey Jr Stebbins Bradley
Gary Holmes Holmes amp Ells
Joseph Kenny Hamblett amp Kerrigan
Anu Mullikin Devine Millimet and Branch Professional Association
James Normand Normand amp Associates
Colleen OrsquoConnell Barradale OrsquoConnell Newkirk amp Dwyer
Financial PlanningP Scott Adams Crown Investment Agency
Debra Anderson Ameriprise Financial Services Inc Page 14
Jared Anderson Offices Established by HR Weisman TN Tessier LK Lambert amp KJ Halloran
Andrea Riley Arnesen Ameriprise Financial Services Inc
Albert Blake Jr Seacoast Financial Network
Mike Bonacorsi Mike Bonacorsi Page 14
Robert Bonfiglio Ameriprise Financial Services Inc
Ben Boucher Ben Boucher Tax amp Investment Advisor
Frederick Boucher Ameriprise Financial Services Inc
Betsy Bowen Morgan Stanley Smith Barney
John Caggiano Northeast Planning Associates
Benjamin Cardinale Baystate Financial Services
Viggo Carstensen Viggo F Carstensen
Michael Charest Ameriprise Financial Services Inc Page 14
Faye Doria Financial Guidance Associates
Scott Dudley Eldridge Investment Advisors
Eric Ellis Ameriprise Financial Services Inc
Dean Firmani Firmani Retirement Services amp Consulting Group
Timothy Fitzbag Ameriprise Financial Services Inc
Edward Flynn Northeast Planning Associates
Alan Friedberg Ameriprise Financial Services Inc Page 12
Gregory Gagne Affinity Investment Group
Mark Gagnon Granite State Retirement Planning Page 7
Robert Garneau MassMutual
Duane Goodell Optimum Financial Page 10
Paul Goyette Northeast Planning Associates Page 6
Travis Grieb Ameriprise Financial Services Inc
Brian Grodman Grodman Financial Group
Dan Hagler Granite State Retirement Planning Page 7
Justin Hall Ameriprise Financial Services Inc
Jon Harrison Northeast Planning Associates
Marc Hebert The Harbor Group
Edward Hickey Jr LPL Financial
Michael Humphries Ameriprise Financial Services Inc
Lisa Hunter Morgan Stanley Smith Barney
James Jewart First Command Financial Services Page 14
Susan John Financial Focus
Carl Johnson Ames Planning Associates
Stephen Kelley Safety First Financial Planning
Brent Kiley Ameriprise Financial Services Inc
Kelly Kingsbury-Roskilly Ameriprise Financial Services Inc
Parag Kulshreshtha Ameriprise Financial Services Inc
Donald Ladd Ameriprise Financial Services Inc
Dawn Latham Commonwealth Financial Network Page 14
Glenn Lepene GML Financial Advisory Services Page 14
Ian MacDermott Morgan Stanley Smith Barney
Sandra Mackey Northeast Planning Associates Page 12
Jeffrey Mason Mason Financial Group
Jim McCarthy Lockheed Federal Credit Union
Terence McCormick Ameriprise Financial Services Inc
David McLaughlin Nutfield Financial Services
Arthur Meconi Ameriprise Financial Services Inc
Jeffrey Migneault Commonwealth Financial Network Page 15
Peter Motsis Ameriprise Financial Services Inc
Diane Murphy Morgan Stanley Smith Barney
Mary Carroll Murphy Charles Schwab Page 12
Deborah Nitzschke Ameriprise Financial Services Inc
Jeffrey Parsons Moses and Parsons Financial Services
Gary Pelletier Northeast Planning Associates
Virginia Perkins LPL Financial
Beth Plentzas Northeast Planning Associates
Erik Potts Baystate Financial Services Page 15
Samuel Reid Charter Oak Capital Management
Timothy Riley The Harbor Group
Kimberley Robinson Mascoma Savings Bank
Andrew Rocco Baystate Financial Services
Eric Sanborn Lord amp Sanborn
Corey Scrupps Northeast Planning Associates Page 15
Mark Severs The Hanover GroupMorgan Stanley Smith Barney
Nathaniel Shaw Paquette amp Shaw Financial Group
Michael Shearin Morgan Stanley Smith Barney
Thomas Sileo Raymond James Financial Services Page 11
Mary Smith Ameriprise Financial Services Inc
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 4 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
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
Donald Sommese Morgan Stanley Smith Barney
John Souther The Hanover GroupMorgan Stanley Smith Barney
Wendell Stewart Executive Financial Services
John Strasburger Bay Point Financial
Ron Valpey Valpey Financial Services Page 15
Thomas Wagner Summit Wealth Group
Robert Walczak Granite State Wealth Management
Gary Wallace Northeast Planning Associates
David Wheat Axiom Advisors
Michelle White Northeast Planning Associates Page 13
InsuranceMichael Dimos Baystate Financial Services
Robert Dragon Noyes Insurance Agency
InvestmentsJoseph Altobello Altobello Financial Services
Joyce Skaperdas Anderson Granite Investment Advisors
Lou Athanas Morgan Stanley Smith Barney Page 5
Paul Bedinger Cantella amp Company
Christian Beliveau Northeast Planning Associates
Edward Benway Measured Wealth Private Client Group
Rick Blais Primerica
Jill Boynton Cornerstone Financial Planning Page 14
Jennifer Carleton RBC Wealth Management
Joseph Cartier Morgan Stanley Smith Barney Page 9
John Cogan Federal Savings Bank
Martha Cottrill Taylor Cottrill
James Dimos Baystate Financial Services
Peter Dorfman LPL Financial
Joseph Durell RBC Wealth Management
Timothy Fisher Brendel amp Fisher Wealth Management
Patrick Foley Edward Jones
Michael Fortier Wells Fargo Advisors LLC Page 14
Mary-Lynn Gaudet Raymond James Financial Services
Robert Gile Wedbush Securities
Torrey Greene Greene amp Associates Integrated Retirement Strategies
Jeremy Hall RBC Wealth Management
Curtis Hermann Wells Fargo Advisors LLC Page 14
Pieter Hollenberg RBC Wealth Management
Lori Lambert Weisman Tessier Lambert amp Halloran
Gail Lee Wells Fargo Advisors LLC
Timothy Lesko Granite Investment Advisors
Jay Levy Measured Wealth Private Client Group Page 8
Harold Losey RBC Wealth Management
Stephen Loughman Wells Fargo Advisors LLC
Stephen Lozan Oppenheimer amp Company
John Lumbard Lumbard Investment Counseling
Thomas Lynch RBC Wealth Management
Martha Maki Edward Jones
Stephen Mathieu Legacy Financial Solutions
James McCarthy Seascape Capital Management Page 10
Matthew McFarland Peoplersquos United Bank
Ed Miller Edward Jones
Shawn Monty Financial Strategies Retirement Partners Page 12
Bruce Morrison Money Concepts Capital Corporation
Douglas Nelson Wells Fargo Advisors LLC Page 15
Valerie Nevel Ledyard Financial Advisors Page 15
Amy Neville LPL Financial
Richard Neville LPL Financial
Harold F Neville Jr LPL Financial
Kevin OrsquoBrien Wells Fargo Advisors LLC
James OrsquoDonoghue Compass Rose Private Investment Management Page 13
Denise Petrin Edward Jones
Liana Poodiack Wells Fargo Advisors LLC Page 13
David Ranson Edward Jones
Michael Ryan LPL Financial
Scott Schermerhorn Granite Investment Advisors
Melvin Severance Curbstone Financial Management Corporation
Cydney Shapleigh-Johnson BNH Financial
DJ Shaughnessy FLPutnam Investment Management Company Page 11
Darlene Simard CCO Investment Services
Joseph Skees Granite Bay Wealth Management
Kevin Soles KCS Advisors
Peter Stern The Hanover GroupMorgan Stanley Smith Barney
E Clinton Swift Wells Fargo Advisors LLC
Lori Tetreault Wells Fargo Advisors LLC
William Thomas Wells Fargo Advisors LLC
Vladimir Wilhousky Wells Fargo Advisors LLC
Lance Williamson Baystate Financial Services
Robert Wofchuck Ledgewood Wealth Advisors
TaxationMark Feraco Brayman Houle Keating
amp Albright
Linda Jacobson Linda J Jacobson CPA amp Associates
Debra T Madden David E Tully amp Associates
Belinda Oster Oster amp Wheeler
David Penchansky Penchansky amp Company CPAs
Alan Shafer Alan P Shafer CPA
Janet Spalding Janet Spalding CPA
Geoffrey Youngclaus Youngclaus and Company
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
rofess
ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
Lou Athanas Jr
Bringing World-Class Resources
to the Individual Investor
Building an investment portfolio around the unique needs of each client requires a personal approach to wealth management The right plan for one investor is unlikely to be the right plan for another After establishing the investment objectives with his client Lou provides portfolio management consistent with changes in the economy the markets and
individual securities while maintaining the highest standards of quality and integrity If you are considering a second opinion on your portfolio or investment strategy please phone (603) 527-4107 at your convenience to schedule a confi dential no-obligation appointment
14 Country Club Road bull Gilford NH 03249 | 1000 Elm Street bull Manchester NH 03101Toll-free (866) 841-6538 bull Gilford (603) 527-4107 | Toll-free (800) 726-6141 bull Manchester (603) 629-0203
louathanasjrmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
bull Professional portfolio management and retirement income solutions
bull 26 years of wealth management experience
bull Five Star Wealth Manager 2011 ndash 2012
Titles Vice President Financial Advisor Portfolio Manager
Areas of Focus Focusing on Retirement Planning and Wealth Management for Individuals and Institutions
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
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ional
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ional
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rofess
ional
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ional
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Star P
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ional
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ional
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ional
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ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Paul M Goyette
Encompassing Your Financial Future
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with more than 25 years of experience Paul Goyette and his team help simplify what seems complex Through his process Paul works with you to develop a comprehensive strategy that takes the very personal needs of your specifi c situation into account He will give you the ldquobig picturerdquo which helps to reduce the stress of an uncertain future
Paul specializes in creating fi nancial strategies for retirees pre-retirees and for those who have family members with special needs He will help you take control of your fi nancial future by providing ongoing support and recommending adjustments as needed
ldquoEvery family faces unique challenges Preparing for the future does not have to be one of themrdquo mdash Paul Goyette
402 Amherst Street Suite 101 bull Nashua NH 03063Office (603) 689-7162 bull Toll-free (800) 420-7781paulgoyettelplcom bull wwwpaulgoyettecom
Financial Planning services offered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member FINRASIPCNortheast Planning Associates Inc and LPL Financial are not affiliated 12-135
bull Comprehensive fi nancial planning
bull Wealth management
bull Proven process to help you simplify what seems complex
Credentials CERTIFIED FINANCIAL PLANNERtrade practitionerCEPreg CFSreg
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
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Star P
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ional
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ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
Granite State Retirement Planning Group
Dan P Hagler CFPreg AEPregMark R Gagnon CFPreg CRPCreg
Left to right Kristen Hagler 2012 winner Dan Hagler two-year winner Mark Gagnon Bonnie Severance
bull As a Registered Investment Advisor we are a true fi duciary providing unbiased and objective advicebull Comprehensive fi nancial planning retirement income planning investment managementbull Our staff consists of experienced professionals with a ldquohands-onrdquo approach to fi nancial guidance
ldquoOur practice is client centered specializing in retirement and wealth distribution We treat every client in a caring and compassionate manner just as we would want to be treated As professionals we are dedicated to excellence and integrity in everything we do We believe every client has the right to select the optimum fi nancial strategies and techniques that
are best suited for them In order to achieve this goal we will enhance our clientsrsquo knowledge of investments tax planning and other retirement-related issues We believe that sound proactive advice and implementation is paramount to a comfortable and happy retirementrdquo
360 Route 101 bull Bedford NH 03110Office (603) 472-4447 bull Fax (603) 472-4855
wwwgranitestateretirementcom
Securities offered through Triad Advisors a registered broker-dealer and member FINRA amp SIPC Advisory services offered through Granite State Retirement Planning Inc a Registered Investment Advisor Clearing custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC Members NYSE SIPC
Two-
Year
Winn
er
copy Five
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jay H LevyYoursquove Worked Too Hard to Let This Economy Jeopardize Your Future
Trusted and expert guidance to help ensure your financial future
Left to right Seated Amy Scribner David Batchelder and Deb CurtisStanding Five Star award winner Jay Levy
bull Customized investment and wealth management strategiesbull Comprehensive fi nancial planning for multigenerational familiesbull Trusted process by our team with more than 80 years of combined fi nancial experience
Based in beautiful Portsmouth NH I am honored on behalf of the Measured Wealth Private Client Group LLC to receive this award Such recognition confi rms the integrity strong values and unparalleled commitment to excellence that we strive to practice each and every day At Measured Wealth Private Client Group risk management has always been our focus ldquoTransitioning from accumulation through preservation and distribution is like night and day How you manage your wealth
during accumulation is far diff erent than how you manage your wealth during the preservation or distribution phases of your liferdquo We have the team experience and integrity to help guide you and your loved ones in all facets of the wealth and fi nancial management processes
We invite you to experience the diff erence
303 Islington Street bull Portsmouth NH 03801Office (603) 431-1444 Ext 12 bull Cell (603) 512-1911
Jlevymeasuredwealthnet bull wwwmeasuredwealthnet
Securities and Investment Advisory Services offered through H Beck Inc Member FINRASIPC Measured Wealth Private Client Group LLC and H Beck Inc are unaffiliated
Titles Jay H Levy Senior Vice President Investment Adviser Representative (IAR) of H Beck Inc
Credentials CFPreg CRPCreg
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph B Cartier
Tomorrow Is Based onWhat You Do Today
bull Client values are the cornerstone of my business
bull Integrity honesty and experience
bull Continual education is the diff erence
Title Financial AdvisorCredential CERTIFIED FINANCIAL PLANNERtrade
No matter what happens in your future you need to be ready for it You need to set goals for it save for it and invest carefully You need to make fi scal responsibility a personal value Most of all you need a strategy
As your fi nancial advisor I will work with you to create a strategy mdash one based on the realities of both your life and the fi nancial world Meet with me and letrsquos get your future started
1000 Elm Street 14th FloorManchester NH 03101
Direct (603) 629-0234
josephcartiermssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Fred J Forman
Top Estate Planning Business and Elder Law Attorney
Admitted in NH ME and MA
Five Star award winner Fred J Forman and his dog George
As one of New Englandrsquos most experienced estate planning business asset protection and elder law attorneys Fred has designed some of the largest and most complex estate and business succession plans He also guides clients in basic personal planning for medical and fi nancial decisions avoiding probate saving estate taxes protecting assets (nursing homes and creditors) protecting inheritances and transitioning businesses He also teaches and authors books on these subjects
Forman Corcoran Clark amp Associates Londonderry NH 03053 bull Portsmouth NH 03801
Biddeford ME 04005 bull Portland ME 04103York ME 03909
Offi ce (603) 434-9500
ff ormanourlegalwebsitecom wwwourlegalwebsitecom
copy Five
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ional
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Duane Goodell
Planning for Your Financial Security
bull Guiding clients to take control of their money and assets so that they can make sound planning decisions for a safe and successful future
PresidentCEO
LUTCF Left to right Two-year winner Duane Goodell Gail Harris Jess Wirkkala and Frank Colon
I am honored to be selected for this prestigious award for the second year in a row My thanks to our clients I look forward to continuing to help you create and secure your future plans and wishes I am humbled by your feedback and your support
I would also like to thank my staff and our strategic partners who provide the wonderful and unique resources that allow us to serve our clients better
We take your planning seriously as we plan for your fi nancial security
160 Emerald Street Suite 10 bull Keene NH 03431-3619
Phone (603) 357-1084 Toll-free (866) 357-1084
dgoodelloptfi nancialcom wwwOptFinancialcom
Securities offered through Triad Advisors Inc Member FINRASIPCMSRB
Two-
Year
Winn
er
James W McCarthy
Charting the Course toYour Financial Future
bull Comprehensive investment strategies
bull Retirement income and estate planning
bull We focus on the complicated things to make your life simple
James W McCarthy President CFPreg CIMAreg
Monica Ann Ness Executive Vice President CFAreg CDFAtrade Left to right Five Star award winner James W McCarthy and Monica Ann Ness
Our sole purpose is to create and protect the wealth of our clients
We are a privately held boutique investment fi rm mdash highly accessible local and dedicated to clients who have entrusted us with their wealth As fi duciaries we act solely and transparently in the best interest of our clients Client centric we do this in a discrete personalized manner
We partner with our clients to address all aspects of their fi nancial health Acting as your personal CFO we allow you to focus on your professional and personal goals
99 Bow Street Suite 300 East Portsmouth NH 03801
Offi ce (603) 964-4480
jmccarthyseascape-capitalcom wwwseascape-capitalcom
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Tom Sileo
Author of ldquoRambling Through a Secular Bear Marketrdquo
bull Comprehensive fi nancial planning
bull Proactive and responsive communication
bull Experience and values
Tom Sileo Financial Advisor Branch Manager Tara Dickison Office ManagerEmily Jousset Client Services Manager
Left to right Five Star award winner Tom Sileo Emily Jousset and Tara Dickison
1984 Graduated from Boston College and joined Bear Stearns amp Co in Boston as a stockbroker 1989 Left to write three books and give hundreds of talks on localnatural history throughout Mass 1998 Joined Morgan Stanley in Nashua as a fi nancial advisor 2009 Opened Raymond James branch as an independent fi nancial advisor 2012 Wrote book on fi nancial planning Tom specializes in comprehensive fi nancial planning He lives in Amherst NH with his wife and three children
410 Amherst Street Suite 275 Nashua NH 03063
Offi ce (603) 578-9784 bull Toll-free (877) 281-9784
TomSileoraymondjamescom wwwRaymondjamescomtomsileo
Award selection for nominated wealth managers are based on satisfying the following criteria credentialed as an investment advisory representative a FINRA-registered representative a CPA or a licensed attorney actively employed as a credentialed professional in the financial services industry for a minimum of five years favorable regulatory and complaint history review fulfilled their firm review based
on internal firm standards and accepting new clients Other criteria considered are one- and five-year client retention rate noninstitutional discretionary andor nondiscretionary client assets administered number of client households served and education and professional designations
D J Shaughnessy
Trusted Advice Exceptional Service
bull Customized portfolios
bull Personalized service
bull Socially responsible investing
DJ Shaughnessy CFA VP Portfolio ManagerAndrew Wetzel CFA VP Research AnalystRobert Taylor CFA Research Analyst
Left to right Robert Taylor Five Star award winner DJ Shaughnessy and Andrew Wetzel
FLPutnam Investment Management Company is an independent trusted investment advisor with a long tradition of off ering the highest level of expertise and client service Serving families and nonprofi t institutions across New England the team manages more than $1 billion in assets Our portfolio managers have a proven track record of working directly with clients to create unique solutions and lasting relationships
155 Fleet Street Portsmouth NH 03801
Offi ce (603) 766-4971 bull Toll-free (800) 356-1781
dshaughnessyfl putnamcom wwwfl putnamcom
FLPutnam Investment Management Company is a registered investment advisor located in Portsmouth NH Portland ME and Wellesley MA FLPutnam may only transact business in those states in which it is registered or qualifies for an exception or exclusion from registration requirements
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Sandra P Mackey
Northeast Planning Associates Inc 43 Constitution Dr Bedford NH 03110 Phone (603) 488-5135 smackeynortheastplanningcom wwwsandymackeycom
bull Investment and wealth management bull Retirement estate and tax planning bull Insurance services and benefi ts consulting
Financial Planner
Member NH Estate Planning Council
Planning for the Unexpected
Sandy has been helping her clients pursue their fi nancial goals for more than 16 years She believes in long-term relationships built around trust and honest open communication She assists her clients with retirement planning trust and estate planning and wealth transfer Sandy helps her clients take control of their fi nancial future by providing ongoing reviews to ascertain if the plan is meeting their goals and objectives
Financial Planner offers advisory services through Northeast Planning Associates Inc (NPA) a registered investment adviser Securites and advisory services offered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not affiliated
Two-
Year
Winn
er
Mary Carroll Murphy
2 Cellu Dr Ste 113 Nashua NH 03063 Offi ce (603) 595-0438 Cell (603) 689-5411 marymurphyschwabcom wwwschwabcomnashua
bull Review of your fi nancial goals bull Assessment of your portfolio riskbull Retirement planning services
Mary Carroll Murphy Independent Branch Leader
Want to Make Even Smarter Financial Decisions
Let Mary Murphy address the issues that are most important to you She off ers guidance to keep your fi nancial goals on track assistance with college savings plans IRA rollovers and estate planning She also has educational resources and workshops
Charles Schwab amp Co Inc and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation Brokerage products are offered by Charles Schwab
amp Co Inc Member SIPC Deposit and lending products and services are offered by Charles Schwab Bank Member FDIC and an Equal Housing Lender
copy2012 Charles Schwab amp Co Inc All rights reserved Member SIPC (1012-5574)
Alan D Friedberg
264 S River Rd Ste 410Bedford NH 03110Phone (603) 296-0039alandfriedbergampfcomameripriseadvisorscomalandfriedberg
bull Strong focus on investment advice bull Client-focused comprehensive approach to fi nancial planning bull Integrity open and honest working relations
Financial Advisor An Ameriprise Platinum Financial Servicesreg Practice
Credentials CFPreg MBA
Committed to Outstanding Client Service
I provide personalized fi nancial planning and investment advice that adjusts to changing market conditions and your goals There are some common mistakes individuals and families make in regard to their fi nances I will strive to help you avoid mistakes while delivering customized recommendations to help you feel in control through a long-term 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
Two-
Year
Winn
er
Shawn A Monty
167 S River Rd Unit 10 Bedford NH 03110 Offi ce (603) 627-1463 Cell (603) 620-6963 shawnfsrpnet wwwfsrpnet
bull More than 27 years in the retirement fi eld bull Customized solutions for business owners bull Specializing in retirement income planning
Managing Partner
Accredited Investment Fiduciaryreg (AIFreg)
Partnering Toward Retirement Success
I would like to thank our clients for their trust and business We work with our clients to establish and monitor wealth management and retirement income strategies that fi t their unique goals and objectives Upon implementation our thoughtful ongoing communication process provides the strategic advantage that helps our clients hold a steady course in an ever-changing environment
Securities offered through Commonwealth Financial Network Member FINRASIPC Advisory services offered through Financial Strategies Retirement Partners a Registered Investment Adviser
Two-
Year
Winn
er
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Star P
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ional
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Jim ODonoghue
1 Harbour Pl Ste 310 Portsmouth NH 03801 Phone (603) 319-8211 Cell (978) 590-3918 jodonoghuewfafi netcom wwwcompassrosepimcom
bull Retirement and investment planning bull Estate investment planning strategies bull Education funding and insurance
President
PhD ndash Economics and Finance
Professional Advice mdash Personal Service
As a client I encourage you to articulate a set of hopes and dreams that defi ne how you want your life to unfold I will then draft a plan to help achieve those hopes and dreams Together we adjust the plan as life changes Insurance products o ered through a liates Advisor selection is not re ective 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 Investment products and services are o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp Company Compass Rose Private Investment Management is a separate entity from WFAFN [CAR 0812-00737] Investment and Insurance Products NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Liana Poodiack
171 W St Keene NH 03431 Phone (603) 357-1100 lianapoodiackwfadvisorscomwwwhomewellsfargoadvisorscomlianapoodiack
bull Investment planning and management services bull Retirement and income planning bull Estate investment and family legacy planning
First Vice President ndash Investments
CERTIFIED FINANCIAL PLANNER trade
Our mission is to help our clients and their families reach their fi nancial goals by providing comprehensive investment planning and creative and sound investment strategies that can help build and preserve wealth for future generations
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 0812-02246]
Two-
Year
Winn
er
Michelle L White
409 Amherst StreetNashua NH 03063Offi ce (603) 595-7526 Ext 214Toll-free (888) 899-0651 michellewhitelplcomwwwmichellelwhitecom
bull Comprehensive fi nancial planning bull Investment and insurance analysis bull Education and advice during transitions
Financial Planner
Credentials AIFreg ChFCreg CLUreg
Advocacy and Guidance for Women
Michelle is a professional guide for her clients during their journey through life She off ers a caring balanced perspective and advice to help clients manage their fi nancial situation through the ups and downs of major life events A holistic approach to planning is critical She specializes in the advocacy and guidance of women specifi cally women in transition career changes divorce widowhood and aging parents
Financial Planner offers advisory services through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member
FINRASIPC NPA and LPL Financial are not affiliated
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
Winn
er
175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
er
5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
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Star P
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ional
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ional
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ional
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Star P
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
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Star P
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 4 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
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
Donald Sommese Morgan Stanley Smith Barney
John Souther The Hanover GroupMorgan Stanley Smith Barney
Wendell Stewart Executive Financial Services
John Strasburger Bay Point Financial
Ron Valpey Valpey Financial Services Page 15
Thomas Wagner Summit Wealth Group
Robert Walczak Granite State Wealth Management
Gary Wallace Northeast Planning Associates
David Wheat Axiom Advisors
Michelle White Northeast Planning Associates Page 13
InsuranceMichael Dimos Baystate Financial Services
Robert Dragon Noyes Insurance Agency
InvestmentsJoseph Altobello Altobello Financial Services
Joyce Skaperdas Anderson Granite Investment Advisors
Lou Athanas Morgan Stanley Smith Barney Page 5
Paul Bedinger Cantella amp Company
Christian Beliveau Northeast Planning Associates
Edward Benway Measured Wealth Private Client Group
Rick Blais Primerica
Jill Boynton Cornerstone Financial Planning Page 14
Jennifer Carleton RBC Wealth Management
Joseph Cartier Morgan Stanley Smith Barney Page 9
John Cogan Federal Savings Bank
Martha Cottrill Taylor Cottrill
James Dimos Baystate Financial Services
Peter Dorfman LPL Financial
Joseph Durell RBC Wealth Management
Timothy Fisher Brendel amp Fisher Wealth Management
Patrick Foley Edward Jones
Michael Fortier Wells Fargo Advisors LLC Page 14
Mary-Lynn Gaudet Raymond James Financial Services
Robert Gile Wedbush Securities
Torrey Greene Greene amp Associates Integrated Retirement Strategies
Jeremy Hall RBC Wealth Management
Curtis Hermann Wells Fargo Advisors LLC Page 14
Pieter Hollenberg RBC Wealth Management
Lori Lambert Weisman Tessier Lambert amp Halloran
Gail Lee Wells Fargo Advisors LLC
Timothy Lesko Granite Investment Advisors
Jay Levy Measured Wealth Private Client Group Page 8
Harold Losey RBC Wealth Management
Stephen Loughman Wells Fargo Advisors LLC
Stephen Lozan Oppenheimer amp Company
John Lumbard Lumbard Investment Counseling
Thomas Lynch RBC Wealth Management
Martha Maki Edward Jones
Stephen Mathieu Legacy Financial Solutions
James McCarthy Seascape Capital Management Page 10
Matthew McFarland Peoplersquos United Bank
Ed Miller Edward Jones
Shawn Monty Financial Strategies Retirement Partners Page 12
Bruce Morrison Money Concepts Capital Corporation
Douglas Nelson Wells Fargo Advisors LLC Page 15
Valerie Nevel Ledyard Financial Advisors Page 15
Amy Neville LPL Financial
Richard Neville LPL Financial
Harold F Neville Jr LPL Financial
Kevin OrsquoBrien Wells Fargo Advisors LLC
James OrsquoDonoghue Compass Rose Private Investment Management Page 13
Denise Petrin Edward Jones
Liana Poodiack Wells Fargo Advisors LLC Page 13
David Ranson Edward Jones
Michael Ryan LPL Financial
Scott Schermerhorn Granite Investment Advisors
Melvin Severance Curbstone Financial Management Corporation
Cydney Shapleigh-Johnson BNH Financial
DJ Shaughnessy FLPutnam Investment Management Company Page 11
Darlene Simard CCO Investment Services
Joseph Skees Granite Bay Wealth Management
Kevin Soles KCS Advisors
Peter Stern The Hanover GroupMorgan Stanley Smith Barney
E Clinton Swift Wells Fargo Advisors LLC
Lori Tetreault Wells Fargo Advisors LLC
William Thomas Wells Fargo Advisors LLC
Vladimir Wilhousky Wells Fargo Advisors LLC
Lance Williamson Baystate Financial Services
Robert Wofchuck Ledgewood Wealth Advisors
TaxationMark Feraco Brayman Houle Keating
amp Albright
Linda Jacobson Linda J Jacobson CPA amp Associates
Debra T Madden David E Tully amp Associates
Belinda Oster Oster amp Wheeler
David Penchansky Penchansky amp Company CPAs
Alan Shafer Alan P Shafer CPA
Janet Spalding Janet Spalding CPA
Geoffrey Youngclaus Youngclaus and Company
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
Lou Athanas Jr
Bringing World-Class Resources
to the Individual Investor
Building an investment portfolio around the unique needs of each client requires a personal approach to wealth management The right plan for one investor is unlikely to be the right plan for another After establishing the investment objectives with his client Lou provides portfolio management consistent with changes in the economy the markets and
individual securities while maintaining the highest standards of quality and integrity If you are considering a second opinion on your portfolio or investment strategy please phone (603) 527-4107 at your convenience to schedule a confi dential no-obligation appointment
14 Country Club Road bull Gilford NH 03249 | 1000 Elm Street bull Manchester NH 03101Toll-free (866) 841-6538 bull Gilford (603) 527-4107 | Toll-free (800) 726-6141 bull Manchester (603) 629-0203
louathanasjrmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
bull Professional portfolio management and retirement income solutions
bull 26 years of wealth management experience
bull Five Star Wealth Manager 2011 ndash 2012
Titles Vice President Financial Advisor Portfolio Manager
Areas of Focus Focusing on Retirement Planning and Wealth Management for Individuals and Institutions
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Paul M Goyette
Encompassing Your Financial Future
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with more than 25 years of experience Paul Goyette and his team help simplify what seems complex Through his process Paul works with you to develop a comprehensive strategy that takes the very personal needs of your specifi c situation into account He will give you the ldquobig picturerdquo which helps to reduce the stress of an uncertain future
Paul specializes in creating fi nancial strategies for retirees pre-retirees and for those who have family members with special needs He will help you take control of your fi nancial future by providing ongoing support and recommending adjustments as needed
ldquoEvery family faces unique challenges Preparing for the future does not have to be one of themrdquo mdash Paul Goyette
402 Amherst Street Suite 101 bull Nashua NH 03063Office (603) 689-7162 bull Toll-free (800) 420-7781paulgoyettelplcom bull wwwpaulgoyettecom
Financial Planning services offered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member FINRASIPCNortheast Planning Associates Inc and LPL Financial are not affiliated 12-135
bull Comprehensive fi nancial planning
bull Wealth management
bull Proven process to help you simplify what seems complex
Credentials CERTIFIED FINANCIAL PLANNERtrade practitionerCEPreg CFSreg
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
Granite State Retirement Planning Group
Dan P Hagler CFPreg AEPregMark R Gagnon CFPreg CRPCreg
Left to right Kristen Hagler 2012 winner Dan Hagler two-year winner Mark Gagnon Bonnie Severance
bull As a Registered Investment Advisor we are a true fi duciary providing unbiased and objective advicebull Comprehensive fi nancial planning retirement income planning investment managementbull Our staff consists of experienced professionals with a ldquohands-onrdquo approach to fi nancial guidance
ldquoOur practice is client centered specializing in retirement and wealth distribution We treat every client in a caring and compassionate manner just as we would want to be treated As professionals we are dedicated to excellence and integrity in everything we do We believe every client has the right to select the optimum fi nancial strategies and techniques that
are best suited for them In order to achieve this goal we will enhance our clientsrsquo knowledge of investments tax planning and other retirement-related issues We believe that sound proactive advice and implementation is paramount to a comfortable and happy retirementrdquo
360 Route 101 bull Bedford NH 03110Office (603) 472-4447 bull Fax (603) 472-4855
wwwgranitestateretirementcom
Securities offered through Triad Advisors a registered broker-dealer and member FINRA amp SIPC Advisory services offered through Granite State Retirement Planning Inc a Registered Investment Advisor Clearing custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC Members NYSE SIPC
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jay H LevyYoursquove Worked Too Hard to Let This Economy Jeopardize Your Future
Trusted and expert guidance to help ensure your financial future
Left to right Seated Amy Scribner David Batchelder and Deb CurtisStanding Five Star award winner Jay Levy
bull Customized investment and wealth management strategiesbull Comprehensive fi nancial planning for multigenerational familiesbull Trusted process by our team with more than 80 years of combined fi nancial experience
Based in beautiful Portsmouth NH I am honored on behalf of the Measured Wealth Private Client Group LLC to receive this award Such recognition confi rms the integrity strong values and unparalleled commitment to excellence that we strive to practice each and every day At Measured Wealth Private Client Group risk management has always been our focus ldquoTransitioning from accumulation through preservation and distribution is like night and day How you manage your wealth
during accumulation is far diff erent than how you manage your wealth during the preservation or distribution phases of your liferdquo We have the team experience and integrity to help guide you and your loved ones in all facets of the wealth and fi nancial management processes
We invite you to experience the diff erence
303 Islington Street bull Portsmouth NH 03801Office (603) 431-1444 Ext 12 bull Cell (603) 512-1911
Jlevymeasuredwealthnet bull wwwmeasuredwealthnet
Securities and Investment Advisory Services offered through H Beck Inc Member FINRASIPC Measured Wealth Private Client Group LLC and H Beck Inc are unaffiliated
Titles Jay H Levy Senior Vice President Investment Adviser Representative (IAR) of H Beck Inc
Credentials CFPreg CRPCreg
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph B Cartier
Tomorrow Is Based onWhat You Do Today
bull Client values are the cornerstone of my business
bull Integrity honesty and experience
bull Continual education is the diff erence
Title Financial AdvisorCredential CERTIFIED FINANCIAL PLANNERtrade
No matter what happens in your future you need to be ready for it You need to set goals for it save for it and invest carefully You need to make fi scal responsibility a personal value Most of all you need a strategy
As your fi nancial advisor I will work with you to create a strategy mdash one based on the realities of both your life and the fi nancial world Meet with me and letrsquos get your future started
1000 Elm Street 14th FloorManchester NH 03101
Direct (603) 629-0234
josephcartiermssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Fred J Forman
Top Estate Planning Business and Elder Law Attorney
Admitted in NH ME and MA
Five Star award winner Fred J Forman and his dog George
As one of New Englandrsquos most experienced estate planning business asset protection and elder law attorneys Fred has designed some of the largest and most complex estate and business succession plans He also guides clients in basic personal planning for medical and fi nancial decisions avoiding probate saving estate taxes protecting assets (nursing homes and creditors) protecting inheritances and transitioning businesses He also teaches and authors books on these subjects
Forman Corcoran Clark amp Associates Londonderry NH 03053 bull Portsmouth NH 03801
Biddeford ME 04005 bull Portland ME 04103York ME 03909
Offi ce (603) 434-9500
ff ormanourlegalwebsitecom wwwourlegalwebsitecom
copy Five
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ional
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Duane Goodell
Planning for Your Financial Security
bull Guiding clients to take control of their money and assets so that they can make sound planning decisions for a safe and successful future
PresidentCEO
LUTCF Left to right Two-year winner Duane Goodell Gail Harris Jess Wirkkala and Frank Colon
I am honored to be selected for this prestigious award for the second year in a row My thanks to our clients I look forward to continuing to help you create and secure your future plans and wishes I am humbled by your feedback and your support
I would also like to thank my staff and our strategic partners who provide the wonderful and unique resources that allow us to serve our clients better
We take your planning seriously as we plan for your fi nancial security
160 Emerald Street Suite 10 bull Keene NH 03431-3619
Phone (603) 357-1084 Toll-free (866) 357-1084
dgoodelloptfi nancialcom wwwOptFinancialcom
Securities offered through Triad Advisors Inc Member FINRASIPCMSRB
Two-
Year
Winn
er
James W McCarthy
Charting the Course toYour Financial Future
bull Comprehensive investment strategies
bull Retirement income and estate planning
bull We focus on the complicated things to make your life simple
James W McCarthy President CFPreg CIMAreg
Monica Ann Ness Executive Vice President CFAreg CDFAtrade Left to right Five Star award winner James W McCarthy and Monica Ann Ness
Our sole purpose is to create and protect the wealth of our clients
We are a privately held boutique investment fi rm mdash highly accessible local and dedicated to clients who have entrusted us with their wealth As fi duciaries we act solely and transparently in the best interest of our clients Client centric we do this in a discrete personalized manner
We partner with our clients to address all aspects of their fi nancial health Acting as your personal CFO we allow you to focus on your professional and personal goals
99 Bow Street Suite 300 East Portsmouth NH 03801
Offi ce (603) 964-4480
jmccarthyseascape-capitalcom wwwseascape-capitalcom
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Tom Sileo
Author of ldquoRambling Through a Secular Bear Marketrdquo
bull Comprehensive fi nancial planning
bull Proactive and responsive communication
bull Experience and values
Tom Sileo Financial Advisor Branch Manager Tara Dickison Office ManagerEmily Jousset Client Services Manager
Left to right Five Star award winner Tom Sileo Emily Jousset and Tara Dickison
1984 Graduated from Boston College and joined Bear Stearns amp Co in Boston as a stockbroker 1989 Left to write three books and give hundreds of talks on localnatural history throughout Mass 1998 Joined Morgan Stanley in Nashua as a fi nancial advisor 2009 Opened Raymond James branch as an independent fi nancial advisor 2012 Wrote book on fi nancial planning Tom specializes in comprehensive fi nancial planning He lives in Amherst NH with his wife and three children
410 Amherst Street Suite 275 Nashua NH 03063
Offi ce (603) 578-9784 bull Toll-free (877) 281-9784
TomSileoraymondjamescom wwwRaymondjamescomtomsileo
Award selection for nominated wealth managers are based on satisfying the following criteria credentialed as an investment advisory representative a FINRA-registered representative a CPA or a licensed attorney actively employed as a credentialed professional in the financial services industry for a minimum of five years favorable regulatory and complaint history review fulfilled their firm review based
on internal firm standards and accepting new clients Other criteria considered are one- and five-year client retention rate noninstitutional discretionary andor nondiscretionary client assets administered number of client households served and education and professional designations
D J Shaughnessy
Trusted Advice Exceptional Service
bull Customized portfolios
bull Personalized service
bull Socially responsible investing
DJ Shaughnessy CFA VP Portfolio ManagerAndrew Wetzel CFA VP Research AnalystRobert Taylor CFA Research Analyst
Left to right Robert Taylor Five Star award winner DJ Shaughnessy and Andrew Wetzel
FLPutnam Investment Management Company is an independent trusted investment advisor with a long tradition of off ering the highest level of expertise and client service Serving families and nonprofi t institutions across New England the team manages more than $1 billion in assets Our portfolio managers have a proven track record of working directly with clients to create unique solutions and lasting relationships
155 Fleet Street Portsmouth NH 03801
Offi ce (603) 766-4971 bull Toll-free (800) 356-1781
dshaughnessyfl putnamcom wwwfl putnamcom
FLPutnam Investment Management Company is a registered investment advisor located in Portsmouth NH Portland ME and Wellesley MA FLPutnam may only transact business in those states in which it is registered or qualifies for an exception or exclusion from registration requirements
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Sandra P Mackey
Northeast Planning Associates Inc 43 Constitution Dr Bedford NH 03110 Phone (603) 488-5135 smackeynortheastplanningcom wwwsandymackeycom
bull Investment and wealth management bull Retirement estate and tax planning bull Insurance services and benefi ts consulting
Financial Planner
Member NH Estate Planning Council
Planning for the Unexpected
Sandy has been helping her clients pursue their fi nancial goals for more than 16 years She believes in long-term relationships built around trust and honest open communication She assists her clients with retirement planning trust and estate planning and wealth transfer Sandy helps her clients take control of their fi nancial future by providing ongoing reviews to ascertain if the plan is meeting their goals and objectives
Financial Planner offers advisory services through Northeast Planning Associates Inc (NPA) a registered investment adviser Securites and advisory services offered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not affiliated
Two-
Year
Winn
er
Mary Carroll Murphy
2 Cellu Dr Ste 113 Nashua NH 03063 Offi ce (603) 595-0438 Cell (603) 689-5411 marymurphyschwabcom wwwschwabcomnashua
bull Review of your fi nancial goals bull Assessment of your portfolio riskbull Retirement planning services
Mary Carroll Murphy Independent Branch Leader
Want to Make Even Smarter Financial Decisions
Let Mary Murphy address the issues that are most important to you She off ers guidance to keep your fi nancial goals on track assistance with college savings plans IRA rollovers and estate planning She also has educational resources and workshops
Charles Schwab amp Co Inc and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation Brokerage products are offered by Charles Schwab
amp Co Inc Member SIPC Deposit and lending products and services are offered by Charles Schwab Bank Member FDIC and an Equal Housing Lender
copy2012 Charles Schwab amp Co Inc All rights reserved Member SIPC (1012-5574)
Alan D Friedberg
264 S River Rd Ste 410Bedford NH 03110Phone (603) 296-0039alandfriedbergampfcomameripriseadvisorscomalandfriedberg
bull Strong focus on investment advice bull Client-focused comprehensive approach to fi nancial planning bull Integrity open and honest working relations
Financial Advisor An Ameriprise Platinum Financial Servicesreg Practice
Credentials CFPreg MBA
Committed to Outstanding Client Service
I provide personalized fi nancial planning and investment advice that adjusts to changing market conditions and your goals There are some common mistakes individuals and families make in regard to their fi nances I will strive to help you avoid mistakes while delivering customized recommendations to help you feel in control through a long-term 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
Two-
Year
Winn
er
Shawn A Monty
167 S River Rd Unit 10 Bedford NH 03110 Offi ce (603) 627-1463 Cell (603) 620-6963 shawnfsrpnet wwwfsrpnet
bull More than 27 years in the retirement fi eld bull Customized solutions for business owners bull Specializing in retirement income planning
Managing Partner
Accredited Investment Fiduciaryreg (AIFreg)
Partnering Toward Retirement Success
I would like to thank our clients for their trust and business We work with our clients to establish and monitor wealth management and retirement income strategies that fi t their unique goals and objectives Upon implementation our thoughtful ongoing communication process provides the strategic advantage that helps our clients hold a steady course in an ever-changing environment
Securities offered through Commonwealth Financial Network Member FINRASIPC Advisory services offered through Financial Strategies Retirement Partners a Registered Investment Adviser
Two-
Year
Winn
er
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Star P
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ional
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ional
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ional
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ional
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ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Jim ODonoghue
1 Harbour Pl Ste 310 Portsmouth NH 03801 Phone (603) 319-8211 Cell (978) 590-3918 jodonoghuewfafi netcom wwwcompassrosepimcom
bull Retirement and investment planning bull Estate investment planning strategies bull Education funding and insurance
President
PhD ndash Economics and Finance
Professional Advice mdash Personal Service
As a client I encourage you to articulate a set of hopes and dreams that defi ne how you want your life to unfold I will then draft a plan to help achieve those hopes and dreams Together we adjust the plan as life changes Insurance products o ered through a liates Advisor selection is not re ective 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 Investment products and services are o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp Company Compass Rose Private Investment Management is a separate entity from WFAFN [CAR 0812-00737] Investment and Insurance Products NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Liana Poodiack
171 W St Keene NH 03431 Phone (603) 357-1100 lianapoodiackwfadvisorscomwwwhomewellsfargoadvisorscomlianapoodiack
bull Investment planning and management services bull Retirement and income planning bull Estate investment and family legacy planning
First Vice President ndash Investments
CERTIFIED FINANCIAL PLANNER trade
Our mission is to help our clients and their families reach their fi nancial goals by providing comprehensive investment planning and creative and sound investment strategies that can help build and preserve wealth for future generations
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 0812-02246]
Two-
Year
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er
Michelle L White
409 Amherst StreetNashua NH 03063Offi ce (603) 595-7526 Ext 214Toll-free (888) 899-0651 michellewhitelplcomwwwmichellelwhitecom
bull Comprehensive fi nancial planning bull Investment and insurance analysis bull Education and advice during transitions
Financial Planner
Credentials AIFreg ChFCreg CLUreg
Advocacy and Guidance for Women
Michelle is a professional guide for her clients during their journey through life She off ers a caring balanced perspective and advice to help clients manage their fi nancial situation through the ups and downs of major life events A holistic approach to planning is critical She specializes in the advocacy and guidance of women specifi cally women in transition career changes divorce widowhood and aging parents
Financial Planner offers advisory services through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member
FINRASIPC NPA and LPL Financial are not affiliated
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
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175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
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5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
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Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
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149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
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2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
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39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
Lou Athanas Jr
Bringing World-Class Resources
to the Individual Investor
Building an investment portfolio around the unique needs of each client requires a personal approach to wealth management The right plan for one investor is unlikely to be the right plan for another After establishing the investment objectives with his client Lou provides portfolio management consistent with changes in the economy the markets and
individual securities while maintaining the highest standards of quality and integrity If you are considering a second opinion on your portfolio or investment strategy please phone (603) 527-4107 at your convenience to schedule a confi dential no-obligation appointment
14 Country Club Road bull Gilford NH 03249 | 1000 Elm Street bull Manchester NH 03101Toll-free (866) 841-6538 bull Gilford (603) 527-4107 | Toll-free (800) 726-6141 bull Manchester (603) 629-0203
louathanasjrmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
bull Professional portfolio management and retirement income solutions
bull 26 years of wealth management experience
bull Five Star Wealth Manager 2011 ndash 2012
Titles Vice President Financial Advisor Portfolio Manager
Areas of Focus Focusing on Retirement Planning and Wealth Management for Individuals and Institutions
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Paul M Goyette
Encompassing Your Financial Future
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with more than 25 years of experience Paul Goyette and his team help simplify what seems complex Through his process Paul works with you to develop a comprehensive strategy that takes the very personal needs of your specifi c situation into account He will give you the ldquobig picturerdquo which helps to reduce the stress of an uncertain future
Paul specializes in creating fi nancial strategies for retirees pre-retirees and for those who have family members with special needs He will help you take control of your fi nancial future by providing ongoing support and recommending adjustments as needed
ldquoEvery family faces unique challenges Preparing for the future does not have to be one of themrdquo mdash Paul Goyette
402 Amherst Street Suite 101 bull Nashua NH 03063Office (603) 689-7162 bull Toll-free (800) 420-7781paulgoyettelplcom bull wwwpaulgoyettecom
Financial Planning services offered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member FINRASIPCNortheast Planning Associates Inc and LPL Financial are not affiliated 12-135
bull Comprehensive fi nancial planning
bull Wealth management
bull Proven process to help you simplify what seems complex
Credentials CERTIFIED FINANCIAL PLANNERtrade practitionerCEPreg CFSreg
Two-
Year
Winn
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
Granite State Retirement Planning Group
Dan P Hagler CFPreg AEPregMark R Gagnon CFPreg CRPCreg
Left to right Kristen Hagler 2012 winner Dan Hagler two-year winner Mark Gagnon Bonnie Severance
bull As a Registered Investment Advisor we are a true fi duciary providing unbiased and objective advicebull Comprehensive fi nancial planning retirement income planning investment managementbull Our staff consists of experienced professionals with a ldquohands-onrdquo approach to fi nancial guidance
ldquoOur practice is client centered specializing in retirement and wealth distribution We treat every client in a caring and compassionate manner just as we would want to be treated As professionals we are dedicated to excellence and integrity in everything we do We believe every client has the right to select the optimum fi nancial strategies and techniques that
are best suited for them In order to achieve this goal we will enhance our clientsrsquo knowledge of investments tax planning and other retirement-related issues We believe that sound proactive advice and implementation is paramount to a comfortable and happy retirementrdquo
360 Route 101 bull Bedford NH 03110Office (603) 472-4447 bull Fax (603) 472-4855
wwwgranitestateretirementcom
Securities offered through Triad Advisors a registered broker-dealer and member FINRA amp SIPC Advisory services offered through Granite State Retirement Planning Inc a Registered Investment Advisor Clearing custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC Members NYSE SIPC
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jay H LevyYoursquove Worked Too Hard to Let This Economy Jeopardize Your Future
Trusted and expert guidance to help ensure your financial future
Left to right Seated Amy Scribner David Batchelder and Deb CurtisStanding Five Star award winner Jay Levy
bull Customized investment and wealth management strategiesbull Comprehensive fi nancial planning for multigenerational familiesbull Trusted process by our team with more than 80 years of combined fi nancial experience
Based in beautiful Portsmouth NH I am honored on behalf of the Measured Wealth Private Client Group LLC to receive this award Such recognition confi rms the integrity strong values and unparalleled commitment to excellence that we strive to practice each and every day At Measured Wealth Private Client Group risk management has always been our focus ldquoTransitioning from accumulation through preservation and distribution is like night and day How you manage your wealth
during accumulation is far diff erent than how you manage your wealth during the preservation or distribution phases of your liferdquo We have the team experience and integrity to help guide you and your loved ones in all facets of the wealth and fi nancial management processes
We invite you to experience the diff erence
303 Islington Street bull Portsmouth NH 03801Office (603) 431-1444 Ext 12 bull Cell (603) 512-1911
Jlevymeasuredwealthnet bull wwwmeasuredwealthnet
Securities and Investment Advisory Services offered through H Beck Inc Member FINRASIPC Measured Wealth Private Client Group LLC and H Beck Inc are unaffiliated
Titles Jay H Levy Senior Vice President Investment Adviser Representative (IAR) of H Beck Inc
Credentials CFPreg CRPCreg
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph B Cartier
Tomorrow Is Based onWhat You Do Today
bull Client values are the cornerstone of my business
bull Integrity honesty and experience
bull Continual education is the diff erence
Title Financial AdvisorCredential CERTIFIED FINANCIAL PLANNERtrade
No matter what happens in your future you need to be ready for it You need to set goals for it save for it and invest carefully You need to make fi scal responsibility a personal value Most of all you need a strategy
As your fi nancial advisor I will work with you to create a strategy mdash one based on the realities of both your life and the fi nancial world Meet with me and letrsquos get your future started
1000 Elm Street 14th FloorManchester NH 03101
Direct (603) 629-0234
josephcartiermssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Fred J Forman
Top Estate Planning Business and Elder Law Attorney
Admitted in NH ME and MA
Five Star award winner Fred J Forman and his dog George
As one of New Englandrsquos most experienced estate planning business asset protection and elder law attorneys Fred has designed some of the largest and most complex estate and business succession plans He also guides clients in basic personal planning for medical and fi nancial decisions avoiding probate saving estate taxes protecting assets (nursing homes and creditors) protecting inheritances and transitioning businesses He also teaches and authors books on these subjects
Forman Corcoran Clark amp Associates Londonderry NH 03053 bull Portsmouth NH 03801
Biddeford ME 04005 bull Portland ME 04103York ME 03909
Offi ce (603) 434-9500
ff ormanourlegalwebsitecom wwwourlegalwebsitecom
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ional
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Duane Goodell
Planning for Your Financial Security
bull Guiding clients to take control of their money and assets so that they can make sound planning decisions for a safe and successful future
PresidentCEO
LUTCF Left to right Two-year winner Duane Goodell Gail Harris Jess Wirkkala and Frank Colon
I am honored to be selected for this prestigious award for the second year in a row My thanks to our clients I look forward to continuing to help you create and secure your future plans and wishes I am humbled by your feedback and your support
I would also like to thank my staff and our strategic partners who provide the wonderful and unique resources that allow us to serve our clients better
We take your planning seriously as we plan for your fi nancial security
160 Emerald Street Suite 10 bull Keene NH 03431-3619
Phone (603) 357-1084 Toll-free (866) 357-1084
dgoodelloptfi nancialcom wwwOptFinancialcom
Securities offered through Triad Advisors Inc Member FINRASIPCMSRB
Two-
Year
Winn
er
James W McCarthy
Charting the Course toYour Financial Future
bull Comprehensive investment strategies
bull Retirement income and estate planning
bull We focus on the complicated things to make your life simple
James W McCarthy President CFPreg CIMAreg
Monica Ann Ness Executive Vice President CFAreg CDFAtrade Left to right Five Star award winner James W McCarthy and Monica Ann Ness
Our sole purpose is to create and protect the wealth of our clients
We are a privately held boutique investment fi rm mdash highly accessible local and dedicated to clients who have entrusted us with their wealth As fi duciaries we act solely and transparently in the best interest of our clients Client centric we do this in a discrete personalized manner
We partner with our clients to address all aspects of their fi nancial health Acting as your personal CFO we allow you to focus on your professional and personal goals
99 Bow Street Suite 300 East Portsmouth NH 03801
Offi ce (603) 964-4480
jmccarthyseascape-capitalcom wwwseascape-capitalcom
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Tom Sileo
Author of ldquoRambling Through a Secular Bear Marketrdquo
bull Comprehensive fi nancial planning
bull Proactive and responsive communication
bull Experience and values
Tom Sileo Financial Advisor Branch Manager Tara Dickison Office ManagerEmily Jousset Client Services Manager
Left to right Five Star award winner Tom Sileo Emily Jousset and Tara Dickison
1984 Graduated from Boston College and joined Bear Stearns amp Co in Boston as a stockbroker 1989 Left to write three books and give hundreds of talks on localnatural history throughout Mass 1998 Joined Morgan Stanley in Nashua as a fi nancial advisor 2009 Opened Raymond James branch as an independent fi nancial advisor 2012 Wrote book on fi nancial planning Tom specializes in comprehensive fi nancial planning He lives in Amherst NH with his wife and three children
410 Amherst Street Suite 275 Nashua NH 03063
Offi ce (603) 578-9784 bull Toll-free (877) 281-9784
TomSileoraymondjamescom wwwRaymondjamescomtomsileo
Award selection for nominated wealth managers are based on satisfying the following criteria credentialed as an investment advisory representative a FINRA-registered representative a CPA or a licensed attorney actively employed as a credentialed professional in the financial services industry for a minimum of five years favorable regulatory and complaint history review fulfilled their firm review based
on internal firm standards and accepting new clients Other criteria considered are one- and five-year client retention rate noninstitutional discretionary andor nondiscretionary client assets administered number of client households served and education and professional designations
D J Shaughnessy
Trusted Advice Exceptional Service
bull Customized portfolios
bull Personalized service
bull Socially responsible investing
DJ Shaughnessy CFA VP Portfolio ManagerAndrew Wetzel CFA VP Research AnalystRobert Taylor CFA Research Analyst
Left to right Robert Taylor Five Star award winner DJ Shaughnessy and Andrew Wetzel
FLPutnam Investment Management Company is an independent trusted investment advisor with a long tradition of off ering the highest level of expertise and client service Serving families and nonprofi t institutions across New England the team manages more than $1 billion in assets Our portfolio managers have a proven track record of working directly with clients to create unique solutions and lasting relationships
155 Fleet Street Portsmouth NH 03801
Offi ce (603) 766-4971 bull Toll-free (800) 356-1781
dshaughnessyfl putnamcom wwwfl putnamcom
FLPutnam Investment Management Company is a registered investment advisor located in Portsmouth NH Portland ME and Wellesley MA FLPutnam may only transact business in those states in which it is registered or qualifies for an exception or exclusion from registration requirements
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Sandra P Mackey
Northeast Planning Associates Inc 43 Constitution Dr Bedford NH 03110 Phone (603) 488-5135 smackeynortheastplanningcom wwwsandymackeycom
bull Investment and wealth management bull Retirement estate and tax planning bull Insurance services and benefi ts consulting
Financial Planner
Member NH Estate Planning Council
Planning for the Unexpected
Sandy has been helping her clients pursue their fi nancial goals for more than 16 years She believes in long-term relationships built around trust and honest open communication She assists her clients with retirement planning trust and estate planning and wealth transfer Sandy helps her clients take control of their fi nancial future by providing ongoing reviews to ascertain if the plan is meeting their goals and objectives
Financial Planner offers advisory services through Northeast Planning Associates Inc (NPA) a registered investment adviser Securites and advisory services offered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not affiliated
Two-
Year
Winn
er
Mary Carroll Murphy
2 Cellu Dr Ste 113 Nashua NH 03063 Offi ce (603) 595-0438 Cell (603) 689-5411 marymurphyschwabcom wwwschwabcomnashua
bull Review of your fi nancial goals bull Assessment of your portfolio riskbull Retirement planning services
Mary Carroll Murphy Independent Branch Leader
Want to Make Even Smarter Financial Decisions
Let Mary Murphy address the issues that are most important to you She off ers guidance to keep your fi nancial goals on track assistance with college savings plans IRA rollovers and estate planning She also has educational resources and workshops
Charles Schwab amp Co Inc and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation Brokerage products are offered by Charles Schwab
amp Co Inc Member SIPC Deposit and lending products and services are offered by Charles Schwab Bank Member FDIC and an Equal Housing Lender
copy2012 Charles Schwab amp Co Inc All rights reserved Member SIPC (1012-5574)
Alan D Friedberg
264 S River Rd Ste 410Bedford NH 03110Phone (603) 296-0039alandfriedbergampfcomameripriseadvisorscomalandfriedberg
bull Strong focus on investment advice bull Client-focused comprehensive approach to fi nancial planning bull Integrity open and honest working relations
Financial Advisor An Ameriprise Platinum Financial Servicesreg Practice
Credentials CFPreg MBA
Committed to Outstanding Client Service
I provide personalized fi nancial planning and investment advice that adjusts to changing market conditions and your goals There are some common mistakes individuals and families make in regard to their fi nances I will strive to help you avoid mistakes while delivering customized recommendations to help you feel in control through a long-term 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
Two-
Year
Winn
er
Shawn A Monty
167 S River Rd Unit 10 Bedford NH 03110 Offi ce (603) 627-1463 Cell (603) 620-6963 shawnfsrpnet wwwfsrpnet
bull More than 27 years in the retirement fi eld bull Customized solutions for business owners bull Specializing in retirement income planning
Managing Partner
Accredited Investment Fiduciaryreg (AIFreg)
Partnering Toward Retirement Success
I would like to thank our clients for their trust and business We work with our clients to establish and monitor wealth management and retirement income strategies that fi t their unique goals and objectives Upon implementation our thoughtful ongoing communication process provides the strategic advantage that helps our clients hold a steady course in an ever-changing environment
Securities offered through Commonwealth Financial Network Member FINRASIPC Advisory services offered through Financial Strategies Retirement Partners a Registered Investment Adviser
Two-
Year
Winn
er
copy Five
Star P
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ional
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ional
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ional
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ional
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Star P
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ional
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Star P
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Jim ODonoghue
1 Harbour Pl Ste 310 Portsmouth NH 03801 Phone (603) 319-8211 Cell (978) 590-3918 jodonoghuewfafi netcom wwwcompassrosepimcom
bull Retirement and investment planning bull Estate investment planning strategies bull Education funding and insurance
President
PhD ndash Economics and Finance
Professional Advice mdash Personal Service
As a client I encourage you to articulate a set of hopes and dreams that defi ne how you want your life to unfold I will then draft a plan to help achieve those hopes and dreams Together we adjust the plan as life changes Insurance products o ered through a liates Advisor selection is not re ective 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 Investment products and services are o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp Company Compass Rose Private Investment Management is a separate entity from WFAFN [CAR 0812-00737] Investment and Insurance Products NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Liana Poodiack
171 W St Keene NH 03431 Phone (603) 357-1100 lianapoodiackwfadvisorscomwwwhomewellsfargoadvisorscomlianapoodiack
bull Investment planning and management services bull Retirement and income planning bull Estate investment and family legacy planning
First Vice President ndash Investments
CERTIFIED FINANCIAL PLANNER trade
Our mission is to help our clients and their families reach their fi nancial goals by providing comprehensive investment planning and creative and sound investment strategies that can help build and preserve wealth for future generations
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 0812-02246]
Two-
Year
Winn
er
Michelle L White
409 Amherst StreetNashua NH 03063Offi ce (603) 595-7526 Ext 214Toll-free (888) 899-0651 michellewhitelplcomwwwmichellelwhitecom
bull Comprehensive fi nancial planning bull Investment and insurance analysis bull Education and advice during transitions
Financial Planner
Credentials AIFreg ChFCreg CLUreg
Advocacy and Guidance for Women
Michelle is a professional guide for her clients during their journey through life She off ers a caring balanced perspective and advice to help clients manage their fi nancial situation through the ups and downs of major life events A holistic approach to planning is critical She specializes in the advocacy and guidance of women specifi cally women in transition career changes divorce widowhood and aging parents
Financial Planner offers advisory services through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member
FINRASIPC NPA and LPL Financial are not affiliated
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
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Star P
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ional
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
Winn
er
175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
er
5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
copy Five
Star P
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
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2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Paul M Goyette
Encompassing Your Financial Future
As a CERTIFIED FINANCIAL PLANNERtrade practitioner with more than 25 years of experience Paul Goyette and his team help simplify what seems complex Through his process Paul works with you to develop a comprehensive strategy that takes the very personal needs of your specifi c situation into account He will give you the ldquobig picturerdquo which helps to reduce the stress of an uncertain future
Paul specializes in creating fi nancial strategies for retirees pre-retirees and for those who have family members with special needs He will help you take control of your fi nancial future by providing ongoing support and recommending adjustments as needed
ldquoEvery family faces unique challenges Preparing for the future does not have to be one of themrdquo mdash Paul Goyette
402 Amherst Street Suite 101 bull Nashua NH 03063Office (603) 689-7162 bull Toll-free (800) 420-7781paulgoyettelplcom bull wwwpaulgoyettecom
Financial Planning services offered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member FINRASIPCNortheast Planning Associates Inc and LPL Financial are not affiliated 12-135
bull Comprehensive fi nancial planning
bull Wealth management
bull Proven process to help you simplify what seems complex
Credentials CERTIFIED FINANCIAL PLANNERtrade practitionerCEPreg CFSreg
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
Granite State Retirement Planning Group
Dan P Hagler CFPreg AEPregMark R Gagnon CFPreg CRPCreg
Left to right Kristen Hagler 2012 winner Dan Hagler two-year winner Mark Gagnon Bonnie Severance
bull As a Registered Investment Advisor we are a true fi duciary providing unbiased and objective advicebull Comprehensive fi nancial planning retirement income planning investment managementbull Our staff consists of experienced professionals with a ldquohands-onrdquo approach to fi nancial guidance
ldquoOur practice is client centered specializing in retirement and wealth distribution We treat every client in a caring and compassionate manner just as we would want to be treated As professionals we are dedicated to excellence and integrity in everything we do We believe every client has the right to select the optimum fi nancial strategies and techniques that
are best suited for them In order to achieve this goal we will enhance our clientsrsquo knowledge of investments tax planning and other retirement-related issues We believe that sound proactive advice and implementation is paramount to a comfortable and happy retirementrdquo
360 Route 101 bull Bedford NH 03110Office (603) 472-4447 bull Fax (603) 472-4855
wwwgranitestateretirementcom
Securities offered through Triad Advisors a registered broker-dealer and member FINRA amp SIPC Advisory services offered through Granite State Retirement Planning Inc a Registered Investment Advisor Clearing custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC Members NYSE SIPC
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jay H LevyYoursquove Worked Too Hard to Let This Economy Jeopardize Your Future
Trusted and expert guidance to help ensure your financial future
Left to right Seated Amy Scribner David Batchelder and Deb CurtisStanding Five Star award winner Jay Levy
bull Customized investment and wealth management strategiesbull Comprehensive fi nancial planning for multigenerational familiesbull Trusted process by our team with more than 80 years of combined fi nancial experience
Based in beautiful Portsmouth NH I am honored on behalf of the Measured Wealth Private Client Group LLC to receive this award Such recognition confi rms the integrity strong values and unparalleled commitment to excellence that we strive to practice each and every day At Measured Wealth Private Client Group risk management has always been our focus ldquoTransitioning from accumulation through preservation and distribution is like night and day How you manage your wealth
during accumulation is far diff erent than how you manage your wealth during the preservation or distribution phases of your liferdquo We have the team experience and integrity to help guide you and your loved ones in all facets of the wealth and fi nancial management processes
We invite you to experience the diff erence
303 Islington Street bull Portsmouth NH 03801Office (603) 431-1444 Ext 12 bull Cell (603) 512-1911
Jlevymeasuredwealthnet bull wwwmeasuredwealthnet
Securities and Investment Advisory Services offered through H Beck Inc Member FINRASIPC Measured Wealth Private Client Group LLC and H Beck Inc are unaffiliated
Titles Jay H Levy Senior Vice President Investment Adviser Representative (IAR) of H Beck Inc
Credentials CFPreg CRPCreg
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph B Cartier
Tomorrow Is Based onWhat You Do Today
bull Client values are the cornerstone of my business
bull Integrity honesty and experience
bull Continual education is the diff erence
Title Financial AdvisorCredential CERTIFIED FINANCIAL PLANNERtrade
No matter what happens in your future you need to be ready for it You need to set goals for it save for it and invest carefully You need to make fi scal responsibility a personal value Most of all you need a strategy
As your fi nancial advisor I will work with you to create a strategy mdash one based on the realities of both your life and the fi nancial world Meet with me and letrsquos get your future started
1000 Elm Street 14th FloorManchester NH 03101
Direct (603) 629-0234
josephcartiermssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Fred J Forman
Top Estate Planning Business and Elder Law Attorney
Admitted in NH ME and MA
Five Star award winner Fred J Forman and his dog George
As one of New Englandrsquos most experienced estate planning business asset protection and elder law attorneys Fred has designed some of the largest and most complex estate and business succession plans He also guides clients in basic personal planning for medical and fi nancial decisions avoiding probate saving estate taxes protecting assets (nursing homes and creditors) protecting inheritances and transitioning businesses He also teaches and authors books on these subjects
Forman Corcoran Clark amp Associates Londonderry NH 03053 bull Portsmouth NH 03801
Biddeford ME 04005 bull Portland ME 04103York ME 03909
Offi ce (603) 434-9500
ff ormanourlegalwebsitecom wwwourlegalwebsitecom
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ional
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Duane Goodell
Planning for Your Financial Security
bull Guiding clients to take control of their money and assets so that they can make sound planning decisions for a safe and successful future
PresidentCEO
LUTCF Left to right Two-year winner Duane Goodell Gail Harris Jess Wirkkala and Frank Colon
I am honored to be selected for this prestigious award for the second year in a row My thanks to our clients I look forward to continuing to help you create and secure your future plans and wishes I am humbled by your feedback and your support
I would also like to thank my staff and our strategic partners who provide the wonderful and unique resources that allow us to serve our clients better
We take your planning seriously as we plan for your fi nancial security
160 Emerald Street Suite 10 bull Keene NH 03431-3619
Phone (603) 357-1084 Toll-free (866) 357-1084
dgoodelloptfi nancialcom wwwOptFinancialcom
Securities offered through Triad Advisors Inc Member FINRASIPCMSRB
Two-
Year
Winn
er
James W McCarthy
Charting the Course toYour Financial Future
bull Comprehensive investment strategies
bull Retirement income and estate planning
bull We focus on the complicated things to make your life simple
James W McCarthy President CFPreg CIMAreg
Monica Ann Ness Executive Vice President CFAreg CDFAtrade Left to right Five Star award winner James W McCarthy and Monica Ann Ness
Our sole purpose is to create and protect the wealth of our clients
We are a privately held boutique investment fi rm mdash highly accessible local and dedicated to clients who have entrusted us with their wealth As fi duciaries we act solely and transparently in the best interest of our clients Client centric we do this in a discrete personalized manner
We partner with our clients to address all aspects of their fi nancial health Acting as your personal CFO we allow you to focus on your professional and personal goals
99 Bow Street Suite 300 East Portsmouth NH 03801
Offi ce (603) 964-4480
jmccarthyseascape-capitalcom wwwseascape-capitalcom
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Tom Sileo
Author of ldquoRambling Through a Secular Bear Marketrdquo
bull Comprehensive fi nancial planning
bull Proactive and responsive communication
bull Experience and values
Tom Sileo Financial Advisor Branch Manager Tara Dickison Office ManagerEmily Jousset Client Services Manager
Left to right Five Star award winner Tom Sileo Emily Jousset and Tara Dickison
1984 Graduated from Boston College and joined Bear Stearns amp Co in Boston as a stockbroker 1989 Left to write three books and give hundreds of talks on localnatural history throughout Mass 1998 Joined Morgan Stanley in Nashua as a fi nancial advisor 2009 Opened Raymond James branch as an independent fi nancial advisor 2012 Wrote book on fi nancial planning Tom specializes in comprehensive fi nancial planning He lives in Amherst NH with his wife and three children
410 Amherst Street Suite 275 Nashua NH 03063
Offi ce (603) 578-9784 bull Toll-free (877) 281-9784
TomSileoraymondjamescom wwwRaymondjamescomtomsileo
Award selection for nominated wealth managers are based on satisfying the following criteria credentialed as an investment advisory representative a FINRA-registered representative a CPA or a licensed attorney actively employed as a credentialed professional in the financial services industry for a minimum of five years favorable regulatory and complaint history review fulfilled their firm review based
on internal firm standards and accepting new clients Other criteria considered are one- and five-year client retention rate noninstitutional discretionary andor nondiscretionary client assets administered number of client households served and education and professional designations
D J Shaughnessy
Trusted Advice Exceptional Service
bull Customized portfolios
bull Personalized service
bull Socially responsible investing
DJ Shaughnessy CFA VP Portfolio ManagerAndrew Wetzel CFA VP Research AnalystRobert Taylor CFA Research Analyst
Left to right Robert Taylor Five Star award winner DJ Shaughnessy and Andrew Wetzel
FLPutnam Investment Management Company is an independent trusted investment advisor with a long tradition of off ering the highest level of expertise and client service Serving families and nonprofi t institutions across New England the team manages more than $1 billion in assets Our portfolio managers have a proven track record of working directly with clients to create unique solutions and lasting relationships
155 Fleet Street Portsmouth NH 03801
Offi ce (603) 766-4971 bull Toll-free (800) 356-1781
dshaughnessyfl putnamcom wwwfl putnamcom
FLPutnam Investment Management Company is a registered investment advisor located in Portsmouth NH Portland ME and Wellesley MA FLPutnam may only transact business in those states in which it is registered or qualifies for an exception or exclusion from registration requirements
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Sandra P Mackey
Northeast Planning Associates Inc 43 Constitution Dr Bedford NH 03110 Phone (603) 488-5135 smackeynortheastplanningcom wwwsandymackeycom
bull Investment and wealth management bull Retirement estate and tax planning bull Insurance services and benefi ts consulting
Financial Planner
Member NH Estate Planning Council
Planning for the Unexpected
Sandy has been helping her clients pursue their fi nancial goals for more than 16 years She believes in long-term relationships built around trust and honest open communication She assists her clients with retirement planning trust and estate planning and wealth transfer Sandy helps her clients take control of their fi nancial future by providing ongoing reviews to ascertain if the plan is meeting their goals and objectives
Financial Planner offers advisory services through Northeast Planning Associates Inc (NPA) a registered investment adviser Securites and advisory services offered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not affiliated
Two-
Year
Winn
er
Mary Carroll Murphy
2 Cellu Dr Ste 113 Nashua NH 03063 Offi ce (603) 595-0438 Cell (603) 689-5411 marymurphyschwabcom wwwschwabcomnashua
bull Review of your fi nancial goals bull Assessment of your portfolio riskbull Retirement planning services
Mary Carroll Murphy Independent Branch Leader
Want to Make Even Smarter Financial Decisions
Let Mary Murphy address the issues that are most important to you She off ers guidance to keep your fi nancial goals on track assistance with college savings plans IRA rollovers and estate planning She also has educational resources and workshops
Charles Schwab amp Co Inc and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation Brokerage products are offered by Charles Schwab
amp Co Inc Member SIPC Deposit and lending products and services are offered by Charles Schwab Bank Member FDIC and an Equal Housing Lender
copy2012 Charles Schwab amp Co Inc All rights reserved Member SIPC (1012-5574)
Alan D Friedberg
264 S River Rd Ste 410Bedford NH 03110Phone (603) 296-0039alandfriedbergampfcomameripriseadvisorscomalandfriedberg
bull Strong focus on investment advice bull Client-focused comprehensive approach to fi nancial planning bull Integrity open and honest working relations
Financial Advisor An Ameriprise Platinum Financial Servicesreg Practice
Credentials CFPreg MBA
Committed to Outstanding Client Service
I provide personalized fi nancial planning and investment advice that adjusts to changing market conditions and your goals There are some common mistakes individuals and families make in regard to their fi nances I will strive to help you avoid mistakes while delivering customized recommendations to help you feel in control through a long-term 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
Two-
Year
Winn
er
Shawn A Monty
167 S River Rd Unit 10 Bedford NH 03110 Offi ce (603) 627-1463 Cell (603) 620-6963 shawnfsrpnet wwwfsrpnet
bull More than 27 years in the retirement fi eld bull Customized solutions for business owners bull Specializing in retirement income planning
Managing Partner
Accredited Investment Fiduciaryreg (AIFreg)
Partnering Toward Retirement Success
I would like to thank our clients for their trust and business We work with our clients to establish and monitor wealth management and retirement income strategies that fi t their unique goals and objectives Upon implementation our thoughtful ongoing communication process provides the strategic advantage that helps our clients hold a steady course in an ever-changing environment
Securities offered through Commonwealth Financial Network Member FINRASIPC Advisory services offered through Financial Strategies Retirement Partners a Registered Investment Adviser
Two-
Year
Winn
er
copy Five
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ional
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ional
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ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Jim ODonoghue
1 Harbour Pl Ste 310 Portsmouth NH 03801 Phone (603) 319-8211 Cell (978) 590-3918 jodonoghuewfafi netcom wwwcompassrosepimcom
bull Retirement and investment planning bull Estate investment planning strategies bull Education funding and insurance
President
PhD ndash Economics and Finance
Professional Advice mdash Personal Service
As a client I encourage you to articulate a set of hopes and dreams that defi ne how you want your life to unfold I will then draft a plan to help achieve those hopes and dreams Together we adjust the plan as life changes Insurance products o ered through a liates Advisor selection is not re ective 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 Investment products and services are o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp Company Compass Rose Private Investment Management is a separate entity from WFAFN [CAR 0812-00737] Investment and Insurance Products NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Liana Poodiack
171 W St Keene NH 03431 Phone (603) 357-1100 lianapoodiackwfadvisorscomwwwhomewellsfargoadvisorscomlianapoodiack
bull Investment planning and management services bull Retirement and income planning bull Estate investment and family legacy planning
First Vice President ndash Investments
CERTIFIED FINANCIAL PLANNER trade
Our mission is to help our clients and their families reach their fi nancial goals by providing comprehensive investment planning and creative and sound investment strategies that can help build and preserve wealth for future generations
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 0812-02246]
Two-
Year
Winn
er
Michelle L White
409 Amherst StreetNashua NH 03063Offi ce (603) 595-7526 Ext 214Toll-free (888) 899-0651 michellewhitelplcomwwwmichellelwhitecom
bull Comprehensive fi nancial planning bull Investment and insurance analysis bull Education and advice during transitions
Financial Planner
Credentials AIFreg ChFCreg CLUreg
Advocacy and Guidance for Women
Michelle is a professional guide for her clients during their journey through life She off ers a caring balanced perspective and advice to help clients manage their fi nancial situation through the ups and downs of major life events A holistic approach to planning is critical She specializes in the advocacy and guidance of women specifi cally women in transition career changes divorce widowhood and aging parents
Financial Planner offers advisory services through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member
FINRASIPC NPA and LPL Financial are not affiliated
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
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Star P
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
Winn
er
175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
er
5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
copy Five
Star P
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Special advertiSing Section
Granite State Retirement Planning Group
Dan P Hagler CFPreg AEPregMark R Gagnon CFPreg CRPCreg
Left to right Kristen Hagler 2012 winner Dan Hagler two-year winner Mark Gagnon Bonnie Severance
bull As a Registered Investment Advisor we are a true fi duciary providing unbiased and objective advicebull Comprehensive fi nancial planning retirement income planning investment managementbull Our staff consists of experienced professionals with a ldquohands-onrdquo approach to fi nancial guidance
ldquoOur practice is client centered specializing in retirement and wealth distribution We treat every client in a caring and compassionate manner just as we would want to be treated As professionals we are dedicated to excellence and integrity in everything we do We believe every client has the right to select the optimum fi nancial strategies and techniques that
are best suited for them In order to achieve this goal we will enhance our clientsrsquo knowledge of investments tax planning and other retirement-related issues We believe that sound proactive advice and implementation is paramount to a comfortable and happy retirementrdquo
360 Route 101 bull Bedford NH 03110Office (603) 472-4447 bull Fax (603) 472-4855
wwwgranitestateretirementcom
Securities offered through Triad Advisors a registered broker-dealer and member FINRA amp SIPC Advisory services offered through Granite State Retirement Planning Inc a Registered Investment Advisor Clearing custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC Members NYSE SIPC
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jay H LevyYoursquove Worked Too Hard to Let This Economy Jeopardize Your Future
Trusted and expert guidance to help ensure your financial future
Left to right Seated Amy Scribner David Batchelder and Deb CurtisStanding Five Star award winner Jay Levy
bull Customized investment and wealth management strategiesbull Comprehensive fi nancial planning for multigenerational familiesbull Trusted process by our team with more than 80 years of combined fi nancial experience
Based in beautiful Portsmouth NH I am honored on behalf of the Measured Wealth Private Client Group LLC to receive this award Such recognition confi rms the integrity strong values and unparalleled commitment to excellence that we strive to practice each and every day At Measured Wealth Private Client Group risk management has always been our focus ldquoTransitioning from accumulation through preservation and distribution is like night and day How you manage your wealth
during accumulation is far diff erent than how you manage your wealth during the preservation or distribution phases of your liferdquo We have the team experience and integrity to help guide you and your loved ones in all facets of the wealth and fi nancial management processes
We invite you to experience the diff erence
303 Islington Street bull Portsmouth NH 03801Office (603) 431-1444 Ext 12 bull Cell (603) 512-1911
Jlevymeasuredwealthnet bull wwwmeasuredwealthnet
Securities and Investment Advisory Services offered through H Beck Inc Member FINRASIPC Measured Wealth Private Client Group LLC and H Beck Inc are unaffiliated
Titles Jay H Levy Senior Vice President Investment Adviser Representative (IAR) of H Beck Inc
Credentials CFPreg CRPCreg
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph B Cartier
Tomorrow Is Based onWhat You Do Today
bull Client values are the cornerstone of my business
bull Integrity honesty and experience
bull Continual education is the diff erence
Title Financial AdvisorCredential CERTIFIED FINANCIAL PLANNERtrade
No matter what happens in your future you need to be ready for it You need to set goals for it save for it and invest carefully You need to make fi scal responsibility a personal value Most of all you need a strategy
As your fi nancial advisor I will work with you to create a strategy mdash one based on the realities of both your life and the fi nancial world Meet with me and letrsquos get your future started
1000 Elm Street 14th FloorManchester NH 03101
Direct (603) 629-0234
josephcartiermssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Fred J Forman
Top Estate Planning Business and Elder Law Attorney
Admitted in NH ME and MA
Five Star award winner Fred J Forman and his dog George
As one of New Englandrsquos most experienced estate planning business asset protection and elder law attorneys Fred has designed some of the largest and most complex estate and business succession plans He also guides clients in basic personal planning for medical and fi nancial decisions avoiding probate saving estate taxes protecting assets (nursing homes and creditors) protecting inheritances and transitioning businesses He also teaches and authors books on these subjects
Forman Corcoran Clark amp Associates Londonderry NH 03053 bull Portsmouth NH 03801
Biddeford ME 04005 bull Portland ME 04103York ME 03909
Offi ce (603) 434-9500
ff ormanourlegalwebsitecom wwwourlegalwebsitecom
copy Five
Star P
rofess
ional
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Star P
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ional
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ional
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Duane Goodell
Planning for Your Financial Security
bull Guiding clients to take control of their money and assets so that they can make sound planning decisions for a safe and successful future
PresidentCEO
LUTCF Left to right Two-year winner Duane Goodell Gail Harris Jess Wirkkala and Frank Colon
I am honored to be selected for this prestigious award for the second year in a row My thanks to our clients I look forward to continuing to help you create and secure your future plans and wishes I am humbled by your feedback and your support
I would also like to thank my staff and our strategic partners who provide the wonderful and unique resources that allow us to serve our clients better
We take your planning seriously as we plan for your fi nancial security
160 Emerald Street Suite 10 bull Keene NH 03431-3619
Phone (603) 357-1084 Toll-free (866) 357-1084
dgoodelloptfi nancialcom wwwOptFinancialcom
Securities offered through Triad Advisors Inc Member FINRASIPCMSRB
Two-
Year
Winn
er
James W McCarthy
Charting the Course toYour Financial Future
bull Comprehensive investment strategies
bull Retirement income and estate planning
bull We focus on the complicated things to make your life simple
James W McCarthy President CFPreg CIMAreg
Monica Ann Ness Executive Vice President CFAreg CDFAtrade Left to right Five Star award winner James W McCarthy and Monica Ann Ness
Our sole purpose is to create and protect the wealth of our clients
We are a privately held boutique investment fi rm mdash highly accessible local and dedicated to clients who have entrusted us with their wealth As fi duciaries we act solely and transparently in the best interest of our clients Client centric we do this in a discrete personalized manner
We partner with our clients to address all aspects of their fi nancial health Acting as your personal CFO we allow you to focus on your professional and personal goals
99 Bow Street Suite 300 East Portsmouth NH 03801
Offi ce (603) 964-4480
jmccarthyseascape-capitalcom wwwseascape-capitalcom
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Tom Sileo
Author of ldquoRambling Through a Secular Bear Marketrdquo
bull Comprehensive fi nancial planning
bull Proactive and responsive communication
bull Experience and values
Tom Sileo Financial Advisor Branch Manager Tara Dickison Office ManagerEmily Jousset Client Services Manager
Left to right Five Star award winner Tom Sileo Emily Jousset and Tara Dickison
1984 Graduated from Boston College and joined Bear Stearns amp Co in Boston as a stockbroker 1989 Left to write three books and give hundreds of talks on localnatural history throughout Mass 1998 Joined Morgan Stanley in Nashua as a fi nancial advisor 2009 Opened Raymond James branch as an independent fi nancial advisor 2012 Wrote book on fi nancial planning Tom specializes in comprehensive fi nancial planning He lives in Amherst NH with his wife and three children
410 Amherst Street Suite 275 Nashua NH 03063
Offi ce (603) 578-9784 bull Toll-free (877) 281-9784
TomSileoraymondjamescom wwwRaymondjamescomtomsileo
Award selection for nominated wealth managers are based on satisfying the following criteria credentialed as an investment advisory representative a FINRA-registered representative a CPA or a licensed attorney actively employed as a credentialed professional in the financial services industry for a minimum of five years favorable regulatory and complaint history review fulfilled their firm review based
on internal firm standards and accepting new clients Other criteria considered are one- and five-year client retention rate noninstitutional discretionary andor nondiscretionary client assets administered number of client households served and education and professional designations
D J Shaughnessy
Trusted Advice Exceptional Service
bull Customized portfolios
bull Personalized service
bull Socially responsible investing
DJ Shaughnessy CFA VP Portfolio ManagerAndrew Wetzel CFA VP Research AnalystRobert Taylor CFA Research Analyst
Left to right Robert Taylor Five Star award winner DJ Shaughnessy and Andrew Wetzel
FLPutnam Investment Management Company is an independent trusted investment advisor with a long tradition of off ering the highest level of expertise and client service Serving families and nonprofi t institutions across New England the team manages more than $1 billion in assets Our portfolio managers have a proven track record of working directly with clients to create unique solutions and lasting relationships
155 Fleet Street Portsmouth NH 03801
Offi ce (603) 766-4971 bull Toll-free (800) 356-1781
dshaughnessyfl putnamcom wwwfl putnamcom
FLPutnam Investment Management Company is a registered investment advisor located in Portsmouth NH Portland ME and Wellesley MA FLPutnam may only transact business in those states in which it is registered or qualifies for an exception or exclusion from registration requirements
copy Five
Star P
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Sandra P Mackey
Northeast Planning Associates Inc 43 Constitution Dr Bedford NH 03110 Phone (603) 488-5135 smackeynortheastplanningcom wwwsandymackeycom
bull Investment and wealth management bull Retirement estate and tax planning bull Insurance services and benefi ts consulting
Financial Planner
Member NH Estate Planning Council
Planning for the Unexpected
Sandy has been helping her clients pursue their fi nancial goals for more than 16 years She believes in long-term relationships built around trust and honest open communication She assists her clients with retirement planning trust and estate planning and wealth transfer Sandy helps her clients take control of their fi nancial future by providing ongoing reviews to ascertain if the plan is meeting their goals and objectives
Financial Planner offers advisory services through Northeast Planning Associates Inc (NPA) a registered investment adviser Securites and advisory services offered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not affiliated
Two-
Year
Winn
er
Mary Carroll Murphy
2 Cellu Dr Ste 113 Nashua NH 03063 Offi ce (603) 595-0438 Cell (603) 689-5411 marymurphyschwabcom wwwschwabcomnashua
bull Review of your fi nancial goals bull Assessment of your portfolio riskbull Retirement planning services
Mary Carroll Murphy Independent Branch Leader
Want to Make Even Smarter Financial Decisions
Let Mary Murphy address the issues that are most important to you She off ers guidance to keep your fi nancial goals on track assistance with college savings plans IRA rollovers and estate planning She also has educational resources and workshops
Charles Schwab amp Co Inc and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation Brokerage products are offered by Charles Schwab
amp Co Inc Member SIPC Deposit and lending products and services are offered by Charles Schwab Bank Member FDIC and an Equal Housing Lender
copy2012 Charles Schwab amp Co Inc All rights reserved Member SIPC (1012-5574)
Alan D Friedberg
264 S River Rd Ste 410Bedford NH 03110Phone (603) 296-0039alandfriedbergampfcomameripriseadvisorscomalandfriedberg
bull Strong focus on investment advice bull Client-focused comprehensive approach to fi nancial planning bull Integrity open and honest working relations
Financial Advisor An Ameriprise Platinum Financial Servicesreg Practice
Credentials CFPreg MBA
Committed to Outstanding Client Service
I provide personalized fi nancial planning and investment advice that adjusts to changing market conditions and your goals There are some common mistakes individuals and families make in regard to their fi nances I will strive to help you avoid mistakes while delivering customized recommendations to help you feel in control through a long-term 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
Two-
Year
Winn
er
Shawn A Monty
167 S River Rd Unit 10 Bedford NH 03110 Offi ce (603) 627-1463 Cell (603) 620-6963 shawnfsrpnet wwwfsrpnet
bull More than 27 years in the retirement fi eld bull Customized solutions for business owners bull Specializing in retirement income planning
Managing Partner
Accredited Investment Fiduciaryreg (AIFreg)
Partnering Toward Retirement Success
I would like to thank our clients for their trust and business We work with our clients to establish and monitor wealth management and retirement income strategies that fi t their unique goals and objectives Upon implementation our thoughtful ongoing communication process provides the strategic advantage that helps our clients hold a steady course in an ever-changing environment
Securities offered through Commonwealth Financial Network Member FINRASIPC Advisory services offered through Financial Strategies Retirement Partners a Registered Investment Adviser
Two-
Year
Winn
er
copy Five
Star P
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ional
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Jim ODonoghue
1 Harbour Pl Ste 310 Portsmouth NH 03801 Phone (603) 319-8211 Cell (978) 590-3918 jodonoghuewfafi netcom wwwcompassrosepimcom
bull Retirement and investment planning bull Estate investment planning strategies bull Education funding and insurance
President
PhD ndash Economics and Finance
Professional Advice mdash Personal Service
As a client I encourage you to articulate a set of hopes and dreams that defi ne how you want your life to unfold I will then draft a plan to help achieve those hopes and dreams Together we adjust the plan as life changes Insurance products o ered through a liates Advisor selection is not re ective 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 Investment products and services are o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp Company Compass Rose Private Investment Management is a separate entity from WFAFN [CAR 0812-00737] Investment and Insurance Products NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Liana Poodiack
171 W St Keene NH 03431 Phone (603) 357-1100 lianapoodiackwfadvisorscomwwwhomewellsfargoadvisorscomlianapoodiack
bull Investment planning and management services bull Retirement and income planning bull Estate investment and family legacy planning
First Vice President ndash Investments
CERTIFIED FINANCIAL PLANNER trade
Our mission is to help our clients and their families reach their fi nancial goals by providing comprehensive investment planning and creative and sound investment strategies that can help build and preserve wealth for future generations
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 0812-02246]
Two-
Year
Winn
er
Michelle L White
409 Amherst StreetNashua NH 03063Offi ce (603) 595-7526 Ext 214Toll-free (888) 899-0651 michellewhitelplcomwwwmichellelwhitecom
bull Comprehensive fi nancial planning bull Investment and insurance analysis bull Education and advice during transitions
Financial Planner
Credentials AIFreg ChFCreg CLUreg
Advocacy and Guidance for Women
Michelle is a professional guide for her clients during their journey through life She off ers a caring balanced perspective and advice to help clients manage their fi nancial situation through the ups and downs of major life events A holistic approach to planning is critical She specializes in the advocacy and guidance of women specifi cally women in transition career changes divorce widowhood and aging parents
Financial Planner offers advisory services through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member
FINRASIPC NPA and LPL Financial are not affiliated
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
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ional
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
Winn
er
175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
er
5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jay H LevyYoursquove Worked Too Hard to Let This Economy Jeopardize Your Future
Trusted and expert guidance to help ensure your financial future
Left to right Seated Amy Scribner David Batchelder and Deb CurtisStanding Five Star award winner Jay Levy
bull Customized investment and wealth management strategiesbull Comprehensive fi nancial planning for multigenerational familiesbull Trusted process by our team with more than 80 years of combined fi nancial experience
Based in beautiful Portsmouth NH I am honored on behalf of the Measured Wealth Private Client Group LLC to receive this award Such recognition confi rms the integrity strong values and unparalleled commitment to excellence that we strive to practice each and every day At Measured Wealth Private Client Group risk management has always been our focus ldquoTransitioning from accumulation through preservation and distribution is like night and day How you manage your wealth
during accumulation is far diff erent than how you manage your wealth during the preservation or distribution phases of your liferdquo We have the team experience and integrity to help guide you and your loved ones in all facets of the wealth and fi nancial management processes
We invite you to experience the diff erence
303 Islington Street bull Portsmouth NH 03801Office (603) 431-1444 Ext 12 bull Cell (603) 512-1911
Jlevymeasuredwealthnet bull wwwmeasuredwealthnet
Securities and Investment Advisory Services offered through H Beck Inc Member FINRASIPC Measured Wealth Private Client Group LLC and H Beck Inc are unaffiliated
Titles Jay H Levy Senior Vice President Investment Adviser Representative (IAR) of H Beck Inc
Credentials CFPreg CRPCreg
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph B Cartier
Tomorrow Is Based onWhat You Do Today
bull Client values are the cornerstone of my business
bull Integrity honesty and experience
bull Continual education is the diff erence
Title Financial AdvisorCredential CERTIFIED FINANCIAL PLANNERtrade
No matter what happens in your future you need to be ready for it You need to set goals for it save for it and invest carefully You need to make fi scal responsibility a personal value Most of all you need a strategy
As your fi nancial advisor I will work with you to create a strategy mdash one based on the realities of both your life and the fi nancial world Meet with me and letrsquos get your future started
1000 Elm Street 14th FloorManchester NH 03101
Direct (603) 629-0234
josephcartiermssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Fred J Forman
Top Estate Planning Business and Elder Law Attorney
Admitted in NH ME and MA
Five Star award winner Fred J Forman and his dog George
As one of New Englandrsquos most experienced estate planning business asset protection and elder law attorneys Fred has designed some of the largest and most complex estate and business succession plans He also guides clients in basic personal planning for medical and fi nancial decisions avoiding probate saving estate taxes protecting assets (nursing homes and creditors) protecting inheritances and transitioning businesses He also teaches and authors books on these subjects
Forman Corcoran Clark amp Associates Londonderry NH 03053 bull Portsmouth NH 03801
Biddeford ME 04005 bull Portland ME 04103York ME 03909
Offi ce (603) 434-9500
ff ormanourlegalwebsitecom wwwourlegalwebsitecom
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Star P
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Duane Goodell
Planning for Your Financial Security
bull Guiding clients to take control of their money and assets so that they can make sound planning decisions for a safe and successful future
PresidentCEO
LUTCF Left to right Two-year winner Duane Goodell Gail Harris Jess Wirkkala and Frank Colon
I am honored to be selected for this prestigious award for the second year in a row My thanks to our clients I look forward to continuing to help you create and secure your future plans and wishes I am humbled by your feedback and your support
I would also like to thank my staff and our strategic partners who provide the wonderful and unique resources that allow us to serve our clients better
We take your planning seriously as we plan for your fi nancial security
160 Emerald Street Suite 10 bull Keene NH 03431-3619
Phone (603) 357-1084 Toll-free (866) 357-1084
dgoodelloptfi nancialcom wwwOptFinancialcom
Securities offered through Triad Advisors Inc Member FINRASIPCMSRB
Two-
Year
Winn
er
James W McCarthy
Charting the Course toYour Financial Future
bull Comprehensive investment strategies
bull Retirement income and estate planning
bull We focus on the complicated things to make your life simple
James W McCarthy President CFPreg CIMAreg
Monica Ann Ness Executive Vice President CFAreg CDFAtrade Left to right Five Star award winner James W McCarthy and Monica Ann Ness
Our sole purpose is to create and protect the wealth of our clients
We are a privately held boutique investment fi rm mdash highly accessible local and dedicated to clients who have entrusted us with their wealth As fi duciaries we act solely and transparently in the best interest of our clients Client centric we do this in a discrete personalized manner
We partner with our clients to address all aspects of their fi nancial health Acting as your personal CFO we allow you to focus on your professional and personal goals
99 Bow Street Suite 300 East Portsmouth NH 03801
Offi ce (603) 964-4480
jmccarthyseascape-capitalcom wwwseascape-capitalcom
copy Five
Star P
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ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Tom Sileo
Author of ldquoRambling Through a Secular Bear Marketrdquo
bull Comprehensive fi nancial planning
bull Proactive and responsive communication
bull Experience and values
Tom Sileo Financial Advisor Branch Manager Tara Dickison Office ManagerEmily Jousset Client Services Manager
Left to right Five Star award winner Tom Sileo Emily Jousset and Tara Dickison
1984 Graduated from Boston College and joined Bear Stearns amp Co in Boston as a stockbroker 1989 Left to write three books and give hundreds of talks on localnatural history throughout Mass 1998 Joined Morgan Stanley in Nashua as a fi nancial advisor 2009 Opened Raymond James branch as an independent fi nancial advisor 2012 Wrote book on fi nancial planning Tom specializes in comprehensive fi nancial planning He lives in Amherst NH with his wife and three children
410 Amherst Street Suite 275 Nashua NH 03063
Offi ce (603) 578-9784 bull Toll-free (877) 281-9784
TomSileoraymondjamescom wwwRaymondjamescomtomsileo
Award selection for nominated wealth managers are based on satisfying the following criteria credentialed as an investment advisory representative a FINRA-registered representative a CPA or a licensed attorney actively employed as a credentialed professional in the financial services industry for a minimum of five years favorable regulatory and complaint history review fulfilled their firm review based
on internal firm standards and accepting new clients Other criteria considered are one- and five-year client retention rate noninstitutional discretionary andor nondiscretionary client assets administered number of client households served and education and professional designations
D J Shaughnessy
Trusted Advice Exceptional Service
bull Customized portfolios
bull Personalized service
bull Socially responsible investing
DJ Shaughnessy CFA VP Portfolio ManagerAndrew Wetzel CFA VP Research AnalystRobert Taylor CFA Research Analyst
Left to right Robert Taylor Five Star award winner DJ Shaughnessy and Andrew Wetzel
FLPutnam Investment Management Company is an independent trusted investment advisor with a long tradition of off ering the highest level of expertise and client service Serving families and nonprofi t institutions across New England the team manages more than $1 billion in assets Our portfolio managers have a proven track record of working directly with clients to create unique solutions and lasting relationships
155 Fleet Street Portsmouth NH 03801
Offi ce (603) 766-4971 bull Toll-free (800) 356-1781
dshaughnessyfl putnamcom wwwfl putnamcom
FLPutnam Investment Management Company is a registered investment advisor located in Portsmouth NH Portland ME and Wellesley MA FLPutnam may only transact business in those states in which it is registered or qualifies for an exception or exclusion from registration requirements
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Sandra P Mackey
Northeast Planning Associates Inc 43 Constitution Dr Bedford NH 03110 Phone (603) 488-5135 smackeynortheastplanningcom wwwsandymackeycom
bull Investment and wealth management bull Retirement estate and tax planning bull Insurance services and benefi ts consulting
Financial Planner
Member NH Estate Planning Council
Planning for the Unexpected
Sandy has been helping her clients pursue their fi nancial goals for more than 16 years She believes in long-term relationships built around trust and honest open communication She assists her clients with retirement planning trust and estate planning and wealth transfer Sandy helps her clients take control of their fi nancial future by providing ongoing reviews to ascertain if the plan is meeting their goals and objectives
Financial Planner offers advisory services through Northeast Planning Associates Inc (NPA) a registered investment adviser Securites and advisory services offered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not affiliated
Two-
Year
Winn
er
Mary Carroll Murphy
2 Cellu Dr Ste 113 Nashua NH 03063 Offi ce (603) 595-0438 Cell (603) 689-5411 marymurphyschwabcom wwwschwabcomnashua
bull Review of your fi nancial goals bull Assessment of your portfolio riskbull Retirement planning services
Mary Carroll Murphy Independent Branch Leader
Want to Make Even Smarter Financial Decisions
Let Mary Murphy address the issues that are most important to you She off ers guidance to keep your fi nancial goals on track assistance with college savings plans IRA rollovers and estate planning She also has educational resources and workshops
Charles Schwab amp Co Inc and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation Brokerage products are offered by Charles Schwab
amp Co Inc Member SIPC Deposit and lending products and services are offered by Charles Schwab Bank Member FDIC and an Equal Housing Lender
copy2012 Charles Schwab amp Co Inc All rights reserved Member SIPC (1012-5574)
Alan D Friedberg
264 S River Rd Ste 410Bedford NH 03110Phone (603) 296-0039alandfriedbergampfcomameripriseadvisorscomalandfriedberg
bull Strong focus on investment advice bull Client-focused comprehensive approach to fi nancial planning bull Integrity open and honest working relations
Financial Advisor An Ameriprise Platinum Financial Servicesreg Practice
Credentials CFPreg MBA
Committed to Outstanding Client Service
I provide personalized fi nancial planning and investment advice that adjusts to changing market conditions and your goals There are some common mistakes individuals and families make in regard to their fi nances I will strive to help you avoid mistakes while delivering customized recommendations to help you feel in control through a long-term 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
Two-
Year
Winn
er
Shawn A Monty
167 S River Rd Unit 10 Bedford NH 03110 Offi ce (603) 627-1463 Cell (603) 620-6963 shawnfsrpnet wwwfsrpnet
bull More than 27 years in the retirement fi eld bull Customized solutions for business owners bull Specializing in retirement income planning
Managing Partner
Accredited Investment Fiduciaryreg (AIFreg)
Partnering Toward Retirement Success
I would like to thank our clients for their trust and business We work with our clients to establish and monitor wealth management and retirement income strategies that fi t their unique goals and objectives Upon implementation our thoughtful ongoing communication process provides the strategic advantage that helps our clients hold a steady course in an ever-changing environment
Securities offered through Commonwealth Financial Network Member FINRASIPC Advisory services offered through Financial Strategies Retirement Partners a Registered Investment Adviser
Two-
Year
Winn
er
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Star P
rofess
ional
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Jim ODonoghue
1 Harbour Pl Ste 310 Portsmouth NH 03801 Phone (603) 319-8211 Cell (978) 590-3918 jodonoghuewfafi netcom wwwcompassrosepimcom
bull Retirement and investment planning bull Estate investment planning strategies bull Education funding and insurance
President
PhD ndash Economics and Finance
Professional Advice mdash Personal Service
As a client I encourage you to articulate a set of hopes and dreams that defi ne how you want your life to unfold I will then draft a plan to help achieve those hopes and dreams Together we adjust the plan as life changes Insurance products o ered through a liates Advisor selection is not re ective 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 Investment products and services are o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp Company Compass Rose Private Investment Management is a separate entity from WFAFN [CAR 0812-00737] Investment and Insurance Products NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Liana Poodiack
171 W St Keene NH 03431 Phone (603) 357-1100 lianapoodiackwfadvisorscomwwwhomewellsfargoadvisorscomlianapoodiack
bull Investment planning and management services bull Retirement and income planning bull Estate investment and family legacy planning
First Vice President ndash Investments
CERTIFIED FINANCIAL PLANNER trade
Our mission is to help our clients and their families reach their fi nancial goals by providing comprehensive investment planning and creative and sound investment strategies that can help build and preserve wealth for future generations
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 0812-02246]
Two-
Year
Winn
er
Michelle L White
409 Amherst StreetNashua NH 03063Offi ce (603) 595-7526 Ext 214Toll-free (888) 899-0651 michellewhitelplcomwwwmichellelwhitecom
bull Comprehensive fi nancial planning bull Investment and insurance analysis bull Education and advice during transitions
Financial Planner
Credentials AIFreg ChFCreg CLUreg
Advocacy and Guidance for Women
Michelle is a professional guide for her clients during their journey through life She off ers a caring balanced perspective and advice to help clients manage their fi nancial situation through the ups and downs of major life events A holistic approach to planning is critical She specializes in the advocacy and guidance of women specifi cally women in transition career changes divorce widowhood and aging parents
Financial Planner offers advisory services through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member
FINRASIPC NPA and LPL Financial are not affiliated
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
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Star P
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ional
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ional
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ional
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ional
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ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
Winn
er
175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
er
5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
copy Five
Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Joseph B Cartier
Tomorrow Is Based onWhat You Do Today
bull Client values are the cornerstone of my business
bull Integrity honesty and experience
bull Continual education is the diff erence
Title Financial AdvisorCredential CERTIFIED FINANCIAL PLANNERtrade
No matter what happens in your future you need to be ready for it You need to set goals for it save for it and invest carefully You need to make fi scal responsibility a personal value Most of all you need a strategy
As your fi nancial advisor I will work with you to create a strategy mdash one based on the realities of both your life and the fi nancial world Meet with me and letrsquos get your future started
1000 Elm Street 14th FloorManchester NH 03101
Direct (603) 629-0234
josephcartiermssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Fred J Forman
Top Estate Planning Business and Elder Law Attorney
Admitted in NH ME and MA
Five Star award winner Fred J Forman and his dog George
As one of New Englandrsquos most experienced estate planning business asset protection and elder law attorneys Fred has designed some of the largest and most complex estate and business succession plans He also guides clients in basic personal planning for medical and fi nancial decisions avoiding probate saving estate taxes protecting assets (nursing homes and creditors) protecting inheritances and transitioning businesses He also teaches and authors books on these subjects
Forman Corcoran Clark amp Associates Londonderry NH 03053 bull Portsmouth NH 03801
Biddeford ME 04005 bull Portland ME 04103York ME 03909
Offi ce (603) 434-9500
ff ormanourlegalwebsitecom wwwourlegalwebsitecom
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Duane Goodell
Planning for Your Financial Security
bull Guiding clients to take control of their money and assets so that they can make sound planning decisions for a safe and successful future
PresidentCEO
LUTCF Left to right Two-year winner Duane Goodell Gail Harris Jess Wirkkala and Frank Colon
I am honored to be selected for this prestigious award for the second year in a row My thanks to our clients I look forward to continuing to help you create and secure your future plans and wishes I am humbled by your feedback and your support
I would also like to thank my staff and our strategic partners who provide the wonderful and unique resources that allow us to serve our clients better
We take your planning seriously as we plan for your fi nancial security
160 Emerald Street Suite 10 bull Keene NH 03431-3619
Phone (603) 357-1084 Toll-free (866) 357-1084
dgoodelloptfi nancialcom wwwOptFinancialcom
Securities offered through Triad Advisors Inc Member FINRASIPCMSRB
Two-
Year
Winn
er
James W McCarthy
Charting the Course toYour Financial Future
bull Comprehensive investment strategies
bull Retirement income and estate planning
bull We focus on the complicated things to make your life simple
James W McCarthy President CFPreg CIMAreg
Monica Ann Ness Executive Vice President CFAreg CDFAtrade Left to right Five Star award winner James W McCarthy and Monica Ann Ness
Our sole purpose is to create and protect the wealth of our clients
We are a privately held boutique investment fi rm mdash highly accessible local and dedicated to clients who have entrusted us with their wealth As fi duciaries we act solely and transparently in the best interest of our clients Client centric we do this in a discrete personalized manner
We partner with our clients to address all aspects of their fi nancial health Acting as your personal CFO we allow you to focus on your professional and personal goals
99 Bow Street Suite 300 East Portsmouth NH 03801
Offi ce (603) 964-4480
jmccarthyseascape-capitalcom wwwseascape-capitalcom
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Tom Sileo
Author of ldquoRambling Through a Secular Bear Marketrdquo
bull Comprehensive fi nancial planning
bull Proactive and responsive communication
bull Experience and values
Tom Sileo Financial Advisor Branch Manager Tara Dickison Office ManagerEmily Jousset Client Services Manager
Left to right Five Star award winner Tom Sileo Emily Jousset and Tara Dickison
1984 Graduated from Boston College and joined Bear Stearns amp Co in Boston as a stockbroker 1989 Left to write three books and give hundreds of talks on localnatural history throughout Mass 1998 Joined Morgan Stanley in Nashua as a fi nancial advisor 2009 Opened Raymond James branch as an independent fi nancial advisor 2012 Wrote book on fi nancial planning Tom specializes in comprehensive fi nancial planning He lives in Amherst NH with his wife and three children
410 Amherst Street Suite 275 Nashua NH 03063
Offi ce (603) 578-9784 bull Toll-free (877) 281-9784
TomSileoraymondjamescom wwwRaymondjamescomtomsileo
Award selection for nominated wealth managers are based on satisfying the following criteria credentialed as an investment advisory representative a FINRA-registered representative a CPA or a licensed attorney actively employed as a credentialed professional in the financial services industry for a minimum of five years favorable regulatory and complaint history review fulfilled their firm review based
on internal firm standards and accepting new clients Other criteria considered are one- and five-year client retention rate noninstitutional discretionary andor nondiscretionary client assets administered number of client households served and education and professional designations
D J Shaughnessy
Trusted Advice Exceptional Service
bull Customized portfolios
bull Personalized service
bull Socially responsible investing
DJ Shaughnessy CFA VP Portfolio ManagerAndrew Wetzel CFA VP Research AnalystRobert Taylor CFA Research Analyst
Left to right Robert Taylor Five Star award winner DJ Shaughnessy and Andrew Wetzel
FLPutnam Investment Management Company is an independent trusted investment advisor with a long tradition of off ering the highest level of expertise and client service Serving families and nonprofi t institutions across New England the team manages more than $1 billion in assets Our portfolio managers have a proven track record of working directly with clients to create unique solutions and lasting relationships
155 Fleet Street Portsmouth NH 03801
Offi ce (603) 766-4971 bull Toll-free (800) 356-1781
dshaughnessyfl putnamcom wwwfl putnamcom
FLPutnam Investment Management Company is a registered investment advisor located in Portsmouth NH Portland ME and Wellesley MA FLPutnam may only transact business in those states in which it is registered or qualifies for an exception or exclusion from registration requirements
copy Five
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ional
2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Sandra P Mackey
Northeast Planning Associates Inc 43 Constitution Dr Bedford NH 03110 Phone (603) 488-5135 smackeynortheastplanningcom wwwsandymackeycom
bull Investment and wealth management bull Retirement estate and tax planning bull Insurance services and benefi ts consulting
Financial Planner
Member NH Estate Planning Council
Planning for the Unexpected
Sandy has been helping her clients pursue their fi nancial goals for more than 16 years She believes in long-term relationships built around trust and honest open communication She assists her clients with retirement planning trust and estate planning and wealth transfer Sandy helps her clients take control of their fi nancial future by providing ongoing reviews to ascertain if the plan is meeting their goals and objectives
Financial Planner offers advisory services through Northeast Planning Associates Inc (NPA) a registered investment adviser Securites and advisory services offered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not affiliated
Two-
Year
Winn
er
Mary Carroll Murphy
2 Cellu Dr Ste 113 Nashua NH 03063 Offi ce (603) 595-0438 Cell (603) 689-5411 marymurphyschwabcom wwwschwabcomnashua
bull Review of your fi nancial goals bull Assessment of your portfolio riskbull Retirement planning services
Mary Carroll Murphy Independent Branch Leader
Want to Make Even Smarter Financial Decisions
Let Mary Murphy address the issues that are most important to you She off ers guidance to keep your fi nancial goals on track assistance with college savings plans IRA rollovers and estate planning She also has educational resources and workshops
Charles Schwab amp Co Inc and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation Brokerage products are offered by Charles Schwab
amp Co Inc Member SIPC Deposit and lending products and services are offered by Charles Schwab Bank Member FDIC and an Equal Housing Lender
copy2012 Charles Schwab amp Co Inc All rights reserved Member SIPC (1012-5574)
Alan D Friedberg
264 S River Rd Ste 410Bedford NH 03110Phone (603) 296-0039alandfriedbergampfcomameripriseadvisorscomalandfriedberg
bull Strong focus on investment advice bull Client-focused comprehensive approach to fi nancial planning bull Integrity open and honest working relations
Financial Advisor An Ameriprise Platinum Financial Servicesreg Practice
Credentials CFPreg MBA
Committed to Outstanding Client Service
I provide personalized fi nancial planning and investment advice that adjusts to changing market conditions and your goals There are some common mistakes individuals and families make in regard to their fi nances I will strive to help you avoid mistakes while delivering customized recommendations to help you feel in control through a long-term 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
Two-
Year
Winn
er
Shawn A Monty
167 S River Rd Unit 10 Bedford NH 03110 Offi ce (603) 627-1463 Cell (603) 620-6963 shawnfsrpnet wwwfsrpnet
bull More than 27 years in the retirement fi eld bull Customized solutions for business owners bull Specializing in retirement income planning
Managing Partner
Accredited Investment Fiduciaryreg (AIFreg)
Partnering Toward Retirement Success
I would like to thank our clients for their trust and business We work with our clients to establish and monitor wealth management and retirement income strategies that fi t their unique goals and objectives Upon implementation our thoughtful ongoing communication process provides the strategic advantage that helps our clients hold a steady course in an ever-changing environment
Securities offered through Commonwealth Financial Network Member FINRASIPC Advisory services offered through Financial Strategies Retirement Partners a Registered Investment Adviser
Two-
Year
Winn
er
copy Five
Star P
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ional
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ional
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ional
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ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Jim ODonoghue
1 Harbour Pl Ste 310 Portsmouth NH 03801 Phone (603) 319-8211 Cell (978) 590-3918 jodonoghuewfafi netcom wwwcompassrosepimcom
bull Retirement and investment planning bull Estate investment planning strategies bull Education funding and insurance
President
PhD ndash Economics and Finance
Professional Advice mdash Personal Service
As a client I encourage you to articulate a set of hopes and dreams that defi ne how you want your life to unfold I will then draft a plan to help achieve those hopes and dreams Together we adjust the plan as life changes Insurance products o ered through a liates Advisor selection is not re ective 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 Investment products and services are o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp Company Compass Rose Private Investment Management is a separate entity from WFAFN [CAR 0812-00737] Investment and Insurance Products NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Liana Poodiack
171 W St Keene NH 03431 Phone (603) 357-1100 lianapoodiackwfadvisorscomwwwhomewellsfargoadvisorscomlianapoodiack
bull Investment planning and management services bull Retirement and income planning bull Estate investment and family legacy planning
First Vice President ndash Investments
CERTIFIED FINANCIAL PLANNER trade
Our mission is to help our clients and their families reach their fi nancial goals by providing comprehensive investment planning and creative and sound investment strategies that can help build and preserve wealth for future generations
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 0812-02246]
Two-
Year
Winn
er
Michelle L White
409 Amherst StreetNashua NH 03063Offi ce (603) 595-7526 Ext 214Toll-free (888) 899-0651 michellewhitelplcomwwwmichellelwhitecom
bull Comprehensive fi nancial planning bull Investment and insurance analysis bull Education and advice during transitions
Financial Planner
Credentials AIFreg ChFCreg CLUreg
Advocacy and Guidance for Women
Michelle is a professional guide for her clients during their journey through life She off ers a caring balanced perspective and advice to help clients manage their fi nancial situation through the ups and downs of major life events A holistic approach to planning is critical She specializes in the advocacy and guidance of women specifi cally women in transition career changes divorce widowhood and aging parents
Financial Planner offers advisory services through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member
FINRASIPC NPA and LPL Financial are not affiliated
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
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ional
copy Five
Star P
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ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
Winn
er
175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
er
5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Duane Goodell
Planning for Your Financial Security
bull Guiding clients to take control of their money and assets so that they can make sound planning decisions for a safe and successful future
PresidentCEO
LUTCF Left to right Two-year winner Duane Goodell Gail Harris Jess Wirkkala and Frank Colon
I am honored to be selected for this prestigious award for the second year in a row My thanks to our clients I look forward to continuing to help you create and secure your future plans and wishes I am humbled by your feedback and your support
I would also like to thank my staff and our strategic partners who provide the wonderful and unique resources that allow us to serve our clients better
We take your planning seriously as we plan for your fi nancial security
160 Emerald Street Suite 10 bull Keene NH 03431-3619
Phone (603) 357-1084 Toll-free (866) 357-1084
dgoodelloptfi nancialcom wwwOptFinancialcom
Securities offered through Triad Advisors Inc Member FINRASIPCMSRB
Two-
Year
Winn
er
James W McCarthy
Charting the Course toYour Financial Future
bull Comprehensive investment strategies
bull Retirement income and estate planning
bull We focus on the complicated things to make your life simple
James W McCarthy President CFPreg CIMAreg
Monica Ann Ness Executive Vice President CFAreg CDFAtrade Left to right Five Star award winner James W McCarthy and Monica Ann Ness
Our sole purpose is to create and protect the wealth of our clients
We are a privately held boutique investment fi rm mdash highly accessible local and dedicated to clients who have entrusted us with their wealth As fi duciaries we act solely and transparently in the best interest of our clients Client centric we do this in a discrete personalized manner
We partner with our clients to address all aspects of their fi nancial health Acting as your personal CFO we allow you to focus on your professional and personal goals
99 Bow Street Suite 300 East Portsmouth NH 03801
Offi ce (603) 964-4480
jmccarthyseascape-capitalcom wwwseascape-capitalcom
copy Five
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ional
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ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Tom Sileo
Author of ldquoRambling Through a Secular Bear Marketrdquo
bull Comprehensive fi nancial planning
bull Proactive and responsive communication
bull Experience and values
Tom Sileo Financial Advisor Branch Manager Tara Dickison Office ManagerEmily Jousset Client Services Manager
Left to right Five Star award winner Tom Sileo Emily Jousset and Tara Dickison
1984 Graduated from Boston College and joined Bear Stearns amp Co in Boston as a stockbroker 1989 Left to write three books and give hundreds of talks on localnatural history throughout Mass 1998 Joined Morgan Stanley in Nashua as a fi nancial advisor 2009 Opened Raymond James branch as an independent fi nancial advisor 2012 Wrote book on fi nancial planning Tom specializes in comprehensive fi nancial planning He lives in Amherst NH with his wife and three children
410 Amherst Street Suite 275 Nashua NH 03063
Offi ce (603) 578-9784 bull Toll-free (877) 281-9784
TomSileoraymondjamescom wwwRaymondjamescomtomsileo
Award selection for nominated wealth managers are based on satisfying the following criteria credentialed as an investment advisory representative a FINRA-registered representative a CPA or a licensed attorney actively employed as a credentialed professional in the financial services industry for a minimum of five years favorable regulatory and complaint history review fulfilled their firm review based
on internal firm standards and accepting new clients Other criteria considered are one- and five-year client retention rate noninstitutional discretionary andor nondiscretionary client assets administered number of client households served and education and professional designations
D J Shaughnessy
Trusted Advice Exceptional Service
bull Customized portfolios
bull Personalized service
bull Socially responsible investing
DJ Shaughnessy CFA VP Portfolio ManagerAndrew Wetzel CFA VP Research AnalystRobert Taylor CFA Research Analyst
Left to right Robert Taylor Five Star award winner DJ Shaughnessy and Andrew Wetzel
FLPutnam Investment Management Company is an independent trusted investment advisor with a long tradition of off ering the highest level of expertise and client service Serving families and nonprofi t institutions across New England the team manages more than $1 billion in assets Our portfolio managers have a proven track record of working directly with clients to create unique solutions and lasting relationships
155 Fleet Street Portsmouth NH 03801
Offi ce (603) 766-4971 bull Toll-free (800) 356-1781
dshaughnessyfl putnamcom wwwfl putnamcom
FLPutnam Investment Management Company is a registered investment advisor located in Portsmouth NH Portland ME and Wellesley MA FLPutnam may only transact business in those states in which it is registered or qualifies for an exception or exclusion from registration requirements
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
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rofess
ional
copy Five
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ional
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Star P
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ional
copy Five
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ional
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ional
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ional
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ional
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Sandra P Mackey
Northeast Planning Associates Inc 43 Constitution Dr Bedford NH 03110 Phone (603) 488-5135 smackeynortheastplanningcom wwwsandymackeycom
bull Investment and wealth management bull Retirement estate and tax planning bull Insurance services and benefi ts consulting
Financial Planner
Member NH Estate Planning Council
Planning for the Unexpected
Sandy has been helping her clients pursue their fi nancial goals for more than 16 years She believes in long-term relationships built around trust and honest open communication She assists her clients with retirement planning trust and estate planning and wealth transfer Sandy helps her clients take control of their fi nancial future by providing ongoing reviews to ascertain if the plan is meeting their goals and objectives
Financial Planner offers advisory services through Northeast Planning Associates Inc (NPA) a registered investment adviser Securites and advisory services offered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not affiliated
Two-
Year
Winn
er
Mary Carroll Murphy
2 Cellu Dr Ste 113 Nashua NH 03063 Offi ce (603) 595-0438 Cell (603) 689-5411 marymurphyschwabcom wwwschwabcomnashua
bull Review of your fi nancial goals bull Assessment of your portfolio riskbull Retirement planning services
Mary Carroll Murphy Independent Branch Leader
Want to Make Even Smarter Financial Decisions
Let Mary Murphy address the issues that are most important to you She off ers guidance to keep your fi nancial goals on track assistance with college savings plans IRA rollovers and estate planning She also has educational resources and workshops
Charles Schwab amp Co Inc and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation Brokerage products are offered by Charles Schwab
amp Co Inc Member SIPC Deposit and lending products and services are offered by Charles Schwab Bank Member FDIC and an Equal Housing Lender
copy2012 Charles Schwab amp Co Inc All rights reserved Member SIPC (1012-5574)
Alan D Friedberg
264 S River Rd Ste 410Bedford NH 03110Phone (603) 296-0039alandfriedbergampfcomameripriseadvisorscomalandfriedberg
bull Strong focus on investment advice bull Client-focused comprehensive approach to fi nancial planning bull Integrity open and honest working relations
Financial Advisor An Ameriprise Platinum Financial Servicesreg Practice
Credentials CFPreg MBA
Committed to Outstanding Client Service
I provide personalized fi nancial planning and investment advice that adjusts to changing market conditions and your goals There are some common mistakes individuals and families make in regard to their fi nances I will strive to help you avoid mistakes while delivering customized recommendations to help you feel in control through a long-term 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
Two-
Year
Winn
er
Shawn A Monty
167 S River Rd Unit 10 Bedford NH 03110 Offi ce (603) 627-1463 Cell (603) 620-6963 shawnfsrpnet wwwfsrpnet
bull More than 27 years in the retirement fi eld bull Customized solutions for business owners bull Specializing in retirement income planning
Managing Partner
Accredited Investment Fiduciaryreg (AIFreg)
Partnering Toward Retirement Success
I would like to thank our clients for their trust and business We work with our clients to establish and monitor wealth management and retirement income strategies that fi t their unique goals and objectives Upon implementation our thoughtful ongoing communication process provides the strategic advantage that helps our clients hold a steady course in an ever-changing environment
Securities offered through Commonwealth Financial Network Member FINRASIPC Advisory services offered through Financial Strategies Retirement Partners a Registered Investment Adviser
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Jim ODonoghue
1 Harbour Pl Ste 310 Portsmouth NH 03801 Phone (603) 319-8211 Cell (978) 590-3918 jodonoghuewfafi netcom wwwcompassrosepimcom
bull Retirement and investment planning bull Estate investment planning strategies bull Education funding and insurance
President
PhD ndash Economics and Finance
Professional Advice mdash Personal Service
As a client I encourage you to articulate a set of hopes and dreams that defi ne how you want your life to unfold I will then draft a plan to help achieve those hopes and dreams Together we adjust the plan as life changes Insurance products o ered through a liates Advisor selection is not re ective 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 Investment products and services are o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp Company Compass Rose Private Investment Management is a separate entity from WFAFN [CAR 0812-00737] Investment and Insurance Products NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Liana Poodiack
171 W St Keene NH 03431 Phone (603) 357-1100 lianapoodiackwfadvisorscomwwwhomewellsfargoadvisorscomlianapoodiack
bull Investment planning and management services bull Retirement and income planning bull Estate investment and family legacy planning
First Vice President ndash Investments
CERTIFIED FINANCIAL PLANNER trade
Our mission is to help our clients and their families reach their fi nancial goals by providing comprehensive investment planning and creative and sound investment strategies that can help build and preserve wealth for future generations
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 0812-02246]
Two-
Year
Winn
er
Michelle L White
409 Amherst StreetNashua NH 03063Offi ce (603) 595-7526 Ext 214Toll-free (888) 899-0651 michellewhitelplcomwwwmichellelwhitecom
bull Comprehensive fi nancial planning bull Investment and insurance analysis bull Education and advice during transitions
Financial Planner
Credentials AIFreg ChFCreg CLUreg
Advocacy and Guidance for Women
Michelle is a professional guide for her clients during their journey through life She off ers a caring balanced perspective and advice to help clients manage their fi nancial situation through the ups and downs of major life events A holistic approach to planning is critical She specializes in the advocacy and guidance of women specifi cally women in transition career changes divorce widowhood and aging parents
Financial Planner offers advisory services through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member
FINRASIPC NPA and LPL Financial are not affiliated
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
Winn
er
175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
er
5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
rofess
ional
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Star P
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ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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ional
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ional
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ional
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rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
Tom Sileo
Author of ldquoRambling Through a Secular Bear Marketrdquo
bull Comprehensive fi nancial planning
bull Proactive and responsive communication
bull Experience and values
Tom Sileo Financial Advisor Branch Manager Tara Dickison Office ManagerEmily Jousset Client Services Manager
Left to right Five Star award winner Tom Sileo Emily Jousset and Tara Dickison
1984 Graduated from Boston College and joined Bear Stearns amp Co in Boston as a stockbroker 1989 Left to write three books and give hundreds of talks on localnatural history throughout Mass 1998 Joined Morgan Stanley in Nashua as a fi nancial advisor 2009 Opened Raymond James branch as an independent fi nancial advisor 2012 Wrote book on fi nancial planning Tom specializes in comprehensive fi nancial planning He lives in Amherst NH with his wife and three children
410 Amherst Street Suite 275 Nashua NH 03063
Offi ce (603) 578-9784 bull Toll-free (877) 281-9784
TomSileoraymondjamescom wwwRaymondjamescomtomsileo
Award selection for nominated wealth managers are based on satisfying the following criteria credentialed as an investment advisory representative a FINRA-registered representative a CPA or a licensed attorney actively employed as a credentialed professional in the financial services industry for a minimum of five years favorable regulatory and complaint history review fulfilled their firm review based
on internal firm standards and accepting new clients Other criteria considered are one- and five-year client retention rate noninstitutional discretionary andor nondiscretionary client assets administered number of client households served and education and professional designations
D J Shaughnessy
Trusted Advice Exceptional Service
bull Customized portfolios
bull Personalized service
bull Socially responsible investing
DJ Shaughnessy CFA VP Portfolio ManagerAndrew Wetzel CFA VP Research AnalystRobert Taylor CFA Research Analyst
Left to right Robert Taylor Five Star award winner DJ Shaughnessy and Andrew Wetzel
FLPutnam Investment Management Company is an independent trusted investment advisor with a long tradition of off ering the highest level of expertise and client service Serving families and nonprofi t institutions across New England the team manages more than $1 billion in assets Our portfolio managers have a proven track record of working directly with clients to create unique solutions and lasting relationships
155 Fleet Street Portsmouth NH 03801
Offi ce (603) 766-4971 bull Toll-free (800) 356-1781
dshaughnessyfl putnamcom wwwfl putnamcom
FLPutnam Investment Management Company is a registered investment advisor located in Portsmouth NH Portland ME and Wellesley MA FLPutnam may only transact business in those states in which it is registered or qualifies for an exception or exclusion from registration requirements
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Sandra P Mackey
Northeast Planning Associates Inc 43 Constitution Dr Bedford NH 03110 Phone (603) 488-5135 smackeynortheastplanningcom wwwsandymackeycom
bull Investment and wealth management bull Retirement estate and tax planning bull Insurance services and benefi ts consulting
Financial Planner
Member NH Estate Planning Council
Planning for the Unexpected
Sandy has been helping her clients pursue their fi nancial goals for more than 16 years She believes in long-term relationships built around trust and honest open communication She assists her clients with retirement planning trust and estate planning and wealth transfer Sandy helps her clients take control of their fi nancial future by providing ongoing reviews to ascertain if the plan is meeting their goals and objectives
Financial Planner offers advisory services through Northeast Planning Associates Inc (NPA) a registered investment adviser Securites and advisory services offered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not affiliated
Two-
Year
Winn
er
Mary Carroll Murphy
2 Cellu Dr Ste 113 Nashua NH 03063 Offi ce (603) 595-0438 Cell (603) 689-5411 marymurphyschwabcom wwwschwabcomnashua
bull Review of your fi nancial goals bull Assessment of your portfolio riskbull Retirement planning services
Mary Carroll Murphy Independent Branch Leader
Want to Make Even Smarter Financial Decisions
Let Mary Murphy address the issues that are most important to you She off ers guidance to keep your fi nancial goals on track assistance with college savings plans IRA rollovers and estate planning She also has educational resources and workshops
Charles Schwab amp Co Inc and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation Brokerage products are offered by Charles Schwab
amp Co Inc Member SIPC Deposit and lending products and services are offered by Charles Schwab Bank Member FDIC and an Equal Housing Lender
copy2012 Charles Schwab amp Co Inc All rights reserved Member SIPC (1012-5574)
Alan D Friedberg
264 S River Rd Ste 410Bedford NH 03110Phone (603) 296-0039alandfriedbergampfcomameripriseadvisorscomalandfriedberg
bull Strong focus on investment advice bull Client-focused comprehensive approach to fi nancial planning bull Integrity open and honest working relations
Financial Advisor An Ameriprise Platinum Financial Servicesreg Practice
Credentials CFPreg MBA
Committed to Outstanding Client Service
I provide personalized fi nancial planning and investment advice that adjusts to changing market conditions and your goals There are some common mistakes individuals and families make in regard to their fi nances I will strive to help you avoid mistakes while delivering customized recommendations to help you feel in control through a long-term 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
Two-
Year
Winn
er
Shawn A Monty
167 S River Rd Unit 10 Bedford NH 03110 Offi ce (603) 627-1463 Cell (603) 620-6963 shawnfsrpnet wwwfsrpnet
bull More than 27 years in the retirement fi eld bull Customized solutions for business owners bull Specializing in retirement income planning
Managing Partner
Accredited Investment Fiduciaryreg (AIFreg)
Partnering Toward Retirement Success
I would like to thank our clients for their trust and business We work with our clients to establish and monitor wealth management and retirement income strategies that fi t their unique goals and objectives Upon implementation our thoughtful ongoing communication process provides the strategic advantage that helps our clients hold a steady course in an ever-changing environment
Securities offered through Commonwealth Financial Network Member FINRASIPC Advisory services offered through Financial Strategies Retirement Partners a Registered Investment Adviser
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
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ional
copy Five
Star P
rofess
ional
copy Five
Star P
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ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Jim ODonoghue
1 Harbour Pl Ste 310 Portsmouth NH 03801 Phone (603) 319-8211 Cell (978) 590-3918 jodonoghuewfafi netcom wwwcompassrosepimcom
bull Retirement and investment planning bull Estate investment planning strategies bull Education funding and insurance
President
PhD ndash Economics and Finance
Professional Advice mdash Personal Service
As a client I encourage you to articulate a set of hopes and dreams that defi ne how you want your life to unfold I will then draft a plan to help achieve those hopes and dreams Together we adjust the plan as life changes Insurance products o ered through a liates Advisor selection is not re ective 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 Investment products and services are o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp Company Compass Rose Private Investment Management is a separate entity from WFAFN [CAR 0812-00737] Investment and Insurance Products NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Liana Poodiack
171 W St Keene NH 03431 Phone (603) 357-1100 lianapoodiackwfadvisorscomwwwhomewellsfargoadvisorscomlianapoodiack
bull Investment planning and management services bull Retirement and income planning bull Estate investment and family legacy planning
First Vice President ndash Investments
CERTIFIED FINANCIAL PLANNER trade
Our mission is to help our clients and their families reach their fi nancial goals by providing comprehensive investment planning and creative and sound investment strategies that can help build and preserve wealth for future generations
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 0812-02246]
Two-
Year
Winn
er
Michelle L White
409 Amherst StreetNashua NH 03063Offi ce (603) 595-7526 Ext 214Toll-free (888) 899-0651 michellewhitelplcomwwwmichellelwhitecom
bull Comprehensive fi nancial planning bull Investment and insurance analysis bull Education and advice during transitions
Financial Planner
Credentials AIFreg ChFCreg CLUreg
Advocacy and Guidance for Women
Michelle is a professional guide for her clients during their journey through life She off ers a caring balanced perspective and advice to help clients manage their fi nancial situation through the ups and downs of major life events A holistic approach to planning is critical She specializes in the advocacy and guidance of women specifi cally women in transition career changes divorce widowhood and aging parents
Financial Planner offers advisory services through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member
FINRASIPC NPA and LPL Financial are not affiliated
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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ional
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ional
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Star P
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
Winn
er
175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
er
5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Sandra P Mackey
Northeast Planning Associates Inc 43 Constitution Dr Bedford NH 03110 Phone (603) 488-5135 smackeynortheastplanningcom wwwsandymackeycom
bull Investment and wealth management bull Retirement estate and tax planning bull Insurance services and benefi ts consulting
Financial Planner
Member NH Estate Planning Council
Planning for the Unexpected
Sandy has been helping her clients pursue their fi nancial goals for more than 16 years She believes in long-term relationships built around trust and honest open communication She assists her clients with retirement planning trust and estate planning and wealth transfer Sandy helps her clients take control of their fi nancial future by providing ongoing reviews to ascertain if the plan is meeting their goals and objectives
Financial Planner offers advisory services through Northeast Planning Associates Inc (NPA) a registered investment adviser Securites and advisory services offered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not affiliated
Two-
Year
Winn
er
Mary Carroll Murphy
2 Cellu Dr Ste 113 Nashua NH 03063 Offi ce (603) 595-0438 Cell (603) 689-5411 marymurphyschwabcom wwwschwabcomnashua
bull Review of your fi nancial goals bull Assessment of your portfolio riskbull Retirement planning services
Mary Carroll Murphy Independent Branch Leader
Want to Make Even Smarter Financial Decisions
Let Mary Murphy address the issues that are most important to you She off ers guidance to keep your fi nancial goals on track assistance with college savings plans IRA rollovers and estate planning She also has educational resources and workshops
Charles Schwab amp Co Inc and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation Brokerage products are offered by Charles Schwab
amp Co Inc Member SIPC Deposit and lending products and services are offered by Charles Schwab Bank Member FDIC and an Equal Housing Lender
copy2012 Charles Schwab amp Co Inc All rights reserved Member SIPC (1012-5574)
Alan D Friedberg
264 S River Rd Ste 410Bedford NH 03110Phone (603) 296-0039alandfriedbergampfcomameripriseadvisorscomalandfriedberg
bull Strong focus on investment advice bull Client-focused comprehensive approach to fi nancial planning bull Integrity open and honest working relations
Financial Advisor An Ameriprise Platinum Financial Servicesreg Practice
Credentials CFPreg MBA
Committed to Outstanding Client Service
I provide personalized fi nancial planning and investment advice that adjusts to changing market conditions and your goals There are some common mistakes individuals and families make in regard to their fi nances I will strive to help you avoid mistakes while delivering customized recommendations to help you feel in control through a long-term 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
Two-
Year
Winn
er
Shawn A Monty
167 S River Rd Unit 10 Bedford NH 03110 Offi ce (603) 627-1463 Cell (603) 620-6963 shawnfsrpnet wwwfsrpnet
bull More than 27 years in the retirement fi eld bull Customized solutions for business owners bull Specializing in retirement income planning
Managing Partner
Accredited Investment Fiduciaryreg (AIFreg)
Partnering Toward Retirement Success
I would like to thank our clients for their trust and business We work with our clients to establish and monitor wealth management and retirement income strategies that fi t their unique goals and objectives Upon implementation our thoughtful ongoing communication process provides the strategic advantage that helps our clients hold a steady course in an ever-changing environment
Securities offered through Commonwealth Financial Network Member FINRASIPC Advisory services offered through Financial Strategies Retirement Partners a Registered Investment Adviser
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Jim ODonoghue
1 Harbour Pl Ste 310 Portsmouth NH 03801 Phone (603) 319-8211 Cell (978) 590-3918 jodonoghuewfafi netcom wwwcompassrosepimcom
bull Retirement and investment planning bull Estate investment planning strategies bull Education funding and insurance
President
PhD ndash Economics and Finance
Professional Advice mdash Personal Service
As a client I encourage you to articulate a set of hopes and dreams that defi ne how you want your life to unfold I will then draft a plan to help achieve those hopes and dreams Together we adjust the plan as life changes Insurance products o ered through a liates Advisor selection is not re ective 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 Investment products and services are o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp Company Compass Rose Private Investment Management is a separate entity from WFAFN [CAR 0812-00737] Investment and Insurance Products NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Liana Poodiack
171 W St Keene NH 03431 Phone (603) 357-1100 lianapoodiackwfadvisorscomwwwhomewellsfargoadvisorscomlianapoodiack
bull Investment planning and management services bull Retirement and income planning bull Estate investment and family legacy planning
First Vice President ndash Investments
CERTIFIED FINANCIAL PLANNER trade
Our mission is to help our clients and their families reach their fi nancial goals by providing comprehensive investment planning and creative and sound investment strategies that can help build and preserve wealth for future generations
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 0812-02246]
Two-
Year
Winn
er
Michelle L White
409 Amherst StreetNashua NH 03063Offi ce (603) 595-7526 Ext 214Toll-free (888) 899-0651 michellewhitelplcomwwwmichellelwhitecom
bull Comprehensive fi nancial planning bull Investment and insurance analysis bull Education and advice during transitions
Financial Planner
Credentials AIFreg ChFCreg CLUreg
Advocacy and Guidance for Women
Michelle is a professional guide for her clients during their journey through life She off ers a caring balanced perspective and advice to help clients manage their fi nancial situation through the ups and downs of major life events A holistic approach to planning is critical She specializes in the advocacy and guidance of women specifi cally women in transition career changes divorce widowhood and aging parents
Financial Planner offers advisory services through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member
FINRASIPC NPA and LPL Financial are not affiliated
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
Winn
er
175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
er
5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Jim ODonoghue
1 Harbour Pl Ste 310 Portsmouth NH 03801 Phone (603) 319-8211 Cell (978) 590-3918 jodonoghuewfafi netcom wwwcompassrosepimcom
bull Retirement and investment planning bull Estate investment planning strategies bull Education funding and insurance
President
PhD ndash Economics and Finance
Professional Advice mdash Personal Service
As a client I encourage you to articulate a set of hopes and dreams that defi ne how you want your life to unfold I will then draft a plan to help achieve those hopes and dreams Together we adjust the plan as life changes Insurance products o ered through a liates Advisor selection is not re ective 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 Investment products and services are o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp Company Compass Rose Private Investment Management is a separate entity from WFAFN [CAR 0812-00737] Investment and Insurance Products NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Liana Poodiack
171 W St Keene NH 03431 Phone (603) 357-1100 lianapoodiackwfadvisorscomwwwhomewellsfargoadvisorscomlianapoodiack
bull Investment planning and management services bull Retirement and income planning bull Estate investment and family legacy planning
First Vice President ndash Investments
CERTIFIED FINANCIAL PLANNER trade
Our mission is to help our clients and their families reach their fi nancial goals by providing comprehensive investment planning and creative and sound investment strategies that can help build and preserve wealth for future generations
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 0812-02246]
Two-
Year
Winn
er
Michelle L White
409 Amherst StreetNashua NH 03063Offi ce (603) 595-7526 Ext 214Toll-free (888) 899-0651 michellewhitelplcomwwwmichellelwhitecom
bull Comprehensive fi nancial planning bull Investment and insurance analysis bull Education and advice during transitions
Financial Planner
Credentials AIFreg ChFCreg CLUreg
Advocacy and Guidance for Women
Michelle is a professional guide for her clients during their journey through life She off ers a caring balanced perspective and advice to help clients manage their fi nancial situation through the ups and downs of major life events A holistic approach to planning is critical She specializes in the advocacy and guidance of women specifi cally women in transition career changes divorce widowhood and aging parents
Financial Planner offers advisory services through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services offered through LPL Financial member
FINRASIPC NPA and LPL Financial are not affiliated
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
Winn
er
175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
er
5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Portsmouth NH 03801Phone (603) 430-9080 Ext 3157debraaandersonampfcomameripriseadvisorscomdebraaanderson Financial Advisor Associate Vice President CLTC CRPCreg
Debra A Anderson
Anderson Trueworthy amp Associates a financial advisory practice of Ameriprise Financial Services Inc an Ameriprise Platinum Financial Servicesreg practice
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
Two-
Year
Winn
er
Mike Bonacorsi LLC 5 Overlook DrAmherst NH 03031Phone (603) 769-3111mikebonacorsilplcomwwwmikebonacorsicom
Mike Bonacorsi
Mike Bonacorsi is a CERTIFIED FINANCIAL PLANNERtrade practitioner providing financial planning and wealth management
Mike Bonacorsi LLC is a Registered Investment Advisor Securities o ered through LPL Financial Member FINRASIPC
Two-
Year
Winn
er
Cornerstone Financial 70 Old Post Rd Newington NH 03801 Phone (603) 431-1133 jillcornerstoneplanning com wwwcornerstoneplanningcom Credentials CFPreg CDFAtrade
Jill B Boynton
We help our clients to make wise financial decisions and plan for lifersquos events so they can move forward with confidence and a sense of security We are fee only mdash no commissions no confusion
Two-
Year
Winn
er
11 Trafalgar Sq Ste 101 Nashua NH 03063 Phone (603) 883-6700 Ext 303 homewellsfargoadvisorscommichael fortier Associate Vice President ndash Investments
Michael R Fortier
I provide goal-based investment planning targeting a client rsquos specific needs while helping them to manage risk I offer a wide range of services from investments and wealth management to retirement planning
Advisor selection is not re ective 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 0712-05779]
One Harbour Pl Ste 300Portsmouth NH 03801Phone (603) 334-4000curtiswhermannwfadvisorscom
First Vice President ndash InvestmentsNMLSR ID 277860
Curtis W Hermann
I provide targeted comprehensive financial advice and portfolio management for individuals trusts and small businesses
Advisor selection is not re ective 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 0811-3974]
Two-
Year
Winn
er
24 Orchard View Dr Ste 4Londonderry NH 03053Office (603) 425-0105jdjewartfirstcommandcom Title Financial Advisor
James D Jewart
Comprehensive financial plans Retirement income planning and investments
First Command Financial Services Inc is the parent of First Command Financial Planning Inc (Member SIPC FINRA) Financial planning services and investment products including securities are o ered by First Command Financial Planning Inc Securities products are not FDIC insured have no bank guarantee and may lose value A nancial plan by itself cannot assure that retirement or other nancial goals will be met
Two-
Year
Winn
er
175 Water St Ste 2 Exeter NH 03833 Phone (603) 772-2002 dawncwfnexetercom wwwcwfnexetercom Financial Planner
Dawn G Latham
Dawn operates with the values that built New Hampshire integrity honesty sincerity and hard work She treats clients like people not portfolio balances and empowers clients to feel confident about their decisions
Securities and advisory services o ered through Commonwealth Financial Networkreg
Member FINRA SIPC a Registered Investment Adviser
Two-
Year
Winn
er
59 S Main StRochester NH 03867Phone (603) 335-0206gmlfasworldpathnetCredentials CFP reg CRPCreg
Glenn M Lepene
Our long-term client relationships are testaments to the success of our mission to provide sound financial planning guidance
GML Financial Advisory Services LLC is a Registered Investment Adviser and is regulated by the laws and regulations of the State of
New Hampshire Bureau of Securities and the Maine O ce of Securities
Two-
Year
Winn
er
5 Bedford Farms 3rd FlBedford NH 03110Direct (603) 391-0576michaeldcharestampfcom Financial Advisor CRPCreg
Michael Charest
A relationship for real l ife providing personalized advice professional service and the investment guidance that successful Americans desire Refer me to others at wwwameripriseadvisorscommichaeldcharest
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
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
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Star P
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ional
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Star P
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
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Star P
rofess
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Star P
rofess
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
84 Marlboro St Keene NH 03431 Direct (603) 355-1667 jeffsbwwmcom Financial Advisor AIFreg
Jeffrey R Migneault
With an office at Savings Bank of Walpole and with more than 15 years of investment a d v i s o r y e x p e r i e n ce i n t h e gre a te r Monadnock region Jeff has been assisting clients with their investment and retirement planning needs to help them reach their long-term financial goals
Securities and Advisory Services o ered through Commonwealth Financial Networkreg Member FINRASIPC a
Registered Investment Adviser
Two-
Year
Winn
er
One Harbour Pl Ste 300 Portsmouth NH 03801 Direct (603) 334-4018 douglasanelsonwellsfargoadvisorscomwwwdouglasnelsonwfaadvcom Vice President ndash Investments
Douglas A Nelson
Doug is a seasoned financial advisor who works with a select group of families and business owners He is known for his work on behalf of individuals and in the nonprofit sector regionally
Advisor selection is not re ective 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 0812-02695]
Two-
Year
Winn
er
Valpey Financial Services LLCOne Eagle Sq Ste 500Concord NH 03301Phone (603) 856-7945 ronvalpeyfinancialservicescom wwwronvalpeycom CFPreg AIFreg
Ronald Valpey
Wersquore here to help you grow manage protect and perhaps most importantly enjoy your prosperity
Ron is an Investment Advisor of Valpey Financial Services LLC mdash a Registered Investment Advisor
Two-
Year
Winn
er
149 Water StExeter NH 03833Phone (603) 394-7880 Ext 204epottsbaystatefinancialcom Erik Potts CLTC
Erik M Potts
Erik and his team use an interactive method to financial planning He primarily works with business owners retirees and families with special needs
Registered Representative and Financial Planner of o ering securities and investment advisory services o ered through New England
Securities Corp NES member FINRASIPC a registered investment advisor Baystate Financial Services is not a liated with NES
L0812274894 [exp0813][MANH]
Two-
Year
Winn
er
2 Maple St Hanover NH 03755 Phone (603) 640-2694 valerienevelledyardbankcom wwwledyardbankcom Senior Financial Advisor
Valerie Nevel Esq
V a l e r i e p r o v i d e s p r e m i e r w e a l t h management services to affluent individuals families and institutions She is president of the NH Estate Planning Council and a NH attorney She has more than 25 years of financial services experience
Two-
Year
Winn
er
39 Simon St Unit 1Nashua NH 03060Toll-free (800) 337-7421 Ext 19Direct (603) 889-8800 Ext 19coreyscruppslplcomwwwpelletierfinancialcom Title Wealth Planner
Corey A Scrupps
Corey A Scrupps is dedicated to serving the investment and financial needs of his clients by providing them with comprehensive corporate estate and financial planning Corey specializes in eldercare retirement accumulation and distribution planning
Advisory Services o ered through Northeast Planning Associates Inc a registered investment advisor Securities and advisory services
o ered through LPL Financial member FINRASIPC Northeast Planning Associates Inc and LPL Financial are not a liated
ldquoYou will never get rich by just saving money mdash you must invest in opportunities to build wealthrdquomdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional