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o s a 2012 Five Star Pr es n r of io al s Wealth Managers ta r es n S P 2012f Indianapolisio l e ar roFive Starss na iv St P Wealthfe Managersio l F In a consumer rstudy about dynamics between wealth are financial advisors, financial planners, investment managers and their clients, Five Star Professional polledo advisors, tax advisors and estate plannings attorneys. a e wealth managers and consumers about communications. Both How do you find a wealth manager with experience, who groups saida that connecting three to four times a yearr is the s has a good base of clients with high retention rates, and n v right communicationst strategy, but expectations are not who has undergone a regulatory and complaint review? © aligned in all areas: e i P And when you find them, are they accepting new clients? o • 29 percent of consumers want to be contacted by their f S Indianapolis Monthly and Five Star Professional partnered to l wealth manager whenever events require an update; only 7 i find wealth managers who satisfy 10 objective eligibility F percent of wealth managers say they contact clients based r and evaluationo criteria that are associated with wealths a e on the impact of events. managers who provide quality services to their clients. • 63 percent of consumers say theya receive the right amount Among manyr distinguishing attributes, the averages one- year client retention rate for this year’s award winners is n v of communication from theirt wealth manager. © more than 96 percent. e i From research conducted byS Five Star Professional, April 2011. P f o l Wealth managers, broadly defined, are those i F individuals who help you manage your financial rDon’t listen to other people. Investigate a world and/or implement aspects of your financial o s strategies. Commone examples of wealth managers a for yourself. Be wary ofr advisers who say s n © v t they never had a down year.” e P— Five Star Wealth Manager Fi S r of io al The 2012 Five Star Wealth Managers are a select group, representing less than 5 percent of the wealth s A Select managers in ethe Indianapolis area.(1) a r s n Award Althoughv this list is a useful tool for anyone lookingt 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 e wealth managers who, fori one reason or another, are not on this year’sS list. P f io l F e ar ro ss a In order to consider a broad population of high-quality wealth managers, award candidates n Award© are identified byv one of three sources: firm nomination, peert nomination or pre-qualification e based on industryi standing. Self-nominations are not accepted. Indianapolis award P o Candidates candidates were identified using internal and externalS research data, including a survey to f more than 2,700 registered financial services professionals and all identified financial service companies in the area that are i registered with FINRA or the SEC. F e ar ro ss © iv www.fivestarprofessional.com: Five SStar awardt information — FS 1 P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

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o2012 Five Star s a r Determinations n Of Awarde Winners P Award candidatesf who satisfied 10 objective eligibility and evaluationo criteria that are associated with wealth managers who provide quality services were named 2012 Five Star l (2) i r Wealth Managers.o a (3) Wealth Managers s Eligibility Criteria – Required 2012 a 1. Credentialedr as an investment advisory representatives (IAR), a FINRA-registered n t representative, a CPA or a licensed attorney. P2. Actively employed as a credentialed professionale in the financial services industry for a minimum of five years. o f (4) l S 3. Favorable regulatory and complaint history review. i 4. Fulfilled their firm review based on internal firm standards. r 5. Accepting new clients. o s a e The Five Star award goes to less Evaluation Criteria – Consideredr(3) a s than 7 percent of wealthn managers. v t 6. One-year client retention rate (the average one-year client retention rate of this year’s i award winners is moreP than 96 percent). e o S 7. Five-year client retention rate. f l F 8. Non-institutional discretionary and/or non-discretionary client assets administered (this i year’s awardr winners administer an average of $119 milliono in client assets). s a e 9. Number of client households served (on average, this year’s award winners serve (266 Insights from Five Star households).a r s Wealth Managers n © iv 10.t Education and professional designations.P e o S f Wishful thinking is not l F Research planning. If you plan i r for the worst, you will • Wealth managers do not pay a fee too be considered or s a e Disclosures placed on the final list of Five Star Wealth Managers. never be unpleasantly a r surprised.” • The Five Star award is not indicative of the wealth manager’s future performance. s n © v • Wealth managers may ort may not use discretion in their practice and therefore may not manage e i their clients’ assets. P o • The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed f S Clients don’t care how l as an endorsement of the wealth manager by Five Star Professional or Indianapolis Monthly. i F much you know until • Working with a Five Star Wealth Manager or any wealthr manager is no guarantee as to future a othey know how much s investment success, nor is there any guarantee that the selected wealth managers will be awarded e you care.” this accomplishment by Five Star Professional in thea future. r s • Fivev Star Professional is not an advisory firm,t and the content of this article should not be n © considered financial advice. For more information on the Five Star award and the research/ e iselection methodology, go to www.fivestarprofessional.com. P Only invest in o (1) f •  1,375 award candidates in the IndianapolisS area were considered for the Five Star Wealth l something that i Manager award. 387 (approximately 29 percent of the award candidates) were named 2012 Five F you understand.” Star Wealth Managers. e ar ro ss a (2) n Wealth managers were required to certify that any information they provided was accurate. (3) Criteria 4, 8 and 9 do not apply tov attorneys or CPAs. t What matters most is © (4) e As defined by Five Star Professional,i the wealth manager has not: how youP recover from • Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine. o setbacks.” f • Had more than a total of three customer complaints filed against them (settled orS pending) with any regulatory authority or l Five Star Professional’s consumer complaint process. i • Individually contributedF to a financial settlement of a customer complaint filed with a regulatory authority. • Filed for personal bankruptcy. r o s a • Been convicted of a felony. e Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosurea (IAPD) website. Five Star Professional also r s 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: n • Each wealth manager who passes the Five Star Professionalv regulatory review must attest that they meet the definitiont of favorable regulatory history, based upon the criteria ©listed above. i P e • Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth manager. f o • Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use theS services of wealth managers in order to provide consumers the i opportunity to submit complaints regarding aF wealth manager. More than 22,400 households in the Indianapolis area were contacted. The Five Star Wealth Manager selection criteria was updated for the 2012 award year. 2005 – 2011 Five Star Wealth Managers scored highest in overall satisfaction based ron feedback o s 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 – 2011 award winners can be found at www.fivestarprofessional.com/2011/wealth_managers_research_overview.php. e a r s FS 2 — Five Star award information:© www.fivestarprofessional.com iv St P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro ss a 2012 Five Star P fe on l r o Award winners listed by primary servicesi and listed alphabetically by last name. a s Wealth Managers Business Planning Diane Kennedy ∙ Diane Hubbard Kennedy, Jay Barclay ∙ DCS Wealth Advisory Services a r Attorney ats Law John Boyd ∙ Barnes & Thornburg Stephenn Barrett ∙ Strategic Financial Group t Richarde Kissel ∙ Taft Stettinius & Hollister Kent BroachP ∙ Wooden McLaughlin Nancy Beck ∙ Beck Financial Strategies S Pamelaf Koehler ∙ Hall Koehler o l Elaine Bedel ∙ Bedel Financial Consulting Stephen Dobias ∙ Somerset, CPAs i Paul Kraft ∙ Frank & Kraft Wealth Care r Richard Bellmer ∙ Deerfield Financial Patrick Early ∙ Somerset, CPAs oCorporation s a e Advisors Page 16 a Ron Lenz ∙ Katz Sapper & Miller r Dennis Lager ∙ Faegre Baker Danielss v Michael Berlier ∙ DCS Wealth Advisoryn i t Michael McCaslin ∙ Somerset, CPAsP Claire Lewis ∙ Law Office of Clairee E. Lewis Services o S Jeffrey Peek ∙ Hall Render Killian Heath & Douglas Long ∙ Hall Renderf Killian Heath & William Bersbach ∙ Liberty Financial l F Lyman r Lyman Advisors Page 18i a Jeffery Risinger ∙ Jeffery B. Risinger Jane Merrill ∙ Attorneyo at Law Robert Best ∙ Morgans Stanley Smith Barney e Page 22 a Gracia-Jean Meyerr ∙ Meyer Law F. David sBixler ∙ Capital Strategies n v David Williamst Russell ∙ Harrison & Moberly Page 19 © Susan Michael ∙ Adinamis Michael & Saunders e i Anita Sherman ∙ Greenwalt, CPAs P Dennis Blair ∙ Ameriprise Financial Services, o Robert Oakley ∙ Dilley & Oakley f S Inc. l Paul Watko ∙ Mack Financial Group i F Anne Poindexter ∙ Campbell Kyle Proffitt r o Florence Brown ∙ WestPoint Financial Group a John Weingardt ∙ Peachin Schwartz & Page 15 s e Weingardt a r Lisa Brown ∙ Ameriprise Financial Services, Richard Randall ∙ Randall Law Offices s Inc. n v Estate Planning t © i Rodney Retzner ∙ Krieg DeVaultP Beau Browning ∙ Browning/Pikee Financial Kevin Alerding ∙ Ice Miller Management f o S Kent Rollison ∙ Faegre Baker Daniels i l Vicki Anderson ∙ Hackman Hulett & Cracraft Christopher Buczek ∙ AXA Advisors F Jennifer Ruby ∙ Rubyr Law o s a Patricia Seasor Bailey ∙ Doninger Tuohy & Thane Bushong ∙ Private Capital Management e Jeff Saunders ∙ Adinamis Michael & Saunders Bailey a Group r s n © Robert Beckerv ∙ Richards Boje Pickering Martha tT. Starkey ∙ Harrison & Moberly Mark Cade ∙ The Financial Junction/Raymond e Benner & Becker PJames Financial Services i TamathaS Stevens ∙ Stevens & Associates f o l Jay Benjamin ∙ Katz Sapper & Miller Kelly Carlisle ∙ Morgan Stanley Smith Barney i F Nancy Wilson ∙ Wilson Wealth Solutions/ LPL Financial Page 22 r Vincent Catania ∙ Quantum Retirement a MaryEllen Kiley Bishop ∙ Cohen Garelick & o s Glazier e Consultants Daniel Yates ∙ Bose McKinney & Evansa r s n © Kristine Bouaichi ∙ Ice Miller v Financial Planning t Kevin Clasen ∙ WestPoint Financial Group e Brett Carlile ∙ Frank & Kraft, Attorneysi at Law Brad Cougill ∙ DeerfieldP Financial Advisors o Benjamin Abraham ∙ MetLifeS Resources Page 16 f l Paul Corsaro ∙ Bingham Greenebaum Doll i Gabriele Allen ∙ Thurston Springer Miller F Nancy Cunningr ∙ Financial Partners Group a Herd & Titak Page 12 o Ron Davis ∙ Frank & Kraft, Attorneys at Law s e Matthew Derado ∙ Ameriprise Financial Sean Fahey ∙ Hall Render Killian Heath & Martin Armbruster ∙ Sherman & a r s Services, Inc. n Lyman Armbrusterv Page 21 t © Adan Diaz ∙ Grunawalt Baer Diaz Financial e Marvin Frank ∙ Frank & Kraft, Attorneys at Daryli Arnett ∙ Arnett Financial Services P o Group Page 18 f Law SKevin Dolen ∙ Ameriprise Financial Services, i Inc. FRonald Austin ∙ Ronald P. Austin, CPA John Gardner ∙ Faegre Baker Daniels r o s Stephen Duning ∙ Ameriprise Financial Kristi Baker ∙ Compensation Systems e Richard Hall ∙ Hall Koehler Services, Inc. a r s © iv www.fivestarprofessional.com: Five SStar awardt information — FS 3 P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro2012 Five Star ss a P fe on l r o Award winners listed by primary servicesi and listed alphabetically by last name.a Wealth Managers s J. Brian Eadie ∙ Katz Sapper & Miller Rhys Helt ∙ RBC Wealth Management Patrick Maher ∙ Ameriprise Financial Services, a r Page 13s Inc. Scott Eckart ∙ WestPoint Financial Group n t Kristene Highfield ∙ Highfield & Associates/ Gregory Mankey ∙ Masthead Advisory Group ThaddeusP Eckerle ∙ Merrill Lynch Ameriprise Financial Services, Inc. S f oKate Marvel ∙ Advantage Financial Groupl Elizabeth Eckert ∙ Morgan Stanley Smith Jeff Hodges ∙ Ameriprise Financial Services,i r Barney Inc. Christopher McCauley ∙ Strategic Planning o s Group Page 21 a e Robert Edwards ∙ Valeo Financial Advisors Denise Holder ∙ David A. Noyes & Company a r s Rita McCluskey ∙ Merrill Lynch Susan Elser ∙ Elser Financial Planning n William Howell ∙ Howell Financial Advisors v Timothy McSoley ∙ Timothy O. McSoley t Page 19 i P Page 20 e o S Matt Engerer ∙ Raymond James | Kathryn Hower ∙ Bedelf Financial Consulting Scott Medalen ∙ Raymond James l Morgan Keegan Financial Servicesi F r Graig Huber ∙ Ameriprise Financial Services, a Juli Erhart-Graves ∙ Worley Erhart-Graves o Leslie Michael ∙ Michael Associates Inc. s e Financial Advisors a r P. Chriss Mickel ∙ Valeo Financial Advisors Steven Jackson ∙ Raymond James Financial n v Andrewt Fiega ∙ Foresight Financial Services © Management eVuoch Minnich ∙ Ameriprise Financial i P Services, Inc. Martin James ∙ Martin James Investment & f o Barbara Fife ∙ LPL Financial l S Tax Management Mark Miracle ∙ Miracle & Associates Financiali F Services Group G. Joyce Foster ∙ Ameriprise Financial r Matthew Jarvis ∙ Valeo Financial Advisorso s a Services, Inc. e Jim Mlott ∙ Thurston Springer Miller Herd a James Johnson ∙ WealthPlan Strategiesr s Thomas Foster ∙ Morgan Stanley Smith & Titak Page 12 n v Barney Page 21 t Anthony Jung ∙ Ameriprise Financial Services, © Jeffrey Moheban ∙ Avalone Wealth Advisors i Inc. P Avshalom Gad ∙ Eagle Strategies f o S Kelly Morgan ∙ Veros Partners l Greggory Keele ∙ Ameriprise Financial i F J. David George ∙ George Wealth Management Services, Inc. Group r Rebecca Müllero ∙ Circle Financial Planning s a e Scott Kennedy ∙ Merrill Lynch Timothy Ginn ∙ Valeo Financial Advisors a Chaser Newsom ∙ City Securities Corporation s Michael Kessel ∙ David A. Noyes & Company n © Helenv Goldstein ∙ Goldstein Group t Justin Padgett ∙ Valeo Financial Advisors e Financiali Advisors Page 16 Kenneth Klabunde ∙ City Securities P Andy Parrish ∙ Greenway Advisors o SCorporation f l Angela Grabovsky ∙ Ameriprise Financial i FServices, Inc. Gene Kostrewa ∙ Ameriprise Financial Erin Pentz ∙ Strategic Benefit Consultants r Page 8 & 9 o a Services, Inc. Page 20 s A. Michael Haboush ∙ John Hancocke Financial Network Page 19 Jack Kowal ∙ Quantum Financiala Services Nancy Pitt ∙ Financial Partnersr Group s n v t James Purdie ∙ Comprehensive Retirement © Cris Halter ∙ Halter Ferguson Financial Brian Kowalevsky ∙ Morgan Stanley Smith e i Barney Page 20 Solutions P o Ronald Hanson ∙ Hanson & Snyder Personal S f l Brenda Ramsey ∙ Brunette & Associates i Financial Advisors Roy Allen Lederman ∙ Plan F Page 15 r o s a Paul Hargitt ∙ Thurston Springer Miller Gary Lents ∙ Robert W. Baird & Company e Chad Reed ∙ Valeo Financial Advisors Herd & Titak Page 12 a r s Frank Leyes ∙ Frank Leyes & Associates n Kathleen Hartman ∙ Greenleaf Financial v tPeter Reist ∙ Oxford Financial Group Group© Terry Lovison ∙ Thurston Springer Miller e i Jeff Roach ∙ Cambridge Investment ResearchP Herd & Titak Page 12 S f o James Hartman II ∙ LPL Financial Lawrence Rolland ∙ Community First i John Ludwig ∙ LHD Retirement F Investments T. Brian Hayes ∙ Hayes Advisory Group r o s Lance Lyday ∙ Harbour Wealth Partners e Andrew Roller ∙ CFD Investmentsa Page 22 r s FS 4 — Five Star award information:© www.fivestarprofessional.com iv St P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro ss a 2012 Five Star P fe on l r o Award winners listed by primary servicesi and listed alphabetically by last name. a s Wealth Managers a Ed Rowell ∙ Ameripriser Financial Services, Inc. Jim Wolf ∙ Elis Lilly Federal Credit Union Patrick Burley ∙ Meridian Investment Advisors Douglas Schuetter ∙ Charter Advisory Grace Worley ∙ Worley Erhart-Graves Matthewn Burnett ∙ City Securities Corporation t Corporation Financiale Advisors P Brad Butler ∙ LPL Financial S Richard Seaver ∙ Valeo Financial Advisors Johnf Wortman ∙ Valeo Financial Advisors o l iG. Thomas Butler ∙ LPL Financial Carson Shadowen ∙ Strategic Benefit J.P. Wyand ∙ Avalon Wealth Advisors r Benjamin Cahill ∙ Morgan Stanley Consultants Page 8 & 9 o s a e David G. Yearwood ∙ Charter Advisory Smith Barney a Michael Skehan ∙ WealthPoint Advisorsr Corporation s v Daniel Callahan ∙ First Financialn Bank t Bruce Snyder ∙ Hanson & Snyder Personal Jeffrey Yu ∙ Column Capital e Page 10 i Financial Advisors P Robert Campbell ∙ Edwardo Jones S Seth Yudes ∙ Morgan Stanleyf Smith Barney l Susie Steel ∙ Deerfield Financial Advisors Jerry Cary ∙ Synergyi 360 F Page 16 r Insurance o Thomas Castellis ∙ Wells Fargo Advisors, LLC a e Shelley Stergar ∙ Thurston Springer Miller Susan Maginn Christ ∙ Maginn Wealth a r Joseph Clarks ∙ Financial Enhancement Group Herd & Titak Page 12 Advisors n v t Randall Clark ∙ The Windsor Group © i Douglas Sweet ∙ Midwest Financial Group and RonanP Marra ∙ Gemmer Benefits Group/AXA e Midwest Financial Advisors Advisors o S fPaul Coan ∙ Wealth Planning & Managementi l F Kevin Sweet ∙ Column Capital Page 10 rJohn Mulheran ∙ Highland Capital Brokerageo Kenneth Coates ∙ Wells Fargo Advisors,s LLC a Jonathan Taylor ∙ Brunette & Associates Michael Tavel ∙ Charter Advisory Corporation e Don Cobb ∙ Wells Fargo Advisors, LLC Page 15 a r s Investments n Ryan Collier ∙ Bedel Financial Consulting © v Julie Thompson ∙ Charter Advisoryt e i Corporation Dean Abplanalp ∙ Raymond PJames Financial J. Andrew Concannon ∙ Goelzer Investment o S Services Management f l Terry Tillett ∙ Tillett Financial i Bryce Adam ∙ Edward Jones F J. Chris Cooke ∙ Wells Fargo Advisors, LLC Andrew Tiplick ∙ Ameriprise Financial r o s a Services, Inc. e K. Gregory Akersa ∙ Merrill Lynch Beth Correllr ∙ David A. Noyes & Company s James Titak ∙ Thurston Springer Miller n v Jeffrey Batest ∙ RBC Wealth Management Lawrence Counen ∙ Robert W. Baird & © Herd & Titak Page 12 Company e i David Baugh ∙ Merrill Lynch P o John Trott ∙ Valeo Financial Advisors S Thomas Davis ∙ City Securities Corporation f l Michael Berger ∙ Wells Fargo Advisors, LLC i David Tucker ∙ Pinnacle Wealth Partners F r Joshua DeArmitt ∙ DeArmitt Financial Group a Brian Bischoff ∙ Bischoff Mark Wealth o s Robert “Bob” Turner ∙ AXA Advisors e Management Steven Demas ∙ Archer Funds Equitable a r s n v Paul Bostrom ∙ Morgan Stanley tSmith Barney Brian Doak ∙ Legacy Wealth Group/ © Rob Vickers ∙ Merrill Lynch David A. Noyes & Company e i Stephen Bottomley ∙ Wells Fargo Advisors, P o David Virt ∙ Ameriprise Financial Services, LLC f S Christopher H. Douglas ∙ C.H. Douglas & i l Inc. Gray Wealth Management F Jeffrey Brisben ∙ Merrill Lynch r o s a Douglas Wade ∙ Goelzer Investment Jeffrey Dowden ∙ Wallington Asset Ron Brock ∙ Sheaffe Brock Investment Advisors Management Managementa Page 17 r s n David Waite,© Jr. ∙ Equity Services Christopherv Brooke ∙ Merrill Lynch Stevent Duncan ∙ Hilliard Lyons P e Matti Broughton ∙ Wells Fargo Advisors, LLC Kevin Wells ∙ Wells Financial Group SBob Dunlap ∙ Dunlap Wealth Management f o Group i Chuck Werckenthien ∙ SecurEstate FAlan Buck ∙ NPC Page 21 r Craig Dunn ∙ Liberty Financial Advisors o s R. David Williams ∙ RDW Financial Group Michael Burley ∙ Meridian Investment e Page 19 Page 18 Advisors a r s © iv www.fivestarprofessional.com: Five SStar awardt information — FS 5 P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro2012 Five Star ss a P fe on l r o Award winners listed by primary servicesi and listed alphabetically by last name.a Wealth Managers s Stephen Edmondson ∙ Wells Fargo Advisors, Jerry Hendrix ∙ Integrated Investment David Marshall ∙ Thrivent Financial for a LLC r Strategiess Lutheransn t Adam Estes ∙ Hilliard Lyons J.e Kelly Hindman ∙ Edward Jones Brian Martin ∙ Frank & Kraft Wealth Care P Corporation S Bruce Evans ∙ Eli Lilly Federal Credit Union fIvan Hoffman ∙ KeyBank o l Wealth Management i Thomas Maurath ∙ Goelzer Investment r Terry Hogan ∙ Morgan Stanley Smith Barney Management Thomas Farr ∙ Morgan Stanley Smith Barneyo s a e Scott Holley ∙ Strategic Benefit Jon McCardle ∙ Summit Financial Group a George Farra ∙ Woodley Farra Manionr Consultants/SBC Wealth Managements of Indiana Page 21 n v t Portfolio Management Page 8 & 9 e Curtis McClure ∙ Edward Jones i Douglas Ferry ∙ Wells FargoP Advisors Financial Liz Hoover ∙ Hoover Financial Advisors o S Network, LLC f Kevin McCurdy ∙ Wells Fargo Advisors, LLC l Leland Horrall ∙ Merrill Lynch i F Travis Feuerbachr ∙ Feuerbach Financial Group/ Mike McHugh ∙ Oxford Financial Group a Barton Huntero ∙ Wells Fargo Advisors, LLC s LPL Financial e Brett McKamey ∙ Goelzer Investment a Robert rHuser ∙ Wells Fargo Advisors, LLC Managements Michael Fields ∙ Comprehensive Retirement n v Solutionst © Donald Hutchinson ∙ Goelzer Investment eJames McMahon ∙ Sheaff Brock Investment i PManagement SJeff Fierce ∙ LPL Financial f Advisors o l Joseph Kaiser ∙ Ameriprise Financial i Tony Fiorillo ∙ Asset Management Strategies Steven Meier ∙ Maginn Wealth Advisors F r Services, Inc. o s a Bryon Foley ∙ Foresight Financial Management Tim Meister ∙ Ameriprise Financial Services, e Andy Kemp ∙ Edward Jones a r Inc. s Gary Forbeck ∙ Oxford Financial Group n v t John Kerr ∙ Edward Jones Ron Mencias ∙ Merrill Lynch © Edwin Free ∙ Wells Fargo Advisors, LLC P e i Craig Kessler ∙ Kessler Investment Group Craig Miller ∙ 20/20f Financial Group o l Guy Gage ∙ AmeripriseS Financial Services, Inc. Page 21 i F Mark Langley ∙ Edward Jones Grady Gaynor ∙ Indie Asset Partners r Vince Milneso ∙ Edward Jones s a e Jim Lewis ∙ Edward Jones Demetrios Geroulis ∙ Merrill Lynch a Jenniferr Mitchell ∙ Edward Jones s Brian Linder ∙ Merrill Lynch n Davidv Gilreath ∙ Sheaff Brock t Channing Mitzell ∙ Windsor © Troy Lingley ∙ Edward Jones e Investmenti Advisors P Patrick Morrow ∙ Strategic Benefit f o SCharlotte Lippert ∙ Charlotte Lippert Wealth l Lisa Grimes ∙ Wells Fargo Advisors, LLC Consultants Page 8 & 9 i F Management Todd Guthrie ∙ Guthrie Financial Group r Michael Mullen ∙ Morgan Stanleyo s a Michael Lloyd ∙ Ameriprise Financial Page 21 e Smith Barney Page 21 Services, Inc. a r s Anthony Gutwein ∙ Edward Jones n Jessica Norris ∙ Wells Fargo Advisors, LLC © v Robert Lunsford ∙ Ameripriset Financial e Michael Haas ∙ Merrill Lynchi Services, Inc. Christopher NorwoodP ∙ Biechele Royce o S Advisors f l Nancy Hague ∙ Wells Fargo Advisors, LLC Lynn MacAbee ∙ Wells Fargo Advisors, LLC i F Bradley Owensr ∙ LJI Wealth Management Gregory Hahn ∙ Winthrop Capital Jim Maggard ∙ Hickey & Maggard Financial o s a Management Advisors/Raymonde James Financial Services Troya Patton ∙ The Archer Funds r s n Robin Hall ∙ Premier Wealth Advisors Maxv Magnabosco ∙ Wells Fargo Advisors, LLC tGregg Perrey ∙ Indiana Members Credit Union Page© 20 e iMichael Manion ∙ Woodley Farra Manion Johnelle Peterson ∙ Wells Fargo Advisors, LLCP o Joseph Hammons ∙ Wells Fargo Advisors, LLC Portfolio Management S f Lyle Pettigrew ∙ Wells Fargo Advisors i Adrienne Hart ∙ Merrill Lynch F Michael Marbaugh ∙ Raymond James Financial Network, LLC r o Financial Services s Murray Heisler ∙ WestPoint Financial Group e a r s FS 6 — Five Star award information:© www.fivestarprofessional.com iv St P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro ss a 2012 Five Star P fe on l r o Award winners listed by primary servicesi and listed alphabetically by last name. a s Wealth Managers Jeff Pittsley ∙ Wells Fargo Advisors Matthew Stolle ∙ Merrill Lynch Lee Ford ∙ Lee R. Ford & Associates a Financial Network,r LLC s William Taggart ∙ Raymond James | John C.n Haywood ∙ Haywood Henn t Brian Pyne ∙ Goelzer Investment Management Morgane Keegan P James Laudick ∙ BKD S Ronald Rader ∙ Rader Financial Services Bricef Tressler ∙ TFG Financial Group o l Thomas Long ∙ Long & Associates Page 22 i Brad Ransom ∙ Wells Fargo Advisors, LLC r Ed Marcum ∙ CliftonLarsonAllen oBrian Upchurch ∙ Column Capital Pages 10 a e Josette Rathbun ∙ Merrill Lynch a Wealth Management r Edward Villanyi ∙ Merrill Lynch s Peter McAllister ∙ Cadick Williams McAllister v Ford, CPAs n t Angie Reecer ∙ Sheaff Brock Brent Walker ∙ WealthPoint Advisorse i Investment Advisors P William McKinney ∙ Kempero CPA Group S Brad Warnecke ∙ Warneckef Investment l Brian Reeves ∙ Hamilton Financial/Raymond Group Page 17 Jenni McNaughton ∙i Sherck Hussey Johnson & McNaughton F James Financial Servicesr a Michael Warren ∙ Morgano Stanley s e John Reuter ∙ Raymonda James Smith Barneyr Dale Meachams ∙ Dale E. Meacham, CPA Financial Services n v t Terence Weiss ∙ Wallington Asset Stephen Plasterer ∙ Stephen Plasterer, CPA © Vern Roach ∙ Edward Jones Management Page 17 e i P fMichael Rasor ∙ LM Henderson & Company o ThomasS Rohn ∙ Planned Investment Company William Wendling ∙ Bedel Financial l Roy Rice ∙ Somerset, CPAs i F Consulting Carrie Ryan ∙ Wells Fargo Advisors r a o Brian Rider ∙ Rider Kenley & Associates,s CPAs e Financial Network, LLC Page 14 Michael Wiesemann ∙ MAH Investment Management/Fundamental Agency a r Earl Ridlen ∙ London Witte Groups Christopher Ryker ∙ Goelzer Investment Page 11 n v Management t © Patrick Sanders ∙ Patrick Sanderse and Sandy Wilcox ∙ Morgan Stanley Smith Barney i P Company Michael Schankerman ∙ MetLifeS Resources f o l George Wild ∙ Goelzer Investment Gregory Sigman ∙ L.M. Henderson i James Schillaci ∙ Merrill Lynch Management F r & Company o s a Rick Schofield ∙ Schofield Enterprises Jon Winteregg ∙ Financial Resource Advisors e a Dan Sullivanr ∙ K. B. Parrish & Company s Brian Schuman ∙ Merrill Lynch Donald Woodley ∙ Woodley Farra Manion n v t Kyle Thomas ∙ Kyle Thomas and Associates © Portfolio Management e Richard Searles ∙ Merrill Lynch P i Richard Wheeler ∙ Wheeler & Associates o AllenS Woods ∙ Edward Jones f l Michael Sechrist ∙ Wells Fargo Advisors, LLC i Thaddeus Zaleski ∙ Dauby O’Connor & Zaleski F Steven Wylam ∙ Capital Analysts of the Jeffrey Siefert ∙ Wells Fargo Advisors, LLC r o a Midwest s e Trust Services Norma Snapp ∙ Blue Crab Financial Partners Donald Wylin ∙ BDK Financial Servicesa r s Brian Eagle ∙ Eagle & Fein n Daniel Sommers ∙ ESI Financial v Page 22 t © Eric Zebrauskas ∙ Zebra Financial e i Genan Kirby ∙ Salin BankP & Trust Company Daniel Stallings ∙ American Portfolios f o l Taxation S Robert Stallwood ∙ Stallwood Law Office Financial Services FPage 22 i Lawrence Brodnik ∙ Greenwalt, CPAs r Steven Stapleton ∙ The Stapleton Fox Group/ o s a Morgan Stanley Smith Barney e David Burnett ∙ Meridian, CPAs a r s n G. Donlald Steel ∙ Planned Investment Timothyv W. Butz ∙ Clark & Leucht t Company© i P e David Clark ∙ Clark CPA Group Page 21 o Michael Stewart ∙ Merrill Lynch F S f i ® r Certified Financial Planner Board of Standards Inc. owns the certification marks CFP , Certified Financial Planner™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals o s ® who successfully complete CFP Board’s initial and ongoing certification requirements. The Chartered Financial Consultante credential [ChFC ] is a financial planning designation awarded by The American College. a r s © iv www.fivestarprofessional.com: Five SStar awardt information — FS 7 P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

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o2012 Five Star s a Pr es n r of io al Wealth Managers s a Strategicr Benefit Consultantss Team St P fe on l e r o si a iv ta Pr es on F S r of si al © ve ta r es n i P o Left to right: Four-year winner Scott Holley, Pamela Tidwell, 2012 winner Erin Pentz, Pam Lowry, four-year winner Patrick Morrow, Jill Beck F S r of si and two-year winner Carsonal Shadowen e a r s Enhancingn and Preserving Lifestyles © iv t P e • Comprehensive, personalized approach to wealth management S f • Independent,io objective and unbiased strategiesl F r o s• Dedicated to the highest degree of professionala service and communication Titles: Scott G. Holley, President; Patrick B. Morrow, Vice President, ChFC®; Erin N. Pentz, Director of Research; Carson M. Shadowen, Director of Fixed Income © ve ta r es n i P The wealth management teamo at SBC has many decades of multigenerational financial management experience. True dedication to our clients’ S f financial and lifestyle objectives, with professional and personalized services,l is the hallmark of the team at SBC. A focus of our unique team- based approach is creatingi and managing income and investment strategies during our clients’ pre- and post-retirement years. We are honored F r o to be a part of this prestigiouss group of wealth managers for the thirda consecutive year, and we thank our clients for their many years of partnership, ve ta r trust and confidence.s n © i S P fe io l F e ar ro ss na © v t e 2910 East 96th Street, Suite A • Indianapolis, IN 46240 i P Office: (317) 848-4744 • oFax: (317) 848-4467 S f www.strategicbenefit.comi Left to right: Four-year winners Patrick MorrowF and Scott Holley, 2012 winner Erin Pentz and two-year winner Carson Shadowen e ar ro Securities soffered throughs LPL Financial, member FINRA/SIPC. FS 8 — Five Star award information:© www.fivestarprofessional.com iv St P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

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o s a 2012 Five Star Pr es n r of io al s Wealth Managers Strategic Benefit Consultants Team a r s St P fe on l e r o si a iv ta Pr es on F S r of si al © ve ta r es n i Left to right: Four-year winner Scott Holley, Pamela Tidwell,P 2012 winner Erin Pentz, Pam Lowry, four-year winner Patrick Morrow, Jill Beck o F and two-yearS winner Carson Shadowen r of si al eEnhancing and Preserving aLifestyles r s n © iv • Comprehensive, personalized approacht to wealth management P e • Independent, objective andS unbiased strategies f io l F • Dedicated to the highest degree of professional service and communicationr o s a Titles: Scott G. Holley, President; Patrick B. Morrow, Vice President, ChFC®; Erin N. Pentz, Director of Research; Carson M. Shadowen, Director of Fixed Income © ve ta r es n The wealthi management team at SBC has many decades of multigenerational financial managementP experience. True dedication to our clients’ o financial and lifestyle objectives, with professional andS personalized services, is the hallmark of the team at SBC. A focus of our unique team- f l based approach is creating and managing income and investment strategies during our clients’ pre- and post-retirement years. We are honored i to beF a part of this prestigious group of wealth managers for the third consecutive year, and wer thank our clients for their many years of partnership,o s a trust and confidence. ve ta r s n © i S P fe io l F e ar ro ss na © 2910 East 96th Street,v Suite A • Indianapolis, IN 46240 t e Office:i (317) 848-4744 • Fax: (317) 848-4467 P o www.strategicbenefit.com S f i Left to right: Four-year winners Patrick Morrow and Scott Holley, 2012 winner Erin Pentz and two-year winner Carson Shadowen F Securities offered through LPL Financial, member FINRA/SIPC.e ar ro ss © iv www.fivestarprofessional.com: Five SStar awardt information — FS 9 P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro2012 Five Star ss na P fe io l r Columno Capital Group a Wealth Managers s a Supportingr Your Wealth Vision s n St P fe io l e ar ro ss a iv St P fe on l F e r o si a © iv ta Pr es n S f Focus: Investments, o l W Retirement, Income Taxes,i I Estate Planning, Insurance F r N o N a Analysis, Company s E e a r R Benefits, Colleges Funding Left to right: Ryan Thomas, Sylvia Pozarnsky, ve-year winners Brian Upchurch and Je Yu; n © v t Sheri Kendall and three-year winner KevinP Sweet e i • Priorities: independent,S objective and fee-only fi rm focused on the client’s best interestf o l F • People: highly credentialed advisors provide exceptional service and maintain a select number of clients i • Process:e comprehensive approach that integratesr investments, fi nancial planningo and taxes s a Ryan Thomas, CFP®, CPA; Sylvia Pozarnsky, MBA;a Brian Upchurch, CPA, JD, CIMA®; Jeff Yu, CFP®,r CPA; Sheri Kendall, CFP®, CPA; s © vKevin Sweet, CFP®, CIMA® t P e n i You cannot predict the future, but we can help you prepare through our priorities, people and process. Our unbiased f o l for what you see in yours. Whatever Syour fi nancial plans and and trustworthy advice comes from a relationship where our i F dreams, Column Capital brings the experience, resources and highest priorityr is serving the best interests of our clients. vision to help you realize them. Column Capital is a fee-only Our seasoned professionals utilize a deep pool of expertiseo s a wealth management fi rm thate develops personal solutions derived from years of formal educational training andr decades to the complex fi nancial challenges of high-net-worth of provena experience. Our unique approach ensures that s n individuals, families andv business owners. allt fi nancial concerns are addressed through our integrated © wealth planning process. e We accomplish our mission of supporting your wealth vision P Fi S r of io al ve ta r ss n © 3815 River Crossing Parkway, Suite 340 • Indianapolis, IN 46240 P e Office:i (317) 663-6500 • Fax: (317) 663-6501 f o www.columncapital.com S i F e ar ro ss FS 10 — Five Star award information:© www.fivestarprofessional.com iv St P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro ss na 2012 Five Star P fe io l r Fundamentalo Agency | MAH Investmentsa Group s Wealth Managers ta TheP Foundationr of Our Family Is Basedes on Investing in Yours n S r of io al ve ta r ss n i S P fe io l F e ar ro ss na © iv St P fe io l F Areas of Focus: Investment r o Management, Insurance s a e a r Products for All s Left to right: Front row: Tom Moran, four-year winner Michael Wiesemann, Keith Hazelbaker n © v Top trow: Pete Avnaim, Chris Brychell and Sherry HollingsworthP e i • Fundamental’sS family philosophy puts the focus on you — our client f o l F • We create peace of mind by having us guide you through the fi nancial storm i • We helpe our clients align their fi nancial future withr their family values o s a © v ta Pr es n Whetheri retirement is nearing or you are just buying your ourselves on providing the service your family expects and f o l fi rst home, we are here to help you fi nd theS right products to deserves. i ensure your family’s fi nancial security. We off er a multitude F We create a relationshipr with our clients that lasts through of products, from health insurance, to insuring your home or o s a the years and continually help you with understanding your vehicle, to investment tools to securee your future; we pride © v coveragest anda future fi nancial needs. Pr es n Fi S r of io al ve ta r ss n © 5150 East Stop 11 Road, Suite 9 • Indianapolis, IN 46237 P e Office: (317)i 215-4179 • Toll-free: (866) 410-0730 f o www.fundamentalagency.com • www.mahinvestments.comS i F e ar ro ss © iv www.fivestarprofessional.com: Five StarS awardt information — FS 11 P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro2012 Five Star ss na P fe io l r Hargitto • Lovison • Stergar • Allen • Titaka • Mlott Wealth Managers s ta PDedicatedr to the Creation ande Preservations of Our Clients’ Wealthn S r of io al ve ta r ss n i S P fe io l F e ar ro ss na © iv St P fe o l W i Serving clients throughout I F N r the country for more than a o N s E 30 years e a r R s Left to right: Five-year winner Lee Hargitt, two-year winner Terry Lovison, two-year winner Shelley Stergar, n © v 2012 winnert Gabriele Allen, ve-year winner Jim Titak and four-yearP winner Jim Mlott e i • Independent,S objective advice focused on each client’s needs and goals f o l F • World-class technology and highly qualifi ed staff committed to our clients i • Managemente group that understands theyr work for our clients o s a Areas of Focus: Fee-Based Management, Financiala Planning, Estate Planning, Retirement Planning,r Portfolio Management, s © vMultigenerational Planning, IRA Rollovers, 401(k)t Plans, Tax Planning P e n i As a FINRA broker/dealer and an SEC-registered investment increases our ability to serve our clients. We congratulate all f o l advisor, Thurston Springer has S unique fl exibility and of our Five Star Wealth Managers for receiving this distinction. i F advantages over wire house systems and independent fee- They have 127r years of combined experience in the securities only planners. This model has signifi cant regulatory oversight industry and 66 years at Thurston Springer. Thank you oto our s a and is considerably expensivee to maintain, but it substantially clients for their continued trust. © v ta Pr es n Fi S r of io al ve ta r ss n © 9000 Keystone Crossing, Suite 740 • Indianapolis, IN 46240 P e Phone:i (317) 581-4000 • Toll-free: (800) 433-8049 f o F www.thurstonspringer.com S r i Members: FINRA, SIFMA, SIPC & Indianapolis Chambere of Commerce. a ro ss FS 12 — Five Star award information:© www.fivestarprofessional.com iv St P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro ss na 2012 Five Star P fe io l r Helto Investment Group a s Wealth Managers ta IntegratingPr Your Objectives Into a Personalizedes Plan That Can Be Updated nas Life Changes Occur S r of io al ve ta r ss n i S P fe io l F e ar ro ss na © iv St P fe io l F e ar ro ss a © v Left to right: Four-yeart winner Rhys A. Helt, Dawn McLaughlin, Andrea NielsenP and Bill Koriath e n i • More than 90 yearsS of combined experience f o l F • Combining our sophisticated investment planning tools with our professional resources i • Implementinge thoughtful and creative solutionsr o s a Credentials: Senior Vice President – Branch Director, aCIMA®, AWM r s n © Areav of Focus: Comprehensive wealth managementt services customized to achieve your personalP goals e Rhysi Helt has been providing wealth management solutions to that emphasizes teamwork, client service and community f o l clients for nearly 20 years. He and his teamS believe in building involvement. i client relationships for the long term and are committed to SM F Rhys completed ther Certifi ed Investment Management Analyst helping clients achieve their dreams by creating a solid wealth o s a (CIMA®) designation at the Wharton School, University of management plan designed note only to accumulate wealth, Pennsylvania in 2000. By attaining this designation, and ongoingr but also to provide income throughout the retirement years a s education, Rhys maintains his membership in IMCA (Investment n © and build a legacy for lovedv ones. Managementt Consultants Association). In addition, he has e As the branch director ofi our Indianapolis offi ce, Rhys oversees obtained the professional designation of AccreditedP Wealth o the branch and is working to expand with quality fi nancial ManagerS (AWM) through an education program sponsored by f i l advisors in the IndianapolisF area. Rhys strives to create a culturee RBC Wealth Management and Michigana rState University. ro ss a © iv t P fe on 8888 Keystone Crossing, Suite 200 • Indianapolis, INS 46240 i Office:F (317) 810-5417 • Toll-free: (866) 221-9440 [email protected] • www.rhyshelt.com r o s RBC Wealth Management, a division of RBC Capital Markets, LLC, Membere NYSE/FINRA/SIPC. a r s © iv www.fivestarprofessional.com: Five StarS awardt information — FS 13 P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro2012 Five Star ss na P fe io l r Carrieo B. Ryan a Wealth Managers s ta PHelpingr a Select Number of Successfules Families With Their Wealthn Management Needs S r of io al ve ta r ss n i S P fe io l F e ar ro ss na © iv St P fe io l F e ar ro ss a © v Left to right: Four-yeart winner Carrie B. Ryan, Susan Backer, Dr. Gene Hedrick,P Judy Hedrick and Deborah Turley e n i • ComprehensiveS wealth management strategies f o l F • Customized investment portfolio management i • Strivinge to preserve and enhance family assetsr across generations o s a Credential/Title: CFP® professional, Managing Principala – Investments r s n © vClients Pictured: Dr. Gene Hedrick, Judy Hedrickt and Susan Backer P e i Carrie Ryan provides comprehensive wealth management personalized investment strategies designed to help clients f o l services to successful families and businessS owners. Utilizing achieve their specifi c lifetime goals. Clients enjoy an intimate, i F Wells Fargo Advisors Financial Network’s vast resources and personal advisoryr relationship built on mutual trust, integrity drawing on a deep understanding of what’s most important and 28 years of an unwavering commitment to serve theiro best s a to her clients, she developse sophisticated and highly interest.a r s n © iv St P fe io l F e ar ro ss a Carrie B. Ryan • Wellsv Fargo Advisors Financialt Network, LLC n © 8425 Woodfield Crossing Boulevard, Suite 100 • Indianapolis, IN 46240-7316 P e Phone: (317)i 469-4830 or (855) 256-0070 • Fax: (317) 469-4831 f o F [email protected] S i 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 selectionr o s process. Wells Fargo Advisors Financial Network, LLC, Member SIPC, is a registered broker-dealer and separatee nonbank affiliate of Wells Fargo & Company. [CAR 0812-01624].a r s FS 14 — Five Star award information:© www.fivestarprofessional.com iv St P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro ss na 2012 Five Star P fe io l r o Brunette & Associatesa s Wealth Managers ta r s Groupn S P fe Trustedio and Experienced l r o • Comprehensives fi nancial planning a e r • More than 64 years of combined experience v ta e•s Investments and estate planning n i P Brenda Ramsey, CPA, CFP® Two-Year o S fWinner Brad Stewart, CFP® l Left to right: Back row: 2012 winner Jon Taylor, two-year winners Dan Brunette and Daniel Brunette, CLU®, ChFC®, CASL®i F Brad Stewart; Frontr row: 2012 winner Brenda Ramsey o s a e Brunette & Associates has provided comprehensive wealth management services to individualsa and businesses nationwide for 37 years. Our long-termr relationships Brunette &s Associates, LLC are a direct result of our proactive, ongoing service and responsiveness provided n 500 East Ohio Street, Suite 200 v by thet entire team. Through our consolidated reporting system, we are able to © Indianapolis,e IN 46204 provide our clients with reports on their entire portfolio,P along with personalized i Offi ce: (317) 238-6582 o recommendations that follow our tactical approach to wealth management. f S Toll-free: (866) 880-2578 i l F r owww.brunetteandassociates.com s a e Securities offered through Ogilvie Security Advisors Corp, 71 South Wacker Drive, Suite 3025, Chicago, IL 60606. 312-335-5476. aMember FINRA/SIPC. Brunette & Associates, LLC and Ogilvie Security Advisorsr Corp. are independently owned and operated. s n © iv St P fe o l F r Campbell Kyleo Proffitt i a e a Estate Planningr Group ss v t For Nearly 100 Years, We Have Helped n © i S Clients P Achieve Their Goals fe io l F • Relationshipsr based on trust, candid advice and a e an appreciation for each client’s concerns o s •a Estate and estate tax planning for business r s v t entities, families and individuals n © • Business succession planning for business entities e Two-Year Fi SWinner P f io l Since 1915, Campbell Kyle Proffi tt LLP has fostered close relationships with clients r o s a to best understand and appreciate clients’ unique concerns. eWhether you need advice on wealth preservation for yourself and your family or succession planning a r s for your business, Campbell Kyle Proffi tt LLP has both the desire and experience to n 11595 North Meridian Street, Suite 701 • Carmel, IN 46032 help you plan and to coordinate with your CPA, investmentv portfolio manager and th t © 198 South 9 Street • Noblesville, IN 46060 e others. Let us help you achieve your goals. P i Carmel: (317) 846-6514 • Noblesville: (317) 773-2090 o Anne Poindexter, Chair, Campbell Kyle Proffi tt Estate Planning Group. S f [email protected] i F e www.ckplaw.com ar ro ss © iv www.fivestarprofessional.com: Five StarS awardt information — FS 15 P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro2012 Five Star ss na P fe io l r o Deerfielda Financial Wealth Managers s ta r s Advisorsn Team S P fe ioFee-Only and Objective l r o •s Indiana and Illinois offi ces a e a r s• Planning and investment management W • Independent and fi duciaries n I v t N P e N i E CERTIFIED FINANCIAL PLANNER™ practitionerso S f R l NAPFA Corporate Member Left to right: Four-year winners Susie Steel, Richard Bellmer and i F ve-year winnerr Brad Cougill o s a e For 27 years, Deerfi eld Financial Advisors, Inc. has worked with clients to focus on theira fi nancial goals through our customized fi nancialr planning and investment s management services. We help our clients to manage their fi nancial lives with a n v tfocus on fi nancial planning for future generations. We provide objective advice © 8440 Woodfie eld Crossing Boulevard, Suite 360 i and highly personalized service to help our clientsP have greater control over their Indianapolis, IN 46240 o fi nances and more time to focus on the priorities of their lives. f S Indianapolis: (317) 469-2455 l Planning for your life … it’s always personal! i F deerfi eld@deerfi eldfa.com • www.deerfi eldfa.com e ar ro Additional offi ce in Chicago areass na © iv St P fe io l Helen Kurlander Goldstein F e ar ro ss na © iv St SafeguardingP Your Future fe o l F e r o si a W r aI s N President; Five-year Five Star award winner n v N ERTIFIED INANCIAL LANNER t C F P ™ professional © E e i R P o Left to right: Standing: Suzanne Giacometti, Amelia West and Esther G. FogleS f l Seated: Five-yearF winner Helen Kurlander Goldstein i At Goldstein Group Financial Advisors, an independent fi nancial fi rm, we know r o s a that no two lives are identical. There is no single approache to a successful fi nancial plan. a r s n Our expertise includes retirement, investment, v insurance and estate planning. 8900t Keystone Crossing, Suite 610 ©We couple this with a prudent investment philosophy to help you pursue and Indianapolis, IN 46240 e accomplish your long-term fi nancial goals. We look forward to creating and P i Phone: (317) 218-3848 o implementing an individualized plan for you to help safeguard your fi nancial S f [email protected] future. i F www.goldsteingroupfa.com r o The Financial Professionals of Goldstein Group Financial Advisors, LLC, are Registered Representatives and Investment s Advisor Representatives with and offer Securities and Advisory Services through Commonwealth Financiale Network® Member FINRA/SIPC, a Registered Investment Advisor.a r s FS 16 — Five Star award information:© www.fivestarprofessional.com iv St P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

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o s a 2012 Five Star r es n r P f io al o Brad Warnecke ta r ss n Wealth Managers S P fe A Focusi ono Income and Market Risk l r o • The sability to incorporate innovative income ideasa e • A tactical approach to the growth component a r •s Personal service in a primarily noncommissionedn iv t P fe environment o S Creating an innovative income componenti for portfolios l F r o Credentials: Registered Principal,s RJFS a e Brad Warnecke, a Registered Principal, has been in business since 1981. The primary focusa of the Warnecke Investment Group is the managementr of individual s portfolios via a fee-based (no commissions) structure. Most portfolios are designed n © v to balancet income for current needs and growth of capital for future income needs e i or for building the client’s estate. Attention to serviceP and a focus on the unique 6235 Carrollton Avenue o Sneeds of each client are the cornerstones of the professionals at WIG. fIndianapolis, IN 46220 l F Offi ce: (800) 906-7272 i r o www.warneckeig.com s a e Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Clients should periodically re-evaluatea whether the use of an asset-based fee continues to be appropriater in servicing their needs. A list of additional considerations, s as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement. n © iv St P fe o l F r Terry Weisso i a e a Jeffreyr Dowden ss v t Disciplined Wealth Management n © i ConsistentlyP Applied e o S • Celebrating more than 24 years of successfully f i l F meetingr client objectives o a e • More than 97% average annual client retention s W • Customized wealth management and investmentr I a s N n solutions v tN © E e i R P o Left to right: Four-year winner Je rey Dowden and ve-year winner Terry Weiss S Wealth and investment mgmt. for high-net-worth individuals, f l F corporations, foundations, institutions and qualifi ed plans i Discipline, commitment, passion, independence. More than just powerful words, r o s a these are traits that form the cornerstone of our business ande allow Wallington to continue to deliver results. As an independent fee-only wealth manager, we Wallington Asseta Management r s partner ourselves with our clients in each segment of the wealth management 8900 Keystone Crossing, Suite 1015 n process© — from the determination of unique fi nancialv goals and objectives to Indianapolis,t IN 46240 e the crafting of the investment portfolios that deliveri cost-eff ective and superior Offi ce: (317) 575-8670 P o risk-adjusted returns. We appreciate being recognized for our outstanding client f Swww.wallingtonasset.com satisfaction. More than that, however, we appreciate each and every client that i allows us to have an impact on their fi nancial F success. e ar ro ss © iv www.fivestarprofessional.com: Five StarS awardt information — FS 17 P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

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o2012 Five Star s a r es n r P f io al o R. David Williams ta Wealth Managers r ss n S P fe Helpingio People Successfully Retire l r o •s Wealth managed to last a lifetime a e a r s• Values and goals drive our process iv t P e • Educating clients on fi nancial decisionsn Two-Year R. David Williams, President, RDW Financialo Group S f Winner l

Left to right: Two-year winner R. David Williams, Kathy Williams, Connie Jordan and i F Brandon Hamrickr o s a e At RDW, we do not focus on the sales or presentation of packaged ideas or products.a We proudly embody a team-oriented spiritr in which our relationships s v tare at the heart of our mission. n © The nurturing of our client relationships focuses on our adherence to our core 2780 Waterfronte Parkway East Drive, Suite 100 values — faith, family, fi nances. At RDW these values represent more than words i P Indianapolis, IN 46214 o — they represent a vast sphere of infl uence, providing a collaborative eff ort that f S Phone: (317) 802-7672 • Toll-free: (888) 731-4950 l strives to provide our clients with a meaningful relationship. i F Dave@rdwfi nancialgroup.com e r o www.rdwfi nancialgroup.com s a © iv tSecuritiesa and advisory services offered through Madison Avenue Securities,P Inc. rMember FINRA/SIPC and a Registerd Investment Advisor. es on S Daryl A. Arnett Williamf E. Bersbach i l F e ar ro ss na v 484 E Carmel Dr.,t Ste. 131 1213 E Hoff er St. © i Carmel, IN 46032 P Kokomo, IN 46902 e Direct: (317)S 709-5212 Phone: (765) 457-1134 f o l [email protected] [email protected] i F www.arnettfsg.com r www.libertyfngp.com a Two-Year Two-Year o s Winner e Winner r Out-Servicingv the Competition! ta The Diff erence Is Knowledge s n © • Being available • Financial experience since 1968 e • Being ethical i S • Building personal relationships P f o l • Being responsible • Helping clients reach fi nancial goals i Titles: Managing F Partner, Wealth Management Advisor e Title: Investment Advisor Representativer o s a In my profession, we all share the same job description and, for the As a fi nancial consultant sincea 1992, Bill greatly enjoys the personal r s most part, off er similar products. Therefore, “service” — the kind n v relationships he has created with his clients over the years. Being that sets you apart from everyone else — is all that matters. That’s t © actively involved in helping them reach their fi nancial goals is his main e a bold statement that I have been able to consistentlyi back up for objective. Active in the community, Bill has been chairman or president P o more than 10 years. Remember, customers have “choices” too. You can of United Way, ChamberS of Commerce, Kokomo Country Club and f continue to wonder what you are not being told, listen to yet another Junior Achievement, among others. Bill is a lifelong resident of Howard i conversation that you fully do not understand or contact me! F County, is married, and has four children and four grandchildren.r o Securities offered through IFS Securities, member FINRA/SIPC, 303 Perimeter Center N, Ste. 300, s Securities offered through LaSalle St. Securities LLC, a registered Broker/Dealer and member of FINRA Atlanta, GA 30346, (678) 690-8523. IFS Securities is a full-service broker. Arnett Financial and SIPC.e Advisory services offered through Liberty Financial Advisors, LLC, a Registered Investment Services Group, LLC and IFS Securities are not affiliated entities. Advisor. Liberty Financial Advisors, LLC is not affiliated with LaSalle St. Securitiesa LLC. r s FS 18 — Five Star award information:© www.fivestarprofessional.com iv St P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro ss na 2012 Five Star P fe o l r F. David Bixler i Craiga L. Dunn o Capital Strategies, Inc. s Wealth Managers a r 151 N Delaware St., Ste. 1440s n t Indianapolis, IN 46204 P Offi ce: (317) 262-1700e 1213 E Hoff er St. o Kokomo, IN 46902 S Fax: (317) 262-1707f l i Offi ce: (765) 457-1134 [email protected] [email protected] r www.cap-strat.com a e a ro ss www.libertyfngp.com n v t One Less Thing to Worry About® e Serving Conservative Investors i • Client focused P f• 29 years of dedicated experience o S • Strategy based • Diversifi ed strategies i l F • Independentr and intentional • Retirement income solutions a e Title: President o Investment advisor representative s Credential:a CFP® r Managing Partner s n v Capitalt Strategies’ mission is to provide exceptional investment As a fi nancial consultant since 1982, Craig’s greatest enjoyment in © management consulting that will help all clients achieve the highest being an investment representativee comes from helping families reach i possible total return for their specifi c level of toleranceP for market, important fi nancial goals such as retirement or fi nancing a college o Sinterest rate and purchasing power risk. CSI was founded in 1982 education. Active in thef community, Craig supports charities such as l and provides services to individuals, nonprofi ts, corporations, trusts Bona Vista and We Care, both community-based organizations. Craig i F and estates. David Bixler has been involvedr in the personal fi nancial is also an activeo supporter of Ball State University. A lifelong resident a planning and investment management fi eld for 30-plus years. of Howard County, Craig is married with four children. s e Securities offered through LaSalle St. Securities LLC, a registered Broker/Dealer and member of FINRA Capital Strategies, Inc. is a fee-only, Indiana-registereda investment advisor. and SIPC. Advisoryr services offered through Liberty Financial Advisors, LLC, a Registereds Investment n © iv t PAdvisor. Liberty Financial Advisors, LLC is not affiliated with LaSalle St.e Securities LLC. o S Susan Elser Michael Haboushf i l F e ar ro ss na v Indianapolis, IN 46236t 515 N Green St., Ste. 300 © Brownsburg, IN 46112 i Phone: (317) 823-5999 P e Phone: (317) 286-3637 o W [email protected] f l I S N www.elserfp.com [email protected] i F N E r o s a R e r Fee-Only Financialv Planning ta s n © • Objective fi nancial advice and strategies • Helping you defi ne and achieve fi nancial goals e • Comprehensive approachi to wealth management S• Comprehensive approach to wealth managementP f o l • Exceptional client service • Honest and straightforward personal advice i Areas of Focus: RetirementF Planning and Investment Management Focus: Retirement income, customized portfolior management o s a Credentials: CFP® and NAPFA–Registered Advisor e Credentials: CLTC, LUTCF At Elser Financial Planning, Inc., we specialize in retirement and Michael has been working with his aclients since 1996. He helps each r s n estate planning, professional investment management,v charitable of them improve their standardt of living, maximize their wealth and strategies© and business succession planning. Through careful prepare them for monetary independence in retirement. e examination of a client’s entire fi nancial picture,i we develop P o customized fi nancial strategies to help achieve their objectives. We S f provide advice strictly in our clients’ best interest and do not sell any i Registered Representative/Securities and Investment Advisory Services offered through Signator fi nancial products. Our clients feel comfortableF having a relationship Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor 8425 Woodfield Crossing r o based on trust and value the high level of service they receive. s Blvd., Ste.e 246 Indianapolis, IN 46240, (317) 469-6021. 111-07292009-16719175.a r s © iv www.fivestarprofessional.com: Five StarS awardt information — FS 19 P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l ro2012 Five Star ss na P fe o l r Robin A. Hall i Williama M. Howell o Howell Financial Wealth Managers s a r s nAdvisors, Inc. t 3815 River Xing Pkwy., Ste. 100 P 8888 Keystonee Xing., Ste. 1420 Indianapolis, IN 46240 Indianapolis, IN 46240 o S f Phone: (317) 877-8000 l Offi ce: (317) 663-3939 i r [email protected] [email protected] www.HowellAdvisors.com a e a r www.pwa-law.como ss n v t Comprehensive Wealth Management e Integrity and Prosperity in Partnership i • Investment advisoryP services • Fee-only planning and portfolio managemento f • Independent fi rm off ering objective advice S • Strategies for high-net-worth clients i l F • Wealth preservationr and estate planning • Expertise in retirement transitioning a e Managing Director o William M. Howell, President s Credentials:a Juris Doctor (JD) and CFP® professional r CERTIFIED FINANCIAL PLANNER™, CPAs Our fi rm is grounded in 25 years of trusted client relationships n v tPremier Wealth Advisors advises high-net-worth individual and © institutional clients nationwide using a consultative, relationship- and comprehensive servicee supporting life's transitions such as i based approach to wealth management. RobinP is honored to retirement, death in the family, divorce, new wealth and estate o S receive the Five Star Professional award. planning. Our wealthf management services provide a combination l of fi nancial planning and portfolio management. i F Securities offered through Cambridge Investment Research,r Inc., Broker/Dealer, Member FINRA/ Experienced.o Objective. Principled. s a e SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a © iv Registered Investment Advisor.t Cambridgea and Premier Wealth Advisors are not affiliated. Pr Registered as an investment advisory firm with the statee of Indiana.s on S Gene J. Kostrewa Brian Kowalevskyf i l F e ar ro ss na v 217 Southway Blvd.t E, Ste. 105 111 Monument Cir., Ste. 3100 © i Kokomo, IN 46902 P Indianapolis, IN 46204 e Offi ce: (765)S 453-3648 Direct: (317) 263-8741 f o l Toll-free: (800) 563-3244 Toll-free: (800) 624-2545 i F [email protected] r [email protected] ameripriseadvisors.com/eugene.j.kostrewa o a e fa.smithbarney.com/kowalevskyr s Plan for a Comfortablev Retirement ta Your Future Brought Into Focus s n © • We specialize in peace-of-mind planning • Thoughtful consideration of your needs e • Protect and growi your future S • Strategies that inspire confi dence P f o l • Distribution strategies to help minimize taxes • Actionable and relevant advice and insights i Financial AdvisorF Title: Financial Advisor r o s a CFP®, ChFC® e Credential: C ERTIFIED FINANCIAL PLANNER™ Let's get started today planning your fi nancial success or comfortable Together, we can bring the futurea you aspire to into focus with a r s retirement. Managing your wealth is only part of the benefi ts of n v plan that inspires confi dence. Uncertainty is a constant, and well- working with our fi rm. Your future is dependent on you. We develop a t © made decisions require thoughtful, considered analysis and the e long-term personal relationship of support andi integrity with you. As expertise and commitment of an experienced advisor. With your P o an advisor, teacher and advocate, we help manage everything that is future in focus, I Swill formulate a strategy to help you achieve your f involved in your fi nancial life. most important fi nancial goals and will provide timely and relevant i Investors should conduct their own evaluation of a financial professional as working with a F advice as life’s inevitable uncertainties arise. r financial advisor is not a guarantee of future financial success. Brokerage, investment and financial o s advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA e© 2012 Morgan Stanley Smith Barney LLC. Member SIPC. and SIPC. Some products and services may not be available in all jurisdictions or to all clients. a r s FS 20 — Five Star award information:© www.fivestarprofessional.com iv St P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l

o s a 2012 Five Star Pr es on Martinf J. Armbruster iAlan Buck Davidl A. Clark Strategic Partners, Inc. Clark CPA Goup r o 80 N Main St., P.O. Box 637 a36 Blvd. Motif s Wealth Managers 609 Treybourne Dr. Zionsville, IN 46077 Brownsburg, IN 46112 a r Greenwood, IN 46142 s Direct: (317) 873-2361 Office: (317) 852-2304 Office: (317) 873-4797 n t Office: (317) 881-6670 [email protected] www.s-a-cpa.com e [email protected] President, CPA W P OSJ, Reg. Rep. Partner, CPA/PFS, CFP® o I S f N l i N E r o s R a e Leading a dedicated professional team, Strategic Partners, Inc. utilizes a wide range We are a group of dedicated professionals a Marty provides 37 years of investmentr and of products and strategies from world-classs prepared to exceed your expectations. financial expertise to his clients. His success providers to implement our customized planning We provide tax, accounting, ncomputer v t is defined by building personal relationships, strategies. Some of the products and strategies and management consulting services for providing thoughtful solutions and helping e individuals and businesses. We strive for i P include: insurance solutions, personal planning S clients achieve peace of mind. He is driven strategies and investment management.f quality, efficiency and resultso for our clients. l by and grateful for the opportunity to help Securities and advisory services o ered through National Planning Corporation i F people. (NPC), Member FINRA/SIPC a Registered Investment Advisor. Strategic Partners e ar Five Star Professionalr ando NPC are separate and unrelated companies. ss a © iv t Thomas W. Foster P Todd E. Guthrie e Jon M. McCardle on th f S 800 E 96 St., Ste. 400 10136 Windward Pass 4050 Britt Farm Dr. i l F Indianapolis, IN 46240 Fishers, IN 46037 Lafayette, IN 47905 Phone: (317) 818-7342 r Office: (317) 576-8536 o Toll-free: (866) 582-5721s a [email protected] [email protected] Phone: (765) 447-1330 e W Titles: Financial Advisor,a I www.lpl.com/todd.guthrier [email protected] 2009 – 2012 Five Star award N Registered Principal, LPL Financial Title: President n N v winner t E CERTIFIED FINANCIAL PLANNER™ © i R P e o Tom looks to develop a personalS relationship Todd has been helping clients define and An independent financialf services firm l that lends insight into your life, your issues pursue their financial goals for more than providing customized solutions for individuals i F and your real-life challenges. His goal is 15 years with a comprehensiver approach to and families. a to help clients manage their wealth while wealth management. His focus is on creating o s adding wisdome to their financial vision. analytically based portfolios on an individual Registered Principal o ering securities through American Portfolio basis to suita each of his client’s needs. Financial Services,r Inc. Member: FINRA, SIPC. Investment advisory s n services o ered through Regal Investment Advisors, LLC., an SEC- © v t Registered Investment Advisor. APFS is not a liated with Summit e i © 2012 Morgan Stanley Smith Barney LLC. Member SIPC. S Securities O ered through LPL Financial. Member FINRA/SIPC. PFinancial Group and Regal Investment Advisory. f io l F Christopher A. Craig J. Miller r Michael Mullen McCauley o a e 20/20 Financial Group s 3301 W Purdue Ave.a r s Muncie, IN 47304 800 E 96th St., Ste. 400 n © 9955 Crosspointv Blvd., Ste. 150 Office: (765)t 286-5537 Indianapolis, IN 46240 e Indianapolis, i IN 46456 Toll-free: (866) 334-4700 Office:P (317) 818-7321 o Office: (317) 806-3083 [email protected] S [email protected] f l www.2020financialgroup.com [email protected] Financial Advisor, Senior i Title: Financial Consultant F www.spgfinancial.com rInvestment Management o a CPA, CFP® Consultant s Two-Year Two-Year Winner eWinner a r Independent and focused on building trust We are a financial service firm serving With today’s market volatility and financial s n and long-term relationships through sound Indianapolisv and central Indiana. We strive difficulties,t clients appreciate Michael’s 25 financial© planning and investment advice. to provide best-in-class personal service to years of wealth management experience P e eachi and every client. Find out what makes and consultative approach to portfolio f o us different from your current advisor. Smanagement to help them achieve their Registered Representative, Securities o ered through Cambridge i Investment Research, Inc., a Broker/Dealer, member: FINRA/SIPC. F goals and objectives. Investment Advisor Representative, Cambridge Investment Research Securities o ered through Securities America, Inc. Member of FINRA/ r o Advisors, Inc., a Registered Investment Advisor. Cambridge and s SIPC. Craig J. Miller, Registered Representative. 20/20 Financial Group Strategic Planning Group are not a liated. e © 2012 Morgan Stanley Smith Barney LLC. Member SIPC. is independent of Securities America. a r s © iv www.fivestarprofessional.com: Five StarS awardt information — FS 21 P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©

al n sio al es n f io Special Advertising Section ­ l

o2012 Five Star s a Pr es on fJeffery B. Risinger i Andy Roller l Daniel L. Sommers Jeffery B. Risinger, CFD Investments r o Attorney at Law 2704 S Goyer Rd. a Wealth Managers s 600 E Carmel Dr., Ste. 114 Kokomo, IN 46902 12 Grapevine Ct. a r Carmel, IN 46032 s Office: (765) 864-4088 West Lafayette, IN 47906 Office: (317) 578-1801 Office 2: (765) 455-0500, Ext. 3361 n Direct: (800) 743-4031 t Cell: (317) 413-3229 e [email protected] [email protected] P [email protected] www.andyroller.com o Titles: General Securities Principal, f Credential: CFP® S i CFS® l Two-Year Two-Year r Winner o s Winner a e Jeff is a 30-plus-year business lawyer and It is humbling to receive this recognition. I As an ELP for the “Dave Ramsey Show” with a trusted advisor to business owners,r including have an amazing clientele whos are a joy to more than 33 years of experience, Dan is as to debt and equity financings, business serve. It is an honor to come alongside them focused on client education.n v t sales and acquisitions, and compensation and help them achieve and secure their plans. Jeff has been an AV Pre-eminent-rated e i P goals. S attorney by Martindale-Hubbell for 15 years. Advisory services are providedf through Creative Financial Designs, o l Inc., Registered Investment Adviser, and securities are o ered through i cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & Securities o ered through Securities Service Network, Inc. Member F SIPC 2704 South Goyer Road, Kokomo, IN 46902, (765) 453-9600. e ar ro ss FINRA/SIPC. a Daniel Stallings Brice A. Tressler Nancy J. Wilson n © v t American Portfolios Title: President e i Financial Services P TFG Financial Group o Muncie, IN 47304 3609 S Southway Dr. f S 8606 Allisonville Rd., Ste. 109A l Cell: (317) 752-0894 New Palestine, IN 46163 i Indianapolis, IN 46250 F Office: (317) 861-0677 [email protected] r o Office: (317) 572-1390s a e www.americanportfolios.com [email protected] [email protected] Investment Advisora Representative www.TFGroup.bizr www.lpl.com/nancyj.wilsons Areas of Focus: Retirement and LPL Financial Advisor n v t Financial Planning Two-Year © i Winner P e o I offer a comprehensive,S client-centric Brice provides value through education and More than 20 years'f experience working with l approach to wealth management, as well as service. closely held businesses, their families and i F objective financial advice and strategies, and r children. Areas of focus: retirement plans, 401(k) a exceptional client services. I would love to rollovers, wealtho transfer and succession plans, s earn youre trust. The ultimate compliment is estate equalization issues and planning for when you refer me to a friend. a agingr parents and grandparents. Securities and Investment advisory services o ered through ING s n Securitiesv o ered through American Portfolios Financial Services, Inc. t Financial Partners, member SIPC. Securities and Advisory Services o ered through LPL Financial, a Member FINRA/SIPC. Advisory services o ered through American Registered Investment Advisor. Member FINRA/SIPC. LPL Financial, © TFG Financial Group is not a subsidiary of nor controlled by ING e Portfolios Advisors, Inc., a SEC-Registered Investment Advisor. PWilson Wealth Solutions and Five Star Professional are not a liated. i S Financial Partners. f o l F e r o si a “Wishful thinkingv is not ta r s n © planning.i If you plan P e o for the worst, you will S f i l never F be unpleasantly r o s a surprised.” e a r s n ©— Five Star award winner iv St P fe io F e ar ro ss FS 22 — Five Star award information:© www.fivestarprofessional.com iv St P fe F e ar ro © iv St P F e ar © iv St F e © iv F ©