This award was issued on 10/01/2026 by Five Star Professional (FSP) for the time period 12/25/2025 through 06/30/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2991 Phoenix-area wealth managers were considered for the award; 100 (3% of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 2,719, 84, 3%, 10/1/25, 12/25/24 - 7/2/25; 2024: 2,431, 101, 4%, 10/1/24, 12/12/23 - 7/9/24; 2023: 2,286, 97, 4%, 9/1/23, 12/12/22 - 6/30/23; 2022: 2290, 89, 4%, 9/1/22, 12/20/21 - 6/17/22; 2021: 2129, 96, 5%, 9/1/21, 12/7/20 - 7/2/21; 2020: 2163, 94, 4%, 8/1/20, 12/23/19 - 7/10/20; 2019: 2043, 117, 6%, 9/1/19, 11/2/18 - 7/17/19; 2018: 2112, 130, 6%, 8/1/18, 11/20/17 - 6/15/18; 2017: 1335, 131, 10%, 8/1/17, 11/8/16 - 6/2/17; 2016: 1149, 232, 20%, 7/1/16, 12/4/15 - 5/31/16; 2015: 2728, 254, 9%, 8/1/15, 12/4/14 - 5/31/15; 2014: 3247, 191, 6%, 8/1/14, 12/4/13 - 5/31/14; 2013: 2936, 286, 10%, 8/1/13, 12/4/12 - 5/31/13.
Accolades above were awarded to Kevin Dick 2014-2026 Women’s Choice Award® Verified Financial Advisor program, created by WomenCertified Inc., helps women simplify decisions by identifying thoroughly vetted advisors who understand the women's market. Launched in 2013, it is the first and only recognition program for well-qualified advisors committed to serving women. Advisors are verified based on 17 objective criteria, including credentials, experience, regulatory history, and professional background checks. There is no fee to apply, be considered, or qualify. All qualified advisors are listed on womenschoiceaward.com, though those in featured listings have paid a fee. Inclusion in the program does not constitute an endorsement or guarantee of future investment success. Women’s Choice Award® Verified Financial Advisors make up less than 1% of U.S. financial advisors, with verification occurring on a rolling basis. For more information https://womenschoiceaward.com/financial-advisors/ For information about methodology, please visit https://womenschoiceaward.com/best-financial-advisors-methodology 2026 Forbes Best In State Wealth Advisors award, created by SHOOK Research. Presented in April 2026 based on data gathered from June 2024 to June 2025. To receive the award, a wealth manager must meet 4 quantitative and 8 qualitative criteria associated with wealth advisors who provide quality services to their clients. 52,043 wealth managers were considered for the award. 11,302 were recognized. Wealth advisors do not pay a fee to be considered or placed on the final list of 2026 Forbes Best In State Wealth Advisors. The Forbes/SHOOK Best In State Wealth Advisors award is not indicative of the wealth advisor’s future performance. For more information, please visit https://tinyurl.com/2mp8pjzs. For more information about the methodology, please visit https://tinyurl.com/4hcdzjb4 Accolates Awarded to Carrie Dick: The 2026 Women Advisors to Watch award is issued by AdvisorHub. We received nominations from 675 firms and advisors. Nominees were required to have a minimum of seven years experience, at least $80m in AUM, 2 years at current firm & in good standing, and a clean regulatory record (2 or fewer complaints and no significant judgements). Advisors are ranked on a 100-pt scale in three categories. SCALE: Relative size of assets, production and quality of service; GROWTH: Relative year-over-year change in assets, clients and production; PROFESSIONALISM: Regulatory record, community involvement, mentorship and team makeup. Data collected is from 12/31/2024 to 12/31/2025. Award is valid from April 2026 – 2027. Participation in the ranking is open to any firm or advisor and there are no fees for participation. More information: https://www.advisorhub.com/women-advisors-to-watch-2026/
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), a registered investment adviser. These affiliated firms market as Bluespring Wealth Solutions. Bluespring Wealth is a network of affiliated firms including Kestra IS and Kestra AS. https://www.kestrafinancial.com/disclosures
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. 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 FSP or this publication. 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 FSP in the future. Visit www.fivestarprofessional.com.
