This award was issued on 12/1/24 by Five Star Professional (FSP) for the time period 3/13/24 through 10/7/24. 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. -area wealth managers were considered for the award; (% of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: , 14, %, 12/1/23, 4/17/23 - 9/29/23;