Fortune - USA (2021-10 & 2021-11)

Mary Naber

President, Founder

FIVE STAR WEALTH MANAGER AWARD WINNER

7946 Ivanhoe Avenue, Suite 316 • La Jolla, CA 92037

O ce: 858-412-6404

[email protected] • sagestonewealth.com

Sage Stone Wealth

Management

WINNERYEAR^6

Mary Naber is the author of “Catholic Investing: The Effects of

Screens on Financial Returns“ in the Journal of Investing, the first

published empirical research to integrate faith and investments.

Her leading-edge research has been cited in 14 other published

academic studies. Mary’s expertise in the field of ethical investing

is highlighted in six books and multiple magazines.

We seek to help women navigate the financial services landscape

by enhancing their knowledge, providing personalized coaching

and empowering them while they pursue their financial goals.

President

4606 Park Springs Boulevard, Suite 140 • Arlington, TX 76017

Phone: 817-969-5405

[email protected] • http://www.phoenixwealthpartners.com

FIVE STAR WEALTH MANAGER AWARD WINNER

Myra Lynn Slaybaugh

Phoenix Wealth

Partners

WINNERYEAR^4

P

Kathy E. Schneider, CFP®, CDFA®, is a 2012, 2014 – 2017 and 2021 winner

of the Five Star Wealth Manager award. Kathy specializes in helping

clients transition during a divorce and the loss of a loved one. She has

over 33 years of industry experience. Kathy treasures the opportunity

to assist clients in achieving their lifelong aspirations by developing

fi nancial plans and investment strategies that secure their goals.

Kathy E. Schneider

CFP®, CDFA®, Private Wealth Advisor

FIVE STAR WEALTH MANAGER AWARD WINNER

8400 Normandale Lake Boulevard, Suite 920

Bloomington, MN 55347

Phone: 952-921-2161 • [email protected]

http://www.ameriprise\kathyeschneider.com

WINNERYEAR^6

Bringing confi dence to individuals and families with regards to their

fi nances is the most rewarding feeling in my professional life. I’ve

had the opportunity to see my clients and their families  ourish and

evolve over the years.

Ivy Pierson

President, CEO

28368 Constellation Road, Suite 396 • Santa Clarita, CA 91355

Phone: 661-297-7566

[email protected]

piersonwealthmanagement.com

FIVE STAR WEALTH MANAGER AWARD WINNER

• 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020
  and 2021 Five Star Wealth Manager

WINNERYEAR^9

Putting the needs of clients fi rst is the approach I believe in. As a

fi nancial advisor, I work with you to fi nd the right fi nancial solutions

to help you plan for your unique goals. I am a 2012 – 2021 Five Star

Wealth Manager.

MBA, CFP®, BFA™, Private Wealth Advisor

FIVE STAR WEALTH MANAGER AWARD WINNER

3515 Plymouth Boulevard, Suite 204 • Plymouth, MN 55447

Phone: 763-543-5183 • [email protected]

ameripriseadvisors.com/wendy.l.gillespie

WINNER^10 YEAR

• CERTIFIED FINANCIAL PLANNER™ practitioner


• Behavioral Financial Advisor™

Laura K. Schilling is the principal and the founder of Financial

Innovations, LLC. Clients benefit from Laura’s professional

background as an attorney, a CERTIFIED FINANCIAL PLANNER™ professional,

a Certified Financial Fiduciary®, a Certified Senior Advisor and a

Certified Public Accountant. Financial Innovations, LLC is a full-

service, fee-based financial planning and wealth management

firm. Laura’s passion is helping others to achieve their goals.

Laura K. Schilling

Esquire, CPA, CSA, CFP®, CFF®

6111 Peachtree Dunwoody Road, Suite F101

Atlanta, GA 30328 • Phone: 404-458-0065

laura@fi nancialinnovations.biz • http://www.fi nancialinnovations.biz

FIVE STAR WEALTH MANAGER AWARD WINNER

WINNERYEAR^8