* This award represents calendar year 2021 and has been awarded on 12/31/2022. MML Investors Services, LLC is a NAPA member firm. MML Investors Services, LLC pays an annual fee to maintain its NAPA membership. MassMutual employees and/or agents are involved in the nomination and selection process.
** This award was issued by Five Star Professional. For each year issued, the issue date and time period are as follows: 2012 – 2/1/12, 5/23/12 – 1/6/12; 2013 – 2/1/13, 5/23/13 – 1/6/13; 2014 – 2/1/14, 5/23/14 – 1/6/14; 2015 – 2/1/15, 5/23/15 – 1/6/15; 2016 – 2/1/16, 5/23/16 – 1/6/16; 2017 – 2/1/17, 5/23/17 – 1/6/17; 2018 – 2/1/18, 5/23/18 – 1/6/18; 2019 – 2/1/19, 5/23/19 – 1/6/19; 2020 – 2/1/20, 5/23/20 – 1/6/20; 2021 – 2/1/21, 5/23/21 – 1/6/21; 2022 – 2/1/22, 5/23/22 – 1/6/22; 2023 – 2/1/23, 5/23/23 – 1/6/23.
*** The 200 Fastest Growing Advisors to Watch ranking was issued by AdvisorHub in June 2023 based on data as of 12/31/2021 and 12/31/2022. The ranking considers (i) an adviser’s scale as a function of assets under management, production, number of households and team size;(ii) year-over-year growth in assets under management; and (iii) professionalism, which includes regulatory record, community involvement and team makeup. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser's future performance. AdvisorHub considers retirement plan assets on which the adviser provides guidance and received a fee or commission, and values of brokerage accounts to be included in self-reported Assets Under Management.
**** This award was issued by Financial Times. For each year issued, the issue date and time period are as follows: 2016 – 9/15/2016, 12/31/2013-12/31/2015; 2017 – 9/27/2017, 12/31/2014-12/31/2016; 2018 – 9/27/2018, 12/31/2015-12/31/2017; 2019 – 10/10/2019, 12/31/2015-12/31/2018; 2020 – 10/22/2020, 12/31/2016-12/31/2019.
***** Fortune Magazine’s list of Five Star Wealth Managers under 40 includes Five Star Wealth Managers under age 40 as of January 1, 2020.
