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Right to Left: Melinda Corbley, Senior Registered Client Associate; David J. Schaming, CRC® Managing Director-Investments; Amber L. Gordy, Operations Clerk

David Schaming was given the designation of "Premier Advisor" by Wells Fargo Advisors.1

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Congratulations to David Schaming on being named a Five-Star Wealth Manager in 2018 for the 7th year in a row in Philadelphia Magazine and also in 2019 for the 8th year in a row in the NJ Monthly Magazine.2

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

1 The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generationeducational attainment and client-service best practices.

2 The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser 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 Five Star Professional, 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 Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’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. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star 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 client’s 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 Five Star Professional 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 Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 4383 New Jersey area wealth managers were considered for the award; 415 (9 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 3868 considered, 664 winners; 2016: 4143 considered, 626 winners; 2015: 5063 considered, 672 winners; 2014: 3315 considered, 646 winners; 2013: 4049 considered, 733 winners; 2012: 1312 considered, 400 winners.

2012 - 2847 Philadelphia wealth managers were considered for the award; 773 (approximately 28 percent of the award candidates) were named Five Star Wealth Managers.
2012 - 1312 New Jersey wealth managers were considered for the award; 400 (approximately 30 percent of the award candidates) were named Five Star Wealth Managers.
2013 - 3354 Philadelphia wealth managers were considered for the award; 934 (approximately 28 percent of the award candidates) were named Five Star Wealth Managers.
2013 - 4049 New Jersey wealth managers were considered for the award; 733 (approximately 19 percent of the award candidates) were named Five Star Wealth Managers.
2014 - 12,260 Philadelphia wealth managers were considered for the award; 856 (approximately 7 percent of the award candidates) were named Five Star Wealth Managers.
2014 - 3,315 New Jersey wealth managers were considered for the award; 646 (approximately 20 percent of the award candidates) were named Five Star Wealth Managers.
2015 - 26,955 New Jersey wealth managers were considered for the award; 672 (approximately 3 percent of the award candidates) were named Five Star Wealth Managers.