Invest in Others JNL Final Pdfs

Invest in Others Charitable Foundation
and InvestmentNews
present
Community Leadership Awards
September 14, 2010
New York

Dinner Journal
Dinner Journal sponsored by
William Blair & Company
6059_cover.indd 1 9/7/10 10:41 AM
6059_cover.indd 2 9/7/10 10:41 AM
Agenda
DINNER CO-CHAIRS Kandis Bates
President, Invest in Others Charitable Foundation
Suzanne Siracuse
Vice President/Publisher, InvestmentNews
Board Member, Invest in Others Charitable Foundation
AWARDS & KEYNOTE PRESENTATI ON
GLOBAL COMMUNITY Ruth W. Lentz
IMPACT AWARD Wells Fargo Advisors, LLC
presented by Allianz Life Financial Services LLC Paul R. Martel
YHB Investment Advisors, Inc.
Bob Solis
Morgan Stanley Smith Barney
MENTORING Linda Haines
EXCELLENCE AWARD Morgan Stanley Smith Barney
presented by J.P. Morgan Asset Management Steve Lahre
Bill Sparks
Merrill Lynch
VOLUNTEER De Sena, Terino & Associates, A private wealth
TEAM AWARD advisory practice of Ameriprise Financial Services, Inc.
presented by W.P. Carey & Co. LLC Joseph De Sena, CFP
, Mary C. Terino, CFS
, Katie Coleman
Edward Jones Investments, Arlington, Texas Branch
Tony Blauvelt, Janelle Blauvelt, and Sharron Harley
North Star Resource Group Team
KEYNOTE SPEAKERS Sean & Leigh Anne Tuohy
presented by TD AMERITRADE Institutional Inspiration behind The Blind Side
COMMUNITY John P. Hyland, CFP
SERVICE AWARD Morristown Financial Group

presented by Sentinel Investments Randy Lillard
Edward Jones Investments
D. Timothy Pinkney, CFP
, AIF
The Savant Investment Group

VOLUNTEER OF Mike Berry
THE YEAR AWARD Colorado West Financial Advisors
presented by LPL Financial Michelle Brennan Hall
Brennan Financial Services
R. Mark Shepherd
Shepherd Financial Partners
EVENI NG AGENDA
The Invest in Others Charitable Foundation and InvestmentNews welcome you
to the fourth annual Community Leadership Awards dinner.
1
On behalf of the Invest in Others Charitable Foundation, I am pleased to
welcome you to the fourth annual Community Leadership Awards dinner.
Tonight we will honor extraordinary people whove done extraordinary things,
making the world a better place and forever improving individuals lives both at
home and across the globe. It is a real honor to join with you in paying tribute
to true leaders and humanitarians in the nancial services industry.
This year I am particularly excited to welcome our keynote speakers, whose
amazing story formed the inspiration behind the best selling book and
blockbuster movie The Blind Side. When Sean and Leigh Anne Tuohy brought
Michael Oher into their home and raised him as their son, they altered the
course of the young mans life and enabled him to achieve an incredible dream:
to play professional football in the NFL. Even more remarkable is the
transformation this singular act of kindness brought to Sean and Leigh Anne
themselves. Tonight, as a result of the generosity of TD AMERITRADE
Institutional, they will share their inspiring story with us.
Tonights honorees share similarly compelling stories of working selessly to
help others and making a profound difference for individuals, families, and
communities. I know you will be as moved as I have been by these exceptional
nancial advisors and the inspiring example they set.
Honorees this evening will receive a stunning, unique, and individually
created sculpture that reects their commitment to supporting others in need.
Appropriately symbolized by someone helping another rise above his or her
circumstances, the United sculpture is crafted from naturally preserved
bogwood found in the ancient boglands of Ireland.
Thank you again for joining us and for supporting this special evening. Your
generosity as sponsors and attendees makes the Community Leadership
Awards possible and, more importantly, furthers the important work being
done by our nalists and the charities they support.
A MESSAGE FROM
Kandis Bates
President, Invest in Others Charitable Foundation
2
3
Welcome to the fourth annual Community Leadership Awards.
All of us at InvestmentNews wish to congratulate the fteen nalists on the
outstanding contributions they have made to their communities. We are so
proud to be able to honor them all here tonight.
The InvestmentNews and Invest in Others Community Leadership Awards
were established in 2007 to recognize and celebrate nancial advisors across the
nation for exemplifying what it means to be a true community leader. This year,
the Global Community Impact category was added to better represent advisors
whose primary mission is to work with those who live outside the United States.
In the September 13 issue of InvestmentNews, we highlight the 2010 nalists,
not only to learn more about them and their charities, but also to communicate
their message to thousands of other advisors who can be inspired by their stories.
We received hundreds of entries for the Community Leadership Awards this
year, a tremendous response that showcases the level of involvement the advisor
community has in changing the lives of others. Narrowing down the decision to
just three nalists per category was extremely challenging. We were truly moved by
the generosity and commitment to the community that all of the nalists have shown.
A special thank you to the Invest In Others Charitable Foundation for its partner-
ship and support of the awards program and for sponsoring tonights dinner. Invest in
Otherss insight into the importance of this award was instrumental in its success.
I would like to thank all the judges who helped InvestmentNews determine
the nalists. They are Dale Brown from the FSI, Steve Distante from the NAIBD,
Kevin Keller from the CFP Board, John Maurello from SIFMA, Jim Peniston from
the Foundation for Financial Planning, John Rogers from the CFA Institute, Dave
Tittsworth from the Investment Advisors Association, Ellen Turf from NAPFA,
Marv Tuttle from the FPA, Sean Walters from IMCA, Susan Waters from NAIFA,
and Cathy Weatherford from the IRI. Their time and thoughtfulness in this
process are much appreciated.
Finally, thanks to all of you who are here tonight to show your support for
these wonderful role models within the nancial advisory industry. I am sure this
evening will prove to be very inspirational for us all.
We look forward to next years program and hope to see you all there. We
hope that tonights recognition of the efforts of our nalists and of all nominees
will encourage even more advisors to share their stories with us in 2011.
A MESSAGE FROM
Suzanne Siracuse
VP/Publisher, InvestmentNews
Board Member, Invest in Others Charitable Foundation
MISSION
Established in 2006, the Invest in Others Charitable Foundation is a registered
501(c)(3) charity founded with the mission of encouraging and supporting the
philanthropic and volunteer activities of nancial advisors in their local community.
KEY OBJECTIVES
This mission is achieved through a community-based approach to philanthropy that
seeks to strengthen neighborhoods from within by empowering nancial professionals
who are committed to serving others in their business and personal lives. As mentors,
volunteers, fundraisers, and leaders, nancial professionals lend their unique skills and
perspectives to the challenges and opportunities facing their neighbors. Invest in Oth-
ers is proud to support and promote these efforts to better our world one commu-
nity at a time.
HONORING EXCELLENCE IN PHILANTHROPY
To honor excellence in philanthropy, the Invest in Others Charitable Foundation es-
tablished the annual Community Leadership Awards dinner. This event celebrates -
nancial advisors from across the nation who have been nominated by their peers for
both exemplifying great leadership qualities in the industry and actively
volunteering to improve their communities and make a difference in the lives of oth-
ers. The awards dinner recognizes these individuals and the charities they
support and the Foundation makes a generous contribution to these nonprot
organizations to help advance their important causes.
I NVEST I N OTHERS
CHARI TABLE FOUNDATI ON
Making a Difference
4
www.investinothers.org
Recognizing Philanthropy in the Financial Services Industry
KEYNOTE SPEAKERS
Sean & Leigh Anne Tuohy
Presented by TD AMERITRADE Institutional
6
Tuohy s
Sean and Leigh Anne Tuohys life, as chronicled in Michael Lewis New York
Times number-one best seller, The Blind Side, went on to become an Academy
Award-nominated lm and the number-one opening weekend for a sports lm
in history. The Blind Side tells the story of Michael Oher, a homeless teenager
turned rst-round draft pick NFL football player with the support and love of an
unlikely adoptive family: Sean and Leigh Anne Tuohy.
Sean was an American success story: he had come from nothing and made
himself rich, wrote Lewis in The Blind Side. Sean Tuohy married his college
cheerleader sweetheart, the former Leigh Anne Roberts, 27 years ago. Sean
Tuohy was a record-breaking University of Mississippi Ole Miss basketball
player before becoming a successful entrepreneur and NBA broadcaster. Sean
is in his ninth season as an NBA broadcaster for the Memphis Grizzlies, after
several years as an analyst for radio broadcasts at Ole Miss as well as national
broadcasts for Westwood One and CBS radio.
Dubbed a warrior princess in The Blind Side, Leigh Anne is the inspira-
tional matriarch of the Tuohy family. A Memphis, Tennessee, native, Leigh Anne
attended Briarcrest Christian School and went on to graduate from Ole Miss
with a Bachelor of Science in Interior Design. Leigh Anne owns Flair I, an inte-
rior design rm, with her mother and partner, Virginia Roberts. Her work has
been featured on HGTV and in numerous publications, and she has designed
for such clients as Peyton Manning, Scottie Pippin, Isaac Bruce, and OJ Mayo.
Who knows where Id be? says Michael, who with the love and support of
the Tuohys, improved as a student and became the most sought-after player in
college and professional football.
Almost two years after The Blind Side burst onto the scene, inspiring individ-
uals nationwide, Leigh Anne and Sean continue to make an impact. In July
2010, they released the New York Times best seller In a Heartbeat: Sharing the
Power of Cheerful Giving and established their charity, Making It Happen.
Through both projects, Leigh Anne and Sean continue their mission to inspire
hope, ignite generosity, and make it happen for the deserving but under-
served youth.
If there is one meaning wed like you to take from our story, its this: The
person you just walked past is the one who could change your life, say the
Tuohys. So every once in a while stop and turn around.
2009 Community Leadership Awards
KEY CONTRI BUTORS
*
Thank you for your support
8
PLATINUM SPONSORS VIP RECEPTION SPONSOR
Alger
SILVER SPONSORS
Columbia Management
Hellman & Friedman LLC
Legg Mason Global Asset Management
NATIXIS Global Associates
TPG Capital, L.P.
BRONZE SPONSORS
Ameriprise Financial, Inc.
BlackRock
Broadridge
Clark Capital Management Group, Inc.
CNL Securities Corp.
Dreyfus
First American Funds
Genworth Financial Wealth
Management, Inc.
Hartford Life Distributors
Invesco
Kekst and Company Incorporated
Lincoln Financial Group
Macquarie Capital Advisors
NASDAQ OMX
OppenheimerFunds
Sanford C. Bernstein
Solebury Capital, LLC
Sun Life Financial
Transparent Value LLC,
a Guggenheim Partners Company
DINNER JOURNAL SPONSOR
KEYNOTE SPEAKER
SPONSOR
TD AMERITRADE Institutional
GOLD SPONSORS
Bank of America Merrill Lynch
Goldman Sachs
Healthcare Trust of America, Inc.
InvestmentNews
Morgan Stanley
COMMUNITY SPONSORS
Advent Software, Inc.
Advisor Software, Inc.
Age Wave
Aston Funds
Baron Funds
Behringer Harvard
BNY Mellon
Cole Real Estate Investments
Delaware Investments
Deloitte LLP
DWS Investments
EG Shares
FSC Securities Corporation
Janus Capital Group
John Hancock Financial Services
KBS Capital Markets Group
Lord Abbett & Co LLC
MetLife Investors Distribution Company
Morningstar, Inc.
National Retirement Partners
Neuberger Berman
New York Life / MainStay Investments
Northstar Research Partners
Opts Ideas, Inc.
Pioneer Investments
Putnam Investments
Ropes & Gray LLP
T. Rowe Price
Thomson Reuters
UBS
UnitedHealthCare
U.S. Executive Search, Inc.
Human Capital Gains Realized
Wells Fargo Private Mortgage Bank

Western & Southern Financial Group
Distributors and Integrity Life
Insurance Company
WilmerHale LLP
*Sponsors listed as of print date
Judges
9
John D. Rogers, CFA
President and CEO
CFA Institute
Suzanne Siracuse
VP/Publisher
InvestmentNews
Board Member
David Tittsworth
Executive Vice President & Executive Director
Investment Advisers Association
Ellen Turf
CEO
The National Association of
Personal Financial Advisors
Marvin W. Tuttle, Jr.
Executive Director and CEO
Financial Planning Association
Sean R. Walters, CAE
Executive Director/CEO
Investment Management Consultants Association
Susan B. Waters, DM, CAE
CEO
National Association of Insurance
and Financial Advisors
Cathy Weatherford
CEO
Insured Retirement Institute
Dale E. Brown, CAE
President and CEO
Financial Services Institute
Evan Cooper
Deputy Editor
InvestmentNews
Stephen A. Distante
Chairman
National Association of
Independent Broker/Dealers
Frederick P. Gabriel, Jr.
Deputy Editor
InvestmentNews
Kevin R. Keller, CAE
CEO
CFP Board of Standards
John J. Maurello
Managing Director
Private Client Group
Securities Industry and Financial
Markets Association
Jim Pavia
Editor
InvestmentNews
James A. Peniston
Executive Director
Foundation for Financial Planning
J UDGES
We would like to extend our appreciation and thanks to the judges who
gave their valuable time and commitment to the 2010 Community
Leadership Awards.
2008
Elizabeth Verterano
Crisis Shelter of
Lawrence County
Ameriprise Financial
Services, Inc.
Marc Turner
The School at
Church Farm
Renaissance Advisory
Group, LLC
Charles Schwab & Co.
Richard England, Jr.
Latin American
Youth Center
Madison Wealth Management
Schwab & TD Ameritrade
Martin Capital
Management
DreamWorks, Inc.
Martin Capital
Management, LLP
Fidelity
2007
Barry Glassman
The Brain Tumor Society
Cassaday & Company
Royal Alliance
Ken Clark
Young Life
South Coast
Ken Clark, CFP
Gerald Strid
Project
H.O.M.E.
Wachovia Securities
Arnerich Massena &
Associates Staff
Irvington
Elementary School
Arnerich Massena &
Associates
Charles Schwab & Co.
2007- 2009
Previous Award Honorees
10
2009
Robert E. Wamhoff
Just Because We Care
Wamhoff Financial Planning
& Accounting Services, Inc.
VSR Financial Services, Inc.
Brett S. Ellen
Turn Kindness on
Helping Hands
American Financial Network
Securities America
Robert B. Wolford
Operation Homefront
Hollencrest Capital
Management
J.P. Morgan
The FPA of Massachusetts
Dana-Farber Initiative
Dana-Farber Cancer Institute
FPA of Massachusetts
LPL Financial
COMMUNITY
SERVICE
AWARD
(Formerly Community
Leadership)
MENTORING
EXCELLENCE
AWARD
VOLUNTEER
OF THE YEAR
AWARD
VOLUNTEER
TEAM AWARD
11
Finalists
MENTORING EXCELLENCE AWARD
Linda Haines
Young Women in Action Program of the
Vancouver School District Foundation
Steve Lahre
Academy of Finance, San Diego High School
Bill Sparks
Los Angelitos De Encinitas
Merrill Lynch
VOLUNTEER TEAM AWARD
De Sena, Terino & Associates, A private wealth
advisory practice of Ameriprise Financial Services, Inc.
Joseph De Sena, CFP
, Katie Coleman
Michael Magro Foundation
Handley-Meadowbrook Lions Club
Scott Richards North Star Charitable Foundation
Securian Financial
VOLUNTEER OF THE YEAR AWARD
Mike Berry
Kids Aid
Colorado West Financial Advisors
Cambridge Investment Research
Michelle Brennan Hall
Star Children's Charity
R. Mark Shepherd
AbilityPLUS Inc.
LPL Financial
COMMUNITY SERVICE AWARD
John P. Hyland, CFP
Leukemia and Lymphoma Society of New Jersey

Morristown Financial Group
LPL Financial
Randy Lillard
Agape Child & Family Services, Inc.
D. Timothy Pinkney, CFP
, AIF
Rotary Club of Sacramento #97

Fidelity Institutional Wealth Services
GLOBAL COMMUNITY IMPACT AWARD
Ruth W. Lentz
West Tennessee Haiti Partnership
Wells Fargo Advisors, LLC
Paul R. Martel
Centro Medico Integral Dulce Refugio
Charles Schwab & Co. and Pershing Advisor Solutions
Bob Solis
Open Arms Home for Children, South Africa
CONGRATUL ATI ONS
2010 Community Leadership Awards Finalists
12
JOHN P. HYLAND, CFP
Leukemia and Lymphoma Society of New Jersey

LPL Financial
I never understood or truly appreciated how cancer affects a family,
said John Hyland of Morristown (N.J.) Financial Group (broker/dealer,
LPL Financial).
The impact is massive, he said. Its like getting hit by a bus. For some
cases, like mine, you get the diagnosis and go straight to the hospital.
Mr. Hyland began volunteering with The Leukemia and Lymphoma
Society in 1993 in honor of an aunt who had died of acute myeloid
leukemia (AML) the year before. He has been a board member for 10
years and now serves as board president. Last spring, in what he calls
a twisted irony, he too was diagnosed with AML and is currently
undergoing treatment.
Year after year, Mr. Hyland has successfully led his chapter to raise
approximately $6 million a year, serving about 1,000 New Jersey
patients and their families. The funding supports research and clinical
trials, nancial support for needy patients, education, support groups,
and peer-to-peer support (pairing patients with others who have lived
through the same disease).
We have tremendous return on investment, said Mr. Hyland, citing
years of LLS-funded research that led to the discovery of chemotherapy,
radiation therapy, bone marrow transplants, and targeted cancer therapy.
COMMUNI TY SERVI CE
I never
understood or
truly appreciated
how cancer affects
a family,
Presented to an advisor who has made managerial contributions to a local,
nonprot organization as a fundraiser, organizer, board member, or other
executive position over a period of at least ve years, has made an outstanding
contribution to the community, and has served with distinction.
13
RANDY LILLARD
Agape Child & Family Services, Inc.
Randy Lillard has served on the board of the Agape Child and Family
Services, Inc. in Memphis, Tenn., for 14 years. His reason is simple: Life
is best lived when living for the benet of others.
Representing the second generation of Agape volunteers, Mr. Lillard, a
nancial advisor in Bartlett, Tenn., with Edward Jones Investments, is
following in the footsteps of his wifes parents and setting the example for
his children, who also donate their time.
The agency, which served 25,000 people in 2009, provides services
in the areas of adoption and foster care, counseling, and transitional
housing and homeless services. Its newest program, Powerlines
Community Network, takes a holistic approach to serving disadvantaged
neighborhoods by providing on-site representatives who assess
needs, and coordinate and provide social and educational services to
an entire community.
Service is Mr. Lillards passion. Indeed, he and his wife have a lot of
love to give, having served as foster parents to more than 20 children
since 1991.
He brings a particular strength to his volunteer service: helping his
colleagues stay focused on the spiritual nature of their mission. He
reminds us all: Sometimes in organizations, we forget what we are
really about.
COMMUNI TY SERVI CE
Life is best lived
when living
for the benet
of others.
14
Condence
in self + goal
setting + tenacity
= success...
The synergy of
these dynamics
is a powerful
force.
D. TIMOTHY PINKNEY, CFP
, AIF
Rotary Club of Sacramento #97

Fidelity Institutional Wealth Services
With unstoppable enthusiasm, Tim Pinkney led the Rotary Club of
Sacramento the ninth-largest Rotary club in the world with
optimism, cheerfulness, and acceptance tocelebrate what could be
accomplished during a down economy, in his words.
Mr. Pinkney is with The Savant Group in Sacramento, Calif. (primary
custodian, Fidelity Institutional Wealth Services).
He relished the tremendous responsibility of his presidency,
spending 30 to 40 hours per week overseeing the Sacramento
chapters 79 operating committees and personally accounted for
$88,000 of the $350,000 raised during his one year of service. The
450-member club supports 23 local and international community
organizations, and some fundraising projects exceeded goals under
his leadership.
He also established stretch goals in the areas of membership, public
relations, club service, and outreach, achieving seven out of nine.
Where did he get his moxie? Taking the cue from his entrepreneurial
parents, Mr. Pinkney recognized his own leadership abilities in high
school and never looked back, setting goals for himself at every stage
of his life and applying vision and determination to his leadership roles
in academic, military, civic, and business arenas.
Mr. Pinkney sums up his philosophy in a personal equation: condence
in self+goal setting+tenacity=success.
The synergy of these dynamics is a powerful force, he said.
COMMUNI TY SERVI CE
15
RUTH W. LENTZ
West Tennessee Haiti Partnership
Ruthie Lentz makes a profound connection between her passion for
helping people in Haiti and her work as a nancial advisor. As the
stewards of wealth, we need to teach other people how to be good
stewardsand part of good stewardship is thinking about the role of
philanthropy in our lives, she said.
During her rst trip to Haiti in January 2005, Ms. Lentz, a Memphis,
Tenn.-based nancial advisor with Wells Fargo Advisors, was oored by
the attitude of the local people. They have so little and yet are so
willing to share with each other, she said.
Since then, she has been the principal fundraiser for The West
Tennessee Haiti Partnership, raising nearly $150,000 in 2009 for the
program, which served over 3,000 Haitians with services such as
scholarships, school supplies, teachers salaries, and medicines for
handicapped children.
Whats behind her fervor? If you believe the phrase, You measure
your wealth not by the things you have but by the things for which you
will not take any amount of money, then it behooves you to learn what
these things of value are, she said.
Working for Haiti has indeed claried what is valuable to Ms. Lentz.
GLOBAL COMMUNI TY I MPACT
They have so little
and yet are so
willing to share
with each other.
Presented to an advisor who has been actively serving for at least two years as a
volunteer with a charity whose primary mission is to help those who live outside
the United States, and whose efforts have made a lasting impact on a community
outside the U.S.
16
PAUL R. MARTEL
Centro Medico Integral Dulce Refugio
Charles Schwab & Co. and Pershing Advisor Solutions
Why does Paul Martel focus so much of his volunteer energy on needy
children in a foreign country?
Ive seen poverty in the U.S., but not the same level of suffering
malnutrition, violence, abandoned children, parents watching their children
die because they dont have medical resources, he said.
Mr. Martel of YHB Investment Advisors Inc. of West Hartford, Conn.
(primary custodians, Schwab and Pershing Advisor Solutions), is the
founder of the Centro Medico Integral Dulce Refugio in Riobamba,
Ecuador, high in the Andes.
His international humanitarian involvement began 15 years ago when
he and his wife fostered several Latin-American children receiving
lifesaving operations in area hospitals.
In 1997, Mr. Martel was invited to lead a medical mission to Colombia
an experience he repeated another 11 times to countries such as
Guatemala, Paraguay, and Ecuador.
By 2007, he was moved to open his own clinic in Riobamba, which
provides free medical care to thousands of children in the city and its
environs. Mr. Martel personally funds nearly all operating expenses.
The work is daunting but inspiring. Being surrounded by poverty is
not easy, he said. You can become overcome with the grief of the
suffering, but if you focus on one person at a time, you can do a lot.
You can
become overcome
with the grief of the
suffering, but if
you focus on one
person at a time,
you can do a lot.
17
BOB SOLIS
Open Arms Home for Children, South Africa
Bob Solis and his family visited South Africa on a mission in 2004 and
came face to face with the anguished lives of children orphaned by AIDS.
Right then, he felt a calling that could not be stopped.
The following year, Mr. Solis, an advisor in Surprise, Ariz., with Morgan
Stanley Smith Barney, and his wife spent their life savings on a 70-acre
farm 10,000 miles from home.
Our lives are very short, and we realized we had an opportunity to do
something with our limited time, he explained.
In 2006, the South African farm became Open Arms Home for Children,
now home to 40 children and expanding soon to welcome 30 more. Mr.
Solis visits three times a year for a week at a time.
While it is difcult to be away from the action, he knows that he can
best serve his charity by staying in Arizona to raise funds which he has
done very successfully. In 2009 alone, he raised $405,000 from golf
tournaments, child sponsorships, benet concerts, informational house
parties, and individual donations.
His involvement with Open Arms motivates him professionally. Having
an outside interest makes your work more engaging, not less, he said.
Our lives are very
short, and we
realized we had an
opportunity to do
something with our
limited time.
18
LINDA HAINES
Young Woman in Action Program of the Vancouver School District Foundation
Its denitely a labor of love, said Linda Haines, a Vancouver, Wash.,
certied nancial planner with Morgan Stanley Smith Barney who has
been a leader of Young Women in Action for over 10 years.
The nine-week, after-school mentoring program, administered by the
Vancouver School District Foundation, targets fth-grade girls from
disadvantaged schools and has served over 3,000 since 1992.
The young ladies learn about manners, friendship, beauty and hygiene,
community service, and career planning.
The ripple effect is palpable. Teachers and guidance counselors have
reported that the program graduates are much better adapted and
motivated to go to school than non-participants.
Over the years, and after innumerable hours, Ms. Haines has
streamlined processes to make the program easy to replicate it costs
under $3,000 to implement and requires between 20 and 50 hours from
program volunteers over a three-month period.
As in my own life [as a nancial advisor], I try to assist my clients and
these young women to gure out what their goals and objectives are,
create a plan to achieve them, work hard to stick with the plan, and adjust
the plan as needed, she said.
MENTORI NG EXCELLENCE
Its denitely a
labor of love
Presented to an advisor who has been actively mentoring a young adult for at
least two years and has demonstrated qualities as a role model and champion
for youth in his/her local community.
19
STEVE LAHRE
Academy of Finance, San Diego High School
Mentoring high school kids is fun its not work, according to Steve
Lahre, a nancial advisor in San Diego with Morgan Stanley Smith
Barney.
The former Peace Corps volunteer, who has two grown kids of his
own, was the rst to jump in when San Diego High Schools Academy of
Finance inaugurated a mentoring program in 2007.
Three years later, due in large part to Mr. Lahres recruiting efforts, the
program has grown from a handful of students to nearly 50. The program
is currently open to juniors and seniors within the high schools School of
Business; sophomores will be eligible next year so that mentoring
relationships may last for three years.
These kids really need someone to look up to, to conde in whos
not a friend or a teacher, Mr. Lahre said. Its like being a surrogate
parent you look at their report cards, talk about their future.
The time spent with each student is an individual decision and could
be weekly or biweekly, Mr. Lahre said. It can be a very intense but relaxed
process, he said. Its like being a grandparent you dont
micromanage their lives.
Its like being a
surrogate parent
you look at their
report cards,
talk about their
future.
20
I always felt a
moral emptiness,
but my
professional success
allowed me
to bring that
[afuent] world
to bear to help
this other world.
BILL SPARKS
Los Angelitos de Encinitas
Merrill Lynch
Bill Sparks believes in walking the talk of equality.
In 2002, his ve-year-old son, David, entered public school in tiny
Encinitas in Southern California, where 20% of the students were low-
income and Hispanic, and 80% afuent and white. Noticing the
Spanish-speaking kindergarteners relegated to a separate class, Mr.
Sparks, an advisor in San Diego with Bank of America Merrill Lynch,
and wife, Sarah, fought to enroll their child in the segregated class.
Three years later, after the school removed the soccer goal posts
from its elds, Mr. Sparks personally sponsored an indoor soccer team
for the Latino kids, many of whom were Davids friends.
In 2008, tired of repeatedly trying to improve conditions for low-
income students and being stymied by the schools bureaucratic
requirements, Mr. Sparks and his wife incorporated Los Angelitos de
Encinitas to make a difference.
Last year, the organization served 225 disadvantaged children with
after-school programs in sports and exercise, art and drama, and
academic assistance.
According to the bilingual Mr. Sparks, who works exclusively with
high-net-worth Mexican clients, I always felt a moral emptiness, but
my professional success allowed me to bring that [afuent] world to
bear to help this other world.
21
De Sena, Terino & Associates, A private wealth
advisory practice of Ameriprise Financial Services, Inc.
Joseph De Sena, CFP
, Katie Coleman
Michael Magro Foundation
At the end of 2004, Joe De Sena got quite a shock when longtime
friends and clients of his came to close the account of their young son,
who had died from leukemia only months after diagnosis.
That was a life-changing event for me, said Mr. De Sena of De
Sena, Terino & Associates in Melville, N.Y. (broker/dealer, Ameriprise
Financial Services, Inc.).
The Michael Magro Foundation was established in 2005, and Mr.
De Sena embraced the cause in a big way, running marathons and
raising $42,000 over the next three years.
Company colleagues Mary Terino, an associate advisor, and Katie
Coleman, a para-planner, enthusiastically joined in, applying their
considerable talents in grant writing and event planning, respectively.
Their participation brought the foundations fundraising to the next
level, helping to raise over $150,000 during the last two years.
The foundation, focusing on the overlooked everyday needs of
young cancer patients, has created Project SOAR, among other
initiatives, to address the particular physical, educational, and social
challenges they face when returning to school after treatment.
Were not looking for a cure for cancer, Mr. De Sena said. We
just want to make life as pleasant as possible for kids with cancer and
their families.
VOLUNTEER TEAM
We just want to
make life as
pleasant as
possible for kids
with cancer and
their families.
Presented to a team of advisors and/or ofce staff for their current,
collective involvement of at least three years as volunteers for a charity
in their local community.
22
Handley-Meadowbrook Lions Club
Tony Blauvelt, Janelle Blauvelt, and Sharron Harley, who work in Arlington,
Texas, for Edward Jones Investments , are so single-mindedly devoted to
the Texas Lions Camp for children with disabilities, one would think it
was their own personal project. But its not.
In fact, the camp is the primary focus for all Texas Lions clubs, but the
three colleagues, working for their local Handley-Meadowbrook Lions club,
send the most campers (81 in 2010) of all 900+ Lions clubs in the state.
The secret to doing what we do is that were good salespeople, Mr.
Blauvelt said. We have to sell the parents on letting their kids go to
camp, [because they] cant visualize their children with disabilities going
away for a week on their own.
The team members are also good communicators and organizers,
spending over 4,600 volunteer hours in the past year and a half
marketing the camp, fundraising, and working with parents, nurses,
physicians, teachers, and administrators from various school districts
to identify and enroll qualied campers.
The teams motivation is simple. The camp kids are like our own kids,
and we all love doing this, he said.
VOLUNTEER TEAM
We have to sell
the parents on
letting their kids go
to camp, [because
they] cant
visualize their
children with
disabilities going
away for a week
on their own.
23
Scott Richards North Star Charitable Foundation
Securian Financial
Charitable giving is a way of life for the 300 advisors and employees of
North Star Resource Group in Minneapolis (broker/dealer, Securian
Financial). The rms nancial advisors and other staff have donated
nearly $1.2 million to its charitable arm, The Scott Richards North Star
Charitable Foundation, since it began in 2004.
Furthermore, company ofcers donate at least $150,000 annually to
the foundation, which focuses on cystic brosis, breast cancer awareness,
bikes for kids, ataxia, myelobrosis, and Alzheimers disease all causes
that have touched employees personally.
North Star founder Phil Richards credits the organizations
philanthropic prowess to the fact that the example was set from the top.
He established the foundation to show leadership to inspire other
people to do the right thing, he said.
Theres a lot of pain out there the need is insatiable and takes
everyone, he said. From growing up in poverty to losing his son to
myelobrosis, Mr. Richards has transformed his own painful experiences
into a zeal for giving.
Mr. Richards said that providing the opportunity for charitable
engagement fosters employee retention and productivity. It supports
the mission of our company, and our [employees] feel like they are
changing lives. Its hard to leave a company with character, he said.
VOLUNTEER TEAM
Show leadership
to inspire other
people to do the
right thing
24
MIKE BERRY
Kids Aid
Cambridge Investment Research
We didnt know the size of the hole we uncovered, said Mike Berry of
Colorado West Financial Advisors in Grand Junction, Colo.
(broker/dealer, Cambridge Investment Research), referring to the
pandemic of child hunger in his community.
While walking his young daughter to school one day, he encountered
a little girl crying from hunger. I couldnt get her out of my mind, he
remembers, and subsequently learned that some 50% of Grand Junctions
children dont eat anywhere else except school.
Mr. Berry resolved to take action and created Kids Aid a program
that discreetly distributes extra food weekly to schoolchildren, mostly in
elementary and middle school. The items are specially chosen for kids to
prepare by themselves.
The program took off like wildre, growing from a trial of 10 kids in
the spring of 2008 to 1,800 kids in 37 schools in the fall of 2010. Four
other communities are now replicating the program.
Mr. Berrys work with Kids Aid grounds him. [As advisors], were
dealing with people with money versus dealing with children without
food. Its very humbling.
Its important that we [in our industry] give back to the community
and show them were not just in it for our back pockets, he said.
VOLUNTEER OF THE YEAR
[As advisors], were
dealing with people
with money versus
dealing with
children without
food. Its very
humbling.
Presented to an advisor who has been actively serving as a volunteer at one or
more local nonprot organizations for at least two years and has made a
contribution considered to have a lasting impact in his/her community.
25
MICHELLE BRENNAN HALL
Star Children's Charity
Well-to-do Collin County in North Texas has experienced explosive
growth in the last few years, and with the advent of the Great Recession,
area social services are bursting at the seams, said Michelle Brennan Hall
of Brennan Financial Services in Dallas (broker/dealer, FSC Securities Corp.).
A longtime fundraiser for childrens causes, she decided to do
something about it. Im an instigator, she said.
Adapting an innovative fundraising model from another organization,
Ms. Hall co-founded Star Childrens Charity in 2007, run exclusively by
members.
Up to 100 members, who pay annual dues of $500, run fundraising
events and collaborate on charitable decisions. Membership means
ownership of the mission, she said. It also means a requirement for
active participation, such as leading an event.
The results are stunning. Star has raised nearly $1 million for seven
beneciary agencies since 2008.
Ms. Halls background as a nancial advisor facilitates her charitable
activities. My life is about investing money, whether clients assets for
their goals and objectives or members assets for local needs, she said.
And donors and sponsors look for organizations they can trust.
What is her advice to other would-be philanthropy founders? Just do
it. Theres no tomorrow.
Just do it. Theres
no tomorrow.
26
R. MARK SHEPHERD
AbilityPLUS Inc.
LPL Financial
R. Mark Shepherd applies the same servitude and devotion to whomever
hes helping, whether nancial clients or one-legged skiers.
For over 10 years, Mr. Shepherd of Shepherd Financial Partners in
Winchester, Mass. (broker/dealer, LPL Financial), has been deeply
involved with AbilityPLUS Inc., a Waterville Valley, N.H.-based organization
that provides adaptive sports programs such as skiing, biking, and water-
skiing for people with disabilities.
More than 10,000 people have been served over the last decade, and
the demand is tremendous there are extremely few facilities in the
U.S. set up solely to provide active outdoor fun for the physically
challenged. The program attracts people nationally and internationally.
We bring them to a place where they are on parity with everyone
else, Mr. Shepherd said. On a typical winter day, AbilityPLUS enables
skiing experiences for those with Down syndrome, brain injuries, cerebral
palsy, autism, and blindness, as well as amputees and severely injured
service members from the Wounded Warrior Disabled Sports Project.
Mr. Shepherd is energized by seeing all these folks whiz down the
slopes in their specially adapted prostheses, skis, halters, and sleds
some skiing alone, some guided by partners.
Its a gift were given every time we meet them, he said.
Its a gift were
given every time
we meet them
800.233.4332 | www.sentinelinvestments.com
The Essential Elements of Investing
Focus Discipline Stewardship

an Essential Element
of successful investing
and thriving communities.
Thank you and congratulations to the
Community Leadership Awards Honorees.
Stewardship
Sentinel Investments is the unifying brand name for Sentinel Financial Services Company, Sentinel Asset Management, Inc., and Sentinel Administrative Services, Inc.
Sentinel Funds are distributed by Sentinel Financial Services Company, One National Life Drive, Montpelier, VT 05604, 800.233.4332, www.sentinelinvestments.com.
50 Rockefeller Plaza New York, NY 10020 1-800-WP CAREY www.wpcarey.com
Investing for the Long Run
W. P. Carey & Co. LLC (NYSE: WPC) is an investment management company that provides long-term sale-leaseback and build-to-suit
nancing for companies worldwide and manages a global investment portfolio of approimately 10 billion. hrough its CPA
series of
income-generating, non-traded REs, we help companies and private euity rms release capital tied up in real estate assets.
W. P. Carey Congratulates the Honorees of the
Community Service
John Hyland, Morristown Financial Group
Randy Lillard, Edward Jones
. imothy Pinkney, The Savant Investment Group

entoring Ecellence
Linda Haines, Morgan Stanley Smith Barney
Steve Lahre, Morgan Stanley Smith Barney
William E. Sparks, Merrill Lynch

Volunteer of the Year
Mike Berry, Colorado West Financial Advisors
Michelle Brennan Hall, Brennan Financial Services
R. Mark Shepherd, Shepherd Financial Partners

Volunteer eam
De Sena, Terino & Associates
Edward Jones
North Star Resource Group

Global Community Impact Award
Ruth Willingham Lentz, Wells Fargo Advisors
Paul Martel, YHB Investment Advisors
Bob Solis, Morgan Stanley Smith Barney
Congratulations to the Community Leadership Awards finalists.
Your generosity and commitment inspire us all.
JOHN P. HYLAND, CFP

Charity: Leukemia and Lymphoma
Society of New Jersey
RANDY LILLARD
Edward Jones
Charity: Agape Child &
Family Services, Inc.
D. TIMOTHY PINKNEY, CFP
,

AIF

Charity: Rotary Club
of Sacramento #97
RUTH W. LENTZ
Charity: West Tennessee
Haiti Partnership
PAUL R. MARTEL
Charity: Centro Medico Integral
Dulce Refugio
BOB SOLIS
Charity: Open Arms
Home for Children, South Africa
LINDA HAINES
Charity: YWIA Program of
the Vancouver School
District Foundation
STEVE LAHRE
Charity: Academy of Finance,
San Diego High School
BILL SPARKS
Merrill Lynch
Charity: Los Angelitos
De Encinitas
JOSEPH DE SENA, MARY TERINO
AND KATIE COLEMAN
De Sena, Terino & Associates
Charity: Michael Magro Foundation
TONY BLAUVELT, JANELLE
BLAUVELT AND SHARRON
HARLEY
Edward Jones Investments,
Arlington, TX Branch
Charity: Handley-Meadowbrook
Lions Club
THE ADVISORS AND TEAM
MEMBERS OF NORTH STAR
RESOURCE GROUP
North Star Resource Group
Charity: Scott Richards North
Star Charitable Foundation
MIKE BERRY
Charity: Kids Aid
MICHELLE BRENNAN HALL
Brennan Financial Ser vices
Charity: Star Childrens Charity
R. MARK SHEPHERD
Charity: AbilityPLUS, Inc.
Committed To Your Success.
Youve put your heart and soul into
making the world a better place.
Thank you.
COMMUNITY SERVICE AWARD
GLOBAL COMMUNITY IMPACT AWARD
VOLUNTEER OF THE YEAR AWARD
VOLUNTEER TEAM AWARD
MENTORING EXCELLENCE AWARD
TD AMERITRADE Institutional, Division of TD AMERITRADE, Inc., member FINRA/SIPC/NFA. TD AMERITRADE is a trademark
jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. 2010 TD AMERITRADE IP Company, Inc.
All rights reser ved. Used with permission.
t d a i n s t i t u t i o n a l . c o m
Making things better
one life at a time.
Thank you for leading the way. Bank of America Merrill
Lynch is proud to support the Invest in Others Charitable
Foundation and the fourth annual Community Leadership
Awards. Congratulations to the 2010 nalists for your
outstanding philanthropic efforts.
2010 Bank of America Corporation.
For disclaimer, visit www.bankofamerica.com/disclaimer.
Goldman, Sachs & Co., 2010. All rights reserved.
Goldman Sachs is proud to support
Invest in Others Charitable Foundation.
THIS IS NEITHER AN OFFER TO SELL NOR A SOLICITATION OF AN OFFER TO BUY THE SECURITIES DESCRIBED HEREIN.
AN OFFER IS MADE ONLY BY THE PROSPECTUS. THIS COMMUNICATION SHOULD BE READ IN CONJUNCTION WITH
THE PROSPECTUS IN ORDER TO UNDERSTAND FULLY ALL OF THE IMPLICATIONS AND RISKS OF THE OFFERING OF
SECURITIES TO WHICH IT RELATES. For more complete information about investing in shares being offered by Healthcare
Trust of America, Inc. including charges and expenses, request a prospectus. Read the prospectus carefully before you make an
investment decision. An investment in Healthcare Trust of America, Inc. involves a high degree of risk and there is no assurance that the
investment objectives of this program will be attained. The merits of this offering have not been endorsed by any securities regulatory
agency. Any representation to the contrary is unlawful. Consult the prospectus for suitability standards in your state. Realty Capital
Securities, LLC, (Member FINRA/SIPC) is the dealer-manager for this offering.
2010 Healthcare Trust of America, Inc. All rights reserved.
HEALTHCARE
TRUST OF
AMERICA, INC.
Partnering with Healthcare Systems
Congratulates the 2010 Nominees for the Community Leadership Awards:
Community Service Award
John Hyland
Randy Lillard
D. Timothy Pinkney
Mentoring Excellence Award
Linda Haines
Steve Lahre
William E. Sparks
Volunteer of the Year Award
Mike Berry
Michelle Brennan Hall
R. Mark Shepherd
Volunteer Team Award
Joseph De Sena, Mary Terino, and Katie Coleman
Advisers & Team Members of North Star Resource Group
Ruth Willingham Lentz
Paul Martel
Bob Solis
Morgan Stanley is proud to support the
Invest in Others
Charitable Foundation
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111 Fih Avenue New York, NY 10003 www.alger.com
Inspired by Change, Driven by Growth.
INVEST
OTHERS
CHARITABLE FOUNDATION
Congratulations to all Community
Leadership Award Honorees.
IN
Fred Alger Management, Inc.
is proud to sponsor the
Proactive.
Dedicated.
Dependable.
Securities products offered through Columbia Management Investment Distributors, Inc. (formerly known as RiverSource Fund Distributors, Inc.),
member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC (formerly known as RiverSource Investments, LLC).
2010 Columbia Management Investment Advisers, LLC. All rights reserved.
Columbia Management is pleased to congratulate the nominees
and recipients of the Community Leadership Awards. We thank
you for the commitment and signifcant contributions you have
made to your local communities.
One of the nations largest asset managers, Columbia Management offers a comprehensive
range of investment solutions managed by dedicated professionals who share a passion for
investing and a commitment to delivering a consistent investment experience.
CONGRATULATIONS
2010
Finalists
to the
Legg Mason Investor Services, LLC is a subsidiary of Legg Mason, Inc.
2010 Legg Mason Investor Services, LLC. Member FINRA, SIPC 403077 LGEN011965 8/10 FN0911041
Batterymarch Brandywine Global ClearBridge Advisors Legg Mason Capital Mangement
Permal Royce & Associates Western Asset Management
Goodness is the
only investment
that never fails.
Henry David Thoreau
Thank you for your service to your
community and to our industry
Were honored to work among you.
Joining forces to help your neighbors.
Thats Better thinking. Together.
215871
ADUS85-0810
TPG Capital Congratulates the
2010
Community
Leadership Awards
Nominees
& Finalists
Ameriprise Financial has supported local communities and
the people who call them home for more than a century.
We congratulate all those nominated for the
Invest in Others Charitable Foundation 2010 Community Leadership Award.
ameriprise.com/communityrelations
2010 Ameriprise Financial, Inc. All rights reserved.
We believe in community.
in opportunity.
in teamwork.
in dreams.
BlackRock
congratulates this years
Invest in Others
2010 Community
Leadership honorees.
You are an inspiration.
2010 BlackRock, Inc. All Rights Reserved.
1 800 353 0103 | www.broadridge.com
Broadridge applauds
the eorts of this years

20 Community Leadership
Award Honorees,
& The Invest in Others

for all they do to enrich lives
and communities.
Broadridge Financial Solutions, Inc., is a leading global provider of technology solutions to the nancial services industry. Our systems and
services include investor communication solutions, securities processing solutions, and clearing and outsourcing solutions.

20 Broadridge Financial Solutions, Inc. Broadridge and the Broadridge logo are registered trademarks of Broadridge Financial Solutions, Inc.
Community Leaders,
Making an Impact
CNL Securities Corp.
www.CNLSecurities.com
2010. CNL Intellectual Properties, Inc. All Rights Reserved.
CNL Securities Corp., Member FINRA/SIPC
As a proud sponsor of the 2010 Community
Leadership Awards, CNL Securities Corp.
congratulates all award nalists and honorees
for the impact that they have made in their
communities. You are an inspiration to us all.
2010 MBSC Securities Corporation, Distributor
Congratulations
Community Service Award
John Hyland, Randy Lillard and Tim Pinkney
Ruth W. Lentz, Paul Martel and Bob Solis
Mentoring Excellence Award
Linda Haines, Steve Lahre and William Sparks
Volunteer Team Award
De Sena, Terino & Associates, Edward Jones Investments
and North Star Resource Group
Volunteer of the Year Award
Mike Berry, Michelle Brennan Hall and
R. Mark Shepherd
Dreyfus thanks you all for your generosity to your
chosen charities and dedication to your communities.
to the 2010 Community Leadership Award Finalists.
WERE ALWAYS LOOKING
FOR OPPORTUNITY.
SOMETIMES ITS AN
OPPORTUNITY TO
GIVE BACK.
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and the summary prospectus contain this and other information; call 800.677.FUND or visit FirstAmericanFunds.com for a copy.
Please read carefully before investing.
Mutual fund investing involves risk; principal loss is possible.
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FirstAmericanFunds.com
ITS OUR PLEASURE TO
CELEBRATE YOUR SUCCESS
The Hartford is The Hartford Financial Services Group, Inc. and its subsidiaries, including the issuing
companies of the Hartford Life Insurance Company and Hartford Life and Annuity Insurance Company.
With The Hartford Behind You,
Achieve Whats Ahead of You.
Congratulations to the 2010 Community
Leadership Awards Honorees & The Invest in
Others Charitable Foundation
With 200 years of experience, The Hartford knows
about the hard work it takes to be a leader.
Congratulations to all
the 2010 Community
Leadership Award
nominees
Thank you for
investing in others
and your community
Invesco is one of the worlds leading
independent investment managers:
Investors in 100 countries
Client support in 20 countries
5,000 employees worldwide
600 investment professionals
$557 billion under management
For more information, visit invesco.com
Helping Investors Worldwide
Achieve Their Financial Objectives
Source: Invesco; data as of June 30, 2010. Numbers are
approximate.
invesco.com Invesco Distributors, Inc.
Kekst and Company Applauds The

2010 Community Leadership
Award Nominees

And The

Invest In Others

For Their Outstanding Dedication
To Community Service

Corporate and Financial Communications Counsel

437 Madison Avenue, New York, NY 10022 TEL: (212) 521-4800
LI FE
I NCOME
RETI REMENT
GROUP BENEFI TS
ADVI CE
Lincoln Financial Group congratulates
all the nominees of the Community Leadership Awards.
2010 Lincoln National Corporation
www.LincolnFinancial.com
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its afliates. Afliates are separately responsible for their own nancial and contractual obligations.
That some achieve
great success, is proof
to all that others can
achieve it as well.
Celebrating Successes,
Serving Clients,
Sustaining Communities.
www.macquarie.com/us
These are some of Macquaries underlying
principles, and some of the reasons why
were proud to be associated with the
Invest in Others Charitable Foundation.
We congratulate this years Community
Leadership Award nominees for their
service to New Yorks communities and their
continuing proof that investing in people
and communities can deliver the richest and
most lasting returns.
Dream. Do.
Two verbs too often separated.
Dream without doing and your ideas wither on the vine.
Do without dreaming and you bring nothing new to the world.
But the moment dream and do come together, great things happen.
Medical breakthroughs happen. Tech revolutions happen.
A greener planet happens.
One global exchange is dedicated to helping those who dream it,
do it, no matter how steep the climb: NASDAQ OMX.
Thats why, every day, we give the worlds most innovative
ideas the most innovative means of execution.
Looking to take a dream as far as it will go?
Consider this your launch pad.
2010. The NASDAQ OMX Group, Inc. All Rights Reserved. Q10-0723
Dream it. Do it.
SM
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Oongratu|at|ons to the
2010 Oommun|ty |eadersh|p Awards
honorees
Your ded|cat|on and pass|on are
an |nsp|rat|on to a||
OppenheimerFunds salutes
all the nominees at tonights
Thank you.
1234
2010 OppenheimerFunds, Inc.
Sanford C. Bernstein & Co., LLC
Congratulates
the Community Leadership Award Honorees
and is proud to support the
Independence and Insight. Sanford C. Bernstein has been serving institutional clients all
over the world since 1967. Our hallmark is unbiased, industry-leading company and industry
research that delivers the insights our clients are looking for. Complementing our highly
regarded research is our unparalleled trading and capital markets execution. We also serve as
a gateway through which our clients gain direct access to corporate issuers and executives.
2010 Sanford C. Bernstein & Co., LLC and AllianceBernstein L.P.
A subsidiary of AllianceBernstein L.P.
2010 Sun Life Assurance Company of Canada (U.S.). All rights reserved. Sun Life Financial
and the globe symbol are registered trademarks of Sun Life Assurance Company of Canada.
GX01-LP-10694 (Exp. 08/12) SLPC 22352 (08/10)
The Community Leadership Awards
Presented by the Invest in Others Charitable Foundation and InvestmentNews
Sun Life Financial
congratulates all 2010 nominees
for their passion,
dedication, and
generosity to their
communities.
Transparent Value is a Guggenheim Partners company
TVA000153 01/2011
Knowing how many packages FedEx
has to ship to support its stock

price is the philosophy behind the Required Business Performance

(RBP
) investment methodology.
Our RBP
probability measures the likelihood that FedExs management

can deliver the performance necessary to support its stock price.
TRANSPARENT VALUE WOULD LIKE
TO CONGRATULATE THIS YEARS AWARD
NOMINEES AND HONOREES

This material is intended to inform you of products and services offered by Transparent Value and not an offer to buy or sell,
or a solicitation of an offer to buy or sell, any security or fund interest. No claim is made that RBP
can, in and of itself, be

used to determine which securities to buy or sell, or when to buy or sell them. FedEx is a registered trademark of FedEx, Inc.
The products and services offered by Transparent Value, LLC are not in any way endorsed by, sponsored by, approved by or
afliated with FedEx, Inc.
Transparent Value Funds are distributed by ALPS Distributors, Inc.
The Funds are brand new and have limited operating history. An investment in the
Transparent Value Funds involves risks, including loss of principal. The Funds seek to
track a quantitative strategy index and, as a result, the Funds may have a lower return.
Investors should consider the investment objectives, risks, charges
and expenses of the Transparent Value Funds carefully before
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other information of Transparent Value Funds, please contact
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prospectus carefully before investing.
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MUTUAL FUNDS | ALTERNATIVE INVESTMENTS | INSTITUTIONAL ACCOUNTS
Do you know how many packages FedEx

has to ship to support its stock price?
An Investment With
Unlimited Growth Potential:
Leadership
William Blair & Company is proud to sponsor the
Invest in Others Charitable Foundations
Community Leadership Awards.
Through their commitment to community service,
global community impact, mentoring excellence,
and volunteering, the efforts of tonights
honorees truly enrich us all.
WWW.WILLIAMBLAIR.COM

SunAmerica is A
proud sponsor of
The 2010
Congratulations to all the winners!
Bravo!
We would like to congratulate and thank all of tonights
nominees for the extraordinary contributions you have
made within the community.

M Squared Consulting is proud to honor your achievements
at the 2010 Community Leadership Awards.
msquared.com | 888.818.2505
San Francisco | Silicon Valley | Los Angeles | San Diego
From challenges,
come opportunities.
Tonights finalists in the
have used challenges to bring a true luster
to our community.
For that, we at KM&A thank them.
Congratulations.
79 East Putnam Avenue | Greenwich, Connecticut | 203.661.1090 | www.karenmorstad.com
Making A Profound Difference
Thank you
The Invest in Others Charitable Foundation
and
InvestmentNews
wish to extend their deepest gratitude to all of you
for your generosity and presence here tonight.
Thank you for making the
2010 Community Leadership Awards dinner
a successful celebration of philanthropic spirit!
6059_cover.indd 2 9/7/10 10:41 AM
and InvestmentNews
present
September 14, 2010
New York

Dinner Journal
Dinner Journal sponsored by
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, Mary C. Terino, CFS

SERVICE AWARD Morristown Financial Group

The Savant Investment Group

Wells Fargo Private Mortgage Bank

, Mary C. Terino, CFS

Leukemia and Lymphoma Society of New Jersey

Rotary Club of Sacramento #97

Leukemia and Lymphoma Society of New Jersey

Rotary Club of Sacramento #97

, Mary C. Terino, CFS

Focus Discipline Stewardship

Morristown Financial Group

The Savant Investment Group

has to ship to support its stock

probability measures the likelihood that FedExs management

can, in and of itself, be

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