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Invest in Others Charitable Foundationand InvestmentNewspresent

Community Leadership AwardsSeptember 14, 2010

New York

Dinner Journal


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Agenda

DINNER CO-CHAIRS Kandis BatesPresident, Invest in Others Charitable Foundation

Suzanne Siracuse

Vice President/Publisher, InvestmentNewsBoard Member, Invest in Others Charitable Foundation

AWARDS & KEYNOTE PRESENTATION

GLOBAL COMMUNITY Ruth W. LentzIMPACT AWARD Wells Fargo Advisors, LLC

presented by Allianz Life Financial Services LLC Paul R. MartelYHB Investment Advisors, Inc.

Bob SolisMorgan Stanley Smith Barney

MENTORING Linda HainesEXCELLENCE AWARD Morgan Stanley Smith Barney

presented by J.P. Morgan Asset Management Steve LahreMorgan Stanley Smith Barney

Bill SparksMerrill Lynch

VOLUNTEER De Sena, Terino & Associates, A private wealthTEAM 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 Tuohypresented by TD AMERITRADE Institutional Inspiration behind The Blind Side

COMMUNITY John P. Hyland, CFP

SERVICE AWARD Morristown Financial Group

presented by Sentinel Investments Randy LillardEdward Jones Investments

D. Timothy Pinkney, CFP, AIF

The Savant Investment Group

VOLUNTEER OF Mike BerryTHE YEAR AWARD Colorado West Financial Advisors

presented by LPL Financial Michelle Brennan HallBrennan Financial Services

R. Mark ShepherdShepherd Financial Partners

EVENING AGENDA

The Invest in Others Charitable Foundation and InvestmentNews welcome you

to the fourth annual Community Leadership Awards dinner.

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On behalf of the Invest in Others Charitable Foundation, I am pleased towelcome 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 financial 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 thecourse 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 selflessly 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

financial advisors and the inspiring example they set.Honorees this evening will receive a stunning, unique, and individually

created sculpture that reflects 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 finalists and the charities they support.

A MESSAGE FROM

Kandis BatesPresident, Invest in Others Charitable Foundation

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Welcome to the fourth annual Community Leadership Awards.

All of us at InvestmentNewswish to congratulate the fifteen finalists on the

outstanding contributions they have made to their communities. We are so

proud to be able to honor them all here tonight.

The InvestmentNewsand Invest in Others Community Leadership Awards

were established in 2007 to recognize and celebrate financial 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 finalists,

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 finalists per category was extremely challenging. We were truly moved by

the generosity and commitment to the community that all of the finalists 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 InvestmentNewsdetermine

the finalists. 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 thisprocess are much appreciated.

Finally, thanks to all of you who are here tonight to show your support for

these wonderful role models within the financial 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 finalists and of all nominees

will encourage even more advisors to share their stories with us in 2011.

A MESSAGE FROM

Suzanne SiracuseVP/Publisher, InvestmentNews

Board Member, Invest in Others Charitable Foundation


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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 financial 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 financial professionals

who are committed to serving others in their business and personal lives. As mentors,

volunteers, fundraisers, and leaders, financial 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 fi-

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 nonprofit

organizations to help advance their important causes.

INVEST IN OTHERS

CHARITABLE FOUNDATION

Making a Difference

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www.investinothers.org


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Recognizing Philanthropy in the Financial Services Industry


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KEYNOTE SPEAKERS

Sean & Leigh Anne TuohyPresented by TD AMERITRADE Institutional

6

Tuohys

Sean and Leigh Anne Tuohys life, as chronicled in Michael Lewis New YorkTimesnumber-one best seller, The Blind Side, went on to become an Academy

Award-nominated film and the number-one opening weekend for a sports film

in history. The Blind Side tells the story of Michael Oher, a homeless teenager

turned first-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 basketballplayer 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 firm, with her mother and partner, Virginia Roberts. Her work hasbeen 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 Timesbest 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.


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2009 Community Leadership Awards


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KEY CONTRIBUTORS *

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 WealthManagement, 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 FinancialTransparent Value LLC,a Guggenheim Partners Company

DINNER JOURNAL SPONSOR

William Blair & Company

KEYNOTE SPEAKER

SPONSOR

TD AMERITRADE Institutional

GOLD SPONSORS

Bank of America Merrill Lynch

Goldman Sachs

Healthcare Trust of America, Inc.

InvestmentNews

Morgan Stanley

COMMUNITY SPONSORSAdvent 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 Compan

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 ReutersUBS

UnitedHealthCare

U.S. Executive Search, Inc.Human Capital Gains Realized

Wells Fargo Private Mortgage Bank

Western & Southern Financial GroupDistributors and Integrity LifeInsurance Company

WilmerHale LLP

*Sponsors listed as of print date


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Judges9

John D. Rogers, CFA

President and CEO

CFA Institute

Suzanne Siracuse

VP/Publisher

InvestmentNews

Board Member

Invest in Others Charitable Foundation

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

CEOCFP 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

JUDGES

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.


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2008Elizabeth Verterano

Crisis Shelter of

Lawrence County

Ameriprise Financial

Services, Inc.

Marc Turner

The School at

Church FarmRenaissance 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

2007Barry Glassman

The Brain Tumor Society

Cassaday & Company

Royal Alliance

Ken Clark

Young Life

South CoastKen 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

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2009Robert E. Wamhoff

Just Because We Care

Wamhoff Financial Planning

& Accounting Services, Inc.

VSR Financial Services, Inc.

Brett S. Ellen

Turn Kindness on

Helping HandsAmerican 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

COMMUNITYSERVICEAWARD(Formerly Community

Leadership)

MENTORINGEXCELLENCE

AWARD

VOLUNTEEROF THE YEARAWARD

VOLUNTEERTEAM AWARD


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Finalists

MENTORING EXCELLENCE AWARDLinda Haines

Young Women in Action Program of the

Vancouver School District Foundation

Morgan Stanley Smith Barney

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, Mary C. Terino, CFS, Katie Coleman

Michael Magro Foundation

Edward Jones Investments, Arlington, Texas Branch

Tony Blauvelt, Janelle Blauvelt, and Sharron Harley

Handley-Meadowbrook Lions Club

North Star Resource Group Team

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 HallStar Children's Charity

Brennan Financial Services


R. Mark Shepherd

AbilityPLUS Inc.

Shepherd Financial Partners

LPL Financial

COMMUNITY SERVICE AWARDJohn P. Hyland, CFP

Leukemia and Lymphoma Society of New Jersey

Morristown Financial Group

LPL Financial

Randy Lillard

Agape Child & Family Services, Inc.

Edward Jones Investments

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

YHB Investment Advisors, Inc.

Charles Schwab & Co. and Pershing Advisor Solutions

Bob SolisOpen Arms Home for Children, South Africa


CONGRATULATIONS

2010 Community Leadership Awards Finalists


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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 currentlyundergoing 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, financial 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

COMMUNITY SERVICE

I never

understood ortruly appreciated

how cancer affects

a family,

Presented to an advisor who has made managerial contributions to a local,

nonprofit organization as a fundraiser, organizer, board member, or other

executive position over a period of at least five years, has made an outstanding

contribution to the community, and has served with distinction.


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RANDY LILLARDAgape Child & Family Services, Inc.

Edward Jones Investments

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 benefit of others.Representing the second generation of Agape volunteers, Mr. Lillard, a

financial 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.

COMMUNITY SERVICE

Life is best lived

when livingfor the benefit

of others.


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Confidence

in self + goalsetting + tenacity

= success...

The synergy of

these dynamics

is a powerfulforce.

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. The450-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: confidence

in self+goal setting+tenacity=success.

The synergy of these dynamics is a powerful force, he said.

COMMUNITY SERVICE


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RUTH W. LENTZWest Tennessee Haiti Partnership

Wells Fargo Advisors, LLC

Ruthie Lentz makes a profound connection between her passion for

helping people in Haiti and her work as a financial advisor. As the

stewards of wealth, we need to teach other people how to be goodstewardsand part of good stewardship is thinking about the role of

philanthropy in our lives, she said.

During her first trip to Haiti in January 2005, Ms. Lentz, a Memphis,

Tenn.-based financial advisor with Wells Fargo Advisors, was floored 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 clarified what is valuable to Ms. Lentz.

GLOBAL C OMMUNIT Y IMPACT

They have so little

and yet are sowilling 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.


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PAUL R. MARTELCentro Medico Integral Dulce Refugio

YHB Investment Advisors, Inc.

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 whenhe 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 overcomewith the grief of the

suffering, but if

you focus on one

person at a time,

you can do a lot.


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BOB SOLISOpen 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 difficult 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, benefit 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 werealized we had an

opportunity to do

something with our

limited time.


20/7218

LINDA HAINESYoung Woman in Action Program of the Vancouver School District Foundation


Its definitely a labor of love, said Linda Haines, a Vancouver, Wash.,

certified financial 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 fifth-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 financial advisor], I try to assist my clients and

these young women to figure 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.

MENTORING EXCELLENCE

Its definitely 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.


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STEVE LAHREAcademy of Finance, San Diego High School


Mentoring high school kids is fun its not work, according to Steve

Lahre, a financial advisor in San Diego with Morgan Stanley Smith

Barney.The former Peace Corps volunteer, who has two grown kids of his

own, was the first 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 confide 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 parentyou look at their

report cards,

talk about their

future.


22/7220

I always felt a

moral emptiness,but my

professional success

allowed me

to bring that

[affluent] worldto bear to help

this other world.

BILL SPARKSLos Angelitos de Encinitas

Merrill Lynch

Bill Sparks believes in walking the talk of equality.

In 2002, his five-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% affluent 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 fields, 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 [affluent] world to

bear to help this other world.



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De Sena, Terino & Associates, A private wealthadvisory practice of Ameriprise Financial Services, Inc.Joseph De Sena, CFP, Mary C. Terino, CFS, Katie ColemanMichael 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 KatieColeman, 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 aspleasant as

possible for kids

with cancer and

their families.

Presented to a team of advisors and/or office staff for their current,

collective involvement of at least three years as volunteers for a charity

in their local community.


24/7222

Edward Jones Investments, Arlington, Texas BranchTony Blauvelt, Janelle Blauvelt, and Sharron HarleyHandley-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 goingaway 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 qualified 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 onletting their kids go

to camp, [because

they] cant

visualize their

children withdisabilities going

away for a week

on their own.


25/7223

North Star Resource Group TeamScott 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 firms financial 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 officers donate at least $150,000 annually to

the foundation, which focuses on cystic fibrosis, breast cancer awareness

bikes for kids, ataxia, myelofibrosis, 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

myelofibrosis, 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 supportsthe 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 otherpeople to do the

right thing


26/7224

MIKE BERRYKids 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 inelementary and middle school. The items are specially chosen for kids to

prepare by themselves.

The program took off like wildfire, 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 peoplewith 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 nonprofit organizations for at least two years and has made a

contribution considered to have a lasting impact in his/her community.


27/7225

MICHELLE BRENNAN HALLStar 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 fundraisingevents 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

beneficiary agencies since 2008.

Ms. Halls background as a financial 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.


28/7226

R. MARK SHEPHERDAbilityPLUS Inc.


LPL Financial

R. Mark Shepherd applies the same servitude and devotion to whomever

hes helping, whether financial 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 physicallychallenged. 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, cerebra

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 timewe meet them


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800.233.4332 | www.sentinelinvestments.com

The Essential Elements of Investing

Focus Discipline Stewardship

an Essential Element

of successful investingand 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.


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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 CPAseries 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 the2010 Community Leadership Awards

Community ServiceJohn Hyland, Morristown Financial Group

Randy Lillard, Edward Jones

. imothy Pinkney, The Savant Investment Group

entoring EcellenceLinda Haines, Morgan Stanley Smith Barney

Steve Lahre, Morgan Stanley Smith Barney

William E. Sparks, Merrill Lynch

Volunteer of the YearMike Berry, Colorado West Financial Advisors

Michelle Brennan Hall, Brennan Financial Services

R. Mark Shepherd, Shepherd Financial Partners

Volunteer eamDe Sena, Terino & Associates

Edward Jones

North Star Resource Group

Global Community Impact AwardRuth Willingham Lentz, Wells Fargo Advisors

Paul Martel, YHB Investment Advisors

Bob Solis, Morgan Stanley Smith Barney


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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. LENTZWells Fargo Advisors, LLC

Charity: West Tennessee

Haiti Partnership

PAUL R. MARTELYHB Investment Advisors, Inc.

Charity: Centro Medico Integral

Dulce Refugio

BOB SOLISMorgan Stanley Smith Barney

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


Charity: Star Childrens Charity

R. MARK SHEPHERD


Charity: AbilityPLUS, Inc.

Committed To Your Success.

Youve put your heart and soul intomaking 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 trademarkjointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. 2010 TD AMERITRADE IP Company, Inc.All rights reserved. Used with permission.

t d a i n s t i t u t i o n a l . c o m


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Goldman, Sachs & Co., 2010. All rights reserved.

Goldman Sachs is proud to supportInvest in Others Charitable Foundation.


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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.

HEALTHCARETRUST OF

AMERICA, INC.Partnering with Healthcare SystemsCongratulates 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 Tony Blauvelt, Janelle Blauvelt, and Sharron Harley Advisers & Team Members of North Star Resource Group

Global Community Impact Award Ruth Willingham Lentz Paul Martel Bob Solis


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Morgan Stanley is proud to support the

Invest in Others

Charitable Foundation

InvestmentsandservicesofferedthroughMorganStanley

&Co.

Incorporated,

memberSIPC.

2

010MorganStanley


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111 Fih Avenue New York, NY 10003 www.alger.com

Inspired by Change, Driven by Growth.

INVEST

OTHERSCHARITABLE FOUNDATION

Congratulations to all CommunityLeadership Award Honorees.

IN

Fred Alger Management, Inc.is proud to sponsor the


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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 signicant 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.


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CONGRATULATIONS

2010Community Leadership Awards

Finalists

to the


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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 theonly investmentthat never fails.Henry David Thoreau

Thank you for your service to yourcommunity and to our industry

Were honored to work among you.


42/72

Joining forces to help your neighbors.Thats Better thinking. Together.

2

ADUS85


43/72

TPG Capital Congratulates the

2010

CommunityLeadership Awards

Nominees

& Finalists


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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.


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BlackRock

congratulates this years

Invest in Others

2010 Community

Leadership honorees.

You are an inspiration.

2010 BlackRock, Inc. All Rights Reserved.


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1 800 353 0103 | www.broadridge.com

Broadridge applauds

the efforts of this years20Community LeadershipAward 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 financial services industry. Our systems andservices include investor communication solutions, securities processing solutions, and clearing and outsourcing solutions.

20Broadridge Financial Solutions, Inc. Broadridge and the Broadridge logo are registered trademarks of Broadridge Financial Solutions, Inc.


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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 CommunityLeadership Awards, CNL Securities Corp.congratulates all award finalists and honoreesfor the impact that they have made in theircommunities. You are an inspiration to us all.


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2010 MBSC Securities Corporation, Distributor

Congratulations

Community Service Award

John Hyland, Randy Lillard and Tim Pinkney

Global Community Impact Award

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.


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WERE ALWAYS LOOKING

FOR OPPORTUNITY.

SOMETIMES ITS AN

OPPORTUNITY TO

GIVE BACK.

Investors should carefully consider a funds investment objectives, risks, charges, and expenses before investing. The prospecand the summary prospectus contain this and other information; call 800.677.FUND or visit FirstAmericanFunds.com for a copPlease read carefully before investing.

Mutual fund investing involves risk; principal loss is possible.

Quasar Distributors, LLC, distributor. 9/2010 0214

FirstAmericanFunds.com


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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.


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Congratulations to all

the 2010 Community

Leadership Award

nominees

Thank you for

investing in others

and your community

Invesco is one of the worlds leadingindependent 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 areapproximate.

invesco.com Invesco Distributors, Inc.


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Kekst and Company Applauds The

2 1 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


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LIFE

INCOME

R ET IR EMENT

G R O U P B ENE FIT S

AD V IC E

Lincoln Financial Group congratulates

all the nominees of the Community Leadership Awards.

2010 Lincoln National Corporation

www.LincolnFinancial.comLincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligatio

That some achievegreat success, is proto all that others canachieve it as well.


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Celebrating Successes,Serving Clients,

Sustaining Communities.

www.macquarie.com/us

These are some of Macquaries underlyingprinciples, and some of the reasons whywere proud to be associated with theInvest in Others Charitable Foundation.We congratulate this years Community

Leadership Award nominees for theirservice to New Yorks communities and theircontinuing proof that investing in peopleand communities can deliver the richest andmost lasting returns.


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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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69-22 180th Street | Fresh Meadows, NY 11365 | T 718.969.6676 | F 718.969.6693 | E [email protected]


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OppenheimerFunds salutes

all the nominees at tonights


Thank you.

12342010 OppenheimerFunds, Inc.


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Sanford C. Bernstein & Co., LLC

Congratulatesthe Community Leadership Award Honorees

and is proud to support the

Invest in Others Charitable Foundation

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

A subsidiary of AllianceBernstein L.P.


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2010 Sun Life Assurance Company of Canada (U.S.) . All rights reserved. Sun Life Financialand 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 AwardsPresented by the Invest in Others Charitable Foundation and InvestmentNews

Sun Life Financialcongratulates all 2010 nominees

for their passion,

dedication, andgenerosity to their

communities.


64/72Transparent Value is a Guggenheim Partners compan

TVA000153 01/2011

Knowing how many packages FedExhas to ship to support its stock

price is the philosophy behind the Required Business Performance

(RBP) investment methodology.

Our RBPprobability measures the likelihoodthat FedExs management

can deliver the performance necessary to support its stock price.

TRANSPARENT VALUE WOULD LIKETO 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 RBPcan, 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

affiliated 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 theTransparent Value Funds involves risks, including loss of principal. The Funds seek totrack 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

investing. To obtain a prospectus containing this and

other information of Transparent Value Funds, please contact

(888) 727-6885 or visit www.transparentvalue.com. Read the

prospectus carefully before investing.

www.transparentvalue.com

MUTUAL FUNDS | ALTERNATIVE INVESTMENTS | INSTITUTIONAL ACCOUNTS

Do you know how many packages FedEx

has to ship to support its stock price?


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SunAmerica is A

proud sponsor of

The 2010

Community Leadership Awards

Congratulations to all the winners!


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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 achievementsat the 2010 Community Leadership Awards.

msquared.com | 888.818.2505

San Francisco | Silicon Valley | Los Angeles | San Diego


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From challenges,

come opportunities.

Tonights finalists in the

2010 Community Leadership Awardshave 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


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Making A Profound Difference


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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 dinnera successful celebration of philanthropic spirit!


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Dinner Journal sponsored byWilliam Blair & Company

Invest in Others Jnl Final Pdfs

Documents

Transcript of Invest in Others Jnl Final Pdfs