Five Star award winner Lori Miller, CFP®, MS

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

Five Star Wealth Manager award winner 2014, 2016-2025
2015 Best of Wheaton Small Business Financial Services Company, Wheaton Chamber of Commerce**
2014 Exceptional Engagement Award, Wheaton Chamber of Commerce**
2014 Regional VIP Woman of the Year, National Association of Professional Women**
2012 Milestone Woman To Know, Glancer Magazine
2007 Women In Business Pillar of the Community, Wheaton Chamber of Commerce**

North Central College, Naperville, Illinois
Master of Science in Management Information Systems

San Diego State University, San Diego, California
Bachelor of Science in Finance

The Institutes, Malvern, Pennsylvania
Associate of Reinsurance and Associate of General Insurance
Program in Chartered Property Casualty Underwriter (CPCU)

College of Financial Planning, Denver, Colorado
CERTIFIED FINANCIAL PLANNER ^TMProfessional, CFP®

Series 24, 7, 65, 63, and 6 Registrations held with LPL Financial
Life, Health, Prop Casualty and Long-Term Care Insurance License (Ind, Group, & Bus)

Financial Planning Association (FPA) - Former Advisory Council Representative for Colorado FPA

Financial Planning Association of Colorado (FPACO) -Past President, Past Chairman, Past 4-year State Board Member, Past President Elect, Past Treasurer, Past Partnership Committee Chairperson, Past multi-year Education Committee Member

Past President of FPA Illinois West Suburban Council, Past FPA Illinois multi-year State Board Member

Former Founding President of BNI Achievers in Illinois

Former League of Women Voters local Illinois Chapter President, Former CPCU Colorado Chapter member, Former Wheaton Chamber of Commerce Ambassadors President and Multi-year Board Member and Committee Service, Former local President of two GFWC IL service clubs

Active Member of FPA, FPA CO, and General Federation of Women's Clubs (GFWC)

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This award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 01/01/2025 through 06/02/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2858 Denver-area wealth managers were considered for the award; 217 (8 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 2,435, 224, 9%, 10/1/24, 12/12/23 - 7/9/24; 2023: 2,580, 247, 10%, 10/1/23, 12/12/22 - 6/30/23; 2022: 2132, 235, 11%, 10/1/22, 1/17/22 - 7/15/22; 2021: 2158, 206, 10%, 10/1/21, 1/4/21 - 7/30/21; 2020: 2172, 213, 10%, 10/1/20, 1/20/20 - 8/14/20; 2019: 2146, 262, 12%, 10/1/19, 1/21/19 - 8/23/19; 2018: 2255, 267, 12%, 10/1/18, 1/18/18 - 8/21/18; 2017: 1716, 287, 17%, 10/1/17, 1/18/17 - 8/9/17; 2016: 1552, 515, 33%, 9/1/16, 2/23/16 - 8/26/16; 2015: 3008, 517, 17%, 10/1/15, 2/19/15 - 8/17/15; 2014: 4385, 528, 12%, 10/1/14, 2/19/13 - 8/17/13; 2013: 2083, 607, 29%, 10/1/13, 2/19/12 - 8/17/12; 2012: 1965, 611, 31%, 10/1/12, 2/19/11 - 8/17/11.

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**Award based on Client and Community Votes.

Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, member FINRA/SIPC

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.