<p>The 2026 Forbes &ldquo;Best-In-State Wealth Management Teams&rdquo; award was announced January 2026. Data as of 3/31/25. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team&rsquo;s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client&rsquo;s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.&nbsp;</p>

<p>The 2026 Forbes &quot;Best-In-State Wealth Advisors&quot; award was announced April 2026. Data as of 6/30/2025. The award is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes advisor&#39;s best practices, client retention, industry experience, compliance records; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client&#39;s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.</p>

<p>The 2026 AdvisorHub &quot;Advisors to Watch&quot; award was announced June 2026. Data as of 12/31/2024 and 12/31/2025 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue and team size. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This award is not indicative of this financial advisor&#39;s future performance.</p>

<p>The 2026 Forbes &ldquo;Top Next-Gen Wealth Advisors Best-in-State&rdquo; award was announced August 2026. Data as of 3/31/2026. Forbes/SHOOK considered advisors born in 1987 or later with a minimum 4 years&rsquo; experience. Ranking is based on telephone and in-person interviews, professional credentials, advisor&rsquo;s compliance records, firm recognition, and assets under management. Investment performance was not considered; and this ranking is not indicative of future advisor performance or any one client&rsquo;s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients.&nbsp;For more information, visit&nbsp;www.SHOOKresearch.com.&nbsp;</p>