<p>The 2024 Financial Planning &quot;Top 40 Brokers Under 40&quot; and &quot;Top 40 Regional Brokers Under 40&quot; award was announced February 2024. Data as of 9/30/23. Financial Planning annually ranks the industry&rsquo;s top producers under 40. Nominations were received from advisors and managers and ranked according to production totals. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor&rsquo;s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.</p>

<p>The 2024 Forbes &ldquo;America&#39;s Top Next-Gen Wealth Advisors&rdquo; award was announced August 2024. Data as of 3/31/2024. Forbes/SHOOK considered advisors born in 1985 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.</p>

<p>The 2025 Forbes &ldquo;Best-In-State Wealth Management Teams&rdquo; award was announced January 2025. Data as of 3/31/24. 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:&nbsp; <a href="http://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.</p>

<p>The 2025 Forbes &ldquo;Top Next-Gen Wealth Advisors Best-in-State&rdquo; award was announced August 2025. Data as of 3/31/2025. Forbes/SHOOK considered advisors born in 1985 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;&nbsp; For more information, visit&nbsp;www.SHOOKresearch.com.</p>