SRI Wealth Management Group

<p>The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT&rsquo;s research. The listing reflects each advisor&rsquo;s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor&rsquo;s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.</p>

<p>Source: Forbes.com (2020) America&rsquo;s Top Wealth Advisors: State-By-State ranking was developed by SHOOK Research and is based on in-person and telephone&nbsp;due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and&nbsp;quantitative criteria, including: assets under management and profitability. For more information: www.SHOOKresearch.com.&nbsp;This award does not evaluate the quality of services provided to clients and is not indicative of this advisor&rsquo;s future performance. The financial advisor does&nbsp;not pay a fee to be considered for or to receive this award.</p>

<p>Source: Forbes.com (April, 2020). America&rsquo;s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due&nbsp;diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review&nbsp;of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment&nbsp;performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based&nbsp;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&nbsp;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 is not indicative of this&nbsp;financial advisor&rsquo;s future performance. For more information: www.SHOOKresearch.com.</p>

<p>Source:&nbsp;workingmother.com, (October 2019). Data provided by SHOOK&trade; Research, LLC. Data as of 3/31/19. SHOOK&trade; Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. 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 is not indicative of this financial advisor&#39;s future performance. For more information see&nbsp;www.SHOOKresearch.com.</p>

<p>Source: Forbes.com (January 2021). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: 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 is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. 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 is not indicative of this financial advisor&rsquo;s future performance. For more information: www.SHOOKresearch.com.</p>