<p>The 2022 Forbes &quot;Top Women Wealth Advisors&quot; and &quot;Top Women Wealth Advisors Best-in-State&quot; award was announced February 2022. Data as of 9/30/2021. The award 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. 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 <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.</p>

<p>The 2023 Forbes &quot;Top Women Wealth Advisors&quot; and &quot;Top Women Wealth Advisors Best-in-State&quot; award was announced February 2023. Data as of 9/30/2022. The award 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. 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>

<p>The 2024 Forbes &quot;Top Women Wealth Advisors&quot; and &quot;Top Women Wealth Advisors Best-in-State&quot; award was announced February 2024. Data as of 9/30/2023. The award 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. 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: . <a href="https://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.</p>

<p>The 2025 Forbes &quot;America&rsquo;s Top Women Wealth Advisors&quot; and &quot;Top Women Wealth Advisors Best-In-State&quot; award was announced February 2025. Data as of 9/30/2024. 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: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.</p>

<p>The 2025 InvestmentNews &ldquo;$100M Club: Top Female Advisors&rdquo; award was announced August 2025. To be eligible, nominees had to be female advisors with a minimum of $100 million in individual assets under management as of 12/31/2024. All nominee information was verified by their compliance teams before acceptance. Final rankings were determined by a weighted formula based on overall AUM, AUM growth, and client growth between 1/1/2024 and 12/31/2024. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not elevate the quality of services provided to clients and is not indicative of the advisor&rsquo;s future performance.</p>