The McGrath Group

<p>The 2025 Barron&rsquo;s &ldquo;Top 1,200 Financial Advisors&rdquo; award was announced March 2025. Data as of Sept. 30, 2024. The award is based on the following criteria: individual with a minimum of seven years&rsquo; experience in the industry, client retention reports, assets under management, revenue produced for the firm and acceptable compliance record. 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.</p>

<p>The 2025 Forbes &ldquo;Best-In-State Wealth Advisors&rdquo; award was announced April 2025. Data as of 6/30/2024. 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 advisor&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 go to:&nbsp;www.SHOOKresearch.com.</p>