Raj Sharma, CIMA®

Barron's "America's Top 100 Financial Advisors" - Apr 2023 *Source: The Barron's "Top 100 Financial Advisors" list, published annually Mar – April. Rankings based on data as of December 31 of prior year.The Barron's "Top 100 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client… Show more *Source: The Barron's "Top 100 Financial Advisors" list, published annually Mar – April. Rankings based on data as of December 31 of prior year.The Barron's "Top 100 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron's and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron's does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Show less

Forbes "Best-in-State Wealth Advisors" - Apr 2023 *Source: The Forbes "Best-in-State Wealth Advisors" list, published annually Jan - April. Rankings based on data as of June 30 of prior year.Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative… Show more *Source: The Forbes "Best-in-State Wealth Advisors" list, published annually Jan - April. Rankings based on data as of June 30 of prior year.Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; 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. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes' "America's Top Wealth Advisors" - Apr 2023 *Source: The Forbes "America's Top Wealth Advisors" list, 2023 published in April. Rankings based on data as of June of 2022. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.Data provided by SHOOK® Research, LLC. America's Top Wealth Advisors ranking was developed by SHOOK Research and is based on inperson, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client… Show more *Source: The Forbes "America's Top Wealth Advisors" list, 2023 published in April. Rankings based on data as of June of 2022. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.Data provided by SHOOK® Research, LLC. America's Top Wealth Advisors ranking was developed by SHOOK Research and is based on inperson, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of 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 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 Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Barron's "America's Top 1200 Financial Advisors State-by-State" - Mar 2023 *Source: The Barron's "Top 1,200 Financial Advisors: State-by-State" list, published annually in February-March. Rankings based on data as of September 30 of prior year.The Barron's "Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's… Show more *Source: The Barron's "Top 1,200 Financial Advisors: State-by-State" list, published annually in February-March. Rankings based on data as of September 30 of prior year.The Barron's "Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. Show less

Financial Times "FT400" - Apr 2020 *Source: Financial Times "400 Top Financial Advisers" list, published annually Mar - April. Rankings based on data as of June 30 of prior year.The Financial Times "400 Top Financial Advisers" (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each… Show more *Source: Financial Times "400 Top Financial Advisers" list, published annually Mar - April. Rankings based on data as of June 30 of prior year.The Financial Times "400 Top Financial Advisers" (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each adviser'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 adviser's future performance. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the adviser. All rights reserved. Show less