Forbes "America's Top Next-Generation Wealth Advisors" - Jul 2020 *Source: The Forbes "Top Next-Generation Wealth Advisors" list, published on July 22, 2020. Rankings based on data as of March 31, 2020.Data provided by SHOOK™ Research, LLC. SHOOK considered advisors born in 1981 or later with a minimum of four years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. The ranking algorithm is based on qualitative measures: telephone and in-person… Show more *Source: The Forbes "Top Next-Generation Wealth Advisors" list, published on July 22, 2020. Rankings based on data as of March 31, 2020.Data provided by SHOOK™ Research, LLC. SHOOK considered advisors born in 1981 or later with a minimum of four years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. The ranking algorithm is based on qualitative measures: telephone and in-person interviews, 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. 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, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation inexchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Show less

Forbes "America's Top Next-Generation Wealth Advisors" - Jul 2019 *Source: The Forbes "Top Next-Generation Wealth Advisors" list, published on July 24, 2019. Rankings based on data as of March 31, 2019.Forbes' "Top Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum of four years of relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking… Show more *Source: The Forbes "Top Next-Generation Wealth Advisors" list, published on July 24, 2019. Rankings based on data as of March 31, 2019.Forbes' "Top Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum of four years of relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, 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 criteria 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 representative nor indicative of any one client's experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. 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, and such rankings should not be construed as an endorsement of the advisor. Show less