Forbes "Best-in-State Wealth Advisors" - Feb 2023 *Source: The Forbes "Best-in-State Wealth Advisors" list, published on February 11, 2023. Rankings based on data as of June 30, 2022.Data provided by SHOOK™ Research, LLC. The 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… Show more *Source: The Forbes "Best-in-State Wealth Advisors" list, published on February 11, 2023. Rankings based on data as of June 30, 2022.Data provided by SHOOK™ Research, LLC. The 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'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 in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Show less

Forbes "Top Women Wealth Advisors Best-in-State" - Feb 2023 *Source: The Forbes "Top Women Wealth Advisors Best-in-State" list, published on February 2, 2023. Rankings based on data as of Sept 30, 2022.Data provided by SHOOK® Research, LLC. Forbes "Top Women Wealth Advisors Best-in-State" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best… Show more *Source: The Forbes "Top Women Wealth Advisors Best-in-State" list, published on February 2, 2023. Rankings based on data as of Sept 30, 2022.Data provided by SHOOK® Research, LLC. Forbes "Top Women Wealth Advisors Best-in-State" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and 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

Forbes "Best-in-State Wealth Management Teams" - Jan 2023 *Source: The Forbes "Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022.Data provided by SHOOK® Research, LLC. Forbes "Best-in-State Wealth Management Teams" ranking 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's best practices, client retention, industry experience, review of compliance records, firm… Show more *Source: The Forbes "Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022.Data provided by SHOOK® Research, LLC. Forbes "Best-in-State Wealth Management Teams" ranking 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'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 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 team, 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