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1 THE FORBES AMERICA’S TOP WEALTH ADVISORS ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

2 FORBES BEST-IN-STATE WEALTH ADVISORS: The Forbes Best-In-State Advisor ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

3 BARRON'S TOP 1200 FINANCIAL ADVISORS AWARD: Rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.

4 THE FINANCIAL TIMES 400 TOP FINANCIAL ADVISORS: Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.

5 NABCAP PREMIER WEALTH ADVISOR AWARD: Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list, Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client's experience and is not indicative of past or future investment performance.

6 ON WALL STREET 40 UNDER 40 AWARD: The On Wall Street 40 Under 40 ranking is not an endorsement and is based strictly upon assets under management and trailing twelve-month production. The ranking is not indicative of past or future investment performance.