¹2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. View Additional Disclosures

²The Five Star Wealth Manager award was issued on 11/01/2024 by Five Star Professional (FSP) for the time period 02/13/2024 through 08/30/2024. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered
investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is
there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 4,532 Philadelphia-area wealth managers were considered for the award; 303 (7% of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

Award issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. 3,885 Philadelphia-area wealth managers were considered for the award; 328 (8% of candidates) were named 2023 Five Star Wealth Managers.

Award issued on 11/1/22 by Five Star Professional (FSP) for the time period 2/21/22 through 8/19/22. 3604 Philadelphia-area wealth managers were considered for the award; 305 (8% of candidates) were named 2022 Five Star Wealth Managers.

Award issued on 11/1/21 by Five Star Professional (FSP) for the time period 01/18/2021 through 09/3/2021. 3576 Philadelphia-area wealth managers were considered for the award; 310 (9% of candidates) were named 2021 Five Star Wealth Managers.

Award issued on 11/1/20 by Five Star Professional (FSP) for the time period 02/10/2020 through 09/11/2020. 4148 Philadelphia-area wealth managers were considered for the award; 366 (9% of candidates) were named 2020 Five Star Wealth Managers.

Award issued on 11/1/19 by Five Star Professional (FSP) for the time period 02/11/2019 through 09/20/2019. 3910 Philadelphia-area wealth managers were considered for the award; 437 (11% of candidates) were named 2019 Five Star Wealth Managers.

Award issued on 11/1/18 by Five Star Professional (FSP) for the time period 02/20/2018 through 09/19/2018. 3721 Philadelphia-area wealth managers were considered for the award; 439 (12% of candidates) were named 2018 Five Star Wealth Managers.

Award issued on 11/1/17 by Five Star Professional (FSP) for the time period 01/20/2017 through 09/8/2017. 3022 Philadelphia-area wealth managers were considered for the award; 437 (14% of candidates) were named 2017 Five Star Wealth Managers.

Award issued on 10/1/16 by Five Star Professional (FSP) for the time period 03/5/2016 through 10/7/2016. 2671 Philadelphia-area wealth managers were considered for the award; 660 (25% of candidates) were named 2016 Five Star Wealth Managers.

Award issued on 11/1/15 by Five Star Professional (FSP) for the time period 03/5/2015 through 09/9/2015. 4696 Philadelphia-area wealth managers were considered for the award; 805 (17% of candidates) were named 2015 Five Star Wealth Managers.

Award issued on 11/1/14 by Five Star Professional (FSP) for the time period 03/5/2013 through 09/9/2013. 4438 Philadelphia-area wealth managers were considered for the award; 856 (19% of candidates) were named 2014 Five Star Wealth Managers.

Award issued on 10/1/13 by Five Star Professional (FSP) for the time period 03/5/2012 through 09/9/2012. 3354 Philadelphia-area wealth managers were considered for the award; 934 (28% of candidates) were named 2013 Five Star Wealth Managers.

Award issued on 11/1/12 by Five Star Professional (FSP) for the time period 03/5/2011 through 09/9/2011. 2847 Philadelphia-area wealth managers were considered for the award; 773 (27% of candidates) were named 2012 Five Star Wealth Managers.

³2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Datacompiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. See additional award disclosures.