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Forbes Disclosures

Source: Forbes “Best-in-State Wealth Advisors” list, April 4, 2023. For more information about the selection criteria, go to https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=367ada9e6ab9. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.

Source: Forbes “Best-in-State Wealth Advisors” list, April 7, 2022. For more information about the selection criteria, go to https://www.forbes.com/best-in-state-wealth-advisors/#7ddce3df291d. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.

Source: Forbes “Top Next-Gen Wealth Advisors” list, September 21, 2021. For more information about the selection criteria, go to https://www.forbes.com/top-next-gen-advisors/#3edda8706df0. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.

Source: Forbes “Best-in-State Wealth Advisors” list, February 11, 2021. For more information about the selection criteria, go to https://www.forbes.com/best-in-state-wealth-advisors/#16abe8d0291d. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.

Source: Forbes “Top Next-Gen Wealth Advisors” list, July 22, 2020. For more information about the selection criteria, go to https://www.forbes.com/sites/rjshook/2020/07/22/2020-top-next-gen-wealth-advisors-methodology/#1dee2dd54518. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.

Source: Forbes “Best-in-State Wealth Advisors” list, January 16, 2020. For more information about the selection criteria, go to https://www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020/#6d803adcfedc. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.

Source: Forbes “Best-in-State Next-Generation Wealth Advisors” list, September 4, 2019. For more information about the selection criteria, go to https://www.forbes.com/sites/rjshook/2017/07/25/methodology-forbes-top-500-top-next-generation-wealth-advisors. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome.

Source: Forbes’ “America’s Top Next-Generation Wealth Advisors” list, July 2017. For more information about the selection criteria, go to https://www.forbes.com/sites/rjshook/2017/07/25/methodology-forbes-top-500-top-next-generation-wealth-advisors. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome.