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Forbes Disclosures

Source: Forbes “Best-in-State Wealth Advisors” list, April 7, 2026, developed by SHOOK Research, based on data as of June 30,2025. Investment performance is not a criterion. Lake Street did not pay a fee to be considered for or included in this ranking. 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. For more information about the selection criteria, go to https://www.forbes.com/lists/best-in-state-wealth-advisors/.  Forbes is a trademark of Forbes Media LLC. All rights reserved.

Source: Forbes “Best-in-State Wealth Advisors” list, April 8, 2025, developed by SHOOK Research, based on data as of June 30, 2024. Investment performance is not a criterion. Lake Street did not pay a fee to be considered for or included in this ranking. 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. For more information about the selection criteria, go to  https://www.forbes.com/lists/best-in-state-wealth-advisors/. Forbes is a trademark of Forbes Media LLC. All rights reserved.

Source: Forbes “Best-in-State Wealth Advisors” list, April 3, 2024, developed by SHOOK Research, based on data as of June 30, 2023. Investment performance is not a criterion. Lake Street did not pay a fee to be considered for or included in this ranking. 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. For more information about the selection criteria, go to https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=6816ae046ab9. Forbes is a trademark of Forbes Media LLC. All rights reserved.

Source: Forbes “America’s Top RIA Firms” list October 10, 2023, developed by SHOOK Research, based on data as of December 31, 2022. Investment performance is not a criterion. Lake Street did not pay a fee to be considered for or included in this ranking. 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. For more information about the selection criteria, go to https://www.forbes.com/lists/top-ria-firms/?sh=7600f1c83cd5. Forbes is a trademark of Forbes Media LLC. All rights reserved.

Source: Forbes “Best-in-State Wealth Advisors” list, April 4, 2023, developed by SHOOK Research, based on data as of June 30, 2022. Investment performance is not a criterion. Lake Street did not pay a fee to be considered for or included in this ranking. 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. 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.

Source: Forbes “Best-in-State Wealth Advisors” list, April 7, 2022, developed by SHOOK Research, based on data as of June 30, 2021. Investment performance is not a criterion. Lake Street did not pay a fee to be considered for or included in this ranking.  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. 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.

Source: Forbes “Top Next-Gen Wealth Advisors” list, September 21, 2021, developed by SHOOK Research, based on data as of March 31, 2021. Investment performance is not a criterion. Lake Street did not pay a fee to be considered for or included in this ranking.  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. 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.

Source: Forbes “Best-in-State Wealth Advisors” list, February 11, 2021, developed by SHOOK Research, based on data as of June 30, 2020. Investment performance is not a criterion. Lake Street did not pay a fee to be considered for or included in this ranking. 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. 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.

Source: Forbes “Top Next-Gen Wealth Advisors” list, July 22, 2020, developed by SHOOK Research, based on data as of March 31, 2020. Investment performance is not a criterion. Lake Street did not pay a fee to be considered for or included in this ranking. 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. 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.

Source: Forbes “Best-in-State Wealth Advisors” list, January 16, 2020, developed by SHOOK Research, based on data as of June 30, 2019. Investment performance is not a criterion. Lake Street did not pay a fee to be considered for or included in this ranking. 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. 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.

Source: Forbes “Best-in-State Next-Generation Wealth Advisors” list, September 4, 2019, developed by SHOOK Research, based on data as of March 31, 2019. Investment performance is not a criterion. Lake Street did not pay a fee to be considered for or included in this ranking.  These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome. 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.