Forbes/SHOOK Top Wealth Advisors Best-In State (08/24/21, data as of 03/31/21); (08/25/20, data as of 03/31/20); (09/10/19, data as of 03/31/19). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.

Forbes/SHOOK Top Wealth Advisors (08/24/21, data as of 03/31/21); (09/10/19, data as of 03/31/19); (09/12/18, data as of 06/30/18); (09/26/17, data as of 06/30/17). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.

Barron's Top 100 Financial Advisors (04/22/19, data as of 12/31/18). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Barron's Top 1,200 U.S. Financial Advisors (03/08/19, data as of 09/30/18); (03/08/18, data as of 09/30/17); (03/15/17, data as of 09/30/16); (03/05/16, data as of 09/30/15). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Barron's Top 50 Private Wealth Management Teams (04/22/19). Data as of 12/31/18. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23). Data as of 3/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Barron's Top 100 Financial Advisors (04/22/19). Data as of 12/31/18. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.