June 4, 2018

Disclosures Regarding Advisor Awards

The third annual “40 Under 40” project spotlights 40 dynamic honorees, all under age 40, who were selected from a pool of approximately 800 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership, and promise for the future. This recognition is not indicative of the advisor’s future performance and your experience may vary. For more information visit www.investmentnews.com.

Investopedia reviewed more than 500 application submissions from financial advisors to measure their impact and reach across Twitter, LinkedIn, personal and company blogs, and online publishers. Their proprietary ranking considered each applicant’s page rankings, followers, and citations of their work by other advisors, consumers, and the financial media. The advisor’s dedication to educating investors was also a factor. This award is not indicative of advisor’s future performance and your experience may vary. For more information visit www.investopedia.com.